Be in the know. 15 key reads for Wednesday…

  1. Forget AMD: 2 Artificial Intelligence (AI) Stocks to Buy Instead (fool)
  2. The Fed could tip the US into recession if it waits too long to cut rates, Mohamed El-Erian says (businessinsider)
  3. Hong Kong Stocks Jump on Hopes for Market-Boosting Policies (bloomberg)
  4. Hong Kong may reap bonanza as China expedites approvals for offshore IPOs (scmp)
  5. The Fed Is in Wait-and-See Mode on Rate Cuts (barrons)
  6. Inflation Drops to U.K. Target. Why BOE’s Likely to Follow Fed With Rate Freeze Anyway. (barrons)
  7. M&A Is Back. 4 Stocks That Could Be Targets. (barrons)
  8. Dell Stock Extends Rally. Wall Street Is Bullish on the AI Servers. (barrons)
  9. Nvidia’s Ascent to Most Valuable Company Echoes Dot-Com Boom (wsj)
  10. Insane six-man golf brawl breaks out during Father’s Day round (nypost)
  11. Retail sales rise by paltry 0.1% as shoppers feel pinch of high inflation (nypost)
  12. Boeing C.E.O. Apologizes for Quality and Safety Issues at Senate Hearing (nytimes)
  13. US Mortgage Rates Drop Below 7% for First Time Since March (bloomberg)
  14. China CSRC Unveils Policy Package to Shore Up Star Market (bloomberg)
  15. Woods gets special exemption into PGA Tour Signature Events (reuters)

Be in the know. 17 key reads for Tuesday…

  1. Fed needs to cut interest rates sooner rather than later (ft)
  2. BofA Poll Shows Investors Primed to Fuel Stock Rally With Cash (bloomberg)
  3. Why small caps, cyclicals are ‘an exciting opportunity’ (yahoo)
  4. Traders price in higher odds of two Fed rate cuts this year (bloomberg)
  5. Fed’s Barkin, Kugler, Goolsbee Among Those Set to Speak (barrons)
  6. Retail Sales Miss Again. Consumers Are Losing Steam. (barrons)
  7. Corporate Tax Rate Spurs Political Fight With More Than $1 Trillion at Stake (wsj)
  8. Market concentration could be a warning the rally is slowing: Carson Group’s Ryan Detrick (cnbc)
  9. A lot of the drivers for inflation are falling away, says Fundstrat’s Tom Lee (cnbc)
  10. Intel’s China arm invests in telecoms subsidiary of Apple supplier Luxshare (scmp)
  11. Hong Kong IPO market pipeline has ‘new-found positivity’ after slow first half (scmp)
  12. Midsize Companies Are Big Business for Wall Street’s Megabanks (wsj)
  13. Retail Sales Disappoint In May, April Revised Even Lower… (zerohedge)
  14. Alibaba Health resumed with a Buy at Goldman Sachs (thefly)
  15. BofA: Cash sees largest weekly inflow, money market AUM hits $6.1 trillion (streetinsider)
  16. Bank of America sees continued buyback strength (streetinsider)
  17. Citi Pitches Its Money-Moving Services Business as Central to Its Revamp (bloomberg)

Be in the know. 18 key reads for Monday…

  1. China May retail sales beat expectations (cnbc)
  2. Goldman ups S&P 500 target for a third time — and says 6,300 is possible (marketwatch)
  3. A Big Bond Rally Is Promising Some Help for Home Buyers(wsj)
  4. The Dow Has Been a Dog. Markets Won’t Throw It a Bone. (barrons)
  5. Investors Fear Long Stretch of Calm in Markets Can’t Last (wsj)
  6. If Ray Kurzweil Is Right (Again), You’ll Meet His Immortal Soul in the Cloud (wired)
  7. Review: McLaren Artura Spider Hybrid (wired)
  8. These Are the Best AI Music Generators You Can Use Right Now (gizmodo)
  9. Bryson DeChambeau wins another U.S. Open with a clutch finish to deny Rory McIlroy (npr)
  10. Bryson DeChambeau fixed his swing with this state-of-the-art tech (golf)
  11. The Bizarre Scientific Experiment That Helped Bryson DeChambeau Win the U.S. Open (wsj)
  12. Taobao and Tmall Upgrades Consumer Shopping Experience and Merchant Support Through AI (alizila)
  13. How the US Mopped Up a Third of Global Capital Flows Since Covid (bloomberg)
  14. Bill Gates Says He’s Ready to Put Billions Into Nuclear Power (bloomberg)
  15. China Home-Price Slump Accelerates Despite More Stimulus (bloomberg)
  16. China Leaves Key Rate Unchanged on Currency Pressure, Liquidity (bloomberg)
  17. Activist Starboard amasses Autodesk stake (cnbc)
  18. The Dial-Toning of AI (wsj)

Be in the know. 11 key reads for Saturday…

  1. May Inflation Data Was ‘Very Good,’ Fed’s Goolsbee Says (barrons)
  2. Don’t Bet on Fed Rate Cuts. Do This Instead. (barrons)
  3. Hurricane Season Begins With a Deluge in Florida. Are Insurers Ready? (barrons)
  4. Treasury yields see biggest two- and three-week declines since December as bonds keep rallying (marketwatch)
  5. Consumer sentiment falls to 7-month low on worries over inflation and weaker incomes (marketwatch)
  6. Inflation is cooling — but Americans’ concerns about it are hotter than ever, by one measure (marketwatch)
  7. Bank of America wins upgrade on business lending, healthier balance sheet (marketwatch)
  8. Goldman Sachs Boosts S&P 500 Target on Upbeat Profit Outlook (bloomberg)
  9. It Turns Out Apple Is Only Paying OpenAI in Exposure (futurism)
  10. Jerry Seinfeld and Maria Popova (#746) (timferriss)
  11. Real Estate Investors Are Wiped Out in Bets Fueled by Wall Street Loans (bloomberg)

Be in the know. 18 key reads for Friday…

  1. The US needs to build 2 million houses to revive the American dream of homeownership (finance.yahoo)
  2. The S&P 500 would be nearly 20% lower without AI mania, says this chart (marketwatch)
  3. Ford Motor Director Scooped Up Stock (barrons)
  4. Yen, Japanese bond yields fall on Bank of Japan ‘stalling tactic’ (marketwatch)
  5. Import prices fall sharply in another sign of fading U.S. inflation (marketwatch)
  6. Chinese companies fuel convertible bond surge, likely ‘precursor’ to IPO rush (scmp)
  7. Premier Li says China’s economic upgrade to bring new opportunities for global development (people.cn)
  8. Stockton: The steady uptrend we’ve seen in tech since October may not keep repeating itself (cnbc)
  9. Both Intel and Advanced Micro Devices are rolling out AI-GPUs designed to target Nvidia’s H100 GPU in high-compute data centers. (fool)
  10. China sees major rebounds in outbound, inbound tourism (people.cn)
  11. How a non-profit academy in Beijing is fuelling China’s adoption of AI (scmp)
  12. Home foreclosures are on the rise again nationwide (foxbusiness)
  13. Dollar’s Best Streak Since February Threatened as Bulls Retreat (bloomberg)
  14. Chinese company develops human-like robots that can display complex facial expressions, emotions (nypost)
  15. 10-year Treasury yield remains at lowest since March on fourth day of bond rally (morningstar)
  16. “A Major Step To Protect Women’s Sports”: Trans Swimmer Lia Thomas Has Discrimination Case Against World Aquatics Dismissed (zerohedge)
  17. A Killer Golf Swing Is a Hot Job Skill Now (wsj)
  18. Inside Callaway’s aerodynamic research area where employees control a ‘ball launcher’ that can project balls at various launch angles, speeds and spin rates. (wsj)

Be in the know. 20 key reads for Thursday…

  1. Fed Projects Just One Cut This Year Despite Mild Inflation Report (wsj)
  2. Wholesale prices unexpectedly fell 0.2% in May (cnbc)
  3. Jobless claims jump to highest level in 10 months (marketwatch)
  4. Why Investors Don’t Believe the Fed (nytimes)
  5. Bond Market Splits From Fed Again by Betting on 2024 Rate Cuts (bloomberg)
  6. The Fed isn’t really taking 2 rate cuts off the table (finance.yahoo)
  7. Fed Signals One Rate Cut This Year, But Keeps Door Open to Two (bloomberg)
  8. Fed’s $1 trillion pile of paper losses are turning into actual losses — with more in sight (marketwatch)
  9. Large-Cap Value Stocks Will Power the Market Rally From Here, This Strategist Says (barrons)
  10. Airline Stocks Are Soaring on Lower Fares. Here’s Why. (barrons)
  11. Small-Cap Stocks Are Finally Ready to Run With the Bulls (barrons)
  12. The Bank of Japan Faces an Impossible Challenge (barrons)
  13. U.S. Travelers Can Renew Their Passports Online Starting Today (wsj)
  14. Amazon to Invest Billions in Taiwan Cloud Infrastructure (wsj)
  15. Stung by Past Mistakes, a Wary Fed Takes Its Time (wsj)
  16. Why Big US Banks Are Resisting Bigger ‘Capital Cushions’ (bloomberg)
  17. Odd Lots: Elon Musk Dominates Space Like Nobody Has Before (bloomberg)
  18. ‘The White Lotus’ Gives Thailand a Tourism Boost Ahead of Third Season (bloomberg)
  19. Dividend stocks can help lower your risk. Many are bargains right now. (marketwatch)
  20. Wholesale prices decline and add to evidence of easing U.S. inflation (marketwatch)

Be in the know. 9 key reads for Wednesday…

  1. Fed’s rate-cut path in 2024 is a ‘very close call’ as market awaits Powell’s guidance (marketwatch)
  2. Chinese AI social media apps see demand rise in overseas markets amid slow mainland adoption (scmp)
  3. Stocks used to rise ahead of Fed meetings. Not anymore. (marketwatch)
  4. How the stock market performs when a CPI report and a Fed decision happen the same day (marketwatch)
  5. Opinion: Buffett partner Charlie Munger kept these rules about investing and life that you can use too (marketwatch)
  6. Natural gas surges over 7% to end at 5-month high on forecasts for extreme heat (marketwatch)
  7. Snowflake’s Ex-CEO Snaps Up Cheap Stock. He Had Been a Big Seller. (barrons)
  8. Fed Faces Dot-Plot Cliffhanger as May Inflation Report Looms (bloomberg)
  9. Nelson Peltz’s Trian amasses stake in pest control giant Rentokil (cnbc)

Be in the know. 22 key reads for Tuesday…

  1. VF Corp president buys $997k in company stock (investing)
  2. Wall St slips before inflation data, Fed decision; Apple rebounds (streetinsider)
  3. Chinese stocks poised for more gains after ‘healthy correction’: Goldman Sachs (scmp)
  4. China sees 110 mln domestic tourist trips during Dragon Boat Festival holiday (cn)
  5. CFR’s Richard Haass on EU election fallout: It’s a really bad time to be an incumbent (cnbc)
  6. China’s Call for ‘Open Mind’ Spurs Hope of New Housing Measures (bloomberg)
  7. Tom Lee on Small Caps (cnbc)
  8. GM Is Returning $6 Billion More Cash to Shareholders. The Stock Is Rising. (barrons)
  9. ‘Don’t sell a dull market short’ is the advice stock investors need right now (marketwatch)
  10. Why Google is one of the big winners from Apple’s WWDC (marketwatch)
  11. How Elliott Plans to Fix Southwest—and Boost the Stock (barrons)
  12. Behind the Scenes at Disney’s R&D Lab With Its Top Imagineer (wsj)
  13. The Fed Gears Up to Show Its Hand: One Cut, Two or None at All (wsj)
  14. How to Build an Airplane: Boeing’s Urgent Mission to Train Thousands of Rookies (wsj)
  15. One City’s Downtown Plan: Empty Office Space That Is Too Cheap to Pass Up (wsj)
  16. Any way you slice it Century-old NYC pizza icon Totonno’s looks for someone to take over with just one condition: No pineapple (nypost)
  17. Old woman and the sea Maine’s oldest lobster woman just turned 104 and has no plans to leave her boat: ‘Still the boss’ (nypost)
  18. Inside the reawakening of NYC’s Fifth Avenue with swanky housing, shopping and offices (nypost)
  19. Are These Really ‘the World’s 50 Best Restaurants’? (nytimes)
  20. Tiana’s Bayou Adventure is the next step in Disney’s $60 billion theme park investment (cnbc)
  21. Goldman Sachs: Stock splits are near-term positive for shares (streetinsider)
  22. Diageo sells majority stake in Guinness Nigeria to Singapore’s Tolaram (ft)

Be in the know. 10 key reads for Monday…

  1. Biotechs line up for IPOs in bullish sign for US listings market (ft)
  2. Apple Set To Unveil AI Game Plan At WWDC 2024 (Live Coverage) (investors)
  3. RBC’s Calvasina Sees Risk of S&P 500 Sinking 8% If No Fed Cut (bloomberg)
  4. Ford CEO Jim Farley Explains Why EV Sales Are Slowing as Hybrids’ Boom (barrons)
  5. Elliott Takes Big Stake in Southwest Airlines (wsj)
  6. A Big Decision for Boeing’s Next C.E.O.: Is It Time for a New Plane? (nytimes)
  7. Here’s where the economy stands as the Fed makes its interest rate decision this week (usatoday)
  8. Homes for Sale Are Piling Up, Just Not Where the Buyers Are (bloomberg)
  9. Is the Fed put back? (streetinsider)
  10. BofA: Bank stocks should remain well bid into US elections (streetinsider)

Be in the know. 20 key reads for Sunday…

  1. Alibaba Returns to the Scene of the Crime (stockcharts)
  2. Alibaba Cloud’s Qwen2 with Enhanced Capabilities Tops LLM Leaderboard (alizila)
  3. Why the Recession Still Isn’t Here (wsj)
  4. Freshippo Launches Private Label at North American Supermarkets, Eyes Global Expansion (alizila)
  5. Hiring and Wages are Up, Reinforcing the Economy’s Resilience (wsj)
  6. World’s 50 best restaurants for 2024 revealed — and one NYC spot made the list (nypost)
  7. The Former Amazon Intern Now Running Its Profit Engine (wsj)
  8. Economic Data Paint a Picture of Two Americas (wsj)
  9. We’re Spending Billions on This Work-From-Home Indulgence (wsj)
  10. The Great AI Challenge: We Test Five Top Bots on Useful, Everyday Skills (wsj)
  11. What to Watch: The Best Movies and TV Shows From April (wsj)
  12. 11 Fascinating Facts You Didn’t Know About the Record-Busting Rimac Nevera (robbreport)
  13. Cher’s Ferrari Dino 246 Spider Is Up For Grabs (maxim)
  14. This Elite Anguilla Beach Resort Just Debuted A New Luxury Villa (maxim)
  15. Alibaba and JD see performance boost during 618 shopping festival (technode)
  16. Apple is reportedly ready to announce AI — in the most Apple way possible (mashable)
  17. How much national debt is too much? (npr)
  18. The First Ferrari 250 GT SWB California Spider Ever Built Is Going to Auction (roadandtrack)
  19. Tight money hasn’t hurt corporate profits (scottgrannis)
  20. Amazon Could Join the $3 Trillion Club. How It Could Happen. (barrons)