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S&P Profit Recovery Revs Up on Big Tech and Strong Consumer (bloomberg )
Google Is Hitting Back in the AI Race. Travel Could See the First Big Change. (barrons )
AI companies seek big profits from ‘small’ language models (ft )
The PBOC (“Big Momma”) Releases Real Estate Policy Bazooka, Week in Review (chinalastnight )
China abolishes mortgage floor rates, cuts minimum down payment ratios to boost property market (cn )
How Spirit AeroSystems fits into Boeing’s rebound plan (cnbc )
Can Google Give A.I. Answers Without Breaking the Web? (nytimes )
BlackRock’s Rieder: Federal Reserve Rate Cuts Needed to Tame Inflation (cnbc )
Companies are leaning into opportunity in China (cnbc )
China’s industrial output up 6.7 pct in April (cn )
3 Reasons to Buy Alphabet Stock Like There’s No Tomorrow (fool )
Buy Nestlé Stock. Despair Is Turning to Hope. (barrons )
A Cheap Dividend Aristocrat to Buy Before It Bounces Back (morningstar )
Weekly Leading Economic Index (advisorperspectives )
Inside Disney’s Hunt to Replace Bob Iger as CEO: Bibbidi Bobbidi Who Will It Be? (vanityfair )
Alibaba sees steady revenue increase, GMV and order numbers on Taobao and Tmall return to double-digit growth track (technode )
AI creates level playing field, can provide most people with equal opportunities, says Sundar Pichai (firstpost )
The highs and lows of US rents (npr )
Google Puts AI in Its Search Engine (inc )
Charts with a message (scottgrannis )
Alibaba Back on Growth Track with GMV Up Double Digits, Extra Dividend to Shareholders (alizila )
Alibaba Overhauls Taobao Website Ahead of Revamped 6.18 Sale (alizila )
Chinese vice-premier calls on cities to buy back residential land, unsold homes (scmp )
China’s e-commerce market still has ‘ample room’ for growth: JPMorgan analyst (scmp )
Emerging-Market Stocks Are Breaking Out, and Could Beat the S&P 500 From Here (barrons )
China Attempts to End Property Crisis With Broad Rescue Package (bloomberg )
Vietnam’s Economy Is Humming. 3 Growth Stocks to Play. (barrons )
Utilities Are Meant to Be Sleepy. They’re the New Growth Stocks. (barrons )
Is PayPal a Millionaire Maker? (yahoo )
China Is Finally Getting Serious About a Housing Rescue (wsj )
Walgreens and CVS Are Trying to Fix America’s Flailing Pharmacies (bloomberg )
David Tepper Scoops Up Alibaba as Hedge Funds Hunt for Bargains in China (bloomberg )
PBOC Earmarks $42 Billion for State Buying of Unsold Homes (bloomberg )
Intel Inside Ohio (bloomberg )
Canada Goose jumps 16% after the company reports growth surge in China (cnbc )
China just unveiled the strongest remedies yet for its troubled housing market (businessinsider )
Openwashing (nytimes )
Alibaba rallies to 7-mth high as ‘Big Short’ investor Burry increases stake (streetinsider )
After bumping S&P 500 target, BMO is also turning more bullish on Canada (streetinsider )
Canada Goose Beats Estimates on China Strength; Shares Surge (bloomberg )
David Tepper’s Appaloosa is betting big on Chinese tech stocks (cnbc )
Alibaba’s Hong Kong primary listing plan can open the doors to China’s 210 million investors (scmp )
Buy 3M Stock. Analyst Sees a ‘Turning Point’ (barrons )
<Research>BofAS Raises BABA-SW (09988.HK) TP to $101, Rating Buy (aastocks )
More Companies Are Selling Shares to Help Cut Debt (bloomberg )
Warren Buffett’s Top Q1 Stock Buys And Sells; Berkshire’s ‘Mystery’ Bet Revealed (investors )
There Are Signs of Cooling Everywhere. It Isn’t Just Inflation. (barrons )
Bond King Bill Gross Isn’t Into Bonds Anymore. What’s He Buying Instead. (barrons )
Here’s what Druckenmiller did as he sold Nvidia — it’s a risky bet on an unloved asset (marketwatch )
Cisco Stock Jumps on Earnings. What Drove the Beat. (barrons )
Inflation Eases as Core Prices Post Smallest Increase Since 2021 (wsj )
Florida and Texas Show Signs of Home Prices Falling (wsj )
Walmart Sales Surge as Wealthier Shoppers Flock to Retailer (bloomberg )
Auto incentives are back (cnbc )
How Google CEO Sundar Pichai shook up his leadership team for the AI era (businessinsider )
BMO raises S&P 500 price target to 5600 (streetinsider )
UBS sees two Fed cuts in 2024, yields falling below 4% (streetinsider )
Bob Iger says Disney is ‘dramatically’ cutting investment in traditional TV (yahoo )
Michael Burry Adds Stake in JD.com (JD.US) and Alibaba (BABA.US) During 1Q (aastocks )
China’s cross-border e-commerce accelerates (peoplesdaily )
China property shares jump on report of government plans to buy unsold homes (reuters )
Yen Escapes Intervention Zone Helped by Decline in US Yields (bloomberg )
Japan’s Shrinking Economy Hints at Stagflationary Risk (bloomberg )
China to Discuss Property Aid With Banks, Regulators on Friday (bloomberg )
China’s First Special Bond Issuance Likely to See Solid Demand (bloomberg )
PDD’s Temu shopping app hit with EU consumer rights complaint (scmp )
Big global investors reap rewards as they stay the course in Chinese blue chips (scmp )
Alibaba’s Hong Kong primary listing can be magnet for China’s 210 million investors (scmp )
Softer US Inflation, Retail Data Offer Fed Some Leeway (bloomberg )
China Considers Government Buying of Unsold Homes to Save Property Market (bloomberg )
Alibaba, Tencent beat forecasts with strong results, a harbinger of China’s improving corporate earnings as economic growth takes root (scmp )
Fiscal Bazooka: China Considers Buying Millions Of Homes To Save Property Market (zerohedge )
JPMorgan’s Jamie Dimon Calls For ‘Full Engagement’ With China (bloomberg )
Google’s I/O Event Kicks Off With Promise of More AI (barrons )
The Super Rich Are Eating Out, but Families Aren’t. Restaurants Are Starving. (marketwatch )
Is it worth it to own Treasurys right now? These 5 charts might hold the answer. (marketwatch )
Amazon Gets New Cloud-Computing Boss as AI Battle Shakes Up Its Top Profit Engine (wsj )
He Quit Wall Street to Coach Ivy League Tennis—and Built a Columbia Powerhouse (wsj )
How China Rose to Lead the World in Cars and Solar Panels (nytimes )
Why Is Car Insurance So Expensive? (nytimes )
Cramer: Ford and GM are winners after Biden raises tariffs on Chinese imports (cnbc )
The S&P 500 just flashed a bullish signal that suggests the stock market will hit record highs this summer (businessinsider )
AI Is Electrifying These Power Producers’ Shares (wsj )
NYCB’s loan sale to JPM praised as ‘important first step’ in turnaround (marketwatch )
Traders Ramp Up Bets in Options Market on Large ECB Rate Cuts (bloomberg )
PBOC Rolls Over Policy Loan With Growth, Currency on Mind (bloomberg )
Dollar hits one-month low against euro before US data, falls vs yen (streetinsider )
OpenAI co-founder and chief scientist Ilya Sutskever departs (ft )
Brazilian government ousts Petrobras chief after dispute over dividends (ft )
China’s Alibaba beats quarterly revenue estimates (up 7% yoy), profit drops primarily due to valuation changes from equity investments (reuters )
Alibaba sees most profitable year since 2021 amid a refocus on e-commerce, AI businesses and rising competition at home (scmp )
Alibaba sees AI traction. “During the quarter, our core public cloud offerings, which include products such as elastic compute, database and AI products, recorded double-digit year-over-year growth in revenue,” Alibaba said. Alibaba’s board of directors has approved a dividend consisting of two parts. This includes an annual cash dividend of $1.00 per ADS and a “one-time extraordinary cash dividend” of 66 cents per ADS. (marketwatch )
BofA Strategist Hartnett Warns Stock Rally Is Exposed to Stagflation Risk (bloomberg )
BofA’s Moynihan Talks US Economy, Lending and M&A (bloomberg )
BABA-SW (09988.HK) Expects to Finish Conversion to Dual Primary Listing in HK by End-Aug 2024 (aastocks )
Alphabet to spotlight AI innovations at developer conference (reuters )
The Fed Depends on Data but Numbers Are Getting Shakier. That’s a Problem. (barrons )
Berkshire Hathaway’s Mystery Stock Purchase Could Be Revealed on Wednesday (barrons )
Wholesale inflation surges again, PPI shows. Takeaway: Inflation remains sticky. (marketwatch )
Money managers are more bullish than at any point since November 2021, survey shows (marketwatch )
Temu Cools on the U.S. After Shelling Out Billions (wsj )
What’s on TV? For Many Americans, It’s Now YouTube (wsj )
Investors Crowd Into Soft-Landing Trade Ahead of Crucial Inflation Data (wsj )
The UK Is No Longer the Most Hated Market (bloomberg )
Israel’s Once-Dominant Drugmaker Is Revived by Innovation (wsj )
China fires starting gun on $140bn debt sale to boost economy (ft )
How Alibaba is leading the evolution of online luxury shopping (scmp )
1 Growth Stock Down 75% to Buy Right Now (fool )
China to Start $138 Billion Bond Sale on Friday to Boost Economy (bloomberg )
Japan Will Likely Restart World’s Biggest Nuclear Plant This Year, BNEF Says (bloomberg )
Temu Cools on the U.S. After Shelling Out Billions (wsj )
Japan on track to normalise monetary policy, says ruling party heavyweight (reuters )
China Takes Advantage of Cheap Gas and Coal to Rebuild Stocks (bloomberg )
Intel Nears Deal With Apollo for $11 Billion Ireland Partnership (wsj )
3 Reasons to Buy GXO Logistics Stock Now (fool )
Wall Street Turns Up the Heat on Companies to Perform (wsj )
Investors Crowd Into Soft-Landing Trade Ahead of Inflation Data (wsj )
Suddenly There Aren’t Enough Babies. The Whole World Is Alarmed. (wsj )
Wall Street Turns Up the Heat on Companies to Perform (wsj )
The Secret to Talking to an AI Chatbot (wsj )
How AI Has Already Begun to Change These Workers’ Jobs (wsj )
Will AI Be a Job Killer? Call Us Skeptical (wsj )
A Beginner’s Guide to Using AI: Your First 10 Hours (wsj )
Why You Need to Tell an AI Chatbot It Has to Do Better (wsj )
April CPI: Goldman Sachs expects in-line inflation figures (streetinsider )
GS: Unprofitable growth stocks to remain under pressure from higher interest rates (streetinsider )
China, Hong Kong enhance Swap Connect scheme in time for its 1st birthday, easing access to mainland interbank derivatives (scmp )
Hong Kong stocks: index hits 9-month highs, tops 19,000 on earnings optimism and policy support hopes (scmp )
Can Europe’s economy ever hope to rival the US again? (ft )
US and China to hold first talks to reduce risk of AI ‘miscalculation’ (ft )
Hong Kong, mainland China tax waivers a ‘win-win’ for capital markets’ development, experts say (scmp )
Meredith Whitney Advisory Group CEO: Proposed mortgage reform is a ‘massive game changer’ (cnbc )
PayPal Business Cashback Mastercard review — Helpful perks with a simple rewards program (yahoo )
One stock is dragging down the S&P 500’s earnings growth (yahoo )
China’s visa-free policy ignites European enthusiasm, enhances exchanges (peoplesdaily )
Alibaba leverages cloud business to become a leading AI investor in China (UNLOCKED LINK) (financialtimes )
Alibaba Cloud’s Qwen LLM Tops 90,000 Enterprise Clients in First Year (alizila )
Alphabet Bought Up Two Slumping Stocks (barrons )
Stubbornly High Rents Prevent Fed From Finishing Inflation Fight (wsj )
China to Nurture Stock Rally (bloomberg )
Magic Pill — Johann Hari and the New “Miracle” Weight-Loss Drugs (timferriss )
Charlie Munger and How Not to Invest (morningstar )
Undervalued by 28%, This Stock Is a Buy for Patient Investors (morningstar )
The 10 Best Dividend Stocks (morningstar )
Will Japanese Yen Currency Rally From 40-Year Support? (kimblechartingsolutions )
Zombie 2nd mortgages are coming back to life (npr )
Living With the McLaren F1 (roadandtrack )
Design Analysis – Why the Ferrari Testarossa became a superstar of the 1980s (classicdriver )
China’s consumer prices rise for third month, signaling demand recovery (cnbc )
Hedge Funds That Sold In May Might Now Push Stocks To New Highs (zerohedge )
Stocks Rally Pushes On With Fed Speakers in Focus (bloomberg )
The ‘Fed Put’ Is Back, and That’s Great News for the Stock Market (barrons )
Why Warren Buffett Hates Bonds (barrons )
A Struggling Pfizer Looks for Help From a Wall Streeter (barrons )
He Rebuilt Morgan Stanley. Now He’s Buying Disney Stock. (barrons )
Life on the Edge: A Guide to the Newest Frontier in Computing (barrons )
Howard Schultz Is Back-Seat Driving Starbucks. That’s a Problem for His Successor. (wsj )
Jim Simons, billionaire hedge fund manager, math whiz and philanthropist, dies at 86 (nypost )
The history of the iconic Lamborghini logo and badge (com )
Apple Nears Deal With OpenAI to Put ChatGPT on iPhone (bloomberg )
Consumer sentiment tumbles (cnbc )
China’s Country Garden repays onshore coupons within grace period (yahoo )
Generative AI Productivity Gains Will Come (institutionalinvestor )
China tech is seeking growth in the Middle East (ft )
Disney’s streaming success could point to next chief (ft )
Hong Kong Gains, Zeekr Lists In US, Week in Review (chinalastnight )
Earnings will make new record highs over the next few quarters, says Ed Yardeni (cnbc )
Pininfarina Is Now Selling Bruce Wayne-Inspired Electric Hypercars (maxim )
Alibaba says its AI models are used by 90,000 corporate clients in China (scmp )
3M Is Leaner and Ready to Grow. It’s Time to Buy the Stock. (barrons )
China Property Stocks Surge as Home-Buying Easing Gains Momentum (bloomberg )
PBOC May Trade Bonds to Shake Off Reliance on Banks, ANZ Says (bloomberg )
Hong Kong Stocks Power to Nine-Month High on Dividends, Property (bloomberg )
Public Companies Are Alive and Well (wsj )
Profits Are Booming—and That’s Shielding the Economy (wsj )
Buybacks Are Back: Corporate America Is on a Spending Spree (wsj )
Stocks Rally Pushes On With Fed Speakers in Focus (bloomberg )
The Dow Is a Terrible Index. But It Is Telling Us Something Important. (wsj )
UK exits recession with fastest growth in nearly three years (reuters )
Stocks Haven’t Had an Earnings Boost. Why It Will Come. (barrons )
Small-Caps Are Stuck. How They Get Moving Again. (barrons )
The surprising reason why utilities stocks have suddenly transformed into the hottest sector on Wall Street (marketwatch )
Where does China’s production capacity come from? (peoplesdaily )
Valuation levels for Chinese stocks are attractive, says Kinger Lau (cnbc )
Fed’s Bostic says economy likely slowing, though rate-cut timing uncertain (reuters )
Alibaba opens new global headquarters in China on annual family day (scmp )
The US can do one big thing to weaken the dollar and put pressure on China (businessinsider )
Why China’s tolerance for a cheaper currency may be temporary (reuters )
Loonie Surges After Canada Job Gains Blow Past Expectations (yahoo )
What should the BoJ do with its huge stock portfolio? (ft )
