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Stock Laggards Are Due a Catch Up (bloomberg )
Discretionary Stocks Are Set to Rally. Why Amazon and Tesla Hold the Key. (barrons )
Stocks Typically Suffer in September. Why Markets Face More Pain This Year. (barrons )
Biotech Stocks Are Showing Signs of Life. Why the Rally Could Continue. (barrons )
Septembers in presidential-election years aren’t so bad for the stock market. (marketwatch )
Treasury yields edge lower as traders await start of four-day data dump (marketwatch )
Boeing Investors Weigh Cost of a Strike as Clock Ticks on Contract (barrons )
Disney Narrows Search for the Next Bob Iger. How the Top 2 CEO Candidates Stack Up. (barrons )
Americans Are Really, Really Bullish on Stocks (wsj )
Americans’ Economic Mood Brightens—a Bit (wsj )
Shorts Are Circling Some of the AI Boom’s Biggest Question Marks (bloomberg )
Investors should be cautious for the next 8 weeks, says Fundstrat’s Tom Lee (cnbc )
Chinese e-commerce giant Pinduoduo updates rules to kick out sellers of shoddy products (scmp )
Alibaba-backed e-wallet operator buys Ant Bank Macao, eyes financial services for tourists (scmp )
Google, DOJ Trial Drama To Hit Earnings By Up To 10%, Says JPMorgan: ‘Status Quo Is No Longer Possible’ (benzinga )
New report offers more details into Intel’s possible plans to slash costs, sell units (marketwatch )
Banks May Think Twice Before Lowering Savings Account Rates in Lockstep with the Fed (barrons )
Chinese EV Makers Boost Deliveries by 30% in August (barrons )
China’s Sputtering Growth Engines Raise Urgency for Stimulus (bloomberg )
Yen Forecasters Chart Path Past 140 as Global Rate Tracks Emerge (bloomberg )
Ant Group’s blockchain arm Zan wants to be the Google or Microsoft of Web3 in Hong Kong (scmp )
Hong Kong property: cash-rich buyers make most of Peak distress amid 50% price slump (scmp )
U.S. stock-market rebound faces ‘huge’ jobs reports after Labor Day weekend (marketwatch )
Anil Kashyap on the Two Types of Fed Balance Sheet Operations (bloomberg )
Luscious Views, Perfect Pasta, and Secret Hideaways: 4-Day Weekend on the Amalfi Coast (mensjournal )
Retail Needs Some Therapy as Cautious Consumers Trade Down (wsj )
Airbnb Should Be a Sleeper Hit (wsj )
Why Interest Rate Cuts Won’t Fix a Global Housing Affordability Crisis (nytimes )
How to fix a housing shortage (npr )
Kamala’s tax proposals (scottgrannis )
Pagani Will Keep Making V-12 Hypercars Because Its Customers Don’t Want Hybrids or EVs (robbreport )
What to Watch For Next When the Fed Starts Cutting Rates (bloomberg )
Jeff Bezos’ new $80 million ride (foxbusiness )
Alibaba shares jump after it completes three-year regulatory overhaul (nbc )
Intel is trading at ‘tangible book’: Thomas Hayes (foxbusiness )
Biotech Stocks Are Showing Signs of Life. Why the Rally Could Continue. (barrons )
He Raised Disney Park Prices—and Fans Still Love Him. Now He’s on the CEO Shortlist. (wsj )
Intel working with bankers to present board with strategic options, sending shares up 10% (cnbc )
Consumer sentiment improves a bit more in late August (marketwatch )
Intel Weighs Options Including Foundry Split to Stem Losses (bloomberg )
The North Face/Vans Parent Sees Big Insider Stock Buy (barrons )
Dollar General Blamed the Economy for Poor Earnings, but This Was the Cause (barrons )
A population decline stemming from falling birthrates and tighter immigration policies could derail America’s prosperity. Politicians of both persuasions are promising to help families. (barrons )
Fed’s Preferred Inflation Gauge Stays on Cooling Trend (barrons )
Intel Considers a Radical Reform, Report Says. Why It Could Spell the End for CEO Pat Gelsinger. (barrons )
Eurozone Inflation Closes in on ECB Target (wsj )
The Threat to OpenAI Is Growing (wsj )
How a Corporate Tax Rate Change Could Impact Companies’ Growth, Investment (wsj )
Lululemon promises to crank out new styles after ‘Breezethrough’ fiasco, embarrassing reviews (nypost )
Chinese central bank’s $56bn debt purchase sparks talk of bond market intervention (ft )
How Nike Ran Into Trouble (bloomberg )
94 Investing Lessons from Warren Buffett (dgi )
Check Into These Classic Italian Luxury Hotels in Tuscany and Milan (maxim )
Alibaba wins Beijing’s approval in end to years-long scrutiny (finance.yahoo )
IBM Cloud to offer Intel’s Gaudi 3 AI chips next year (techcrunch )
Intel Weighs Options Including Foundry Split to Stem Losses (finance.yahoo )
Yuan Hits Strongest in Over a Year as Flows Offset Fundamentals (bloomberg )
Disney CEO Bob Iger says he’s ‘obsessed’ with finding his replacement. The clock is ticking. (finance.yahoo )
China PBOC Starts Bond Trading After Warning of Market Stampede (bloomberg )
Dell Stock Rises on Strong Earnings. AI Server Demand Is Booming. (barrons )
Lululemon’s diagnosis of its current woes? Not enough ‘newness.’ (marketwatch )
‘The Claman Countdown’ panelists Scott Bauer and Thomas Hayes react to Nvidia beating estimates. (foxbusiness )
Yen’s Rapid Advance Pressures Earnings Once Thought Easy to Beat (bloomberg )
Chinese central bank’s $56bn debt purchase sparks talk of bond market intervention (ft )
China’s internet users near 1.1 billion, driven by short videos and mobile payments (scmp )
How golfing — and putting in particular — can be applied to investing, according to one strategist (marketwatch )
Tool Up for Lower Rates With Stanley Black & Decker (wsj )
“Nguyen said that rivals, such as Intel, could “chip away” at Nvidia’s market share” (bbc )
Nvidia Tumbles After Disappointing Forecast, Blackwell Snags (bloomberg )
Nvidia’s earnings report shows the problem of being priced for perfection (cnbc )
Nvidia CEO Jensen Huang Sold $580 Million of Stock. How Much More He Can Sell. (barrons )
NVIDIA Earnings: Here’s What You Need to Know (247wallstreet )
Friday’s PCE inflation report: Here’s how financial markets may react (marketwatch )
Retail investors are bullish on stocks ahead of the Fed’s rate cut next month (marketwatch )
Retail investors loaded up on Nvidia ahead of the microchip maker’s poorly received results. (marketwatch )
This $100 Million Tournament Gives Scottie Scheffler a Head Start. It Also Gives Him Fits. (wsj )
Canada Goose, Known for Heavyweight Parkas, Leans Into T-Shirts and Shorts (wsj )
AI Is Learning to Predict the Weather (wsj )
Bosses Are Finding Ways to Pay Workers Less (wsj )
California lawmakers pass controversial AI bill opposed by most of tech industry (nypost )
Layoffs remain low as first-time jobless claims decline (marketwatch )
China’s international use of renminbi surges to record highs (ft )
Alibaba announced its conversion to a Hong Kong and New York dual primary listing, paving the way for a September inclusion in the Southbound Stock Connect. (chinalastnight )
Alibaba’s Connect Membership May Be a Boon for Overseas Stocks (bloomberg )
Fed’s annual Jackson Hole conference confirmed a regime change: Thomas Hayes (Fox Business )
Hayes points to seasonality factors at play as the next few months could see heightened volatility (^VIX) ahead of the election. (Yahoo! Finance )
New Boeing CEO’s engineer background ‘helpful’ to turnaround (Yahoo! Finance )
Protests in China on the Rise Amid Housing Crisis (bloomberg )
Warren Buffett’s Berkshire Hathaway Is Selling Bank of America Stock Again (barrons )
Chewy Stock Rises. Earnings Jump After Customers Spend More on Pets. (barrons )
Food Is Getting Cheaper. The ‘Price Gouging’ Fight Has Nothing to Do with It. (barrons )
Can a Closed Nuclear Power Plant From the ’70s Be Brought Back to Life? (wsj )
US Mortgage Rates Drop Again to Lowest Level Since April 2023 (bloomberg )
Reliance, Disney India’s $8.5 Billion Merger Wins Antitrust Nod (bloomberg )
Will stocks rally or fade after the Fed cuts rates? Here’s what history tells us. (marketwatch )
There Are Opportunities in Beaten-Down Office Buildings. Where to Find Them. (barrons )
Boeing Says a Travel Boom in China Will Double Demand for Planes (barrons )
Fed Cut Could Lift Chinese Stocks. Here’s Who Could Benefit. (barrons )
China’s PDD (Temu) suffers $55 bln market cap wipeout (reuters )
Nvidia Earnings Arrive Tomorrow. What the Stock Needs to See. (barrons )
Ford Says Its Pulling Back on EVs. That’s Not the Whole Story. (barrons )
The Stock Market Rally Can Expand Beyond Big Tech. This Earnings Season Shows Why. (barrons )
6 Stocks That Look Like Buys for a Soft Landing (barrons )
‘FOMO’ returns to the options market as traders chase stocks higher (marketwatch )
Pound hits more than two-year high, dollar back under pressure (streetinsider )
Watch out for weaker seasonality in September, BofA says (streetinsider )
Elliott Investment Critiques Southwest Leadership, Overdue Changes (wsj )
Eli Lilly to sell half-price version of Zepbound weight loss drug (ft )
China’s export curbs on semiconductor materials stoke chip output fears (ft )
Temu’s global expansion now looks fraught with difficulty (ft )
Investors’ expectations for European inflation fall to lowest since 2022 (ft )
‘T-Bill and Chill’ Is a Hard Habit for Investors to Break (bloomberg )
JD.com Unveils $5 Billion Share Buyback as China Concerns Grow (bloomberg )
The starter home is making a comeback as the housing market thaws for first-time buyers (businessinsider )
Temu parent PDD’s stock tumbles after a revenue miss as competition intensified (marketwatch )
Alibaba Shareholders Approve Dual Primary Listing, Paving The Way For September Southbound Inclusion (chinalastnight )
The inside story of the secret backchannel between the US and China (ft )
How Banks Offload Risk From Their Balance Sheets (bloomberg )
Mortgage rate relief is coming (scottgrannis )
To Google or Not to Google? (ps )
Frank Lloyd Wright’s Only Skyscraper Is Heading to Auction (smithsonian )
“Black Myth: Wukong” Sparks Video Gaming Surge and Tourism Bookings in China (alizila )
Milton Friedman’s Shower Scene Is Back (bloomberg )
Why dividend stocks should be a hot play into fall (cnbc )
Hilton aims to add 100 new China hotels a year (scmp )
Nvidia Earnings Are Coming. Big Tech Needs Them to Be Good. (barrons )
China’s AI Engineers Are Secretly Accessing Banned Nvidia Chips (wsj )
Intel hiring Morgan Stanley, other advisors for activist defense (cnbc )
The Big Number: 818,000 (nytimes )
Ban on Doctor-Owned Hospitals Has Backfired: Opinion (bloomberg )
US Natural Gas Is America’s Clean Energy Standard (zerohedge )
The End of Fabulous Money Market Rates Is Near (nytimes )
Hedge funds are consciously uncoupling from the Mag7 (ft )
Inflation Usually Hits Harder for Poor Families. For a Couple of Years, It Didn’t. (wsj )
Lululemon ‘Dupes’ Are Just as Cool With the TikTok Crowd (wsj )
Legendary Investor Bill Miller (forbes )
Investors rush to money market funds before Fed rate cut, BofA says (reuters )
PayPal partners with crypto platform Anchorage Digital to offer stablecoin rewards (fortune )
Here’s What the Old Farmer’s Almanac Says to Expect for Winter 2025 (mensjournal )
Nelly Korda Proves She Is Not Simply a “Dome Golfer” (mensjournal )
Hennessey Performance Unveils ‘Stealth Series’ Carbon Fiber Hypercar (maxim )
Junk Bond Maturity Wall Erodes as Money Managers Seek Yield (bloomberg )
Key Takeaways From the Fed’s Annual Jackson Hole Conference (bloomberg )
