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Nvidia Won AI’s First Round. Now the Competition Is Heating Up. (barrons )
China’s Ant Group in talks to launch Alipay+ in Indonesia, says executive (reuters )
Investors underestimating China’s middle class ‘tidal wave’: private equity CEO (scmp )
The Cloud Giants Are Taking On Nvidia in AI Chips. Here’s Why—and How. (barrons )
American Express Profit Rises as Cardholder Spending Jumps (barrons )
Google consolidates teams with aim to create AI products faster (scmp )
$4 Million Bugatti Bolide Hypercar That Can Reach 300 MPH Will Be Track-Only (barrons )
Oil Prices Fall Back After Spike Following Israel Attack on Iran. Here’s Why. (barrons )
This Chemicals Stock Is Ready to Power Higher. Clean Hydrogen Is Helping. (barrons )
Five reasons the stock market’s ‘painful’ pullback may be nearing its end (marketwatch )
Why buying stocks in this hot sector may turn out to be a money-losing bet (marketwatch )
3M may be poised to cut its dividend — and break with a 64-year tradition, says analyst (marketwatch )
Nordstrom Says It Will Evaluate if Family Should Take Company Private (barrons )
Israel Strikes Iran in Narrow Attack Amid Escalation Fears (wsj )
Millennials Are Coming for Your Golf Communities (wsj )
Ultra-rich put off buying yachts, jets in hope of massive Trump tax break if he wins (nypost )
Is this the last stand for Connor McDavid, Leon Draisaitl and the Oilers? (theathletic )
Everything we know about the Coyotes’ move to Utah: What went wrong? Will team name change? (theathletic )
Banks Believe They Are Well-Prepared for Commercial Real Estate Fallout (wsj )
Bridgewater Adds China Stocks (bloomberg )
Is pickle juice good for you? Here’s what experts want you to know (usatoday )
China Vows to Support Hong Kong IPOs to Bolster Hub Position (bloomberg )
Yields fall as investors weigh economic data, Israel strike against Iran (cnbc )
The world’s largest chipmaker just issued a warning that the industry’s red-hot growth could slow (businessinsider )
JPMorgan warns of need for ‘reality check’ on phasing out fossil fuels (ft )
Billionaire Brad Jacobs: Meditation, thought experiments, and cognitive behavior therapy helped me succeed—and can do the same for you (fortune )
BMO shares 4 charts showing why stock investors shouldn’t fear higher-for-longer interest rates (businessinsider )
Alibaba has made dramatic changes to its corporate restructuring plan as founders Jack Ma and Joe Tsai return to the driver’s seat (scmp )
Chip Giant TSMC Offers Reassurance—and a Warning (wsj )
Inside Amazon’s Secret Operation to Gather Intel on Rivals (wsj )
Buyers Are Back in Control as Luxury Home Sellers Slash Prices (wsj )
China’s Youth Unemployment Level Remains Steady in March (bloomberg )
High rates haven’t always been a problem for stocks (yahoo )
Chinese and US firms collaborate on first global generative AI standards (scmp )
Alibaba’s Taobao launches 3D-capable app for use on Apple’s Vision Pro headset (scmp )
John Catsimatidis’ Red Apple Group taps energy exec to lead rollout of small nuclear reactors (nypost )
How an Obscure Chinese Real Estate Start-Up Paved the Way to TikTok (nytimes )
Dealmaking Is Looking Up as Companies Stop Waiting Out the Fed (wsj )
ASML Orders Plunge as Chipmakers Pause High-End Gear Purchases (bloomberg )
Serious investors need China exposure, should ‘forget about the short-term pain’, asset managers say (scmp )
Fed’s Beige Book Holds Clues to Predicting Downturn, Study Shows (bloomberg )
The stock market just flashed bullish a signal suggesting 19% upside by August 2025, BofA says (business )
Fund managers are giving up on bonds in a way they haven’t in 20 years (marketwatch )
Do cash-gushing stocks outperform the S&P 500? Here’s what history has to say. (marketwatch )
Consumer spending has slowed but is hanging in there, says BofA CEO Brian Moynihan (cnbc )
Oakmark’s Bill Nygren shares his thoughts on CITI (cnbc )
Bonds are a good diversifier for risk assets over most cycles: Steve Laipply (foxbusiness )
China warns west of ‘survival of the fittest’ as manufacturing boosts economy (ft )
Powell Dials Back Expectations on Rate Cuts (wsj )
Rents have finally stopped skyrocketing. (marketwatch )
Boeing Defends Safety of 787 Dreamliner After Whistle-Blower’s Claims (nytimes )
China Q1 GDP grows 5.3%, more than expected (streetinsider )
How Legatum Succeeds at Generating Capital, Ideas, and Helping People Prosper (barrons )
Bank of America tops estimates on better-than-expected interest income, investment banking (cnbc )
BofA Beats Estimates for Trading and Profit Even as Costs Soar (bloomberg )
China’s Economy, Propelled by Its Factories, Grew More Than Expected (nytimes )
China’s Rising Youth Unemployment Needs Attention, Official Says (bloomberg )
Alibaba strengthens commitment to open-source development of AI model (scmp )
European bank stocks are a better bet than U.S. peers, says JPMorgan (marketwatch )
What If Fed Rate Hikes Are Actually Sparking US Economic Boom? (bloomberg )
Why the Dollar Is Causing Chaos in Emerging Markets (bloomberg )
New York Tops Destinations for Relocating Tech Workers (wsj )
Boeing defends 787 Dreamliner safety after whistleblower allegations (cnbc )
Stock-market pullbacks are price of admission. Historically, markets rise afterwards, this strategist says. (marketwatch )
The Best Chinese Stocks to Buy (morningstar )
Alibaba News Roundup: Alipay Sees Inbound Payment Surge; Hong Kong Consumers Score Festive Deals at Freshippo; Alibaba Cloud AI Assistant Helps Write Code (alizila )
Chinese Stocks Advance as Beijing Renews Regulatory Support (bloomberg )
Wharton legend Jeremy Siegel sees Tesla’s fall from grace in Wall Street’s ‘Magnificent 7’ as a sign of good market health (yahoo )
Rory McIlroy is close to joining LIV Golf for a whopping $850,000,000 according to reports (sportskeeda )
Want to play Augusta National? Here are 10 ways to get a tee time (golf )
Boeing’s CEO search has a new front-runner—and insiders say it could mean a radical change for the $104 billion ailing planemaker (yahoo )
Masters 2024: The clubs Scottie Scheffler used to win at Augusta National (golfdigest )
Energy grid faces demand strains from AI, EVs: Generac CEO (yahoo )
Retail sales rose sharply in the first quarter — and could boost U.S. GDP (marketwatch )
Wall Street Powers Goldman to Higher Quarterly Earnings (wsj )
What Higher for Longer Means for the Stock Market (wsj )
Inside the Controversial Bid to Buy the Studio Behind The Godfather and Top Gun: Maverick (vanityfair )
The United States exported a record volume of natural gas in 2023 (eia )
To Answer the Question of Why I Invest in China (Ray Dalio )
JP Morgan Annual Letter (Jamie Dimon )
4 Undervalued Stocks That Just Raised Dividends (morningstar )
The Best Technology Stocks to Buy (morningstar )
Citigroup Earnings: Laser Focus on Expenses Needed to Achieve Long-Term Targets (morningstar )
3 Cheap Stocks to Watch in the Fight Over Sports Streaming (morningstar )
The Crazy Swing That Made Scottie Scheffler a Two-Time Masters Champion (wsj )
Here’s What Higher for Longer Means for the Stock Market (wsj )
The Home-Solar Boom Gets a ‘Gut Punch’ (wsj )
Steve Mnuchin seeks AI partner to rebuild TikTok’s algorithm in takeover bid: sources (nypost )
Iran’s Attack on Israel Sparks Race to Avert a Full-Blown War (bloomberg )
Why Car Insurance Keeps Getting More Expensive (bloomberg )
There’s a global shortage of stocks that will backstop the market for the foreseeable future (businessinsider )
3 Facts That Help Explain a Confusing Economic Moment (nytimes )
The 25 Best Restaurants in Boston Right Now (nytimes )
A Huge Number of Homeowners Have Mortgage Rates Too Good to Give Up (nytimes )
UK’s Smaller Stocks Are Ripe for a Catchup as Profits Reignite (bloomberg )
The U.S. Is Trying to Cripple Russia’s Vast Arctic LNG Project (wsj )
The New, More-Hopeful Face of Alzheimer’s Disease (wsj )
April Monthly Option Expiration Week – DJIA Up 33 of Last 42 (almanactrader )
Meet The New AI-Robot Billionaire (forbes )
Michigan Consumer Sentiment Moves Sideways for 4th Straight Month (advisorperspectives )
Weekly Leading Economic Index (advisorperspectives )
Nike’s boss says remote work was hurting innovation, so the company realigned and is ‘ruthlessly’ focused on building a disruptive pipeline (fortune )
Car of the Week: This Restored 1962 Mercedes-Benz 300 SL Roadster Could Be Yours for $2.6 Million (robbreport )
The 9 Best Vintage Ferraris Ever Made (robbreport )
The 20 Most Expensive Cities in the US—And Why They Might Be Worth It (architecturaldigest )
Google goes all in on generative AI at Google Cloud Next (techcrunch )
2024 Aston Martin DB12 Volante First Drive Review: Possibly the Best Aston, Roofless (thedrive )
Apple iPhone Shipments Drop 10% in First Quarter (barrons )
Intel Has Slumped This Year. Why One Analyst Sees a Rebound Ahead. (barrons )
Cisco Stock Gets Upgraded to Buy. Why Wall Street Is Abuzz. (barrons )
Defense Stocks Haven’t Rallied, but There’s Opportunity (barrons )
What do the royals do all day, anyway? (npr )
Why companies spin off (npr )
Hal Lawton on Tractor Supply’s Phenomenal Growth (bloomberg )
Former auto executives warn electric vehicle push happened ‘too soon and too fast’ (foxbusiness )
Meta’s AI chief: LLMs will never reach human-level intelligence (tnw )
Third Point, Saddle Point win board seats at Advance Auto Parts. A plan to improve margins may unfold (cnbc )
Generac Eyes Power Deals With $1 Billion to Spend (bloomberg )
Texas Warns of Possible Power Emergency Next Week (bloomberg )
High Rates Have Been a Profit Machine for Banks. Not Anymore. (wsj )
China Tells Telecom Carriers to Phase Out Foreign Chips in Blow to Intel, AMD (wsj )
China Exports Rise as Trade Tensions Mount (wsj )
The 18 Handicap Who’s Spending Billions on Golf (wsj )
Two Brothers, a Big Biotech Bet and an $8 Billion Payout (wsj )
Warehouse Rents Slipping on Declining Demand (wsj )
Iran Launches Drone and Missile Attack at Israel (wsj )
Tiger Woods’s Record-Breaking 23-Hole Marathon (wsj )
Who can run Disney? The four insiders competing for Bob Iger’s job (ft )
The pound is no longer so vulnerable (ft )
The Golf Apps and Gear Changing Our Love of the Game (bloomberg )
The stunning strength of the US economy means the soft landing may already be here, Evercore founder says (businessinsider )
Shares of Citi Rise After Earnings Beat (barrons )
Consumer Sentiment Slips in April as Inflation Remains Sticky (barrons )
Solventum Stock Is Cheap. Why Wall Street Says to Wait. (barrons )
Mario Gabelli comes out against Paramount’s merger with Skydance: ‘I’d rather see no sale’ (nypost )
Musk and Milei share their love of free markets in first meeting (ft )
The Podcast Host Who Also Manages a $1.6 Trillion Investment Fund (wsj )
China’s policy to boost demand by $700 billion will have a ‘bigger and bigger’ impact, official says (cnbc )
Citi Profit Beats as Companies, Consumers Go on Borrowing Binge (bloomberg )
3M Could Lose Its Elite Dividend Status After 64 Years. What It Means for the Stock. (barrons )
Boeing Knows What It Needs to Do—So Do It. Change the Culture. (barrons )
U.K. stocks eye record as higher commodity prices boost miners and oil groups (marketwatch )
Interest Rates Have Investors Worried. Profits Give Them Comfort. (wsj )
Golf Is Booming. But Can the Good Times Last? (wsj )
The Masters Still Sizzles. But Is Golf Scaring Off Its Fans? (wsj )
Bank of England scraps outdated inflation forecast model after Fed boss’ review (cnbc )
China has strong fundamentals and should remain a focus for businesses: Gan Kim Yong (cnbc )
Amazon CEO Touts AI Revolution While Committing to Cost Cuts (wsj )
China’s March exports and imports shrink (reuters )
Ford spotlights a new lineup of popular trucks (foxbusiness )
Charting the Fed’s rate path – Nick Timiraos (cnbc )
Fed Favors Reducing Monthly Asset Runoff Pace by Roughly Half (bloomberg )
Fed Prepares Slower Pace of Runoff for $7.4 Trillion Portfolio ‘Fairly Soon’ (wsj )
Nike Stock Jumps On Upgrade As Estimates ‘Finally Look Achievable’ Ahead Of Paris Olympics (investors )
Producer Prices Rise Less Than Expected (barrons )
US Producer Prices Rise But Show Some Relief in Key Categories (bloomberg )
Give us a (tax) break How empty office buildings could help NYC solve its housing crisis (nypost )
ECB’s Lagarde Says ‘a Few’ Were Ready to Cut Rates Today (bloomberg )
Alphabet Heads Toward $2 Trillion With Investors Cheering AI Progress (bloomberg )
China will remain the world’s No. 1 growth driver, says the Asian Development Bank (cnbc )
China’s commercial property segment is seeing some bright spots amid a slump in the wider realty sector (cnbc )
Fed likely to cut rates before ECB blinks, former BOE member says (cnbc )
What PPI tells us about PCE: Fed’s preferred inflation gauge may not look so bad for March (marketwatch )
These in-the-know investors are more bearish than they’ve been since 2014 (marketwatch )
Costco’s March Sales Jump. E-Commerce Is Taking Off. (barrons )
Hot Inflation Report Derails Case for Fed June Rate Cut (wsj )
<Research>CITIC Securities: BABA-SW’s Focus on Core E-commerce Yields Results; Good Shareholders’ Return Expected to be Kept (aastocks )
Maybe core inflation isn’t as bad as it seems (marketwatch )
Alibaba’s Jack Ma steps out from the shadows with morale-boosting post (reuters )
Intel Says New Gaudi 3 AI Chips Top Nvidia H100s in Speed and Cost (barrons )
Alibaba shares jump after founder Jack Ma reemerges with praise of Chinese giant’s ‘transformations’ (cnbc )
‘We turned the company from a cumbersome organisation into one that is simple and agile, where efficiency comes first, and the market comes first,’ Ma wrote (this week) (scmp )
US consumer prices rise more than expected in March (reuters )
Beijing retail rents jump by most since 2019 amid ‘demand surge’ (scmp )
Boeing Engineer Says Company Used Shortcuts to Fix 787 Jets (wsj )
Hot Inflation Report Weakens Case for Fed’s June Rate Cut (wsj )
Google, Intel debut new AI chips to fight Nvidia’s dominance (scmp )
Bank Earnings Are Here Again. Keep Your Eyes on This Metric. (barrons )
How the End of ‘Curb Your Enthusiasm’ Flipped the ‘Seinfeld’ Finale on Its Head (wsj )
Commodities Rally Reflects a Better Economy, but Also Poses Inflation Risks (wsj )
China Vehicle Sales Rebound (wsj )
The 22-Year-Old Beanpole Who Just Played His Way Into the Masters (wsj )
The Merchant Banker Who Could Win the Masters (wsj )
Goldman Says It’s Time to Take Tech Profits and Invest Elsewhere (bloomberg )
Alphabet’s stock nabs fresh high, is only ‘Magnificent Seven’ name to finish at a record (marketwatch )
Earnings Are Last Pillar of Equity Strength as Rate Cuts Recede (bloomberg )
