Skip to content
2-year bond yield indicates Fed should cut rates, says NFJ Investment’s John Mowrey (cnbc )
Now seeing signs of equity market rally broadening out, says JPMorgan’s Santos (cnbc )
How Larry Culp Saved GE by Breaking It Up (barrons )
GM’s CEO on EVs, Cruise, China, and More (barrons )
Alibaba Cuts China Cloud Prices to Rekindle Division’s Growth (wsj )
Small-caps are poised for a nice run after two tough years, says Goldman’s Greg Tuorto (cnbc )
Hormel Foods CEO Jim Snee goes one-on-one with Jim Cramer (cnbc )
Ant Group to Continue to Enhance Payment Service, Introduce More Services for Foreign Users (aastocks )
Billionaire Fertitta Buys $450 Million Texas Mall From JPMorgan (bloomberg )
China’s February LNG Imports Climb to Highest Ever for the Month (bloomberg )
Hong Kong Property Agent’s 30% Jump May Extend as Buyers Return (bloomberg )
China’s factory activity shrinks for 5th month, raises pressure for more stimulus (reuters )
China Banks Approve $28 Billion Loans for Property Market (bloomberg )
1 of the Greatest Dividend Stocks Is Down 45% and Now Trades at a Once-in-a-Decade Valuation. Is It Finally a Buy Again? (fool )
‘Worst is over’ for Hong Kong property even though sales dropped in February: analysts (scmp )
Buy These 7 Dividend Aristocrats for Huge 2024 Passive Income (247wallst )
Stocks can still rise even as momentum signals suggest caution, history finds. (marketwatch )
AI is fueling a gold rush in new data centers, the hottest buildings in real estate (marketwatch )
This Firm Supplies Clean Power to AI Tech Companies. The CEO Wants More Credit. (barrons )
This biotech ETF sees ‘breakout’ (marketwatch )
Xi’s One-Man Rule Over China’s Economy Is Spurring Unrest (bloomberg )
Hormel’s stock surges as Planters nuts strength helps fuel an earnings beat (marketwatch )
“As the biggest cloud service provider in China and APAC, we see tremendous growth prospect of China’s digital market,” said Liu Weiguang, president of public cloud business at Alibaba Cloud Intelligence. “That’s why we decide to launch the price reduction campaign to lower the threshold of cloud services for more enterprises and developers to reap the technological dividends and accelerate the adoption of advanced public cloud services across various industries in China,” said Liu. (cnbc )
China’s Superlong Bond Extends Rally as Policy Easing Bets Grow (bloomberg )
China Politburo Vows to Meet Growth Targets Amid Slow Recovery (bloomberg )
Chinese firms step up hiring, but tight-fisted on pay (reuters )
Is There an AI Bubble? The Nifty Fifty Show It Isn’t That Simple (wsj )
Apple Investors Grow Impatient on AI (wsj )
San Francisco Poised to Start Drug-Testing Welfare Recipients (wsj )
He Got Bored. Built an Empire. Then Cracked the Formula for the World’s Fastest Sport. (wsj )
Frackers Are Now Drilling for Clean Power (wsj )
Warehouse Boom Fades, and the Hopes of a California Region Fade With It (wsj )
Welcome to the Era of BadGPTs (wsj )
Baidu Posts Record Revenue Amid Search for New Growth Engines (wsj )
Warren Buffett Drops Investing Advice in Latest Shareholder Letter — ‘I Can’t Remember A Period Since March 11, 1942 … That I Have Not Had A Majority Of My Net Worth In Equities’ (benzinga )
How to Spot Cheap Stocks—and Avoid ‘Value Traps’ (barrons )
The Election Is Coming. These Stock Sectors Tend to Perform Best. (barrons )
These 10 Lenders Have Bet the Bank on Commercial Real Estate. Here’s How They’re Holding Up. (barrons )
Bond Yields Aren’t Far From Their Highs. Now Might Be the Time to Buy. (barrons )
Biotech Stocks Are on a Tear. They Could Keep Climbing. (barrons )
Key Fed inflation measure rose 0.4% in January as expected, up 2.8% from a year ago (cnbc )
The initiative seeks to ‘lower the threshold of cloud services for more enterprises and developers’ in China, where AI projects are driving demand. Alibaba Cloud’s latest initiative reflects the market opportunity to address growing demand for high-performance computing resources on the mainland, where AI development efforts have rapidly expanded amid Washington’s sanctions on the export of advanced semiconductors to the country. (scmp )
Mainland China Has One Of Its Best Trading Days EVER (chinalastnight )
Tech companies cash in on ‘frothy’ stock rally with convertible bond sales (ft )
Amazon to invest in start-ups that combine AI with robotics (ft )
The market rally has been largely driven by AI-related stocks, says Bespoke Investment’s Paul Hickey (cnbc )
Advance Auto’s stock rises after upbeat guidance for 2024 (marketwatch )
Food Stocks Are Super Cheap, and Could Rally (barrons )
eBay Stock Rallies as Earnings and Guidance Top Estimates (barrons )
This AI Stock Looks Like a Real Bubble. How to Profit When Super Micro Pops. (barrons )
Apple Killed Its Car Project. Tesla’s Stock Barely Budged. (barrons )
Shutdown Fears Fade After White House Meeting (wsj )
The Gigantic Rookie Bringing Fighting Back to Hockey (wsj )
Disney Creates $8.5 Billion Streaming Alliance in India (bloomberg )
How Much Wealth You Need to Join the Richest 1% Around the World (bloomberg )
S. economy’s growth rate in the fourth quarter downgraded to 3.2%, GDP report shows (marketwatch )
BofA expects ‘strong refresh cycle’ for iPhone in coming years (streetinsider )
China props up renminbi ahead of leadership summit in March (ft )
Alphabet would be dramatically higher if it was willing to embrace efficiency, says Jim Cramer (cnbc )
The global cutting cycle is here, says Goldman Sachs’ Alexandra Wilson-Elizondo (cnbc )
Gross Domestic Product, Fourth Quarter and Year 2023 (Second Estimate) (bea )
Opinion: Expect this ‘Roaring 2020s’ market to keep stocks up and bring inflation down (marketwatch )
China’s State-Backed Funds Have Bought $57 Billion of Stocks, UBS Says (bloomberg )
Are We in a Productivity Boom? For Clues, Look to 1994. (nytimes )
This Steakhouse Stock Is a Rare Find. It’s Primed for Gains. (barrons )
Norwegian Cruise Stock Is Sailing Higher After Earnings. Demand Is at Record Levels. (barrons )
Whirlpool Seeks to Boost Returns, Maintain 6.5% Dividend (barrons )
Investors Flock Back to Biotech After a Long, Cold Spell (wsj )
Fed Rate Cuts Are Likely to Be Slow — But Not Necessarily Steady (bloomberg )
Office Tower Deal for $1 Reveals Anxiety Among Longtime Buyers (bloomberg )
Alibaba’s $1B Bet on AI Start-Up Moonshot Marks Major Push into Generative Tech (benzinga )
*G Sachs: BABA-SW Re-igniting E-commerce & Cloud Growth, Aiming Stable Profits & Shareholder Returns (aastocks )
LNG Demand Will Surge 50% in Next Decade, Woodside CEO Says (bloomberg )
After doubts about Alibaba’s future, co-founder Joe Tsai says: ‘We’re back’ (cnbc )
Alibaba chairman Joe Tsai says e-commerce giant is set to bounce back: CNBC (scmp )
Geoff Seeley Joins PayPal as Chief Marketing Officer (paypal )
Investors Flock Back to Biotech After A Long, Cold Spell (wsj )
China de-linking talk is overdone and it’s still key to the global economy, Asian Development Bank says (cnbc )
US Chamber Chief Visits China in Sign of Warming Business Ties (bloomberg )
Jack Ma’s Ant Group piles into fight with Citadel for Credit Suisse’s Chinese business: report (marketwatch )
New Cars Are Becoming More Affordable. That’s Good for Buyers and Auto Stocks. (barrons )
China Is Stockpiling for the Next Phase of the Chip Wars (wsj )
Beijing Needs A Second Act After Rebound In Stocks (zerohedge )
CEOs showing big interest in AI, former AOL CEO says (foxbusiness )
German pharma group finds no unexpected side effects during trial, including at higher doses (ft )
Weight-Loss Drugs Have One Big Problem. These Drugmakers Are Taking It On. (investors )
GM returns to France with fully-electric Cadillac Lyriq (reuters )
China State Firm Sells Bonds to Help Fund LGFV in Rare Move (bloomberg )
China Protest Watcher Says Police Questioning His X Followers (bloomberg )
Opinion: 9 stock tips hiding in Warren Buffett’s latest letter to Berkshire shareholders (marketwatch )
I Read All 59 of Warren Buffett’s Annual Letters. These Are the Best Parts. (wsj )
ASOS: The Return Grift Is Over (thecut )
March: Historically Solid, but Plagued by Steep Losses in Election Years 1980 & 2020 (almanactrader )
Korean Stocks Have a New Driver: The Government (wsj )
Natural Gas Hasn’t Been This Cheap in Decades (wsj )
Meet the Former CFO Who Thinks He Can Fix Disney (wsj )
He Made $36 Million From LIV Golf. He’s Spending It on Bull Riding. (wsj )
Inside Yo Gotti’s $100 Million Music Empire (forbes )
Dozens Of KFC, Taco Bell And Dairy Queen Franchises Are Using AI To Track Workers (forbes )
14 Best Beaten Down Stocks To Buy Right Now (insidermonkey )
Weekly Leading Economic Index (advisorperspectives )
Aston Martin’s 2025 Vantage Is A Stylish Speed Demon (maxim )
Nvidia Hardware Is Eating the World (wired )
An oil boom, a property slump and dental deflation (npr )
We Put a Lamborghini Miura in a Wind Tunnel to See How Far Supercar Aero Has Come (roadandtrack )
Lunar New Year Spending Rebounds; China Box Office Record and AI Gives Gifting an Upgrade (alizila )
Charlie Munger – The Architect of Berkshire Hathaway (berkshirehathaway )
Berkshire Annual shareholder letter (berkshirehathaway )
Buffett calls the late Charlie Munger ‘part older brother, part loving father’ in heartfelt tribute (cnbc )
Bezos, Nvidia Join OpenAI in Funding Humanoid Robot Startup (bloomberg )
“Berkshire now has – by far – the largest GAAP net worth recorded by any American business,” Buffett said in the annual letter. “Record operating income and a strong stock market led to a year-end figure of $561 billion. The total GAAP net worth for the other 499 S&P companies – a who’s who of American business – was $8.9 trillion in 2022.” (bloomberg )
Opinion: Nvidia is the ‘Magnificent One’ now — but these rivals are closing in (marketwatch )
It would not be surprising “if China stocks staged a bit more of a rally here,” Chris Wood, global head of equity strategy at Jefferies Financial Group Inc., wrote in a note this week. “For those investors who have conviction on particular bottom-up stories, it makes sense to add here since stocks are clearly cheap.” (bloomberg )
The Best Technology Stocks to Buy (morningstar )
Undervalued by 40%, This Stock Is a Buy for High-Risk Investors (morningstar )
Michael Mauboussin on increasing returns to scale (ft )
Michael Mauboussin – Pattern Recognition and Public Markets (EP.370) (podcast )
Berkshire Hathaway’s Charlie Munger Was a Journalist’s Dream: He Never Held Back (barrons )
Opinion: The ‘cardboard-box’ recession is over. An out-of-the-box economic recovery is coming. (marketwatch )
A growing number of stocks are joining the market’s rally — even as Big Tech still gets the most attention (marketwatch )
The AI boom of today and the telecom bubble of 1990s share these similarities (marketwatch )
PBOC Tries to Get ‘More Bang for the Buck’ With Surprise Moves (bloomberg )
A Florida Grudge Match Splits the World’s Richest Car Collectors (bloomberg )
China’s Central Bank Tries to Catch Markets Off Guard With Surprise Easing (bloomberg )
China Recovery Bets Grow on Beijing’s Moves to Stem Stock Rout (bloomberg )
Nvidia Is a Must-Buy. Or Is It? (nytimes )
China’s Xi Seeks to Boost Auto, Appliance Sales in Consumer Push (bloomberg )
Lotus Technology Cars Are Legit. We Drove One. (barrons )
Goldman Sachs’s Chief Economist Has Nailed Big Calls. Here’s His Next One. (wsj )
Moderna Is Pivoting From Covid—the Results Are on Their Way (wsj )
Goldman Pushes Back Bet on First Fed Interest-Rate Cut to June (bloomberg )
T-Bills Without Tax Bills? This Fund Says It Cracked the Code (bloomberg )
Luxury’s Earnings Season Proved to Be a Game Changer, Citi Says (bloomberg )
Intel’s Revival Hinges on Nvidia, AMD Extending a Helping Hand (bloomberg )
Nothing Goes Up Forever. This Rule Will Tell You When To Sell Nvidia Stock. (investors )
Wall Street keeps likening Nvidia to dot-com-era Cisco. Is the comparison justified? (marketwatch )
2 Natural-Gas Stocks That Will Benefit From Tightened Supply (barrons )
China’s Stock-Sale Ban Eases Path to Propping Up Reeling Markets (wsj )
Germany’s Economy Is Stuck. But Stocks Are Looking Cheap. (barrons )
Gym attendance falls flat as Ozempic is blamed for causing people to vomit during workouts (nypost )
Intel and OpenAI Gauge Chip Demand, and Other Tech News Today (barrons )
Royal Caribbean Hikes Guidance on Surging Cruise Demand. The Stock’s Rally Can Resume. (barrons )
Stocks can get more expensive, says strategist. Don’t get in front of FOMO for now. (marketwatch )
What’s Holding Back Auto Stocks? It Could Be Dividends. (barrons )
Nvidia Stock Surges. Earnings Answered 3 Key Questions. (barrons )
Fed Minutes Show Embrace of Inflation Progress but No Hurry to Cut Rates (nytimes )
The S&P 500 could hit 5,400 by year-end, says Ed Yardeni (cnbc )
NVDA Adds Record $250BN In Market Cap Overnight: Two Goldman Sachs Or A Whole Netflix (zerohedge )
Nvidia Declares AI a ‘Whole New Industry’—and Investors Agree (wsj )
It’s Been 30 Years Since Food Ate Up This Much of Your Income (wsj )
Killing Time During a Layover? These Golf Courses Near Airports Should Help (wsj )
Rolls-Royce shares jump 10% after 2023 profits more than double (cnbc )
Chinese tourists are driving Asia-Pacific’s travel boom — flight bookings to hit pre-pandemic levels (cnbc )
UBS says hot, demand-driven inflation is positive for stocks, raises its S&P 500 target to a Wall Street high (businessinsider )
These 3 charts show that today’s stock market is nowhere near the bubble extremes of 1999 (businessinsider )
Will Food Prices Stop Rising Quickly? Many Companies Say Yes. (nytimes )
China Tightens Grip on Stocks With Net Sale Ban at Open, Close (bloomberg )
Did The India Bubble Just Burst (zerohedge )
Natural-gas prices bounce 8% as Chesapeake plans production cuts (marketwatch )
Bank of America: These 25 stocks with sustainable dividends trading at a 50% discount to the market should outperform during this recovery (businessinsider )
China Drafts Law to Protect Private Firms to Boost Confidence (bloomberg )
Quant Hedge Funds Face China Clampdown After Rare Account Freeze (bloomberg )
China Stocks Jump to Highest in Weeks (bloomberg )
Why Nuclear Power Should Be Ramped Up (bloomberg )
Two years after Apple quit Russia over Ukraine, Vision Pros are for sale in Moscow (cnbc )
Amazon to replace Walgreens in Dow Industrial Average next week (cnbc )
Crown Castle co-founder launches proxy fight after Elliott rejection (cnbc )
Oppenheimer’s Stoltzfus expects stock rally to expand beyond the tech sector (streetinsider )
Goldman turns positive on global equities (streetinsider )
UBS now sees Fed starting to cut rates in June (streetinsider )
China circumvents US tariffs by shipping more goods via Mexico (ft )
Mortgage Rate Cut and New CSRC Head’s Outreach Lift Markets (chinalastnight )
Nvidia is all about risk management and exposure maintenance, says Tim Urbanowicz (cnbc )
UBS says hot, demand-driven inflation is positive for stocks, raises its S&P 500 target to a Wall Street high (businessinsider )
AI’s golden child takes center stage today (businessinsider )
3 things could pop megacap stock bubble — and ‘weigh heavily’ on broader market (marketwatch )
Fed Minutes May Shed Light on Rate-Cut Calculus (barrons )
