Skip to content
Goldman Sachs says China stocks may rise by 40% on market reforms as UBS goes overweight on mainland, Hong Kong shares
Hong Kong stocks surge most in 3 weeks as China’s support pledge lifts the mood (scmp )
Citi Strategists Say Buy the Dip in Stocks on Solid Earnings (bloomberg )
GM Raises Profit Outlook After Strong First-Quarter Earnings (wsj )
Triumphant homeowners who spent millions on houses reveal how they took on squatters — and won (nypost )
Billionaire’s new building to soar over Midtown for one very specific reason (nypost )
JPMorgan warns stock market sell-off has ‘further to go’ (yahoo )
PepsiCo’s first-quarter results beat as international demand drives growth (yahoo )
How US shale keeps sheltering America from the next oil price surge (ft )
Generative A.I. Arrives in the Gene Editing World of CRISPR (nytimes )
Goldman’s Rubner Says the Pullback in US Stocks Is Not Over Yet (bloomberg )
Apple’s China iPhone Sales Dive 19% in Worst Quarter Since 2020 (bloomberg )
The UK Housing Market Has Turned a Corner (bloomberg )
Google search boss warns employees of ‘new operating reality,’ urges them to speed up (cnbc )
Goldman says we’re still in phase 1 of AI’s stock-market takeover. Here’s how they expect phases 2 through 4 to play out. (businessinsider )
Goldman Sachs: These 30 stocks are primed to outperform in a strong economy since they’re investing heavily in future growth opportunities like artificial intelligence (businessinsider )
Goldman Sachs: These 30 stocks are primed to outperform in a strong economy since they’re investing heavily in future growth opportunities like artificial intelligence (businessinsider )
Goldman hasn’t given up on the stock-market rally, but is starting to get nervous (marketwatch )
Why you shouldn’t be too quick to dump your stocks just yet (marketwatch )
History says stock-market dips caused by geopolitical turmoil ‘should be bought, not sold’: BofA strategists (marketwatch )
Boeing Slows Production of Its 787 Jet. Relax, It’s Not a Quality Problem. (barrons )
Ford Doesn’t Have a Ferrari Division, but Ford Pro Could Be a Stock Catalyst (barrons )
Ford Stock Soared Today for 1 Big Reason and 3 Smaller Ones (barrons )
China Technology’s Outperformance vs. US Tech Since February Widens (chinalastnight )
Big Tech Faces Earnings Test After Market Rout (wsj )
Strategists Split on US Profit Outlook as Stocks Pull Back (bloomberg )
Strong Earnings Will Give S&P 500 a Boost (bloomberg )
Nike Shifts Course as Innovation Stalls and Rivals Gain Ground (wsj )
The Golfer Who Can’t Stop Winning (wsj )
Making a splash Top women’s golfer celebrates historic run with epic cannonball (nypost )
How NYC’s reclusive retail kingpin sold billions in buildings to Gucci, Prada in mere days (nypost )
Alphabet’s Cash Boom Is Raising Dividend Hopes on Wall Street (bloomberg )
5 reasons why the stock market’s multi-week sell-off will end soon, according to a Wall Street bull (businessinsider )
Mega-cap tech earnings kick off this week. Here’s what Wall Street is looking out for. (businessinsider )
Car dealers throw cold water on electric vehicles versus gas options: ‘I wouldn’t feel safe’ (foxbusiness )
Hong Kong stocks soar after China’s market regulator support pledge (scmp )
EU approves new antibiotic to tackle rise of superbugs (ft )
This chart shows why the stock-market rally should broaden out later this year (marketwatch )
30 Big Ideas from Seth Klarman’s Margin of Safety (Special Report) (niveshak )
Belated March CPI analysis (scottgrannis )
Higher Interest Rates Have Done Their Work. Start the Cuts. (barrons )
S. natural gas trade will continue to grow with the startup of new LNG export projects (eis )
House Passes Bill Banning TikTok Unless Chinese Owner Divests. Aid to Ukraine and Israel Is Approved. (barrons )
Nvidia’s stock plunge leads ‘Magnificent Seven’ to historic weekly market-cap loss (marketwatch )
Apple Has Been Left Behind in the AI Rally. Why It Might One Day Still Be the Big Winner (marketwatch )
MasterCraft Boat, SentinelOne, and More Stocks See Action From Activist Investors (barrons )
Alphabet, United Airlines, GE Vernova, and More Stocks Set to Climb (barrons )
The Secret Retreats That Have CEOs, VIPs and Billionaires Jockeying for Invites (wsj )
Wall Street Has Abandoned Wall Street (wsj )
He Loves Speed, Hates Bureaucracy and Told Ferrari: Go Faster (wsj )
These Home Sellers Are Done Waiting for the Fed to Lower Rates (wsj )
Fed’s Preferred Inflation Gauge Is Set to Back Rate-Cut Patience (bloomberg )
Tesla Cuts US Prices by $2,000 as Sales Slow, Inventories Swell (bloomberg )
Reed Hastings shares the 3-word tactic that helped make Netflix a $240 billion company—it’s called ‘farming for dissent’ (cnbc )
Report: Thanks to AI, China’s Data Centers Will Drink More Water Than All of South Korea by 2030 (futurism )
Florida Is Not So Cheap Compared With New York These Days (bloomberg )
Semiconductors (SMH) Could Be Rolling Over At Key Fibonacci Level, Says Joe Friday (kimblechartingsolutions )
A contrarian take on the US inflation freakout (ft )
A Legacy Structure Turns Cars Into Sculptures (forbes )
Meet The Skydiving Billionaire With Sky-High Returns (forbes )
3 Easy Steps That Will Make You the Most Interesting Person in a Conversation (inc )
T&C Hotel Awards 2024: The Best New Hotels on the Planet (townandcountrymag )
Ray Dalio Shares Investment, Career Insights (Columbia )
Big Pharma Stocks Need a Rethink. Investors Keep Making the Same Mistake. (barrons )
A 5-Star Dividend Stock to Buy With a 3.7% Yield (morningstar )
The 10 Best Dividend Stocks (morningstar )
Magnificent Seven Earnings Arrive With Stocks at Critical Moment (bloomberg )
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 )
