- NVIDIA CEO Jensen Huang is ‘flying too close to the sun,’ says Thomas Hayes (foxbusiness)
- Nvidia’s stock suffers worst drop in months as CES speech lacked one big thing (marketwatch)
- Palantir’s stock sees sharpest drop since May as momentum cools (marketwatch)
- Disney’s stock gets upgrade amid content ‘renaissance’ and streaming profit growth (marketwatch)
- 3 reasons Trump keeps floating U.S. control of Greenland — including one tied to tax cuts (marketwatch)
- America’s frozen housing market is finally starting to thaw (marketwatch)
- Tech Stocks Are Still Pricey. Dip Buyers Should Look Here Instead. (barrons)
- Man Group president says AI needs to prove its worth in 2025 (fnlondon)
- Quantum Computing Stocks Drop as Nvidia CEO Sees Use Years Away (bloomberg)
- China confirms Xi Jinping and Donald Trump have been in touch since US election (scmp)
Category: What I’m Reading Today
Be in the know. 7 key reads for Tuesday…
- Top 3 takeaways from Nvidia’s CES 2025 keynote (finance.yahoo)
- Trudeau resignation opens door to Trump ‘going easy on trade tariffs’ with Canada (finance.yahoo)
- Disney inks deal to combine Hulu + Live TV business into Fubo (nypost)
- Meta names Trump supporter Dana White to board in latest revamp by Mark Zuckerberg (nypost)
- Ulta Beauty Has a New CEO and a Rosier Holiday Outlook (barrons)
- Can Boeing Be Fixed? Aerospace Leaders Offer a Repair Manual (wsj)
- Tencent shares fall 8% in Hong Kong after U.S. designates it a Chinese military company (cnbc)
Be in the know. 22 key reads for Monday…
- Overseas stocks jump, dollar plunges on report of more targeted Trump tariffs (marketwatch)
- China’s central bank outlines monetary priorities for 2025 (people.cn)
- Dollar Falls Most in Two Months on Report Trump to Limit Tariffs (bloomberg)
- China catches up fast in AI race, but US chip curbs cast shadow (scmp)
- Alibaba ties up with Lee Kai-fu’s unicorn as AI sector consolidates (scmp)
- China rushes to reassure investors as equities and renminbi fall (ft)
- Chinese Companies Have Sidestepped Trump’s Tariffs. They Could Do It Again. (nytimes)
- Healthcare Stocks Are Down and Out. Opportunities Abound. (wsj)
- Canada’s Trudeau Is Likely to Resign This Week, Globe Says (bloomberg)
- Global chip stocks climb as Foxconn’s bumper results show a continuation of the AI boom (cnbc)
- Disney to combine its Hulu+ Live TV with streamer Fubo (cnbc)
- Palantir has this rare distinction as Morgan Stanley says stock price is too high (marketwatch)
- Carl Icahn Bought This Fertilizer Stock as 2024 Was Ending (barrons)
- Historic NYC office building fetches a fraction of its recent $245M sale price — here’s why (nypost)
- Here’s what the first two trading days of January predict for stocks in 2025 (marketwatch)
- AI and the other tech trends to expect at CES 2025 (yahoo)
- Why Michael Green Is Known as the Cassandra of Passive Investing (institutionalinvestor)
- Alibaba deepens push into AI smart glasses (scmp)
- Take Warren Buffett’s Advice: Don’t Buy Any Stock in 2025 Unless It Passes This Test (fool)
- Morgan Stanley Strategist Wilson Warns of Risk to Stocks as Yields Surge (bloomberg)
- This strategist says a popular ETF could jump at least 15%. It’s a bet inflation will be contained. (marketwatch)
- AI Has a Cost Problem. What It Means for the Stock Market and 5 Other Things to Know Today. (barrons)
Be in the know. 16 key reads for Sunday…
- Monetary policy trumps tariffs (scottgrannis)
- 10 Cheap Wide-Moat Stocks for 2025 (morningstar)
- ‘That is Maganomics’: where Trump is taking America on trade (ft)
- Trump’s Proposed Tariffs Could Cost U.S. Companies. Here Are the Most Vulnerable Industries. (barrons)
- Trump’s Trade War Will Be Different This Time. How China Will Respond. (barrons)
- Networking Companies Ride the AI Wave. It Isn’t Just Nvidia. (barrons)
- Why Regulating Alcohol Industry Is Tall Order Even After Surgeon General’s Cancer Warning (barrons)
- Dockworkers Set to Resume Contract Talks. Why a Strike Could Lead to Higher Prices. (barrons)
- Apple Is Pricier—and More Vulnerable—Than Ever. This Year Could Test Its Mettle. (barrons)
- Another Crypto Risk Lurks. Governments Could Be Tempted to Confiscate Your Coins. (barrons)
- Hail, Caesars! The Casino Stock Could Get a Super Boost From the Super Bowl. (barrons)
- European Stock Fire Sale: 10 Bargains You Don’t Want to Miss (barrons)
- China’s PBOC Vows More Support for Innovation and Consumption (bloomberg)
- The Pagani Utopia Delivers Vision-Blurring Levels of Performance (roadandtrack)
- These are the 10 trending collector cars to watch in 2025 (classicdriver)
- Alibaba Cloud Unveils New Research Model for Enhanced Visual Reasoning (alizila)
Be in the know. 12 key reads for Saturday…
- GM, Ford report best annual U.S. sales since 2019 as auto recovery continues (cnbc)
- The Stock Market Is Like a Fashion Show, and Here’s One of Its Hot Must-Haves (wsj)
- Financial expert says next few months for markets will be ‘choppier ’ (foxbusiness)
- Portfolio manager outlines ‘reasons’ that will contribute to new market ‘highs’ in 2025 (foxbusiness)
- E-commerce giants jump on China’s latest trade-in programme amid heated competition (scmp)
- Alibaba ties up with Lee Kai-fu’s unicorn as China’s AI sector consolidates (scmp)
- Consumption Subsidies Expanded to Mobile Phones and Electronics, Week in Review (chinalastnight)
- House Republicans Pledge Drilling and Make It Easier to Shed Federal Land (nypost)
- PBOC Reiterates China Rates, Reserve Ratio to Be Cut ‘At Appropriate Time’ (bloomberg)
- Can Gucci Find Its Cool Again? (bloomberg)
- Forget Santa: Stock-market bulls look to ‘January barometer’ for clues on 2025 (marketwatch)
- Natural Gas Stocks Have Momentum—and Cold Weather (barrons)
Be in the know. 11 key reads for Friday…
- Hong Kong stocks rebound as Beijing ramps up support for institutional buying (scmp)
- The American Worker Is Becoming More Productive (wsj)
- FMC shares pop as KeyBanc says selloff is overdone (streetinsider)
- What stocks’ worst stumble since 1952 in the final days of 2024 may mean for 2025 (marketwatch)
- Hindenburg Research shorts Carvana, calling company’s turnaround a ‘mirage’ (cnbc)
- China’s central bank plans policy overhaul as pressure mounts on economy (ft)
- Baidu’s Robin Li predicts ‘exponential’ boom in AI apps in 2025 (scmp)
- Roaring Kitty’s Stock Memes Can’t Fix Unity Software (barrons)
- Why the U.S. economy is still strong despite the Fed’s 2022-’23 rate hikes (marketwatch)
- The Debt Ceiling Makes a Comeback. What It Means for Bonds. (barrons)
- <Research>M Stanley: BABA-W’s Full Sale of SUNART RETAIL Expected to Enhance Yr-end Shareholder Returns (aastocks)
Be in the know. 15 key reads for Monday…
- Chinese EV makers BYD, Nio, Li and XPeng end 2024 on a sales high (marketwatch)
- Jobless claims drop to 8-month low to end 2024. Low U.S. unemployment fuels economy. (marketwatch)
- Natural gas prices spike on forecasts of colder than expected winter (foxbusiness)
- The Bull and Bear Case for 2025 (nytimes)
- PBOC Seen Delaying Reserve Ratio Cut After $233 Billion Cash Injection Last Month (bloomberg)
- China E-Commerce Giant Alibaba Sells Stake In Retail Firm Sun Art To Focus On Core Business (investors)
- Drug-Trial Results Could Shake Up Pharma Stocks in 2025. Watch Eli Lilly, Pfizer, and More. (barrons)
- The U.S. Dollar Is Riding High. Trump Could Put an End to All That. (barrons)
- 2025’s Five Highest Yielding Dogs of the Dow Could Explode Higher (247wallst)
- Stock Bears Are Going Extinct. Time to Worry? (bloomberg)
- China’s Xi Jinping Nods to ‘External Uncertainties’ in New Year’s Speech. Weeks before Trump takes office, country’s leader seeks to shore up confidence that its economy can withstand threats (wsj)
- The Levi Strauss Heir Elected to Save San Francisco (wsj)
- Beijing & Guangzhou Home Sales Rise In 2024, Tariff Concerns Lead To Risk Off (chinalastnight)
- Mexico, Betting Trump Is Bluffing on Tariffs, Sees an Opportunity. (nytimes)
- Why the Dow had such a miserable December versus other indexes (marketwatch)
Be in the know. 11 key reads for New Year’s Day…
- 5 Value Stocks That Could Get a Bump From Activist Investors (barrons)
- Why the Dow had such a miserable December versus other indexes (marketwatch)
- Boeing and 6 More Contrarian Stocks for 2025 (barrons)
- Credit Spreads Haven’t Looked This Good Since the 2000s. Can They Get Better? (wsj)
- A Corvette, a Rolls-Royce, a Lowrider Legend: Our 10 Favorite My Ride Cars of 2024 (wsj)
- China’s December Home Sales Stay Flat in Sign of Stabilization (bloomberg)
- PBOC Steps Up Liquidity Injection With New Tools At Year-End (bloomberg)
- US Large Cap Dividend Stocks Should Roll in 2025: Our 4 Favorite Picks (247wallst)
- Forecasting the world in 2025 (ft)
- Alibaba’s Freshippo records 9 straight months of profit, CEO says (scmp)
- Services PMI Beats, Happy New Year! (chinalastnight)
Be in the know. 11 key reads for New Years Eve…
- ‘Have no fear’: Financial expert expect markets to rally in 2025 (foxbusiness)
- China’s Factory Activity Expands Again as Economy Stabilizes (bloomberg)
- Hong Kong stocks head for 2024 gain after 4 straight years of losses (scmp)
- Chinese Stocks Head for First Yearly Advance Since Pandemic (bloomberg)
- S&P 500: A ‘reversion’ trade will occur in 1Q25, Raymond James says (investing)
- 10-year Treasury yield logs sharpest drop in a month to kick off holiday-shortened week (marketwatch)
- 5 Value Stocks That Could Get a Bump From Activist Investors (barrons)
- Natural-gas prices see biggest jump in nearly 3 years, leading oil higher (marketwatch)
- Shale Is Plateauing. Oil Only Has One Place Left to Grow. (barrons)
- How a $12.98 T-Shirt Is Made in America—at a Profit (wsj)
- Drug Middlemen Spared by Trump and Musk, for Now (wsj)
Be in the know. 16 key reads for Monday…
- US new vehicle sales set to rise 7.3% in December, report says. The seasonally adjusted annualized rate (SAAR) for total new-vehicle sales is expected to be 17.2 million units, up 1.1 million units. (reuters)
- Doctors Say AI Is Introducing Slop Into Patient Care (gizmodo)
- The Happy Gilmore 2 trailer just dropped! Let’s analyze his golf swing (golfdigest)
- Investing pros think these stock-market losers are set to rebound in 2025 (marketwatch)
- What Boeing Investors Should Know About Jeju Flight 2216 (barrons)
- Discounts on the Dealership Lot Lift Car Sales (wsj)
- US Futures Drop 1% as Tech Rally Fades at Year-End (bloomberg)
- Natural Gas Prices Jump on Cold Weather Forecasts (wsj)
- Albemarle Stock Got Crushed. Why We’re Standing By Our Pick. (barrons)
- Buybacks Aren’t Always Bullish. Here’s How to Know When They Are Worth It. (barrons)
- These Are The Most (And Least) Optimistic Countries About 2025 (zerohedge)
- Carlos Slim invested $1 billion in 2024 to supercharge oil bets (yahoo)
- US credit card defaults jump to highest level since 2010 (ft)
- Top Democrats warm to Musk’s US government cost-cutting mission (ft)
- China mandates 30% EVs in government fleets in boost for carmakers, net zero (scmp)
- S&P 500 could get close to 7,000 in the first half of next year, says Fundstrat’s Tom Lee (youtube)