Tech Pullback Will Be Short-Lived, Analyst Says. (barrons)
Wayfair’s Investor Day Has Analysts Feeling Bullish (barrons)
Amazon, Meta, and Alphabet Were the Standouts in Tech Earnings. Here’s Why. (barrons)
Thanks to Disney Magic, Halloween Now Starts 11 Weeks Early (wsj)
A key signal suggests job growth could plummet in coming months amid labor strikes and bad weather (businessinsider)
The Fed can take the rest of the year off as inflation is crumbling and there’s no recession in sight, market vet Ed Yardeni says (businessinsider)
Buy tech stocks now as solid 2nd-quarter earnings will power a 15% rally into year-end, Wedbush says (businessinsider)
‘It’s Hard to Be an Activist These Days’: Gadfly Investors Trail Stock-Market Returns (wsj)
Dustin Moskovitz, Co-Founder of Asana and Facebook — Energy Management, Coaching for Endurance, No Meeting Wednesdays, Understanding the Real Risks of AI, Embracing Frictionless Work with AI, The Value of Holding Stories Loosely, and More (#686) (blog)
What Is The Real Value Of Alphabet Inc (GOOGL) Using A Simple DCF (acquirersmultiple)
The Case For Intel: An Illustration Of The ‘Value’ Investing Mindset (forbes)
Undervalued by 60%, This Growth Stock Is a Buy for the Long Term (morningstar)
10 Cheap Dividend-Growth Stocks to Buy (morningstar)
Disney TV Spinoff Talk in Focus. The Stock Is Rising. (barrons)
The UAW Is in Talks With Detroit. How Much Car Prices Could Rise. (barrons)
S. initial jobless claims rise to highest level in a month (marketwatch)
The long-simmering rumor of Apple buying Disney is resurfacing as Bob Iger looks to sell assets (marketwatch)
China Hawks In Congress Are Going Too Far (barrons)
“Senior administration officials told reporters on Wednesday that they were considering an exemption for publicly traded Chinese securities.” (barrons)
Alibaba’s Restructuring & How It Benefits Shareholders (kraneshares)
US Core CPI Posts Smallest Back-to-Back Increases in Two Years (bloomberg)
China Regulator to Hold Meeting With Property Firms, Financiers (bloomberg)
Alibaba income beats estimates amid “strong business momentum” (streetinsider)
Alibaba’s revenue growth spurts as economy recovers from pandemic slowdown (scmp)
PayPal Is Crushing It. Why Isn’t the Stock Responding? (fool)
*BABA 1FQ NP Up 51% YoY to RMB34.332B, Well Beyond Forecast (aastocks)
We need China as much as they need us, says Lead Edge Capital’s Mitchell Green (cnbc)
“There’s very little Class A premier workplace available … and as businesses are expanding in that district, they find themselves boxed out of larger space options.” (therealdeal)
Billionaire investor Mario Gabelli: We want to buy good companies with good management & valuations (cnbc)
Hedge funds lose $6bn betting against cruise lines and hotels (ft)
Arnold Schwarzenegger: ‘I’m not the sort of person who looks back’ (ft)
Fundstrat’s Tom Lee expects to find a market bottom soon (cnbc)
Fed F**kery Is Back: Seasonal Adjustments Turns $38BN Bank Deposit Outflow Into $5BN Inflow (zerohedge)
White Lamborghini Countach From ‘Wolf Of Wall Street’ Is Going Up For Auction (forbes)
Chinese tech giant Alibaba challenges Meta with open-sourced A.I. model launch (cnbc)
Buffett Not Worried About Fitch Downgrade, and He’s Putting His Money Where His Mouth Is (barrons)
PBOC Pledges More Financial Resources for Private Firms (bloomberg)
US Yield Curve Control Not Here Yet, But It’s Coming (zerohedge)
Amazon’s efficiency efforts will grow its market share significantly, says Scott Mushkin (cnbc)
Maybe the ‘most anticipated recession’ won’t come after all (yahoo)
Charlie Munger Asks, ‘Do You Want To Be More Like Me Or More Like Them?’ — Why He Believes Diversification Is An ‘Impossible And Agonizing Task’ Any Idiot Can Do (yahoo)
