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Intel Has a Great Chip for the First Time In Years (barrons )
China’s Politburo Supercharges Stimulus With Housing, Rates Vows (bloomberg )
China pledges to ensure fiscal spending among steps signaling urgency (bloomberg )
Hedge Funds Snap Up Chinese Equities on Stimulus Optimism (bloomberg )
House, Senate Approve Spending Bill to Keep Government Open (barrons )
Alibaba’s Singles’ Day preparation includes US$5.7 billion in aid to merchants (scmp )
China Weighs Injecting $142 Billion of Capital Into Top Banks (bloomberg )
China Seeks to Resolve Structural Issues to Shore Up Employment (bloomberg )
Fed’s Kugler Sees Plenty More Rate Cuts Ahead (barrons )
Why now may be a good time to take ‘opportunistic’ profits in gold and silver (marketwatch )
The Policy Dragon Awakens As Mainland China & Hong Kong Rally (chinalastnight )
Visa Is in the Hot Seat. MasterCard and Others Could Benefit. (barrons )
Boeing, Union to Resume Pay Talks as Strike Nears Third Week (bloomberg )
Tracking Hurricane Helene’s Latest Path (bloomberg )
PayPal expands services to allow merchants to buy and sell crypto (cnbc )
Here are the most important days for the stock market between now and the November election, according to BofA (businessinsider )
Wall Street just got another sign that dealmaking is on its way back (finance.yahoo )
Dollar General asks shareholders to reject investment firm’s stock-purchase offer (marketwatch )
China’s yuan continues upward climb after Beijing’s stimulus roll-out (scmp )
Chinese homeowners cheer Beijing’s move to cut mortgage rates by a half point (scmp )
Chinese yuan hits strongest level against dollar in over 16 months as investors assess PBOC stimulus (cnbc )
China to Give Cash Handouts for the Poor in Rare Use of Aid (bloomberg )
Nvidia CEO Jensen Huang Sold $713 Million of Stock. (barrons )
China’s Stock Market Awakens From a Long Slumber. It’s Not Too Late to Ride It Higher. (barrons )
Berkshire Hathaway Sold More BofA Stock. It Now Owns 10.5%. (barrons )
Stock-market indicator with a near-perfect track record is flashing a ‘buy’ signal (marketwatch )
Real Estate Stocks Have Come Too Far, Too Fast. What to Do With Them Now. (barrons )
A wave of retail investor cash may hit the stock market when interest rates reach this level (marketwatch )
Chinese stocks extend gains after Beijing’s stimulus bazooka (marketwatch )
Location, Location, Golf Simulator. A Developer Cracks the Office Market Code. (wsj )
China Boost Sends EM Stocks to Longest Winning Streak Since July (bloomberg )
China central bank cuts medium-term loan rate (reuters )
Still ‘plenty of upside’ in China trade: BTIG (streetinsider )
Fed’s Bostic says economy returning to normal, policy should also ‘normalize’ (streetinsider )
What China’s biggest stimulus since the pandemic means for US investors: Morning Brief (yahoo )
Investors welcome ‘unprecedented’ central bank loans to try to boost markets but analysts say fiscal stimulus is needed (ft )
China’s US$114 billion stock market rescue plan sparks hope for rally (scmp )
Monetary Policy Bazooka Unleashed (chinalastnight )
US Mortgage Rates Fall Again, Triggering Big Wave of Refinancing (bloomberg )
China Cuts One-Year Policy Rate by Most Ever in Stimulus Drive (bloomberg )
China Unleashes Stimulus Blitz in Push to Hit Annual Growth Goal (bloomberg )
China’s Stimulus Is a Big Deal. What It Means for Markets and Stocks. (barrons )
China Mulls Stock Stability Fund, Unlocks $113 Billion From PBOC (bloomberg )
China Unveils Biggest Package Yet to Boost Property Market (bloomberg )
China Unleashes Stimulus Package to Revive Economy, Markets (bloomberg )
China’s central bank unveils most aggressive stimulus since pandemic (yahoo )
China Panics: Cuts Multiple Rates And Reserve Ratio Requirements, Goes All-In To Prop Up Stocks (zerohedge )
Chinese Stocks Rally Most in Seven Months on Stimulus Blitz (bloomberg )
China unveils raft of measures to boost economy (bbc )
HK Disneyland Resort Ticket Prices to Rise 5-7% From Tmr (aastocks )
Alibaba, JD.com, NIO Stocks Surge After China Interest Rate Cut and New Stimulus (barrons )
Cash Is Pouring Out of Money-Market Funds. What’s Hot Instead. (barrons )
Chicago Fed’s Goolsbee sees ‘a lot’ of interest-rate cuts coming over the next year (marketwatch )
Five Key Takeaways as China Unveils Stimulus to Boost Economy (bloomberg )
Fed’s jumbo interest rate cut puts the U.S. on track for a soft landing, Goldman CFO says (cnbc )
September consumer confidence falls the most in three years (cnbc )
Why stocks have a lot more room to rally before hitting a peak, according to a technical analyst (businessinsider )
Here’s What Happens to Markets When Interest Rates Fall, in Charts (wsj )
Boeing Makes New Offer to Union in Hopes of Ending Strike (wsj )
China’s big-bang stimulus boosts yuan; Aussie up after RBA (streetinsider )
Foreigners are piling into China’s free money trade. How long can it last? (ft )
Perplexity in talks with top brands on ads model as it challenges Google (ft )
Alibaba’s DingTalk launches new service bundled with AI features (scmp )
PBOC to set up US$71 billion swap facility to prop up stock market (scmp )
PBOC Cuts With More to Come, Buybacks Roll On (chinalastnight )
Intel Stock Rises on Report of Apollo Investment. Why It’s a Good Sign. (barrons )
China Stimulus Hopes Add to Fed Cues as EM Stocks Hit July Highs (bloomberg )
China stimulus calls are growing louder — inside and outside the country (cnbc )
China’s youth unemployment hits fresh high amid economic slowdown and restrictive hiring policies (cnbc )
Nvidia Stock Is Slumping. What What Tesla Can Tell Us. (barrons )
The Dow at 50,000. How It Could Happen—and When. (barrons )
These Restaurants Are Ordering Up CEOs. How It Goes Down With the Stocks. (barrons )
Fed’s Bostic Sees a U.S. Economy Ready for Neutral Interest Rates (barrons )
Wall Street’s most cautious voice says defensive stocks are now too rich. What alternatives are left? (marketwatch )
Boeing’s Defense Head Leaves. Starliner Wasn’t the Only Reason. (barrons )
‘Reagan’ Defies Negative Reviews And Holds Strong In Box Office Top 5 (forbes )
Investors cheer a soft landing scenario after Fed’s big rate cut. But they’re still keeping their guard up for a downturn. (marketwatch )
The Fed’s rate cut should make it easier to get a job — eventually. Here are the industries that could ramp up hiring first. (marketwatch )
How Bill Ackman Is Pursuing Howard Hughes’ Real Estate Empire (barrons )
Amazon Fell Behind in AI. An Alexa Creator Is Leading Its Push to Catch Up. (wsj )
The Rate Cut Happened. Not All Borrowing Costs Are Going Down. (wsj )
Elliott Hill Loved Nike and Left It. Now He’s Back as CEO (wsj )
How a Surfer Who Never Finished College Became a Biotech Billionaire (wsj )
Rather than taxing Americans on the money they earn at their jobs and on their investments, Mr. Trump instead suggested imposing a broad tax on the goods that Americans buy from abroad. In his view, such tariffs could replace income taxes as the main source of federal revenue. (nytimes )
Minneapolis Fed President Neel Kashkari: Fed is likely to make smaller rate moves going forward (youtube )
Bull Market Chance at 80% With Fed Cuts, Says Ed Yardeni (bloomberg )
How Foot Locker is waging a comeback after its breakup with Nike (cnbc )
S. business activity suffers small loss of momentum in September, PMI shows (marketwatch )
Alibaba Cloud unveils latest Qwen 2.5 LLM, CEO addresses speed of AI development (technode )
Alibaba, Nvidia collaborate on advanced autonomous-driving solution (scmp )
Cox Automotive Forecast: August U.S. Auto Sales Show Stability Amid Seasonal and Labor Day Boost (coxautoinc )
This Bulletproof Rezvani Vengeance SUV Has A Private Jet-Style Interior (maxim )
Qualcomm wants to buy Intel. Would that be enough to overtake Nvidia? (fastcompany )
AliViews: Eddie Wu Discusses AI, Alibaba Cloud and More at the 2024 Apsara Conference (alizila )
The Fed’s Jumbo Rate Cut Is a Sign of True Confidence (barrons )
Qualcomm Approached Intel About a Takeover in Recent Days (wsj )
Interest Rates Fall, but Central Banks Are No Longer in Lock Step (nytimes )
Small-cap stocks post longest rally since 2021 after Fed rate cut. What’s next? (marketwatch )
Nike Has a New CEO. 4 Things to Know. (barrons )
The Price War in Weight-Loss Drugs Is Here (wsj )
The Work From Home Free-for-All Is Coming to an End (wsj )
Boeing ousts head of troubled space unit after astronauts left stranded, billions in losses (nypost )
Mobileye Jumps After Intel Says It Won’t Sell Majority Stake (bloomberg )
Why a top analyst just raised his year-end S&P 500 price target to the highest on Wall Street (businessinsider )
The mystery of Masayoshi Son, SoftBank’s great disrupter (ft )
Three Mile Island Plans to Reopen as Demand for Nuclear Power Grows (nytimes )
Lotus Unveils Wedge-Shaped ‘Theory 1’ Concept EV (maxim )
China Weighs Removing Major Homebuying Curbs to Boost Demand (bloomberg )
How Luxury Stocks Lost Their Shine. These Are the Ones That Will Get It Back. (barrons )
Small-Caps Are Outperforming. They Could Be the Stock Market’s Best Bet. (barrons )
Chinese Officials are also mulling measures to shore up stock market (bloomberg )
This Money Manager Likes Durable Businesses. 4 Industrial Stocks He’s Got His Eye On. (barrons )
Yen Weakens as Ueda Indicates BOJ Isn’t in Hurry to Hike Rates (bloomberg )
The Fed’s New R-Word Is ‘Recalibrate.’ Why Investors Love It. (barrons )
Analysts warned about the fallout from a surging yen. But then this happened. (marketwatch )
FedEx’s earnings miss may be more of a speed bump than a brick wall, analyst says (marketwatch )
This is what the Fed’s interest-rate cut means for distressed companies (marketwatch )
Hang Seng Index posts biggest weekly gain in 5 months (scmp )
Alibaba CEO eyes greater AI research and development, open sources 100 new LLMs (scmp )
Hong Kong cuts base rate by 50 basis points to reboot economy (scmp )
PayPal Stock Rises On Amazon Prime Checkout Partnership (investors )
PayPal, Amazon Team Up in ‘First Step’ of Branded Checkout Collaboration (barrons )
Central Bank Cuts Interest Rates in Half-Point Move (barrons )
Fed Officials See Cooler Inflation Ahead This Year (barrons )
Mortgage Rates Won’t Fall That Much. Don’t Be Too Disappointed. (barrons )
Fed’s Powell Isn’t Dovish or Hawkish. He’s Bullish. (barrons )
Small-cap stocks’ bullish ‘Fed day’ performance reflects investors’ confidence in the economy (marketwatch )
Bond market gets a Fed wake-up call after pricing in a recession (marketwatch )
Homeowners scramble to refinance with mortgage rates now at 2-year lows (marketwatch )
Here’s when falling interest rates will hit your mortgage, car loan, credit-card bills and savings accounts (marketwatch )
Starbucks should make this dramatic move to help its stock, BofA says (marketwatch )
Fed starts rate-cutting cycle with a bang — but wants it to be the only one (marketwatch )
Boeing Stock Is Steady Amid a Strike and Furloughs. Help Has Arrived. (barrons )
Big Rate Cut Forces Fed to Contend With New Obstacles (wsj )
The Fed Has Significantly Improved the Odds of a Soft Landing (wsj )
Fed Opts for Outsize Cut as Powell Seeks to Ensure Soft Landing (bloomberg )
Boeing starts furloughing tens of thousands of employees amid machinist strike (cnbc )
The Fed Isn’t First to Cut Rates, but It Is the Signal Other Central Banks Want (wsj )
Chinese chip stocks jump after claims of equipment breakthrough (finance.yahoo )
Apple iPhone 16 Pro Max review: Long battery life and great cameras. Apple Intelligence isn’t ready (cnbc )
Boeing Stock Is Steady as the Strike Continues. Help Has Arrived. (barrons )
3 ways the Fed interest-rate cut could jump-start buying and selling homes again (marketwatch )
Fed interest-rate cut boosts home builders confidence (marketwatch )
New-home construction posts biggest increase in 6 months (marketwatch )
A Fed interest-rate cut could make small-cap stocks a good investment now (marketwatch )
Chinese consumption edged up slightly during a major holiday this week from its pre-pandemic level (bloomberg )
Chinese Stocks Edge Up as Mainland Markets Reopen After Break (bloomberg )
Fed’s ‘Reverse Repo’ Balance Fell to Lowest Level in Over 3 Years. Why It Matters. (barrons )
Dollar Stores Expand Aggressively Even as Sales Shrink (wsj )
Intel stock jumps on plan to turn foundry business into subsidiary and allow for outside funding (cnbc )
Intel to Make Custom AI Chip for Amazon (bloomberg )
Big names like David Tepper and ‘Big Short’ investor Michael Burry are quietly upping their bets on the Chinese economy (cnbc )
Fed to cut rates by a quarter point with a soft landing expected, according to CNBC Fed Survey (cnbc )
China seeks a homegrown alternative to Nvidia — these are some of the companies to watch (cnbc )
Markets Hinge on Powell Emulating Greenspan’s Soft Landing (bloomberg )
A Fed interest-rate cut could make small-cap stocks a good investment now (marketwatch )
Intel, Aiming to Reverse Slump, Unveils New Contracts and Cost Cuts (nytimes )
Opinion: Why Intel’s latest move for its foundry business is so significant (marketwatch )
U.S. Officials Jet to Beijing Amid Flood of Cheap Chinese Exports (wsj )
Amazon Tells Workers to Return to Office Five Days a Week (wsj )
Boeing, union negotiators to meet as striking workers dig in (reuters )
This is the only Fed that eased while inflation surged all the way to its peak, says Jim Paulsen (cnbc )
Intel’s Turnaround Is Working. Buy the Dip. (barrons )
Intel made 3 big announcements since solvency concerns: Thomas Hayes (foxbusiness )