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Intel Fourth-Quarter Sales Beat Estimates During Turnaround (bloomberg )
Intel shows signs of progress (marketwatch )
Don’t count on ‘Magnificent Seven’ stocks repeating their winning streak this year, these Wall Street gurus warn (marketwatch )
Inside China, DeepSeek Provides a National Mic Drop Moment (nytimes )
CVS Knows You Hate Those Locked Cabinets (nytimes )
Why Chinese Tech Keeps Surprising the West (bloomberg )
Nvidia retail investors told us why they’re unfazed by DeepSeek’s market disruption and refusing to sell (businessinsider )
Novo Nordisk Shares Still Have a Long Road Back from 40% Slump (bloomberg )
Markets (and the world) on edge as Trump’s tariff deadline approaches (yahoo )
Alibaba springs a Lunar New Year surprise on DeepSeek, global AI market (scmp )
GDP grew at a 2.3% pace in the fourth quarter, less than expected (cnbc )
10-year Treasury yield slides after weaker-than-expected GDP (cnbc )
Fed holds rates steady, takes less confident view on inflation (cnbc )
“Alibaba on Jan. 29 unveiled a new version of its AI model called Qwen2.5 Max that it claims has performance comparable or better than OpenAI, DeepSeek, Google and Meta models.” (investors )
Nvidia Stock Falls. What Microsoft and Meta Earnings Mean for the AI Chip Maker. (barrons )
Fed Stands Pat on Rates, Entering New Wait-and-See Phase (wsj )
OpenAI says DeepSeek stole its AI data, but how common is ‘distillation’? (scmp )
Chinese tech giant flexes its muscles in global race for AI dominance (foxbusiness )
They Invested Billions. Then the A.I. Script Got Flipped. (nytimes )
Why blocking China’s DeepSeek from using US AI may be difficult (reuters )
Most Popular Hedge Funds Don’t Want Your Money But Smaller Firms Might (bloomberg )
The White Lotus Is Already Driving a Travel Boom in Thailand (bloomberg )
ECB warns of ‘headwinds’ to Eurozone economy as it cuts rate to 2.75% (ft )
Why some ‘Magnificent Seven’ companies could be earning less in 2050 than today (marketwatch )
Boeing CEO Sees Company Reaching Key 737 Milestone This Year (bloomberg )
If you liked deepseek you’re going to LOVE Alibaba’s Qwen 2.5-Max, the #1 performing AI globally. (Alibaba )
Boeing’s Rosy Outlook Negates the Need for a Fire Sale (bloomberg )
U.S. manufacturers show signs of recovery from 2-year slump. (marketwatch )
GM sees fatter profits ahead on strength of gas-powered SUVs and electric cars (marketwatch )
DeepSeek Challenges Everyone’s Assumptions About AI Costs (bloomberg )
Billionaire Castel to Acquire Diageo’s Unit And Expand in Ghana (bloomberg )
US Consumer Confidence Drops to Four-Month Low on Job Market (bloomberg )
Billionaire Beal’s Bank Scored Record Year After Tapping the Fed (bloomberg )
GM Earnings Beat Expectations. Why the Stock Is Getting Crushed. (barrons )
Boeing Confirms Its Bad Earnings. Why the Stock Is Higher. (barrons )
Bets on Bigger Treasuries Rally Are Booming Before Fed Decision (bloomberg )
New US Transportation Chief Orders Fuel Economy Rule Rewrite (bloomberg )
Fed’s Balance-Sheet Plans Mystify Wall Street as Officials Meet (bloomberg )
Yahoo’s big bet (businessinsider )
Boeing CEO: Don’t expect a major restructuring, but maybe a ‘pruning’ (marketwatch )
Wall Street’s AI ‘bubble’ echoes dotcom excesses, Ray Dalio warns (ft )
Wynn looks to Vegas to help revamp Macau’s US$28 billion casino economy (scmp )
PBOC Injects Record Liquidity Using Its New Tool, Delays RRR Cut (bloomberg )
China stocks set for US$236 billion influx from state-owned investors: UBS (scmp )
China’s Great Coupon Handout Puts Band-Aid on Weak Consumption (bloomberg )
Nvidia Slashes $600B in Market Cap. It’s the Biggest Loss in a Single Day. (barrons )
Tech stocks plunge as Wall Street fears stretched valuations. Will value stocks win? (marketwatch )
What Is DeepSeek? Everything to Know About China’s ChatGPT Rival and Why It Might Mean the End of the AI Trade. (barrons )
Rare China Support Shows Vanke May Be Too Big to Fail (bloomberg )
Estée Lauder Reviews Brands Amid Management Change (The Lauder family owns about 38% of Estée Lauder’s total common stock and about 86% of the voting power) (bloomberg )
Young Americans Are Drinking Less—But Can It Last? (bloomberg )
What is DeepSeek and why is it disrupting the AI sector? (reuters )
DeepSeek FAQ (stratechery )
Boeing may soon sell some of its businesses. That could finally boost the stock. (marketwatch )
Trump Says Colombia Will Accept Deportees, Ending Tariff Standoff (wsj )
DeepSeek Undercuts Belief That Chip-Hungry U.S. Players Will Win AI Race (wsj )
A Chinese A.I. Company Rattles the Tech World (nytimes )
AI-Fueled Stock Rally Dealt $1 Trillion Blow by Chinese Upstart (bloomberg )
BOJ Watchers Think Next Interest Rate Hike Will Be in Six Months (bloomberg )
Yuan Investors on Edge as China’s Holiday May Spur Swings (bloomberg )
Beacon Roofing CEO describes dealings with QXO as takeover bid heats up (cnbc )
Chinese tech stocks gain as Hong Kong index bucks trend (ft )
DeepSeek changes rules of AI’s great game (ft )
Starbucks cracks down on freeloaders to reverse sales decline (ft )
Beijing unveils US$7.2 billion injection of insurer capital for stocks (scmp )
China Boosts Index Investments in Latest Bid to Revive Market (bloomberg )
Building-Products Distributor QXO Launching Hostile Bid for Beacon (wsj )
Why America is in an alcohol recession (thehustle )
Chinese AI applications now have bigger aims — they’re looking beyond chatbots (cnbc )
China’s central bank conducts 14-day reverse repos ‘to inject liquidity into the market and boost confidence’ (globaltimes )
Tom Brady and His Watch Are Both Modern Sports Icons (gq )
Lamborghini Revuelto vs. McLaren 750S: Which Supercar Is Best? — Performance Car of the Year 2025 (roadandtrack )
The BoJ’s Dangerous Confidence (gavekal )
Bryson DeChambeau’s LIV Golf wealth fueling ‘mega-project’ (golf )
‘I got better at life’: Why Joel Dahmen trained with a Navy Seal (golf )
Diageo Doesn’t Intend to Sell Guinness, Moet Hennessy Stake (bloomberg )
Trump vs Powell: Who will drive the stock market as the Fed holds its first meeting of the year? (marketwatch )
This Wegovy user spent $5,000 on a new wardrobe after losing 80 pounds — and she’s not alone (marketwatch )
This Trend Could Spell Trouble for Bank Stocks (barrons )
Germany’s Economic Model Is Broken, and No One Has a Plan B (wsj )
So Much for Tariffs? Businesses Could Avoid Paying $250 Billion in Levies, Goldman Sachs Says. (barrons )
Investors Bet Trump Will Make Europe Investable Again (wsj )
Trump Tries to Forge ‘Golden Age’ Economy of Self-Reliance and Defiance (wsj )
Business elites truly believe Trump could be on the verge of solving one of the world’s most difficult problems: The Ukraine War (com )
The podcast bros who helped put Trump back in the White House (ft )
‘Leveraged to the hilt’: PE-backed firms hit by wave of bankruptcies (ft )
How Canada Goose went from making Antarctic outerwear to selling luxury status symbols, and where it goes from here (businessinsider )
10 Best Cheap Stocks to Buy Under $10 (morningstar )
The Cheat Sheet on Trump’s First Week (nytimes )
2021-2024 Textbook 4-Year Cycle in The Books (jeffhirsch )
Javier Milei’s free-market shock therapy to transform Argentina’s economy gets huge endorsement as sudden growth rebound seen (fortune )
How (un)popular is China’s Communist Party? (economist )
The 18 Best New Supercars of 2025 (robbreport )
Dollar falls after Trump hints at softer stance on China tariffs (ft )
Dollar Posts Worst Week in 14 Months as Tariff Risks Subside (boomberg )
Diageo Weighs Options for Guinness in Portfolio Review (bloomberg )
Will the Chinese Consumer Finally Start Spending? (bloomberg )
Beacon Roofing Seeks Potential Rivals to QXO Takeover Bid (bloomberg )
Dollar Posts Worst Week in 14 Months as Tariff Risks Subside
Home Sales Had Their Worst Year Since 1995. There May Be a Silver Lining. (barrons )
American Express Earnings Show Its Card Members Keep Spending. Why the Stock Is Falling. (barrons )
Mid-Cap Stocks Have Been in the Shadows. Why 2025 Could Be Their Year. (barrons )
Why Donald Trump Is Racing So Fast to Remake America (wsj )
Beijing Signals Readiness to Talk to Trump’s Team, Even Old Foes (wsj )
Burberry Sees Positive Signs as Turnaround Plan Continues (wsj )
Trump Unleashes Surprise Global Rally by Backing Off Key Promise (bloomberg )
China Welcomes Back Hollywood Films in Bid to Boost Spending (bloomberg )
AI-Driven Power Boom Will Drive Demand 38% Higher on Top US Grid (bloomberg )
AI, Stargate and China Were the Talk of Davos (bloomberg )
Why the Stock Market Might Be at Peak Concentration Risk (bloomberg )
AmEx CFO says spending picked up at year-end, thanks to millennials and Gen Z (cnbc )
Stock Investors Like Trump 2.0 (wsj )
US stocks at most expensive relative to bonds since dotcom era (ft )
Beijing tells insurers to buy more Chinese stocks (ft )
Why Boeing’s stock isn’t tumbling, even after an ‘eye-watering’ loss warning (marketwatch )
China’s New Rules to Add $138 Billion Into Market, Analysts Say (bloomberg )
Japan Raises Interest Rates to Highest Level Since 2008 (nytimes )
Japan core inflation climbs to a 16-month high, boosting case for rate hikes (cnbc )
Trump Says He Would ‘Rather Not’ Have to Impose Tariffs on China (bloomberg )
Boeing Preannounced Earnings. They Were Dreadful—but That’s OK. (barrons )
Boeing pre-reported losses ‘not that bad’, says Jefferies’ Kahyaoglu (cnbc )
Yuan Gains as Trump Dials Back Tariff Threats (bloomberg )
Europe’s Stoxx 600 Hits Record High on Trump Tariff Relief (bloomberg )
Trump Says He’ll Demand Interest Rates Drop, Urges OPEC to Cut Oil Prices in Davos Speech (barrons )
Trump Can Capture the Fed. Here’s How. (barrons )
TikTok’s Possible Buyers, From Elon Musk to MrBeast (bloomberg )
Disney Raises Iger’s Pay by 30%, Reflecting Turnaround in Profit (bloomberg )
Trump Says He Knows Interest Rates Better Than Fed Chief Powell (bloomberg )
Trump Looks to China to Help Press Putin Into a Deal to End War (bloomberg )
Mortgage Rates in US Drop for First Time in More Than a Month (bloomberg )
Trump piles pressure on Fed chair Jay Powell to cut interest rates (ft )
Beijing tells insurers to buy more Chinese stocks (ft )
Hong Kong stocks rise on Trump’s China optimism and Wall Street rally (scmp )
Like a Good Neighbor, Chinese Insurance Companies Are There To Buy Stocks (chinalastnight )
China’s Flattening Yield Curve Is Putting PBOC in Focus (bloomberg )
China Guides Mutual Funds, Insurers to Invest More in Stocks (bloomberg )
China urges state-backed funds to buy more stocks amid market slump (cnbc )
Saudi Leader Offers $600 Billion Investment Pledge in Trump Call (bloomberg )
One by One, World Leaders in Davos Fall in Line in Trump Era (bloomberg )
As Trump Lobs Tariff Threats, White House Maps Trade Overhaul (bloomberg )
Cheap, Not Trump, Is Why European Stocks Are Spiking (bloomberg )
Stock-Market Bulls Are Staring Down Positioning for Rally Clues (bloomberg )
Trump Maps Pivot From Quick Wins to Harder, ‘Solvable’ Problems (bloomberg )
Musk Pours Cold Water on Trump-Backed Stargate AI Project (wsj )
Why Markets Love the Latest Raft of Earnings (barrons )
BofA Says Benign Trump Policies to Spark Rally in Stock Laggards (bloomberg )
China’s Social Security Fund Told To Buy Stocks (chinalastnight )
China Eases Rules for Long-Term Funds to Boost Stock Market (bloomberg )
How Javier Milei’s Tough Remake of Argentina Made Him a MAGA Hero (wsj )
Putin and Xi Stick Together in Video Call After Trump’s Inauguration (wsj )
20 value stocks primed for rapid revenue growth (marketwatch )
Trump’s dream TikTok deal could set a blueprint for doing business with China (nypost )
Here’s the key date to watch for Trump’s tariff policies, one analyst says (marketwatch )
Trump’s Day 1 executive orders target EVs, inflation, immigration. Here’s what could come next. (marketwatch )
Opinion: Trump’s first 100 days: What he must do on trade, immigration and tax cuts (marketwatch )
Opinion: Faster growth can fix many of America’s problems. Here’s how Trump can succeed. (marketwatch )
Is it time to shift to a value-focused investment strategy? (yahoo )
Jamie Dimon says US stock market ‘kind of inflated,’ critics need to ‘get over’ Trump tariffs (nypost )
Americans flocked to this southern US state in droves in 2024 (nypost )
Trump Threatens 10% Tariff on China, Cites Trade Deficit With EU (bloomberg )
US Mortgage Rates Drop to 7.02%, First Decline in Six Weeks (bloomberg )
Einhorn says the market is at the fartcoin stage of the cycle. His fund bought Peloton and made these moves. (marketwatch )
New Tariffs Didn’t Come on Trump’s Day One. A Trade War May Not Be in the Wings. (barrons )
Trump ‘Uncertainty’ Claims a Victim. Ford Stock Catches a Downgrade. (barrons )
Davos Reaction to Trump 2.0: Buckled Up and Ready for His New Term (wsj )
Musk Pours Cold Water on Trump-Backed Stargate AI Project (wsj )
The Alcohol Industry Is Hooked on Its Heaviest Drinkers (wsj )
Five Things to Know About Trump’s Energy Orders (wsj )
A List of Trump’s Key Executive Orders—So Far (wsj )
Trump Keeps China Guessing on Tariff Threats (wsj )
An Anxious Federal Workforce Bids Goodbye to Job Stability and Remote Work (wsj )
Trump to Spur US Tech Deals Boom, Qatar’s $510 Billion Fund Says (bloomberg )
Why Trump Is Pledging to Refill the US Oil Reserve (bloomberg )
TikTok Saga Shows Americans Can’t Be Bothered to Take On China (bloomberg )
Trump Says He’s Open to Elon Musk or Larry Ellison Purchasing TikTok (bloomberg )
Jamie Dimon says Trump’s tariff policy is positive for national security so people should ‘get over it’ (cnbc )
A Chinese startup just showed every American tech company how quickly it’s catching up in AI (businessinsider )
S. investors liked the Stargate AI news. Asian investors loved it. (marketwatch )
All Federal DEI Offices To Be Closed By Wednesday EOD, Workers Placed On Paid Leave: White House (zerohedge )
Extremes Become More Extreme, Then Revert To The Mean (zerohedge )
Trump highlights partnership investing $500 billion in AI (apnews )
China directs funds to stabilise stock market amid Trump tariff threats (scmp )
