- Intel’s new CEO is putting his money where his mouth is (marketwatch)
- Exclusive: Intel’s new CEO plots overhaul of manufacturing and AI operations (reuters)
- Intel’s New CEO Faces ‘Show Me’ Moment After $22 Billion Rally (bloomberg)
- Why is China spending billions to get people to open their wallets? (bbc)
- Alibaba and Other Chinese Stocks Are Crushing U.S. Shares. Here’s Why. (barrons)
- More China Consumers Feel Better Off, Deutsche Bank Survey Shows (bloomberg)
- China’s Onshore Markets See Record Inflows Despite Trade Angst (bloomberg)
- Hong Kong stocks hit 3-year high on hopes Trump-Xi talks could ease trade tensions (scmp)
- Alibaba’s ‘killer app’: Quark draws positive reviews in China as AI agent race heats up (scmp)
- The Action Plan For Boosting Consumption Includes Stock Market & Real Estate Support (chinalastnight)
- Donald Trump says China’s Xi Jinping to visit US in ‘not too distant future’ (ft)
- Cheap Chinese Cars Are Taking Over Roads From Brazil to South Africa (bloomberg)
- Warren Buffett said it’s best to ‘be greedy when others are fearful,’ Thomas Hayes says (foxbusiness)
- BofA Survey Shows Biggest-Ever Drop in US Stock Allocations (bloomberg)
- Corporate Insiders’ Buying Burst Gives Confidence to S&P Bulls (bloomberg)
- Bessent Sees No Reason for Recession, Economic Data ‘Healthy’ (bloomberg)
- How many rate cuts does the market expect this year? (foxbusiness)
- Cadillac expects one of every three vehicle sales to be EVs in 2025 (cnbc)
- More home builders cut prices to lure buyers put off by high costs (marketwatch)
- US Housing Starts Increase by More Than Forecast After Storms (bloomberg)
- Germany’s economic sentiment hits 2-year high, EU exports to US soar (yahoo)
- Euro hits five-month high before German vote on massive spending surge (streetinsider)
- Short Positioning Can Push Euro Yet Higher (zerohedge)
- What to Expect During Disney’s Annual Meeting (morningstar)
- Norwegian Cruise Stock Gets an Upgrade. Why Demand Fears Are Just ‘Noise.’ (barrons)
- Yeti Stock Surges on Deal with Activist (barrons)
Tom Hayes – Fox Business Appearance – Claman Countdown – 3/17/2025
Fox Business Appearance – Thomas Hayes – Chairman of Great Hill Capital – March 17, 2025
Watch in HD Directly on Fox Business News
Hedge Fund Tips (PCN) – Position Completion Notification
Where is money flowing today?
Indicator of the Day (video): Dow Jones Industrials Stocks Above 50 Day MA
Quote of the Day…
Be in the know. 23 key reads for Monday…
- How Jack Ma’s pivot to AI rehabilitated Alibaba (ft)
- China unveils plan to ‘vigorously boost’ weak consumption (ft)
- China Says It Started Year on Strong Economic Footing as Trump Tariffs Hit (wsj)
- China Plans for Global CEOs to Meet Xi in Beijing Next Week (bloomberg)
- Policy Optimism Lifts Markets, Week In Review (chinalastnight)
- Investors Were Confident Heading Into 2025. That Was a Bad Sign. (wsj)
- Treasury’s Bessent Isn’t Worried About Stock Market (barrons)
- Exclusive: Intel’s new CEO plots overhaul of manufacturing and AI operations (reuters)
- How ‘inference’ is driving competition to Nvidia’s AI chip dominance (ft)
- Tech still at the top of the crowding ranks in the U.S., Citi warns (streetinsider)
- This sector may be the ‘accidental beneficiary’ of a U.S. growth scare, says JPMorgan (marketwatch)
- EM Stocks Set for Best Month Since September on China Boost (bloomberg)
- Asset Managers Boost Euro Bets as Hedge Funds Cut Shorts (bloomberg)
- Pfizer Has a New Playbook for Reviving Sales—and It’s Starting to Pay Off (wsj)
- Trump’s Moves Are Boosting Stocks … Overseas (nytimes)
- Trump Wants to Build Homes on Federal Land. Here’s What That Would Look Like. (wsj)
- Disney Executives Audition to Be the Company’s Next CEO (bloomberg)
- Goldman sees double trouble for U.S. exceptionalism (streetinsider)
- Stocks Haven’t Traded at These Levels Since September (wsj)
- Yeti expands board, adds two directors after discussions with activist Engaged (reuters)
- US Bitcoin ETFs Shed $5.5 Billion in Longest Run of Outflows (bloomberg)
- Tesla Stock Drops Again. It Could Drop for a 9th Straight Week. (barrons)
- February Retail Sales Missed Expectations. Spending Still Rebounded. (barrons)
Indicator of the Day (video): Consumer Staples New High New Low %
Quote of the Day…
Be in the know. 16 key reads for Sunday…
- How PayPal is bolstering its branded business (yahoo)
- China’s AI boom is reaching astonishing proportions (economist)
- As Intel welcomes a new CEO, a look at where the company stands (techcrunch)
- Stifel maintains Buy on GXO Logistics with $66 target (investing)
- New-Vehicle Affordability Improves Again in February (coxautomotive)
- Alibaba Unveils Flagship AI Super Assistant Application Quark (alizila)
- China Maps Out Plan to Raise Incomes and Boost Consumption (bloomberg)
- Valentino’s Collaboration With Vans Is Already The Most Coveted Release Of 2025 (vogue)
- Lithium-ion batteries are remaking Google’s data centers (techcrunch)
- Spirits giant Diageo suggests alternative to Trump’s tariffs – letter (reuters)
- With Manus, AI experimentation has burst into the open (economist)
- Houston, We Have a Correction. Now What? (carsongroup)
- Inflation update (scottgrannis)
- The Lilo & Stitch Trailer Has Given Disney Another Brag-Worthy Milestone (gizmodo)
- Teeing off at the wildly high-tech future of golf (theverge)
- 5 collector cars to put into your garage this week (classicdriver)