Be in the know. 13 key reads for Thursday…

  1. The production and engineering costs of the new (Blackwell) chips will weigh on profit margins, and Nvidia’s sales forecast for the current period didn’t match some of Wall Street’s more optimistic projections. (bloomberg)
  2. This Crypto Entrepreneur Just Bought a Duct-Taped Banana for $6.2 Million (barrons)
  3. Alibaba Establishes E-Commerce Business Group. Why It Matters. (barrons)
  4. PDD Stock Drops. The Temu Owner Sounds Alarm Over Fierce Competition. (barrons)
  5. Musk, Ramaswamy Want Federal Workers in the Office Full Time. There’s a Hitch. (wsj)
  6. Visionary Gary Vaynerchuk reveals the big tech trends that will define the future (nypost)
  7. Here’s why Dollar Tree and Dollar General stocks have plummeted (cnbc)
  8. Chinese tech company Baidu on Thursday reported better-than-expected revenue and profit for the third quarter. (cnbc)
  9. Jobless claims drop to seven-month low as the U.S. economy plows ahead (marketwatch)
  10. There Are More Billionaires Than Ever. And They Keep Getting Richer. (barrons)
  11. Alibaba CEO highlights AI advancement at China’s internet forum (scmp)
  12. China’s second-richest man blasts Pinduoduo for hurting brands with cutthroat pricing (scmp)
  13. Kuaishou Beats On Revenue, Alibaba Issues USD Bonds To Fund Buybacks (chinalastnight)

Be in the know. 15 key reads for Wednesday…

  1. Wall Street Is Too Pumped About Trump to Worry About His Policies (bloomberg)
  2. DOJ Will Push Google to Sell Chrome to Break Search Monopoly (bloomberg)
  3. A Better Way to Pay for Extending the Trump Tax Cuts (bloomberg)
  4. Shoppers Are Ditching Classic Brands They Once Loved (bloomberg)
  5. The Most Exciting New Golf Courses to Play in 2025 (bloomberg)
  6. Nvidia must show Blackwell chip can drive growth in earnings report (cnbc)
  7. Although about 4% of the current public float is held by mainland China investors, 15% of the trading volume in the past few months has come from these investors, proving that dual primary listing in Hong Kong can generate immense liquidity. (aastocks)
  8. Markets look to Howard Lutnick, other Trump economic picks for signals on tariffs (yahoo)
  9. Trump picking Warsh for Treasury would empower a critic of both the Fed and tariffs (marketwatch)
  10. Alibaba’s Connect link shows Hong Kong’s strength, access to mainland funds (scmp)
  11. Boeing to lay off roughly 2,200 workers days before Christmas (foxbusiness)
  12. Overheating issue could delay NVIDIA’s new Blackwell AI servers – The Information (streetinsider)
  13. Nvidia’s Blackwell revenue in focus as sales growth slows (streetinsider)
  14. Walmart Says Holiday Shopping Is Off to a Strong Start (wsj)
  15. Meet the Man Who Made a Fortune Bringing Brands Back to Life (wsj)