Be int he know. 12 key reads for Wednesday…

  1. Building-Products Distributor QXO Makes Bid for Beacon Roofing (wsj)
  2. Car-Loan Delinquencies Aren’t Scaring Off Wall Street (wsj)
  3. Walmart Boosts Outlook as Consumers Search for Value (bloomberg)
  4. Markets will rally into year-end and potentially be strong next year too: Defiance ETFs’ Jablonski (cnbc)
  5. Trump Picks Brendan Carr as FCC Chair. He Vows to Challenge a Big Tech Cartel. (wsj)
  6. CVS Adds to Board in Deal With Glenview (wsj)
  7. Traders Are Making Bullish Bets on Nvidia Ahead of Earnings (wsj)
  8. Bond Yields Are Falling as Nuclear Tensions Rise (barrons)
  9. Goldman channels ‘Art of the Deal’ as it targets 6,500 for S&P 500 next year (marketwatch)
  10. Bob Iger’s Disney, entertainment firms resume X advertising after yearlong Elon Musk feud (nypost)
  11. Why Oil Companies Are Walking Back From Green Energy (nytimes)
  12. Slash First, Fix Later: How Elon Musk Cuts Costs (nytimes)

Be in the know. 30 key reads for Monday…

  1. Alibaba Delivers Solid Q2 Results with Expanding User Base and Accelerated Cloud Growth (alizila)
  2. AliViews: Eddie Wu on Alibaba’s Q2 Earnings (alizila)
  3. Do I actually need electrolytes to stay hydrated? (vox)
  4. Richard Clarida on What Comes Next for the Federal Reserve (bloomberg)
  5. Meet Old Barnwell, a strategic new design with unlimited options (golf)
  6. Even Enzo Ferrari would have loved this beautiful Brit! (classicdriver)
  7. These are the 7 most beautiful cars of all time. Do you agree? (classicdriver)
  8. Trump Treasury Cabinet Pick in Flux as Jockeying Slows Selection (bloomberg)
  9. FedEx’s CEO Is Charting His Own Path—in the Smith Family’s Shadow (bloomberg)
  10. Xi’s Olive Branch to Trump Comes With Warning on China Red Lines (bloomberg)
  11. Chinese Stocks Rebound on Guidelines to Boost Shareholder Value (bloomberg)
  12. Alibaba Earnings Deep Dive, Tepper & Burry Maintain China Positions, Week in Review (chinalastnight)
  13. Exclusive | China is ‘very much’ investible, offers unique diversification: Bridgewater (scmp)
  14. Medicaid fuels US coverage of Novo, Lilly weight-loss drugs (reuters)
  15. Trump’s win boosts hope that TikTok will be saved from a US ban (scmp)
  16. Chinese banks surge on CSRC guideline urging more shareholder returns (scmp)
  17. Alibaba to sell bonds to repay debt, fund buy-back amid low rates (scmp)
  18. Nvidia Customers Worry About Snag With New AI Chip Servers (theinformation)
  19. New Nvidia AI chips overheating in servers, the Information reports (reuters)
  20. Powell Says Fed May Slow Rate Cuts. Don’t Panic. (barrons)
  21. 3 Million Jobs: The Federal Workforce, in Charts (wsj)
  22. A Powerful AI Breakthrough Is About to Transform the World (wsj)
  23. Three Mile Island restart could mark a turning point for nuclear energy as Big Tech influence grows (cnbc)
  24. Morgan Stanley finally turns bullish on U.S. stocks as it says the S&P 500 could jump as high as 7,400 (marketwatch)
  25. Opinion: Biotech-stock investing has one tough test for success — and it’s about to get easier (marketwatch)
  26. Investors should start diversifying their portfolios, Goldman Sachs says (marketwatch)
  27. How Trump’s return to the White House could impact the auto industry (foxbusiness)
  28. BABA-W’s Xianyu Seizes 600M+ Registered Users w/ ~30% Annual Growth Rate (aastocks)
  29. Citi Slightly Trims BABA-W (09988.HK) TP to $132, Rates Buy (aastocks)
  30. There are ‘no natural sellers’ in stocks: BlackRock’s Rick Rieder (yahoo)