Be in the know. 20 key reads for Tuesday…

  1. VF Stock Surges After Q2 Sales Beat, Profit Swing (footwearnews)
  2. For fiscal 2024, PayPal now expects adjusted earnings per share to grow in the high teens, compared with an earlier forecast of low to mid-teens growth. (barrons)
  3. China Weighs $1.4 Trillion Fiscal Stimulus Package, Reuters Says (bloomberg)
  4. It Has Your Money—and Your Pants Size. Here’s What PayPal Is Doing With Them. (wsj)
  5. Alphabet’s Search and Spending Is All Wall Street Cares About. (barrons)
  6. 3 Titans Spent Tens of Billions on AI. Will They Regret It? (barrons)
  7. Pfizer Rises After Earnings Beat, Guidance Hike (barrons)
  8. Boeing Moves to Raise $19 Billion in Equity (wsj)
  9. Bosses Are Calling Workers Back to the Office. That’s Good News for Landlords. (wsj)
  10. At Boeing and Starbucks, Different Problems but Similar CEO Messages (wsj)
  11. Estée Lauder Succession Drama to End With Insider Pick (wsj)
  12. The 25 Best Pizza Places in New York Right Now (nytimes)
  13. Milei’s Revamp Offers CEOs a Glimmer of Optimism About Argentina (bloomberg)
  14. China Investors Scour Protest Data for Clues to Next Stimulus Moves (bloomberg)
  15. CEOs Are Saying This Is as Bad as It Gets for Their Earnings (bloomberg)
  16. What’s Different Between 2016 Trump Trade and Now (bloomberg)
  17. Fed goes quiet ahead of its Nov. 7 meeting, with quarter-point cut seen as likely (marketwatch)
  18. Ministry Of Finance Hints At NPC Fiscal Policy, Reiterates 2024 GDP Goal (chinalastnight)
  19. JPMorgan CEO Jamie Dimon says ‘it’s time to fight back’ on regulation (reuters)
  20. Job openings fall to lowest level since January 2021 (yahoo)

Be in the know. 11 key reads for Monday…

  1. PayPal Earnings Due. Wall Street Eyes 2025 Catalysts Amid Big Run. (investors)
  2. Boeing Is Selling Stock—A Lot of It. The Shares Are Surprisingly Steady. (barrons)
  3. There’s a ‘generational opportunity’ for investors in this sector, says JPMorgan (marketwatch)
  4. Ford Earnings Are Coming. They Need to Be Better. (barrons)
  5. Pfizer’s Activist Battle Might Fizzle—but Its Stock Probably Won’t (wsj)
  6. Elliott Hunts Bigger Prey, Testing Limits in Barrage of Activism (bloomberg)
  7. Palm Beach Is Having a Luxury Hotel Renaissance (bloomberg)
  8. Cut or pause? 2 critical reports will determine what Fed does in November. (yahoo)
  9. Musk predicts he could save taxpayers $2,000,000,000,000 if Trump wins (foxbusiness)
  10. Intel invests US$300 million in China chip packaging and testing plant (scmp)
  11. Alibaba Presents First Full-process AI Product (aastocks)

Be in the know. 14 key reads for Sunday…

  1. Intel and Samsung explore foundry alliance to challenge TSMC (technode)
  2. China’s GenZers Are Into Stocks. They Are So Over the Housing Crisis. (barrons)
  3. Intel Stock Needs an Nvidia-Like Run to Save the CEO’s Stock Awards (barrons)
  4. Big Tech Stocks Lose Some of Their Aura as Earnings Growth Slows (bloomberg)
  5. Savers Bid a Sad Farewell to Higher Yields (wsj)
  6. It’s not just obesity. Drugs like Ozempic will change the world (economist)
  7. Ferrari 296 GTB: Absurdly Potent, Outrageously Capable (roadandtrack)
  8. Impact of CRISPR in cancer drug discovery (science)
  9. Why pros like Rory McIlroy use this practice method to improve their golf swing (golfdigest)
  10. Slow M2 means low CPI (scottgrannis)
  11. Consumer confidence seen as key driver for growth (cn)
  12. China property: Sunac’s multimillion-yuan One Sino Park in Shanghai sells out in 3 hours (scmp)
  13. This is why David Einhorn thinks Peloton could be worth five times what it is now (cnbc)
  14. The A.I. Power Grab (nytimes)