Be in the know. 25 key reads for Wednesday…

  1. Yen Soars to Strongest Since March as BOJ Reignites Rally (bloomberg)
  2. Alibaba to deploy AI-powered sourcing engine to boost trade for global merchants (scmp)
  3. Japan’s Central Bank Hikes Key Rate Hours Before the Fed (bloomberg)
  4. Japan Spent $36.6 Billion to Prop Up Yen in Past Month (bloomberg)
  5. Intel to Cut Thousands of Jobs to Reduce Costs, Fund Rebound (bloomberg)
  6. PayPal Shares Surge on Higher Forecast for Profit, Buybacks (bloomberg)
  7. Boeing’s stock jumps after company names industry veteran Robert K. Ortberg CEO (marketwatch)
  8. Opinion: Microsoft and AMD earnings show that AI remains a game of optics (marketwatch)
  9. Disney Bets on Deadpool, Wolverine and Dirty Jokes to Save Marvel (bloomberg)
  10. ADP says 122,000 jobs added in July. Smallest gain in six months points to weaker labor market. (marketwatch)
  11. AMD Raises AI Chip Guidance Again. The Stock Jumps. (barrons)
  12. TSMC, Broadcom, Intel Stocks Rise. 3 Reasons the Chip Companies Are Moving. (barrons)
  13. Job quitting falls to nearly 4-year low and job openings dip in sign labor market is cooling (marketwatch)
  14. We’re raising our Stanley Black & Decker price target on the stock’s earnings rally (cnbc)
  15. Jobs Are Now a Big Focus for the Fed. 6 Charts That Tell the Story. (marketwatch)
  16. Norwegian Cruise Line Stock Sails Higher. Earnings Were That Good. (barrons)
  17. Starbucks CEO Said the Company Is Making “Real Progress” Amid Sales Decline in U.S. and China (barrons)
  18. The U.S. Wanted to Knock Down Huawei. It’s Only Getting Stronger. (wsj)
  19. Higher, Stronger…Slower? Why the Paris Olympic Pool Has a Problem (wsj)
  20. Investors on Alert for Fed Signals of September Rate Cut (wsj)
  21. US Labor Costs Rise Less Than Forecast as Inflation Eases (bloomberg)
  22. US Will Host Chinese Officials for New Talks on Curbing Fentanyl (bloomberg)
  23. This strategist is predicting a big rally after the Fed decision. He’s been more right than wrong this year. (marketwatch)
  24. ASML shares jump on U.S. exemption from China chip export restrictions – Reuters (streetinsider)
  25. Politburo Release Review (chinalastnight)

Be in the know. 30 key reads for Tuesday…

  1. PayPal Stock Rises Sharply After Beat-and-Raise Quarter (barrons)
  2. China’s Xi calls for faster measures to boost domestic consumption (ft)
  3. Alibaba’s Taobao and ByteDance’s Douyin seek e-commerce price war detente with new policies (scmp)
  4. PayPal’s stock gains as earnings bring big positive surprise on this key number (marketwatch)
  5. Pfizer beats earnings estimates, hikes full-year outlook as drugmaker cuts costs (cnbc)
  6. ‘Fed Whisperer’ Nick Timiraos: Fed May Signal Sep’s Rate Cut (aastocks)
  7. Alibaba Shares Jump on Plans to Boost Service Fee for Merchants (bloomberg)
  8. In the 1,500, There’s Katie Ledecky and Then There’s Everyone Else (nytimes)
  9. Japan Wanted Higher Inflation. It’s Here, and It Hurts. (nytimes)
  10. Alibaba Cloud raises prices for domain name auctions amid AI compute price war (scmp)
  11. Nvidia Stock Swoon Didn’t Slow CEO Jensen Huang’s Sales (barrons)
  12. Alibaba’s Monetization Moves The Stock, Domestic Investors Plead “Jia You” (chinalastnight)
  13. Boeing Has a New CEO Candidate. (barrons)
  14. The Olympics Are Here. Take Gold With These 3 Stocks. (barrons)
  15. Why 3M Stock Rose 23% on Friday (and Why Investors Should Have Seen It Coming) (barrons)
  16. Guinness a bright spot as Johnnie Walker-maker Diageo drops on full-year sales decline (cnbc)
  17. Don’t Count on a Fed Rate Cut to Boost Stocks (barrons)
  18. Newell Stock Got a Boost From Earnings. CEO Says Stressed Consumers Won’t Hold It Back. (barrons)
  19. Investors on Alert for September Rate Cut Signals (wsj)
  20. Traders are focused on a central bank this week. But it may not be the Fed. (marketwatch)
  21. What to look for in Friday’s jobs report (marketwatch)
  22. Surge in Commercial-Property Foreclosures Suggests Bottom Is Near (wsj)
  23. In a Troubled Box Office, Premium Still Sells (wsj)
  24. Why Global Investors Are Watching What Japan Does Next (nytimes)
  25. The Science Behind Olympic Greatness, Revealed Through Motion (nytimes)
  26. Starbucks CEO Gets Cover for a Belated Overhaul (bloomberg)
  27. Inside The Berkshire Hathaway Inc. Annual General Meeting
  28. Houston Cofield/Bloomberg
  29. Buffett Cuts BofA Stake, Unloading $3 Billion This Month (bloomberg)
  30. Inside the race to make the world’s fastest running shoes (ft)

 

Be in the know. 10 key reads for Monday…

  1. Hartnett: The World’s Most Crowded Trades Are Getting Liquidated (zerohedge)
  2. The Zombie Mall King Doesn’t Want to Be a Bottom-Feeder Forever (bloomberg)
  3. Hedge Funds Post Biggest Retreat on Bearish Yen Bets Since 2011 (bloomberg)
  4. Traders Fret as 32-Hour Central Banking Spree Hangs Over Markets (bloomberg)
  5. Canada Goose boss avoided printing ‘CEO’ on business cards for years after taking over at 27 (fortune)
  6. Even September may be too late for a rate cut to swing the U.S. economy out of a recession, warns former Fed president (fortune)
  7. Alibaba Cloud and OBS Unveil AI-powered OBS Cloud 3.0 at Paris 2024 (alizila)
  8. Alibaba International’s Aidge AI Toolkit Hits Half a Million Merchant Adoptions (alizila)
  9. ‘Deadpool & Wolverine’ smashes R-rated record with $205 million debut (ap)
  10. Fed’s next moves could seal the fate of tech stocks and small-caps (marketwatch)