Be in the know. 15 key reads for Monday…

  1. Fed’s Goolsbee lays out dovish case for potential rate cuts and flags ‘a couple of warning signs’ on economy (marketwatch)
  2. Chicago Fed President Austan Goolsbee: Slowing inflation data would open the door to easier policy (cnbc)
  3. Tech Collision: Hedge Funds Selling and Retail Buying (zerohedge)
  4. Chinese e-commerce sales up 14% for 618 shopping festival, report says (scmp)
  5. Chinese banks could improve their bottom lines with AI adoption, experts say (scmp)
  6. The Fed Has Avoided a Recession. But Some Have Been Left Behind. (barrons)
  7. Why more homeowners are dropping their insurance (usatoday)
  8. AI Is Already Wreaking Havoc on Global Power Systems (bloomberg)
  9. Chances of ‘no landing’ grows by the day: Bank of America (streetinsider)
  10. BREAKING: UPS sells Coyote to RXO (finance.yahoo)
  11. Humanoid robot with highest operational time in tests by US logistics giant (interestingengineering)
  12. Odd Lots: Why Tom Lee Thinks We Could See S&P 15,000 by 2030 (bloomberg)
  13. Nvidia Insiders Cash In on Rally as Share Sales Top $700 Million (bloomberg)
  14. Nvidia CEO Jensen Huang Sold $95 Million of Stock. Other Chip CEOs Are Selling. (barrons)
  15. Protesters Disrupted a PGA Tournament. It Didn’t Stop Scottie Scheffler. (wsj)

Be in the know. 15 key reads for Sunday…

  1. Intel’s Gaudi 3 will cost half the price of Nvidia’s H100 (tomshardware)
  2. Taobao and Tmall’s 2024 6.18 Campaign Scores Brand, Loyalty Program Wins (alizila)
  3. Global Investors Turn Cautious on Once Favorite Japanese Stocks (bloomberg)
  4. I Can’t Believe This Wild Stanley Cup Final. What the Heck Is Going On? (wsj)
  5. Even without access to high end semiconductors, there is evidence that China was able to approximate high end semiconductor performance through very aggressive use of low end semiconductors. Hence AI has ended up boosting the demand for all semiconductors. This would explain the phenomenal performance of Philadelphia Semiconductor Index. The embargo is creating demand across the entire semi spectrum. (zerohedge)
  6. 57 Sandwiches That Define New York City (nytimes)
  7. The Semiconductors Have Topped; Look Elsewhere For Opportunities (stockcharts)
  8. Mizuho recently upgraded PayPal’s stock from a neutral rating to a buy, with senior analyst Dan Dolev estimating that PayPal will eventually be able to charge 0.70% of each transaction for Fastlane and that the product will add $1 to $1.5 billion to its annual $14 billion in gross profits over the next 18 months or so. (forbes)
  9. The New York Power Lunch Is Back (robbreport)
  10. The Inside Story Of Bugatti’s Greatest Hypercar Yet: The $4 Million, V16-Powered Tourbillon (maxim)
  11. The New American Mall (theatlantic)
  12. What It Really Takes to Build an AI Datacenter (bloomberg)
  13. Boeing could evade criminal charges for violating a settlement linked to fatal crashes (fastcompany)
  14. Here’s how to hit the power draw that helped Bryson DeChambeau win the U.S. Open (golfdigest)
  15. Japan’s Retail Investors Eye Risky Wagers on Yen Intervention (bloomberg)

Be in the know. 20 key reads for Saturday…

  1. Nvidia Stock Stumbles (barrons)
  2. Wharton’s Jeremy Siegel: Expect the Fed to move to a ‘two-cut camp’ with one more good CPI reading (cnbc)
  3. Starbucks Will Get a Jolt. Its Stock Is a Buy. (barrons)
  4. Penn Could Be Bought. Wall Street Doesn’t Agree on What It Means for the Stock. (barrons)
  5. CarMax Stock Rises After Earnings Dip. There’s a Used-Car Shortage. (barrons)
  6. Nike Stock Is a Buy. The ‘Last Bad’ Earnings Report Is Coming, Says Analyst. (barrons)
  7. Larry Culp Saved GE. Now He’s Aiming to Transform the Aerospace Industry. (barrons)
  8. Alphabet Stands to Win From Tesla’s Robotaxi Day (barrons)
  9. Why Home-Builder Stocks Can Continue Their Bull Run (barrons)
  10. Robber Baron Retreats: Homes of Storied Business Titans Now Make for Luxurious Stays (barrons)
  11. Koch family’s 15% stake in Nets (buying from Joe Tsai) values struggling NBA franchise at $3.8 billion: source (nypost)
  12. The Big Read. Can Nvidia stay at the heart of the new AI economy? (ft)
  13. Odd Lots: Why Tom Lee Thinks We Could See S&P 15,000 by 2030 (bloomberg)
  14. 2028 L.A. Olympics unveil venue plan: Swimming in SoFi, softball in Oklahoma City (nytimes)
  15. Bullish bets on top stocks like Nvidia surged to a record high this week (marketwatch)
  16. Fed’s Kashkari sees some signs of ‘some softening’ in the economy (marketwatch)
  17. Partnership Lessons from Buffett-Munger (bloomberg)
  18. The Best Cyclical Stocks to Buy (morningstar)
  19. Nvidia Sheds $220 Billion After Short Run as Top Stock (bloomberg)
  20. It’s Time to Be Bullish on Britain (bloomberg)