Tag: StockMarket

Be in the know. 18 key reads for Friday…

  1. Crown Castle to Sell Fiber Segment for $8.5 Billion (wsj)
  2. Etsy, eBay Aim to Imitate Social Media With Hyper-Personalized Shopping (wsj)
  3. Intel’s New CEO Thrills Wall Street. There’s Still a Lot of Work Ahead. (barrons)
  4. Inside the Mind of Intel’s New CEO: ‘Disrupt and Leapfrog’ (wsj)
  5. Chinese Stocks Surge as Beijing Plans Briefing on Consumption (bloomberg)
  6. There Are Plenty of Reasons to Be Optimistic About Europe (bloomberg)
  7. ‘We Hear You, Mr. President’: The World Lines Up to Buy American Gas (nytimes)
  8. BofA Says Policy Moves to Keep Stocks Away From Bear Market (bloomberg)
  9. Data center build-out stokes fears of overburdening biggest US grid (reuters)
  10. Energy Bosses Shrug Off DeepSeek to Focus on Powering AI Boom (bloomberg)
  11. Euro rallies on rising prospect of historic German debt deal (streetinsider)
  12. Chinese stocks hit highest level this year (ft)
  13. What we need to see to go all in on European stocks (ft)
  14. Donald Trump makes Chinese stocks (somewhat) great again (reuters)
  15. Consumer Stocks Drove Strength In China Ahead Of Policy Presser To Boost Consumption (zerohedge)
  16. Morgan Stanley’s Dim US Dollar Outlook Gets Darker as Economic Risks Mount (bloomberg)
  17. Tesla Is No Mag 7 Stock. It’s Built on a Dream. (barrons)
  18. ‘Risks to the Equity Markets Are Tailwinds to Infrastructure’ (institutionalinvestor)

Be in the know. 15 key reads for Thursday…

  1. Intel Names Lip-Bu Tan as Chief Executive Officer (wsj)
  2. Intel CEO Signals That He’ll Stick With Contentious Foundry Plan (bloomberg)
  3. Five Things to Know About Lip-Bu Tan, Intel’s Next CEO (wsj)
  4. Alibaba revamps Quark search engine into AI super assistant as China’s tech race picks up (scmp)
  5. Boeing Stock Is Too Cheap For Citi. How Trump and a Trade War Have Left Their Mark. (barrons)
  6. Dollar General Rises With Sales Guidance Higher Than Estimates (bloomberg)
  7. AI Data Center Build-Out Raises Concerns About America’s Future Power Needs (zerohedge)
  8. Is the US housing market becoming a buyer-friendly market? (foxbusiness)
  9. Is There an Extremely Simple Fix for Affordable Housing? (bloomberg)
  10. ECB Will Be Back to 2% Target at End of Year, Nagel Tells BBC (bloomberg)
  11. Winners and losers from the Wall Street sell-off (ft)
  12. Lilo & Stitch Looks Like The Best Disney Live-Action Remake Ever (screenrant)
  13. Estée Lauder continues generative AI push with Adobe integration (marketingdive)
  14. Wholesale inflation flattens out in February in another sign of easing inflation (marketwatch)
  15. US Jobless Claims Edge Down, Remaining Near Pre-Covid Levels (bloomberg)

“Same Playbook, Different Day” Stock Market (and Sentiment Results)…

Key Market Outlook(s) and Pick(s)

On Monday, I joined Madison Mills and Brad Smith on Yahoo! Finance to discuss Mag 7, Carry Trade, Rates, JGB, International Stocks, and a lot more. Thanks to Madison, Brad, Justin Oliver, John Hyland, and Taylor Clothier for having me on:

Continue reading ““Same Playbook, Different Day” Stock Market (and Sentiment Results)…”