Tag: StockMarket

Be in the know. 25 key reads for Wednesday…

  1. People ‘underestimate’ the importance of Chinese President Xi’s entrepreneur meeting: Alibaba’s Tsai (cnbc)
  2. Alibaba’s Joe Tsai: Xi Jinping’s entrepreneur meeting fuels business confidence in China (scmp)
  3. China needs to unleash ‘$20 trillion’ in household savings to drive economic growth, says Alibaba chair Joe Tsai (fortune)
  4. AI agent Manus partners with Alibaba’s Qwen to develop Chinese version (scmp)
  5. Hong Kong’s Stock Market Booms With Wall Street in Turmoil (bloomberg)
  6. Alibaba Releases AI Model That Reads Emotions to Take On OpenAI (bloomberg)
  7. China’s Retail Investors Pile Into New Funds as Stocks Rally (bloomberg)
  8. Exclusive-TSMC pitched Intel foundry JV to Nvidia, AMD and Broadcom, sources say (streetinsider)
  9. Weekly mortgage demand surges 11% higher, as interest rates dropped for the sixth straight week (cnbc)
  10. Boeing’s Jet Deliveries Top Airbus for Second Straight Month (bloomberg)
  11. Fitch says Boeing made progress in resuming production post-labor strike (reuters)
  12. Kelley Blue Book Report: New-Vehicle Prices Increase Year Over Year in February, With Record EV Incentives and Booming Six-Figure Vehicle Sales (coxautomotive)
  13. US investors seek refuge in value funds (reuters)
  14. Disney announces major updates that will make fans very happy (thestreet)
  15. CMA calls for comment on GXO proposals to make Wincanton acquisition competitive (motortransport)
  16. Global EV sales soared in February, as China’s market kept its growth pace with 76% surge (scmp)
  17. Traders Ramp Up Bets on Fed Rate Cuts as Recession Angst Builds (bloomberg)
  18. REITs Are a Safe Haven in the Market Storm. What to Play Now. (barrons)
  19. Buy the U.S. Market Downturn? These Strategists Are Looking Abroad. (barrons)
  20. The Latest Overhaul of Starbucks—by the Numbers (wsj)
  21. Palantir’s Alex Karp takes on critics as he cashes in on surging shares (ft)
  22. Introducing the ‘Maleficent 7’ (ft)
  23. Magnificent 7 stocks lose $1.5T in what might be ‘textbook correction’ (nypost)
  24. The case for China (ft)
  25. US Inflation Comes In Lower Than Forecast, Offering Some Relief (bloomberg)

Industrials (top 30 weights) Earnings Estimates/Revisions

In the spreadsheet above I have tracked the earnings estimates for the Industrials Sector ETF (XLI) top 30 weighted stocks. I have columns for what the 2025 and 2026 earnings estimates were on 1/10/2025 and today. The column under the date 3/11/2025 has a letter that represents the movement in 2025 earnings estimates since the most recent print (1/10/2025).

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