Tag: StockMarket

“Power Moves & Power Tools” Stock Market (and Sentiment Results)…

Key Market Outlook(s) and Pick(s)

On Tuesday, I joined David Asman on Fox Business “Varney & Co” to discuss OpenAI, DeepSeek, tariffs, and Alibaba. Thanks to Preston Mizell and Christian Dagger for having me on:

Watch in HD Directly on Fox Business News

Continue reading ““Power Moves & Power Tools” Stock Market (and Sentiment Results)…”

Be in the know. 15 key reads for Thursday…

  1. Intel’s stock is on a run not seen in more than two decades (marketwatch)
  2. China Tech Stocks Head for Highest Level Since Reopening Rally (bloomberg)
  3. JPMorgan Chase Begins Layoffs, With More Planned, After Record Profits (barrons)
  4. IAC Stock Rises. Barry Diller Is Returning to the Top With a Vision. (barrons)
  5. Inflation Hits 3% for the First Time in 7 Months (barrons)
  6. Israel Sees Opening for Strikes on Iranian Nuclear Sites, U.S. Intelligence Finds (wsj)
  7. The Trump Tracker: What the President Has Done So Far (wsj)
  8. China Land Sales Show Property Market Stabilizing, Report Says (bloomberg)
  9. Boeing to Cut Fewer Moon Rocket Jobs After ‘Daily’ NASA Talks (bloomberg)
  10. QXO Seeks to Replace Beacon Roofing Board After Bid Snubbed (bloomberg)
  11. US Tariffs Will Weaken Dollar If Nations Strike Back, Bank of America Says (bloomberg)
  12. Apple’s AI partnership with Alibaba excites Chinese iOS developers ahead of conference (scmp)
  13. With DeepSeek, China moves to take on Nvidia’s CUDA ecosystem (scmp)
  14. Wall Street, UBS see upside for Chinese AI stocks with rally at less than halfway mark (scmp)
  15. SoftBank swings to a loss ahead of big AI infrastructure bet on Stargate Project (scmp)

Be in the know. 13 key reads for Wednesday…

  1. Alibaba Becomes China’s New AI Darling With $87 Billion Rally (bloomberg)
  2. Alibaba pairs with Apple to develop AI features for China iPhones: source  The US tech giant wants Alibaba’s Qwen AI model to make up for loss of Apple Intelligence on its iPhones in China (scmp)
  3. Alibaba’s Qwen powers top 10 open-source models as China AI know-how goes beyond DeepSeek (scmp)
  4. Billionaire investor David Tepper boosts China bet to 37% of his firm’s portfolio (scmp)
  5. Jack Ma visits second-hand marketplace Xianyu as Alibaba’s AI grabs attention (scmp)
  6. Is Intel now a Trump stock? Its shares surge after upbeat comments by J.D. Vance. (marketwatch)
  7. The Magnificent 7 Are So Last Year. Cash Cows Are the New Kings. (wsj)
  8. Powell Tells Congress Fed Still in No Rush to Lower Rates (bloomberg)
  9. China’s Xi Is Building Economic Fortress Against U.S. Pressure (wsj)
  10. China’s New Game Plan for Dealing With Trump Tariffs (bloomberg)
  11. Chinese stock bulls add to record buying spree in Hong Kong as DeepSeek fuels rally (scmp)
  12. Disney cuts diversity category from executive pay scheme (ft)
  13. David Tepper’s ‘Everything’ China Trade Has a New Plot (bloomberg)