Tag: StockMarket

Be in the know. 18 key reads for Tuesday…

  1. Chinese Investors Drive Hong Kong Rally With $19 Billion Inflow (bloomberg)
  2. AI for the price of a sandwich: Alibaba’s Qwen enables US breakthroughs(scmp)
  3. Europe’s Unloved Stocks Are Suddenly on Top of the World (wsj)
  4. European gas prices hit two-year high as cold weather boosts demand (ft)
  5. Japan’s borrowing costs soar to 14-year high (ft)
  6. Good news for thrifty car buyers: Automakers bring back the base trim (marketwatch)
  7. Tepper Lifts China Bet, Undaunted as Stimulus-Fueled Rally Fades (bloomberg)
  8. Appaloosa added to stakes in Alibaba (marketwatch)
  9. Alibaba’s DeepSeek Integration Fuels Rally (chinalastnight)
  10. The ‘Magnificent Seven’ companies just did something they haven’t in two years. Goldman says it’s time to make a shift. “This marks the first quarter with no positive sales surprises for the [‘Magnificent Seven’] since 2022,” Kostin and his team told clients in a recent note. (marketwatch)
  11. These cheap stock markets could make you more money than the usual picks (marketwatch)
  12. A Sore Spot in L.A.’s Housing Crisis: Foreign-Owned Homes Sitting Empty (wsj)
  13. Billionaire Investor Tepper’s Firm Loves China. Alibaba Is Its Biggest Bet. (barrons)
  14. Value Stocks Are Outearning Forecasts. (barrons)
  15. 3 Reasons It’s Time to Sell Some Magnificent 7 Stock (barrons)
  16. The New Wave of AI Is Here (wsj)
  17. Elliott Builds $2.5 Billion-Plus Stake in Phillips 66 (bloomberg)
  18. Alibaba offers more DeepSeek AI models, denies investment rumours (scmp)

Be in the know. 18 key reads for Monday…

  1. Iron Dome coming, positive for these stocks – TD Cowen (streetinsider)
  2. Analysts expect China property recovery in 2025 after seeing January improvement (scmp)
  3. Teach Your Children to Preserve Family Wealth, Not Squander It (barrons)
  4. Trump Wants ‘Reciprocal Tariffs’ on Any Country. What That Means. (barrons)
  5. 6 Steps to Raising Money-Savvy Children (barrons)
  6. The bond market just sent a message about Trump’s second term. Stock investors should listen. (marktwatch)
  7. Trump administration orders Consumer Financial Protection Bureau to stop work (marketwatch)
  8. DeepSeek Sent Silicon Valley Reeling. In China, It’s a Different Story. (barrons)
  9. The Magnificent 7 Stocks Are the New Staples. Is It Time to Worry? (barrons)
  10. Hiring Slows but Remains Solid, With Economy Adding 143,000 Jobs (wsj)
  11. Elliott Takes Stake in Struggling Oil Giant BP (wsj)
  12. The most successful people all have this mindset, Hollywood producer says: ‘The room is better because I’m in it’ (cnbc)
  13. ‘Private Banker’ TV Drama Explores the Secret World of Japan’s Ultra-Rich (bloomberg)
  14. China Consumer Inflation Picks Up as Holiday Boosts Spending (bloomberg)
  15. Investors await new inflation data amid tariff concerns: What to know this week (finance.yahoo)
  16. China imposes retaliatory tariffs on $14bn worth of US goods (ft)
  17. Trump says he has spoken to Putin about ending the Ukraine war, NY Post reports (reuters)
  18. Chinese companies detail use of AI amid DeepSeek frenzy (reuters)

 

Be in the know. 25 key reads for Sunday…

  1. Amazon and Alphabet CEOs Plan Big Stock Sales (barrons)
  2. Alibaba Cloud’s Qwen2.5-Max Secures Top Rankings in Chatbot Arena (alizila)
  3. The Cloud Just Became Kryptonite for the Mag 7 (barrons)
  4. Diageo’s Non-Alcoholic Spirits Are up by 56%, Outperforming Its Alcoholic Brands (robbreport)
  5. The Magnificent 7 Stocks Are the New Staples. Is It Time to Worry? (barrons)
  6. Value Stocks Are Outearning Forecasts. (barrons)
  7. Stock Market Falls On Trump Tariff, Inflation Fears (investors)
  8. The Mood of the American Consumer Is Souring (wsj)
  9. Power Stocks Had Been on an AI Tear. Then Came DeepSeek. (wsj)
  10. US Consumer Borrowing Surges by $40.8 Billion, Most on Record (bloomberg)
  11. Bloomberg At the Money: Jeff Hirsch on Presidential Cycles (bloomberg)
  12. Bullish 2025 Forecast on Track (Almanac Trader)
  13. Historical Deja Vu: Will 30-Year Treasury Bond Yields Repeat 2007? (kimblechartingsolutions)
  14. The Drug Industry Is Having Its Own DeepSeek Moment (wsj)
  15. Dana White Pulls No Punches: A No-Holds-Barred Interview (forbes)
  16. Gordon Murray Says It’s Easier to Win an F1 Championship Than Le Mans—Here’s Why (robbreport)
  17. The Ferrari Testarossa Is an Icon of 1980s Style That’s Making a Comeback (robbreport)
  18. This 1,184-HP F80 Is The Most Powerful Road-Going Ferrari Ever (maxim)
  19. The 2025 V12 Vanquish Boasts Highest Top Speed Of Any Aston Martin Production Car (maxim)
  20. Racing Genius Gordon Murray Says Winning F1 Title Is Easier Than Le Mans (thedrive)
  21. Alibaba denies it has made $1 billion investment in DeepSeek (technode)
  22. Trump’s tariff role model (npr)
  23. ECB Chief Economist Philip Lane on How to Get Europe Growing Again (bloomberg)
  24. Ferrari F80 vs. McLaren W1: The Brief (roadandtrack)
  25. Tiger Woods announces he will play in the Genesis Invitational at Torrey Pines next week (gd)