Tag: StockMarket

Be in the know. 19 key reads for Thursday…

  1. Alibaba’s updated Qwen AI model overtakes DeepSeek’s V3 in chatbot ranking (scmp)
  2. European stocks are beating the U.S. so far this year. Is American exceptionalism dead? (marketwatch)
  3. What Do Trump’s First Weeks Tell Us About His China Strategy? (wsj)
  4. Disney to Centralize Streaming Offerings Within Disney+ (wsj)
  5. Options Traders Bet the Rally in Big Tech Stocks Has More Room to Run (wsj)
  6. Starboard Launches Proxy Fight at Kenvue (wsj)
  7. Honeywell to Break Up in Bid to Recreate Some GE Magic (wsj)
  8. Trump Gets McKinley’s Tariffs Wrong (wsj)
  9. In the deep end Former UPenn athletes sue to vacate Lia Thomas’ records as Trump signs order banning transgender athletes from women’s sports (nypost)
  10. Trump lays out exactly how he plans for US to seize control of Gaza (nypost)
  11. Disney Returns to Its Steamrolling Self (nytimes)
  12. Bessent says Trump is focused on the 10-year yield, won’t push the Fed to cut (cnbc)
  13. Opinion: DeepSeek could sink Big Tech’s AI growth plans (marketwatch)
  14. Doubts about ‘Magnificent Seven’ AI spending plans are creeping in (marketwatch)
  15. Trump has less leverage over China than during prior trade war – Wells Fargo (streetinsider)
  16. Chinese tech stocks get DeepSeek bump, narrow valuation gap vs ‘Magnificent Seven’ (scmp)
  17. Alibaba bolsters consumer AI team with expert Steven Hoi amid race for top tech talent (scmp)
  18. Markets Shrug Off Tariffs, AI Optimism Fuels Rally (chinalastnight)
  19. Trump’s de minimis cancellation is bad news for Temu, but worse for Shein (reuters)

Be in the know. 15 key reads for Wednesday…

  1. Disney posts a big profit beat amid strength in sports and experiences (marketwatch)
  2. Say Goodbye to Temu’s Cheap Thrills (bloomberg)
  3. USPS suspends inbound packages from China, Hong Kong Posts (foxbusiness)
  4. Opinion: AMD stops giving AI-chip revenue forecast. History says that’s not a great sign. (marketwatch)
  5. Alphabet’s stock slides in the wake of a revenue miss and huge AI spending target (marketwatch)
  6. Trump Tariffs Risk $29,000 Rise in US Home Building Costs (bloomberg)
  7. Should Comcast split into three? This analyst says a breakup would mean big upside. (marketwatch)
  8. Opinion: Trump has two strong options to defuse the U.S. debt time-bomb. He should use them. (marketwatch)
  9. Trump says US will ‘take over’ and develop Gaza Strip (ft)
  10. Spring Festival boosts travel, consumption as 8-day holiday nears end (cn)
  11. Alphabet Slides After Cloud Sales Fall Short of Expectations (bloomberg)
  12. AMD Tumbles After Giving Disappointing Outlook for AI Growth (bloomberg)
  13. Are Markets Underestimating the Tariff Problem? (wsj)
  14. Disney Earnings Are Up Next. Watch for This Number. (barrons)
  15. Chipotle Revenue Falls Short (barrons)