Tag: StockMarket

Be in the know. 28 key reads for Wednesday…

  1. Federal Land Can Be Home Sweet Home (wsj)
  2. A Solution to the Housing Shortage (cityjournal)
  3. Trump Moves Forward With Plans To Use Federal Land To Build Affordable Housing (realtor)
  4. HUD Secretary Scott Turner and DOI Secretary Doug Burgum Announce Joint Task Force To Use Federal Lands for Affordable Housing (hud.gov)
  5. Weekly mortgage demand from homebuyers is strongest in nearly two months (cnbc)
  6. Home buyers could see more deals on new homes as builders worry about a pullback (marketwatch)
  7. US New-Home Sales Rise Slightly Following Weather-Related Plunge (bloomberg)
  8. China Stocks Getting Back Into Investors’ Good Books (wsj)
  9. ‘China is back’ with stock appetite at post-2021 high, Morgan Stanley raises targets (scmp)
  10. China seen leading in chipmaking investment again in 2025, SEMI group says (reuters)
  11. China Floods the World With AI Models After DeepSeek Success (bloomberg)
  12. China Will Ramp Up Stimulus If Growth Falters, PBOC Adviser Says (bloomberg)
  13. Alibaba Teams Up With BMW to Develop AI for Cars in China (bloomberg)
  14. Alibaba, Ant partner with home province Zhejiang to support China’s AI drive (scmp)
  15. U.S. Adds Export Restrictions to More Chinese Tech Firms Over Security Concerns (nytimes)
  16. Nvidia Stock Stutters. Fears China Could Tighten AI Chip Controls Intensify. (barrons)
  17. Nvidia’s China sales face threat from Beijing’s environmental curbs (ft)
  18. Three Energy Charts Suggest China’s Demand Recovery Underway (zerohedge)
  19. Are There Now Real Alternatives To The US Equity Market? (zerohedge)
  20. Dollar Suffers Its Worst Month Since 2023 as Bullish Bets Recede (bloomberg)
  21. U.S. Faces Uphill Task to Refill Natural Gas Storage for Next Winter (wsj)
  22. Shell Wants to Be a Natural Gas Behemoth. Oil’s Growth Is Ending. (barrons)
  23. Boeing production of Patriot component hits record (reuters)
  24. Bring on the F-47 Fighter Jet (wsj)
  25. Exclusive: Advance Auto Parts completes mass closures, plans to open over 100 new stores (usatoday)
  26. 10 Cheap Wide-Moat Stocks for 2025 (morningstar)
  27. Dollar Tree Loss Widens, Confirms Sale of Family Dollar Business (wsj)
  28. Mobileye Stock Gains. Why a New Deal Has Shares Soaring. (barrons)

Be in the know. 18 key reads for Tuesday…

  1. Boeing Goes for Two Defense Wins in a Row With Navy Jet Fighter (barrons)
  2. Alibaba Stock Gains. Its AI Chips Could Be Gaining Traction in China. (barrons)
  3. Boeing Gets Lifeline in Pentagon Deal to Build Most Expensive Jet Fighter Ever (wsj)
  4. China Adviser Urges Boosting Consumption to 70% of GDP by 2035 (bloomberg)
  5. Alibaba says to restart hiring, sees signs of start of AI bubble in the US (reuters)
  6. Crown Castle Fires CEO After Selling Business Segments (wsj)
  7. Retailers Bulk Up Inventories to Blunt Tariff Impact (wsj)
  8. What Covid’s One-Hit Wonders Should Have Taught Us (wsj)
  9. Home Prices Likely Kept Climbing in January. Why a Slowdown Is Coming. (barrons)
  10. Housing Hopes! Goldman Sees Incremental Confidence From Prospective Buyers (zerohedge)
  11. Rising Temperatures Drive Surge in Energy Demand, IEA Says (wsj)
  12. German Business Confidence Climbs After Lawmakers Unlock Spending Increase (wsj)
  13. Tariffs Might Be Lighter Than Expected. It’s a Relief for Markets. (barrons)
  14. China explores services subsidy to boost weak domestic demand (ft)
  15. Chinese AI start-ups overhaul business models after DeepSeek’s success (ft)
  16. American CEOs Visit Beijing, Investors Ask: 5 BYDs or 1 Tesla? (chinalastnight)
  17. China’s commerce minister meets with Boeing Global president (reuters)
  18. Smithfield Foods expects growth in sales, profit on strong packaged meats demand (reuters)