Be in the know. 13 key reads for Thursday…

  1. Cheap Tokens, Costly Chips and a Missing AI Payoff (bloomberg)
  2. Alibaba Releases Smaller, Cost-Effective Qwen AI Model (bloomberg)
  3. Z.ai shares surge 8% after releasing new AI model running only on Chinese chips (cnbc)
  4. Policy Cannonball Coming? (chinalastnight)
  5. Nvidia’s $279 Billion Supply-Chain Gamble (wsj)
  6. How ‘Cash Returns’ Are Replacing AI Momentum (barrons)
  7. GXO CEO Patrick Kelleher Shares How Logistics Firm is Utilizing AI + Robotics (youtube)
  8. This Market Strategist Sees Trouble Ahead for AI Stocks. What to Buy Instead. (barrons)
  9. US Corporate Profit Margins Widen to Highest on Record (bloomberg)
  10. Advance Auto Parts rebids carrier contracts, expects to save tens of millions (yahoo)
  11. Hormel Foods Reports Third Quarter Fiscal 2026 Results (hormel)
  12. Hormel Foods Cuts Sales Outlook on Lower Quarterly Revenue (wsj)
  13. Boeing posts contract jobs in labor dispute’s latest escalation (reuters)

Be in the know. 13 key reads for Wednesday…

  1. Hyundai bets on US hybrid boom to take on Toyota (ft)
  2. Hyundai Plans 100 New, Fresh Models; Focus on US Hybrid Push (bloomberg)
  3. A $131 Billion Shot in the Arm: How Boeing’s New F-15 Deal Can Help Shares (barrons)
  4. Papa Johns refranchises 28 Orlando-area stores to franchisee Wade Oney (investing)
  5. BofA says SpaceX wireless plans positive for T-Mobile stock, towers (investing)
  6. UPS and 6 More Stocks Beating 10-Year Treasuries (barrons)
  7. Everyone Hates Housing. Perfect. (zerohedge)
  8. Disney offers voluntary early retirement packages to longtime executives amid restructuring push (foxbusiness)
  9. China’s Moonshot in talks with Microsoft, Amazon, Google over K3 revenue sharing, sources say (reuters)
  10. China’s MiniMax sees revenue nearly quadruple in first half as AI demand surges (reuters)
  11. Wall Street’s massive bet against long-term bonds is a recipe for a painful bearish unwind, says Citadel Securities (marketwatch)
  12. U.S. Consumer Sentiment Fell in August, Conference Board Says (wsj)
  13. The Off-Balance Sheet Time Bomb Inside AI Hits $3.1 Trillion: Up $1.3TN In Three Months (zerohedge)