Be in the know. 22 key reads for Tuesday…

  1. BofA Poll Shows Investors Most Exposed to Tech Stocks Since 2020 (bloomberg)
  2. Frenzied Stock-Options Trading Shows Individual Investors Are Still Hungry for Risk (wsj)
  3. Micron Stock Falls Again as Musk Issues Chinese Memory Warning (barrons)
  4. Why Ciena, Lumentum and other optical stocks were among the market’s biggest losers on Monday (marketwatch)
  5. Nvidia Falls Back From Record High. Its Stock Chart Offers a Warning. (barrons)
  6. Nvidia and AMD shares fall as new AI announcements fail to re-energize investors (marketwatch)
  7. AI’s Giant Money Loop Is Drawing Foreign Cash Like 2008 (bloomberg)
  8. Broadcom CEO: Investors are ignoring a key lesson from Warren Buffett (yahoo)
  9. AI Can Help Small-Caps Beat Megacap Tech Rivals. That Gives This ETF 20% Upside. (barrons)
  10. Mired in their worst losing streak in years, small caps could be the best way for investors to play crucial CPI data (marketwatch)
  11. VF Shares Rise on J.P. Morgan Upgrade (yahoo)
  12. Piper Sandler upgrades VF Corp. stock rating on Vans stabilization (investing)
  13. Alibaba Unveils $450 AI Glasses in Expanding Push Into Gadgets (bloomberg)
  14. Alibaba prepares Qwen Go personal AI assistant for claims, bookings and shopping (technode)
  15. Chinese stocks an undervalued opportunity, says Charlie Munger disciple (scmp)
  16. Goldman Says Market Is Underestimating How Far Yuan Can Rise (bloomberg)
  17. Disney’s ‘Star Wars’ Strategy Is Working Out Much Better for Video Games (bloomberg)
  18. Epic Games Delays Disney Project, Asks Developers to Use More AI (bloomberg)
  19. Chatbot startup Character.AI files for bankruptcy, and Disney is first in line for key assets (businessinsider)
  20. Stressed Consumers Are Still Spending—and These Stocks Could Benefit (barrons)
  21. Domino’s Sales Growth Misses as New Menu Adds Fail to Woo Diners (bloomberg)
  22. Europe Heads Into Winter With Low Gas Reserves, Uncertain Gulf Supplies (wsj)