May 06 (Saturday)
Latest Morning Briefing Executive Summary: Semis, Onshoring Boom & Hydrogen
The semiconductor industry is breaking out into the light at the end of its tunnel. Its stocks are up, its CEOs are optimistic, and worldwide semiconductor sales are starting to improve. AMD’s CEO sees big opportunity in the rapid pace of AI adoption. … Also: Jackie highlights some of the many new ventures manufacturers are planning to capitalize on trillions of dollars in government incentives. Their projects may be enough to stave off a recession. … And our Disruptive Technologies segment looks at the government-incentivized green hydrogen opportunity.
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YRI
Daily Markets Overview
Replay of Dr. Ed’s webinar on May 1.
Markets
Stocks Rally to Cap Tumultuous Week | W
Stock Markets This Week: S&P 500, Treasury Volatility Over Banking Stress | B
Oil Crash Sends Speculators Fleeing at Fastest Pace in Six Weeks | B
Central banks
Is the Federal Reserve Done Raising Interest Rates? | W
Charting the Global Economy: Fed, ECB Policies May Diverge | B
Global
World Trade Data Begin to Show Early Signs of ‘Reglobalization’ | B
Governments are living in a fiscal fantasyland | E
US
Thousands of Jobs Were Added in April—Even in Industries With Layoffs | W
Will Biden Invoke the 14th Amendment to Avoid US Default? | B
The Fed’s Barr Review of Silicon Valley Bank Comes Up Short | BR
It’s Not Just Bud Light. The War Over ‘Woke’ Is Hitting Corporate America. | BR
Biden defends son Hunter ahead of possible federal tax, gun charges | C
Geopolitics & trade
Germany’s Scholz says more renewables key to lower industry costs | R
Poland to call for EU sanctions on imports of Russian farm products | R
Industries & companies
Banks: Should You Buy Regional Bank Stocks Like PacWest and Western Alliance Now? | BR
Banks: FDIC Mulls Loss-Sharing With Nonbanks to Boost Bids on Failures | B
Energy: Biofuel Stocks Could Recover After an Industry Upheaval | BR
Media: Paramount Shares Drop 28% as Streaming Costs Mount | W
Media: Threat of TikTok ban has creators seeking to build Instagram following | C
Pharma: Weight-Loss Drugs Will Be Blockbusters. Here’s the Stock to Buy. | BR
Restaurants: Why McDonald’s, Sweetgreen, and others are getting rid of dining rooms and testing “digital kitchens” | Vox
Corporate finance
Impactive takes a stake in Clarivate and sets the tone for activism in the post-SPAC world | C
Beyond markets
The Covid–19 Crisis Is Officially Over. Everything Changed. | W
King Charles III Is Crowned in Lavish Coronation Ceremony | W
Charles III Coronation: How Much Will it Cost and Will UK Economy Be Affected? | B
Opinion | We’re All Paying For Private Jet Travel | N
How to battle superbugs with viruses that “eat” them | E
