Be in the know. 21 key reads for Wednesday…

  1. EXEC: VF Corp. Gets J.P. Morgan Upgrade on Five Potential “Portfolio Accelerators” (sgbonline)
  2. Vans is gaining ground with teens. Its owner’s stock stands to gain too, Piper Sandler says (cnbc)
  3. Piper Sandler teen survey shows beauty spending rises, TikTok gains (investing)
  4. JPMorgan, Wells Fargo, and Citi earnings show consumers holding up despite high rates (yahoo)
  5. Goldman Sachs upgrades GXO Logistics stock rating on margin outlook (investing)
  6. Boeing deliveries tick up to 57 jets in September (reuters)
  7. Pfizer partners with Enodia Therapeutics in $500m drug deal (yahoo)
  8. Strike action at Diageo site suspended ahead of talks (justdrinks)
  9. China approves Alibaba AI models for use in iPhone Duo and other Apple handsets (scmp)
  10. BofA Says China’s Economic Data May Open Door to More Stimulus (bloomberg)
  11. Fed’s Williams Currently Sees No Need for Rate Hike in 2027 (bloomberg)
  12. Fed’s Bowman says there’s time to ‘wait and see’ before any more action (reuters)
  13. Stubborn Sellers Are the Last Thing Propping Up Home Prices (wsj)
  14. Home Sales Rose in September for the First Time Since Spring (wsj)
  15. Midterm voters haven’t seen this many housing proposals on the ballot in 20 years (marketwatch)
  16. Chip stocks suffer worst stretch in 16 months as AI fatigue grips the market (marketwatch)
  17. “Last Man Standing”: BTIG Warns Mag7 Is All That’s Left Holding Up The S&P… And Everyone Already Owns It (zerohedge)
  18. Citadel Securities’ Rubner Says Retail Traders Return to AI Bets (bloomberg)
  19. Investors have made big bets on tech stocks. Here’s why one strategist just downgraded the sector. (marketwatch)
  20. Was Broadcom CEO bullish or bearish on AI? ‘Gamblers’ comment creates storm. (marketwatch)
  21. Micron’s stock extends declines as China competition heats up (marketwatch)