Chinese stocks are in a bull market again. Can it last? Jacky Wong weighs in. wsj.com/finance/stocks…

European oil companies want to move to America. Will that help them? wsj.com/finance/shell-…

Tesla fired its EV charging staff. That leaves an opening for competitors, but Jinjoo Lee points out lots of speed bumps wsj.com/business/autos… $TSLA

Disney has lost some of its post-Covid magic says Dan Gallagher wsj.com/business/retai… $DIS

Tesla shares saw their biggest gain in more than three years when Beijing gave tentative approval for its 'Full Self-Driving' tech in the country, but Jacky Wong points out that it faces formidable local competition, just like it does in EVs wsj.com/business/autos… $TSLA

India's bid to become a superpower by emulating China’s economic boom is futile until it addresses income inequality and harnesses its human capital #IndiaVsChina wsj.com/world/india/in… via The Wall Street Journal

A cheap AI play? Yes, Dan Gallagher found one:

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Chipmaker Qualcomm has a brighter future with #AI writes Dan Gallagher wsj.com/business/telec…

If India wants to be the next China then it needs to share the wealth writes Megha Mandavia wsj.com/world/india/in…

The saying for a while was 'stay alive til 25,' but commercial property's waiting game is getting more complicated with no Fed rate cuts yet. #CRE wsj.com/real-estate/co…

A GREAT Heard on the Street from Spencer Jakab

Starbucks is banking on foreigners, especially in China, to buy a lot more of its drinks wsj.com/business/starb… via The Wall Street Journal

Heard on the Street: Online marketplaces—including Etsy and eBay—are eager to add AI functionality to their search bars on.wsj.com/3UKBGnp

Online marketplaces like Etsy are counting on AI to supercharge shopping says Jinjoo Lee wsj.com/tech/ai/online… $ETSY

Apple bought itself time for an AI boost says Dan Gallagher wsj.com/tech/apple-buy… $AAPL

Warren Buffett was joined by hedge fund Elliott in his bet on Japanese trading company shares. Jacky Wong explains the appeal. wsj.com/finance/stocks… $BRKA

For decades, the Boeing-Airbus duopoly in commercial jets looked unshakeable. Then they stopped innovating. There's a lesson here for big tech investors too, says Jon Sindreu in this Heard on the Street thought-provoker wsj.com/business/airli…

Wayfair stock is up 12% on a 1% decline in sales. Jinjoo Lee explains why:

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Activist and value investors are converging on Japan. The smart money may be onto something, says Jacky Wong

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If the Boeing-Airbus duopoly can be disrupted, so can other oligopolies warns Jon Sindreu

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ICYMI - Spencer Jakab put together a column on Starbucks' rather unique strategic plan name and offered some fun historical context - which isn't exactly encouraging.

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