What I Am Reading
Friday, October 17, 2025
Markets
Central banks
US
Trade
Geopolitics
Industries & companies
- Autos:U.S.-China Spat Over Dutch Chip Maker Nexperia Sends Auto Industry Scrambling for SemiconductorsWall Street Journal
- Banks:Banks Stocks: Strong Earnings Can’t Paper Over Trouble SpotsBarron's
- Banks:Moody's says the banking system, private credit markets are sound despite worries over bad loansCNBC
- Banks:NDFI lending crisis should you worryCNBC
- Financials:Goldman Sachs Pursues Bigger Share of AI Infrastructure Financing BoomWall Street Journal
- Retail:Walmart, Once a Byword for Low Pay, Becomes a Case Study in How to Treat WorkersWall Street Journal
AI & Technology
- OpenAI’s Chip Strategy: Pair Nvidia’s Chocolate With Broadcom’s Peanut ButterWall Street Journal
- Oracle Isn’t Answering the Hardest Questions About Its AI PlansWall Street Journal
- Constellation Energy Has What AI Needs. Here’s the CEO’s Plan.Barron's
- Utilities are grappling with how much AI data center power demand is realCNBC
- Opinion | Chatbots Are a Waste of A.I.’s Real PotentialNew York Times
- I Test Drove a Flying Car. Get Ready, They’re Here.Wall Street Journal