Be in the know. 19 key reads for Saturday…

  1. Disney’s new CEO has overseen a huge transformation of the Disney parks. Take a tour (cnnbusiness)
  2. Disney embraces TV’s TikTok-ification (yahoo)
  3. Trump orders agencies to cut red tape on homebuilding, mortgages (reuters)
  4. Trump Signs Housing Orders. Investors Seem to Want More. (barrons)
  5. Boeing Is Repairing 25 Max Jets After Wire Flaw Halts Deliveries (bloomberg)
  6. North Face President Caroline Brown to Exit (shopeatsurf)
  7. AI set to transform beauty industry from product discovery to retail shelves (investing)
  8. Why Barclays strategists prefer U.S. value stocks (investing)
  9. Fossil generation could rise with faster-than-expected growth in data center power demand (eia)
  10. U.S. natural gas production reached a new record in 2025 (eia)
  11. America Depends Less on Oil Than Ever (nytimes)
  12. US Begins Emergency Oil Reserve Release of 86 Million Barrels (bloomberg)
  13. Big Tech Stocks Have a Free Cash Flow Problem (barrons)
  14. Magnificent Seven Enters Correction as AI, Iran War Risks Mount (bloomberg)
  15. Consumer Sentiment Declined This Month, Per Michigan Survey (wsj)
  16. Federal Reserve to loosen capital requirements for big US banks (ft)
  17. China Travelers Make Record Number of Trips in Spring Holidays (bloomberg)
  18. China AI Startup Moonshot Snags Funds at $18 Billion Valuation (bloomberg)
  19. Greer Says US Seeks Stability in China Ties Ahead of Paris Talks (bloomberg)

Be in the know. 17 key reads for Friday…

  1. Alibaba Debuts OpenClaw App to Feed China’s Agentic AI Addiction (bloomberg)
  2. China AI Giants Offer Better Value Than US Peers, Top Fund Says (bloomberg)
  3. Morgan Stanley says this China name is ‘a global AI winner’ (streetinsider)
  4. Will Lower Rates Shift Bank Deposits Into Stocks? (chinalastnight)
  5. China’s Credit Shows Surprise Growth as Firms Step Up Borrowing (bloomberg)
  6. Banking Regulators Plan to Ease Some Capital Requirements (nytimes)
  7. It Takes A War To Bring Down An Economy This Strong (zerohedge)
  8. US Housing Starts Highest In Over A Year As Mortgage Rates Tumbled In January (zerohedge)
  9. REITs Are a Safe Place to Hide From Iran and AI (barrons)
  10. The Electric Grid Needs Huge Upgrades. No One Knows Who Will Pay for Them. (wsj)
  11. How Big Tech’s AI Ambitions Are Fueling a Borrowing Boom (bloomberg)
  12. Global equity funds see highest outflows since December on oil shock fears (reuters)
  13. Sec. Bessent: U.S. Navy will escort vessels through Strait of Hormuz as soon as militarily possible (youtube)
  14. Papa John’s at UBS Global Conference: Strategic Growth Initiatives (investing)
  15. An Exodus of Money Endangers Wall Street’s Private-Credit Craze (wsj)
  16. The 10 Best Dividend Stocks (morningstar)
  17. Disney appoints veteran Paul Roeder as communications chief (reuters)