Be in the know. 21 key reads for Thursday…

  1. Disney raises dividend and buybacks as theme parks defy downturn fears (ft)
  2. Disney CFO Hugh Johnston on Q4 results, streaming strategy and YouTube TV negotiations (youtube)
  3. Disney Eyes Sports, Anime to Boost Asia Streaming Business (bloomberg)
  4. Alibaba Preps Big Revamp of Flagship AI App to Rival ChatGPT (bloomberg)
  5. China ‘Singles’ Day’ Sales Show Modest Growth (wsj)
  6. Chinese tech giant Tencent’s quarterly revenue rises 15%, fueled by AI (cnbc)
  7. China stocks remain a key Overweight at UBS for the 2nd year running (streetinsider)
  8. Worried About AI Stocks? Look Abroad for Dividends and Value. (barrons)
  9. Earnings, M&A Potential Have Small-Cap Investors Turning Bullish (bloomberg)
  10. M&A Is Back and Surging. Why More Deals Are Coming. (barrons)
  11. Bessent Says ‘Tenfold’ Growth in Stablecoins Will Lift Demand for Treasurys (barrons)
  12. Hassett Says He Would Accept Fed Chair Job, Wants Lower Rates (bloomberg)
  13. Atlanta Fed President Raphael Bostic to retire, giving Trump chance for more influence (nypost)
  14. Trump Signs Spending Bill, Ending Longest Shutdown in U.S. History (wsj)
  15. Investors Flock Back To Natural Gas As Demand Soars (zerohedge)
  16. Morgan Stanley sees up to 20% shortage of US power for data centers through 2028 (streetinsider)
  17. Anthropic to invest $50 billion to build data centers in US (reuters)
  18. Toyota Doubles Down on Hybrids in the U.S. With $14 Billion Battery Push (wsj)
  19. The FDA Has a New Drug Chief. What it Means for Biotech Stocks. (barrons)
  20. US Card Spending Rises Most Since Early 2024, BofA Data Show (bloomberg)
  21. Retail Stock Buyers Are Courageously Climbing The Wall Of Worry (zerohedge)