Be in the know. 16 key reads for Tuesday…

  1. Big Tech’s ‘Spend Little, Earn Lots’ Formula Is Threatened By AI (bloomberg)
  2. Why Alibaba Stock Is Standing Strong in a Weak Market (barrons)
  3. Morgan Stanley lists 3 ‘actionable ideas’ in the Asian market (streetinsider)
  4. China delivers record 180 billion parcels in 11 months as shoppers chase deals (scmp)
  5. Zhipu Grows Revenue and Users on Path to China’s First AI IPO (bloomberg)
  6. These 2 were the busiest U.S. apparel and beauty stores on Black Friday (investing)
  7. Black Friday Turnout Solid: Goldman, UBS Highlight Decent Start To Holiday Spending Season (zerohedge)
  8. US Cyber Monday online sales hit $9.1 billion, Adobe Analytics says (reuters)
  9. How Estée Lauder and Google Taught AI to Sell Fragrances (wsj)
  10. Estee Lauder Restructuring Has Cost $1.14 Billion (wsj)
  11. US LNG exports hit record high in November on cooler weather, strong output (reuters)
  12. Disney’s Succession Race Enters Final Stage as Iger’s Reign Draws to End (wsj)
  13. Why 2026 Could Be a Breakout Year for Dividend Stocks (morningstar)
  14. Exxon and 15 More ‘Quality’ Stocks to Own for a Volatile Market (barrons)
  15. There’s an Oil Glut. That Might Not Tank Prices. (barrons)
  16. Hassett Odds-On Favorite as Trump’s Next Fed Chief. The Stock Market Might Be on Board With That. (barrons)