Be in the know. 16 key reads for Friday…

  1. Behind the Deal That Took Disney From AI Skeptic to OpenAI Investor (wsj)
  2. Disney: OpenAI Partnership Validates the Value of the Firm’s Characters (morningstar)
  3. Disney CEO on $1 billion investment in OpenAI: ‘This is a good investment for the company’ (youtube)
  4. Bob Iger Just Got the Better of Sam Altman (bloomberg)
  5. Cruise and other travel stocks keep climbing, with a little help from the Fed (marketwatch)
  6. The Case for a Housing Stock Comeback in 2026 (barrons)
  7. Loop Capital initiates QXO stock with Buy rating on acquisition benefits (investing)
  8. Lithium May Get Much-Needed Demand Boost From Battery Storage (bloomberg)
  9. The case for more Fed rate cuts could rest on a ‘systematic overcount’ of jobs numbers (cnbc)
  10. Trump Administration Plans to Boost Tax Break for Corporations (bloomberg)
  11. Bessent Accelerates Regulation Overhaul to Jumpstart Growth (nytimes)
  12. Deutsche Bank, Goldman See Fed Cuts Rekindling Dollar’s Slide (yahoo)
  13. OPEC Maintains Bullish Oil Demand Outlook, IEA Trims Oil Glut Forecast (zerohedge)
  14. China’s Next Play in AI Race? Faster, Easier IPOs (wsj)
  15. China Prepares as Much as $70 Billion in Chip Sector Incentives (bloomberg)
  16. Domestic Consumption Focus of Central Economic Work Conference Release (chinalastnight)