Be in the know. 11 key reads for Sunday…

  1. US vs. China AI race: Which companies are set to gain (yahoo)
  2. Alibaba reportedly plans to order more than 40,000 AMD MI308 chips (technode)
  3. Trump Wants a Weaker Dollar. Some Chinese Say He Has a Point. (wsj)
  4. China Signals Sustained Fiscal Support for Growth in 2026 Plan (bloomberg)
  5. AI May Push the Magnificent 7 to Spend Themselves Into Catastrophe (inc)
  6. Michael Burry Bets He Isn’t Too Early to Go Against the AI Juggernaut (wsj)
  7. Americans will get ‘gigantic’ tax refund next year, Treasury Secretary says (foxbusiness)
  8. Lots of things are looking up (scottgrannis)
  9. Restaurant Stocks Had an Ugly Year. What an About-Face Would Look Like. (barrons)
  10. 5 Healthcare Themes for Investors to Watch in 2026 (barrons)
  11. Homebuilder Lennar’s average home price is down 21% from the pandemic housing market boom peak (fastcompany)