Be in the know. 18 key reads for Friday…

  1. Intel CEO Meets With Trump, Who Hails Gain in US Chipmaker Stake (bloomberg)
  2. PayPal Powers Microsoft’s Launch of Copilot Checkout (paypal)
  3. Trump Calls on Fannie and Freddie to Buy $200 Billion in Mortgage Bonds (wsj)
  4. Trump’s Grand Plan for Housing Relies on His Fed Pick. Here’s Why. (barrons)
  5. The Biggest Problem for Housing Affordability Isn’t Interest Rates (barrons)
  6. The Stock-Market Rally Isn’t Just About Tech Anymore (wsj)
  7. Small Caps Are Breaking Out While Everyone Watches Tech (zerohedge)
  8. Boeing CEO Sees More Work On Company Turnaround in 2026 (bloomberg)
  9. Disney CEO meets top Chinese official as ‘House of Mouse’ navigates US‑China tensions (reuters)
  10. Alibaba Shares Rise as China Plans Approval of H200 Imports (bloomberg)
  11. Alibaba logistics unit Cainiao opens US-Mexico cross-border service (scmp)
  12. US Online Holiday Shopping Hits Record $257.8 Billion: Adobe (zerohedge)
  13. Productivity Is Rising Even Without an AI Revolution (barrons)
  14. Canada Goose announces leadership changes to drive global growth (investing)
  15. Chinese Carmaker Geely Looks at Expanding in the U.S. (wsj)
  16. Investors Turn Most Bearish on Oil in Almost 10 Years, Goldman Finds (bloomberg)
  17. US trade deficit slides to lowest level since 2009 in October (ft)
  18. Fed’s Miran says he’s looking for rate cut of 150 basis points this year (reuters)