Be in the know. 16 key reads for Wednesday…

  1. Boeing beats Airbus order numbers for the first time this decade (ft)
  2. Boeing Stock Rises on a Lot of Good News. This Is Still the Most Important Bit. (barrons)
  3. Intel Stock Surges Further Toward 2-Year High. What the Excitement’s About. (barrons)
  4. Alibaba reaffirms open-source AI commitment as tech giant hails Qwen achievements (scmp)
  5. Alibaba and JPMorgan Are Said to Invest in Chip Designer Montage’s HK Listing (bloomberg)
  6. Global Funds Turn to China Stocks, Yuan in Big Bets for 2026 (bloomberg)
  7. Pimco Says Rally Sweeping Emerging Markets to Last ‘for Years’ (bloomberg)
  8. US Holiday Spending Jumped In December, Signaling Consumer Strength Into 2026 (zerohedge)
  9. US Mortgage Rates Slide to One of the Lowest Levels Since 2022 (bloomberg)
  10. Sales of New US Homes Hold Close to Fastest Pace Since 2023 (bloomberg)
  11. Mortgage refinance demand surges 40% higher after Trump post briefly tanks interest rates (cnbc)
  12. Trump Administration Takes Aim at Home-Builder Stock Buybacks (wsj)
  13. New York State to Loosen Environmental Rules to Speed Up Homebuilding (wsj)
  14. Trump Wants to Run the Economy Hot. There’s a Good Chance He’ll Succeed. (wsj)
  15. Investors back energy providers over big tech for 2026 AI bets, says BlackRock (reuters)
  16. Benco Dental to offer Dentsply Sirona’s full technology portfolio (investing)