Be in the know. 22 key reads for Tuesday…

  1. PayPal Replaces CEO Chriss After Profit Falls Short of Estimates (bloomberg)
  2. HP CEO Enrique Lores reveals why he is leaving to be the CEO of PayPal (yahoo)
  3. PayPal replaces CEO as board warns ‘pace of change’ not fast enough (ft)
  4. Pfizer Beats Sales Estimates on Demand for Older Drugs (bloomberg)
  5. Pfizer says obesity injection shows promise as monthly treatment in mid-stage trial (cnbc)
  6. Disney supercharged its parks. The booming division still has room to run (cnbc)
  7. Who Is Josh D’Amaro, the Potential Next CEO of Disney? (barrons)
  8. Disney Earnings: No Big Surprises in Solid Results; Areas of Ostensible Weakness Aren’t of Concern (morningstar)
  9. Goldman Sachs reiterates Buy rating on Walt Disney stock with $151 target (investing)
  10. U.S. Factory Activity Posts Fastest Gains Since 2022 (wsj)
  11. The Boring Bull Case No One Wants to Hear (zerohedge)
  12. Miran Says Fed Needs to Cut Rates by More Than a Point This Year (bloomberg)
  13. Five AI Value Stocks for Investors to Consider (barrons)
  14. Alibaba to spend $431 million for Lunar New Year AI push as chatbot war heats up (reuters)
  15. PBOC’s Key Bank Loan Rate Falls to Record Low Bolstering Growth (bloomberg)
  16. The dollar’s rebound probably won’t last (marketwatch)
  17. 10 Reasons Why We Are Bullish Europe (zerohedge)
  18. Europe’s gas storage falls to lowest level since 2022 (ft)
  19. Exclusive: Ford aluminum supplier has yet to resume full output after September fire (reuters)
  20. Boeing stock price target reiterated at $298 by Bernstein, citing strong case (investing)
  21. The Protein Trade: From Bodybuilders to GLP-1s to Wall Street (zerohedge)
  22. Trump Announces Trade Deal With India to Reduce Tariffs (nytimes)