Be in the know. 15 key reads for Friday…

  1. Dave Lewis plans executive overhaul at ‘fat and happy’ Diageo (ft)
  2. Generac Signs Agreement to Acquire Enercon, Accelerating Growth in Data Center and Switchgear Markets (generac)
  3. US Mortgage Rates Fall to Lowest Level in More Than Three Years (bloomberg)
  4. White House Offers New Details on Its Push to Ban Housing Investors (wsj)
  5. Can an A.I. Productivity Boom Clear a Path for More Rate Cuts? Trump’s Fed Pick Thinks So. (nytimes)
  6. AI Spending Boom Likely Has Erased This Key Supporting Plank for Stock Performance (barrons)
  7. At Long Last, Being Underweight Tech Is a Winning Stock Strategy (bloomberg)
  8. Citigroup’s plan to survive AI aftershocks: Bet on bonds and small-cap stocks (marketwatch)
  9. Trump touts potential 20% tax refunds from ‘Big Beautiful Bill’ (foxbusiness)
  10. Oil Holds Near Six-Month High as US Warns Iran Has Days for Deal (bloomberg)
  11. NOV raises quarterly dividend 20% to $0.09 per share (investing)
  12. 10 Best Value Stocks to Buy for the Long Term (morningstar)
  13. Investors pour record sums into European stocks (ft)
  14. GDP Growth Has Slowed but Is Still Healthy, Forecasts Indicate (barrons)
  15. Team USA Shocks Canada Late to Grab Olympic Women’s Hockey Gold (wsj)