Be in the know. 26 key reads for Wednesday…

  1. Toyota Goes All-Hybrid With Its Best-Selling US Vehicle (bloomberg)
  2. Toyota Mulls Making Tiny Trucks for US Market as Demand Booms (bloomberg)
  3. Toll Maintains Home Sales Forecast as Luxury Demand Holds Up (bloomberg)
  4. Lowe’s sticks by full-year forecast as sales from home professionals boost business (cnbc)
  5. Dimon slams mortgage regulations for pushing rates higher, hurting lower-income homebuyers (foxbusiness)
  6. Great News DIYers: Home Depot CFO Reveals No Tariff Price Hikes (zerohedge)
  7. Home Sellers Are Dropping Prices But Buyers Aren’t Budging. What Could Change That. (barrons)
  8. QXO targets $50 billion in annual revenue, plans to double Beacon EBITDA (investing)
  9. Why Disney’s ‘Lilo & Stitch’ Is Set to Beat ‘Mission: Impossible’ at the Box Office (wsj)
  10. Streamers Are Finally Making Money. For Consumers, It’s Getting Messier. (wsj)
  11. Boeing Nears Key 737 Factory Milestone as CEO Steadies Factories (bloomberg)
  12. Boeing Stock Price Targets Are Rising. Where Shares Can Go Now. (barrons)
  13. Goldman Says Hedge Funds Cut Magnificent Seven, Bought China Stocks (bloomberg)
  14. Alibaba lands US$250 million convertible bonds deal, AI pact with selfie app giant Meitu (scmp)
  15. Alibaba and DeepSeek’s home province launches AI spending spree to become innovation hub (scmp)
  16. Nvidia’s Chief Says U.S. Chip Controls on China Have Backfired (nytimes)
  17. The AI Diffusion Rule is Over. What That Means for Trump and China. (barrons)
  18. Morgan Stanley turns bullish on most US assets, except dollar (streetinsider)
  19. For Goldman’s Trading Desk, Only Three Things Matter: CTAs, Buyback And Retail Buying (zerohedge)
  20. Options Traders Are Boosting Bearish Dollar Views to Record (bloomberg)
  21. Travel to U.S. Rebounds After Slump. It’s a Boost for These Stocks. (barrons)
  22. Never Bet Against Corporate America (zerohedge)
  23. VF Falls After Vans Owner Rushes Products to US to Beat Tariffs (bloomberg)
  24. VF earnings beat by $0.01, revenue topped estimates (investing)
  25. Canada Goose shares surge over 6% as Q4 results top estimates (investing)
  26. Canada Goose Profit Up But Withholds Guidance, Cites Tariff Uncertainty (wsj)

Be in the know. 19 key reads for Tuesday…

  1. China cuts benchmark lending rates for the first time in 7 months in Beijing’s growth push (cnbc)
  2. Alibaba, JD, and Other China Stocks Rise. What’s Giving Them a Boost. (barrons)
  3. China Banks Cut Deposit Rates to Aid Margins, Drive Spending (bloomberg)
  4. Understanding the US Housing Market in 2025: Mortgage Rates, Affordability, and Growth Trends (morningstar)
  5. Home Depot Maintains Guidance as US Spending Holds Up (bloomberg)
  6. A Third Of Russell 3000 Energy Companies Trade Below Book Value (zerohedge)
  7. Natural Gas Power Plants are Energy’s Biggest Buyout Targets (barrons)
  8. JPMorgan and Citi See European Stocks Blowing Past the US (bloomberg)
  9. Citi Sees Weaker Dollar After G-7 Meeting as US Softens Tariffs (bloomberg)
  10. Dollar set for more weakness as ‘Brand USA’ falls further out of favor (reuters)
  11. Tax Cuts Are Coming. Moody’s Warning on Debt Won’t Make a Difference. (barrons)
  12. Fundstrat’s Tom Lee: There’s not much signal in Moody’s U.S. downgrade (youtube)
  13. 5 Stocks to Buy to Profit From Trump’s Trade Deals (morningstar)
  14. Exclusive: Intel explores sale of networking and edge unit, sources say (reuters)
  15. Goldman: Biopharma Valuation Discount Hits Extreme Lows; Key Near-Term Catalysts In Focus (zerohedge)
  16. Bernstein raises Boeing stock price target to $249, maintains Outperform (investing)
  17. Retail Traders Go on Record Dip Buying Spree, Calming a Jumpy Stock Market (bloomberg)
  18. UnitedHealth Built a Giant. Now Its Model Is Faltering. (wsj)
  19. Nike Will Be the Winner If Dick’s Can Revive Foot Locker (bloomberg)