Be in the know. 12 key reads for Monday…

  1. The power crunch threatening America’s AI ambitions (ft)
  2. America’s AI dominance depends on winning the ‘power race’ against China, energy expert warns (foxbusiness)
  3. JPMorgan upgrades Generac stock to Overweight on data center potential (investing)
  4. BlackRock bets on ‘pick and shovel’ trade, singling out clear winners in AI spending spree (cnbc)
  5. Bessent says U.S. will finish the year with 3% GDP growth, sees ‘very strong’ holiday season (cnbc)
  6. Ad Spend to Grow More Than Expected in 2025 as Tariffs Sting Less and AI Gives a Leg Up (wsj)
  7. Research Veteran Yardeni Ends 15-Year Tech Bet With Underweight Mag 7 Call (bloomberg)
  8. Stock Market’s 2025 Laggards See Revival in Year’s Final Stretch (bloomberg)
  9. China Politburo Makes Boosting Domestic Demand Top Goal in 2026 (bloomberg)
  10. Disney’s Next $1 Billion Movie Surprised Everyone (movieweb)
  11. Trump Tasks Top Advisers With Finding Way to Lower Soaring Beef Prices (wsj)
  12. Former NY Fed Repo Guru: Powell Will Announce $45 Billion In Bill Purchases On Wednesday (zerohedge)