Be in the know. 12 key reads for Saturday…

  1. Disney and YouTube TV Agree to Multi-Year Deal, Ending Two-Week Blackout (barrons)
  2. Generac putting ‘best foot forward’ on AI data centers: CEO (yahoo)
  3. AI Data Centers Need Juice. The Next Hot Stocks Give It. (barrons)
  4. Google plans $40 billion Texas data center investment amid AI boom (reuters)
  5. JPMorgan Sees AI Boom Driving Record $1.8 Trillion Bond Sales in 2026 (bloomberg)
  6. AI Debt Megadeals: A Lot of Risk, a Lot of Uncertainty (barrons)
  7. China’s AI models achieve 90% of U.S. performance with fraction of capex (investing)
  8. China Plans Stronger, Proactive Fiscal Policy Amid Slowdown (bloomberg)
  9. These Chinese Cities Are the Silent Engine Powering a Consumer Revival (barrons)
  10. Alibaba condemns FT report on firm’s alleged PLA ties as ‘completely false’, ‘malicious’ (scmp)
  11. Trump Implements Major Rollback of Food Tariffs (wsj)
  12. Boeing Leads for 300-Jet Dubai Order Though Airbus Still in Play (bloomberg)