Be in the know. 15 key reads for Friday…

  1. Estée Lauder driving growth with new brands, global focus (reuters)
  2. The one thing people are still buying? Beauty products, and Ulta just proved it. (marketwatch)
  3. Luxury Stocks Set for Revival in 2026 After Rollercoaster Year (bloomberg)
  4. Fidelity Sees Emerging Markets Gaining From Weak Dollar in 2026 (bloomberg)
  5. Stellantis CEO says hybrids are a top priority for the US market (reuters)
  6. Making Cars More Affordable Again (wsj)
  7. Here’s How Much Trump’s CAFE Standards Rollback Could Save You on Your Next Car (barrons)
  8. Once a Gamble in the Desert, Electric Grid Batteries Are Everywhere (nytimes)
  9. Albemarle stock rating upgraded by UBS on lithium market deficit forecast (investing)
  10. US Plans More Stakes in Minerals Companies, Trump Official Says (bloomberg)
  11. Citadel’s Apex Said to Buy US Gas Assets from Comstock, Azul (bloomberg)
  12. Intel’s Turnaround Earns Our 1st ‘Chart of the Week’ Spotlight (barrons)
  13. The Biotech Industry Is Healthier Than Investors Think. These Are the Stocks to Watch. (barrons)
  14. China’s AI Awakening: A Coiled Market Ready to Rip (zerohedge)
  15. OpenAI Faces $140 Billion In Losses Before It Turns $1 In Profit (zerohedge)