Be in the know. 15 key reads for Monday…

  1. Disney’s Streaming Profit Surges as CEO Decision Approaches (wsj)
  2. Disney Tops Forecasts on Record Park Sales Ahead of CEO Pick (bloomberg)
  3. Disney Is Close to Picking Parks Chief D’Amaro as Next CEO (bloomberg)
  4. The Housing Market Is Swinging Toward Buyers (wsj)
  5. Saying You Want to Shrink the Fed Is One Thing. Doing It Is Another. (wsj)
  6. Oil and gas exploration back on Europe’s agenda, says Energean chief (ft)
  7. Global factory activity improves on growing demand (reuters)
  8. Alibaba’s Qwen ramps up AI app race with Spring Festival giveaway blitz (scmp)
  9. China’s Weak 2026 Start Bolsters Case for Early Policy Easing (bloomberg)
  10. China AI Deals Push Hong Kong Listings to Busiest Start of the Year (bloomberg)
  11. Move Fast, but Obey the Rules: China’s Vision for Dominating A.I. (nytimes)
  12. Emerging market stocks rally appears intact after buoyant January inflows (reuters)
  13. The $3 Trillion AI Data Center Build-Out Becomes All-Consuming For Debt Markets (bloomberg)
  14. Oracle Plans to Raise Up to $50 Billion for AI Infrastructure Buildout (wsj)
  15. Nvidia’s Jensen Huang urges TSMC to expand capacity amid AI chip crunch (scmp)