Be in the know. 15 key reads for Thursday…

  1. Hormel Posts Higher Profit, Sales Amid Turnaround (wsj)
  2. Papa Johns Announces Fourth Quarter and Full Year 2025 Financial Results (papajohns)
  3. Shipping Industry Sends Strong Consumer Demand Signal For The Year (wsj)
  4. UBS Sees 20% Upside for China Stocks on Reflationary Potential (bloomberg)
  5. China holiday spending sends a strong signal on consumer stimulus plans (cnbc)
  6. Chinese AI glasses sales surge on strong demand (techinasia)
  7. Hong Kong home prices continue recovery as analysts forecast 2026 increase of at least 10% (reuters)
  8. Yuan Extends Advance to Mark Longest Winning Streak Since 2010 (bloomberg)
  9. Slowing US Shale Growth Has Fracking Companies Finding New Markets Abroad (bloomberg)
  10. Lamborghini abandons full EVs, pivots to hybrids. Here’s why (usatoday)
  11. US probably shed jobs last year, top Federal Reserve official says (ft)
  12. Trump Proposed a New Retirement Plan With Up to a $1,000 Match. How Might It Work? (nytimes)
  13. AI Doom Overstated: Citadel Says Historical Precedent Suggests Slow Adoption, Economic Resilience (zerohedge)
  14. Markets Didn’t Need Citrini’s AI Dystopia. They’ve Feared New Tech for Decades. (barrons)
  15. Why Nvidia’s Huge Numbers Don’t Settle the Latest AI Fears (wsj)