Be in the know. 15 key reads for Wednesday…

  1. Alibaba creates new unit to push consumer use of its Qwen AI models (scmp)
  2. Exclusive: ByteDance, Alibaba keen to order Nvidia H200 chips after Trump green light, sources say (reuters)
  3. Alibaba names AI-lab leader Zhou Jingren as new group partner (scmp)
  4. How Trump’s U-Turn on Nvidia Chips Changes the Game for China’s AI (wsj)
  5. China, Hong Kong stocks set to gain nearly 20% in 2026, JPMorgan says (scmp)
  6. Boeing Books 777X Order Spree to Widen Lead Over Reeling Airbus (bloomberg)
  7. Airbus CEO says Boeing likely to win order race this year (reuters)
  8. Refinance demand for FHA loans jumps 24%, as homeowners seek the most savings they can (cnbc)
  9. Trump adviser Hassett: “plenty of room” for rate cuts (streetinsider)
  10. Trump Plans Final Interviews With Fed Chair Candidates in Coming Days (wsj)
  11. 3 Contrarian Investment Ideas for 2026 (morningstar)
  12. US Holiday Road Trips Expected to Hit Record as Gas Prices Crater (bloomberg)
  13. Disney Nominates Ex-Apple Operating Chief to Board in 2026 (bloomberg)
  14. Intel Gets About $163 Million Trimmed From EU Antitrust Fine (wsj)
  15. NextEra Sees a Golden Age for Power Demand—and Exxon Stock Could Gain (barrons)