Be in the know. 16 key reads for Friday…

  1. Advance Auto Swings to a Profit Amid Store Closures (wsj)
  2. Cooper Standard Reports Strong Fourth Quarter Cash Flow Despite Industry Disruption; Continued Margin Expansion and Positive Cash Flow Highlight Full Year 2025 Results (cooperstandard)
  3. Energy is firmly in a rotational bull market, BofA says (streetinsider)
  4. The 21% Surge in Oil Stocks Is Making Analysts Bullish on 2026 (bloomberg)
  5. Energy is the best-performing sector in the S&P 500 so far this year — and it’s not just because of the rise in oil prices (marketwatch)
  6. As Tech Struggles, Dividend Stocks Step Back Into the Limelight (morningstar)
  7. Amazon Joins Microsoft in Bear Market. Why Mag 7 Stocks Are Struggling. (barrons)
  8. In a Broader Rally, Tech Can Still Win—But Maybe Not Dominate (barrons)
  9. Home Sales Fell Off a Cliff in January. Why That Could Change Soon. (barrons)
  10. Prices, pipelines and patent cliffs: Inside pharma’s big reset (cnbc)
  11. Sabre, PayPal, and Mindtrip Partner To Deliver the Industry’s First End-to-End Agentic AI Experience for Travel (paypal)
  12. Average tax refund is up 22%, Bessent says — what filers can expect this season (cnbc)
  13. Warsh Likes It Hot, And Will Move The Fed’s Inflation Target To 2.5-3.5% (zerohedge)
  14. Robovan Firm Zelos’s Tech Ambitions Get Boost From Alibaba Deal (wsj)
  15. BofA Says Anything-But-Dollar Trade to Lift International Assets (bloomberg)
  16. Donald Trump plans to roll back tariffs on metal and aluminium goods (ft)