Be in the know. 16 key reads for Thursday…

  1. Boeing Gets a Big Order. The Stock Looks Ready to Break Out. (barrons)
  2. Defense stocks surge after Trump calls for $1.5 trillion military budget in 2027 (cnbc)
  3. Alaska Airlines orders 110 aircraft from Boeing (reuters)
  4. Intel stock jumps after unveiling next-gen AI PC processors (streetinsider)
  5. Intel stock to ramp up Panther Lake production with 70% insourcing by Q1 2026 (investing)
  6. Trump Wants to Lower Housing Costs. Here Are the Tools He Could Use. (barrons)
  7. Real estate agents say the housing market is starting to balance out (cnbc)
  8. For the first time in years, more homeowners have a 6% mortgage rate than a 3% one. That’s great news for frustrated buyers. (marketwatch)
  9. Trump Wants to Bar Wall St. Investors From Buying Single-Family Homes (nytimes)
  10. Online Holiday Spending Hit Records. AI Helped. (barrons)
  11. Goldman Sees US Consumer Powering Wider Equity Rally in 2026 (bloomberg)
  12. What last year’s hit movies tell us about Hollywood in 2026 (ft)
  13. Obesity, M&A, Biotech Resurgence: A 2026 Guide to Health Stocks (bloomberg)
  14. The AI Ate My Buyback (zerohedge)
  15. Beijing urged to let renminbi strengthen (ft)
  16. China to Approve Nvidia H200 Buying as Soon as This Quarter (bloomberg)