Be in the know. 17 key reads for Thursday…

  1. Estée Lauder Raises Outlook in Sign CEO’s Turnaround Paying Off (bloomberg)
  2. Estee Lauder raises annual profit forecast on improving China sales (reuters)
  3. From chatbots to replays: Alibaba rolls out AI suite for 2026 Winter Olympics (scmp)
  4. Why International Stocks May Win Gold Again in 2026 (morningstar)
  5. Behind Disney’s Search for a Lasting Successor to Bob Iger (wsj)
  6. Home Buyers Finally Catch a Break (wsj)
  7. GXO accelerates aerospace & defence expansion with BAE Systems renewal in UK (gxo)
  8. ADP Employment Report Confirms ‘No Hire, No Fire’ Labor Market (zerohedge)
  9. Kevin Warsh channels Alan Greenspan in AI productivity bet (ft)
  10. Boeing to Cut About 300 Defense Supply-Chain Jobs (bloomberg)
  11. Canada Goose Profit Slips on Higher Costs (wsj)
  12. Dental sector may steady in 2026, but full recovery remains distant, analysts say (reuters)
  13. Google Plans to Double Spending Amid A.I. Race (nytimes)
  14. Trillion-Dollar Tech Wipeout Ensnares All Stocks in AI’s Path (bloomberg)
  15. From Mag 7 Slides to Software Selloffs: Has the AI Reckoning Arrived? (bloomberg)
  16. Four Biotechs Hit US IPO Market as Sector Prospects Brighten (bloomberg)
  17. ’700 miles of range’: What Ford and Ram replaced their EV pickups with (cnbc)