Be in the know. 16 key reads for Wednesday…

  1. Goldman Strategists See US Stocks Lagging All Peers Next Decade (bloomberg)
  2. Alibaba’s Singles Day Sees Consumers, Brands Turn to AI (yahoo)
  3. 2 Mortgage Overhauls That Could Unchain Home Sales (barrons)
  4. Mortgage demand from homebuyers hits highest level since September, despite rising interest rates (cnbc)
  5. Data centres to drive energy storage ‘boom cycle’ in next five years, UBS says (reuters)
  6. Oil and Gas Demand Could Grow Until 2050, IEA Says (wsj)
  7. U.S. Natural Gas Settles At Multi-Year High (wsj)
  8. Trump Admin Expands Oil & Gas Drilling In Gulf Of America, Eyes Alaska Next (zerohedge)
  9. Boeing’s 777x Takes a Step Ahead, Report Says. What It Means for the Stock. (barrons)
  10. Boeing keeps up strong delivery pace in October (reuters)
  11. Inside Disney’s CEO Search: Succession Plan and Bob Iger’s 2026 Exit (wsj)
  12. PayPal re-launches in the UK after nearly two years (reuters)
  13. Global EV sales growth hits 23% in October, research firm says (reuters)
  14. BofA lists 16 stock opportunities away from AI (streetinsider)
  15. The AI Boom Is Looking More and More Fragile (wsj)
  16. Oracle Is First AI Domino To Fall After Barclays Downgrades Its Debt To Sell (zerohedge)