Be in the know. 17 key reads for Friday…

  1. How Warren Buffett Did It (theatlantic)
  2. Disney Stock Is This Analyst’s Top Media Pick. Why It Can Bounce Back. (barrons)
  3. EV Sales Growth Is Slowing. Are Hybrids the Solution? (bloomberg)
  4. Boeing, Waste Management, and Other Bargain Stocks Beyond the Megacaps (barrons)
  5. Boeing Taps Anduril in Bid For Army’s Cruise Missile Interceptor (bloomberg)
  6. Small-Cap Stocks Are Winners. Let the Good Times Keep Rolling. (barrons)
  7. Waller had a ‘strong interview’ for Fed chair with Trump as president appears to turn focus to job market (cnbc)
  8. Jobs Could Soon Replace Prices as Focus of Anxiety (wsj)
  9. US Core CPI Eases to Four-Year Low in Shutdown-Hit Report (bloomberg)
  10. Bessent Forecasts ‘Substantial’ Tax Refunds, Real Wage Increases Next Year (zerohedge)
  11. Yardeni sees rotation away from Magnificent 7 weighing on Santa rally prospects (streetinsider)
  12. At Goldman and Citadel Securities, the Santa Rally Has Believers (bloomberg)
  13. Generac stock rating upgraded by Wells Fargo on data center growth (investing)
  14. Data center deals hit record $61 billion in 2025 amid construction frenzy (cnbc)
  15. Need for speed: Alibaba ramps up China instant commerce push with Cainiao and Tmall tie-up (scmp)
  16. Needham raises VF Corp stock price target to $21 on cold weather boost (investing)
  17. FedEx Reports Higher Second-Quarter Revenue as Package Volumes Rise (wsj)