Be in the know. 17 key reads for Wednesday…

  1. US Natural Gas Jumps Over 50% This Week as Freeze Takes Hold (bloomberg)
  2. Intel Stock Rises Again After Upgrades. Why Wall Street Is Warming to It. (barrons)
  3. Intel’s stock pops as it finds a growing chorus on Wall Street (marketwatch)
  4. Intel results to spotlight turnaround efforts as AI data centers boost chip demand (reuters)
  5. Chinese tech giants enter the ‘agentic commerce’ race as AI reshapes super apps (cnbc)
  6. Chinese Stocks Rally on Growing Tech Bets, Defying Global Selloff (bloomberg)
  7. Alibaba Teams With China’s Nuclear Leader to Power AI Expansion (bloomberg)
  8. Beijing outlines tech push with focus on AI, 6G, humanoid robots (scmp)
  9. Bessent Projects 5% GDP Growth, Double That of Leading Forecasts (barrons)
  10. Trump claims he will issue $2,000 ‘tariff dividend’ without Congress (investing)
  11. Trump Outlines Next Steps for Housing Investor Ban (wsj)
  12. Morgan Stanley sees improving fundamentals driving small-cap outperformance (investing)
  13. Retail Remains Active; Citadel’s Equity Strategy Head Sees Breadth & Real-Economy Exposure As Key Bullish Drivers In Q1 (zerohedge)
  14. Ford pushes affordable EVs despite major strategy shift (usatoday)
  15. Boeing Shares Finally Recoup Losses From 2024 Midair Fiasco (bloomberg)
  16. January Fund Managers Survey Finds Investors Most Bullish Since July 21, Least Hedged In 8 Years (zerohedge)
  17. Nvidia CEO Says AI Needs More Investment in Defiance of Bubble Fears (wsj)