Be in the know. 17 key reads for Wednesday…

  1. These Diversification Strategies Are Winning in 2026 (morningstar)
  2. Weekly mortgage demand surged 11% higher last week, as rates sat near 4-year low (cnbc)
  3. Fed’s Williams Says Cooling Inflation Could Allow for Future Rate Cuts (wsj)
  4. Homeowners Stay Put for 12 Years, Stifling the US Housing Market (bloomberg)
  5. Visualizing Data Center Power Surge Before White House Meets With Big Tech (zerohedge)
  6. Big Tech’s Deals for AI Data-Center Power Present Accounting Questions (wsj)
  7. Why American Frackers Aren’t Rushing to Pump More Oil (wsj)
  8. Intel Names Barratt as Its Next Chairman, Replacing Frank Yeary (bloomberg)
  9. China Signals Stability in US Ties Before Xi-Trump Summit (bloomberg)
  10. What to Watch as China Leaders Hash Out Plan for Economic Growth (bloomberg)
  11. Alibaba AI Whiz Who Warned of US-China Tech Gap Steps Down (bloomberg)
  12. Bessent says global 15% tariff starts this week, move back to prior rates within 5 months (cnbc)
  13. Volvo Car to Increase Production of New Electric SUV to Meet Strong Demand (wsj)
  14. Blackstone’s Gray: Market ‘noise’ fueled record redemptions from world’s largest private credit fund (cnbc)
  15. Etsy at Morgan Stanley Conference: Growth and Innovation (investing)
  16. Disney secures new $5.25 billion short-term credit line (reuters)
  17. Top SMID Cap Stocks for Dividend Growth and Free Cash Flow (investing)