Be in the know. 19 key reads for Tuesday…

  1. Intel’s stock is so cheap compared to TSMC’s — and this analyst now says ‘buy’ (marketwatch)
  2. Intel Shows Off New Computers That Are Central to Comeback Bid (bloomberg)
  3. Intel Stock Gets an AI Upgrade. Why This Analyst Is Optimistic. (barrons)
  4. Estee Lauder jumps as analyst upgrades the stock to Strong Buy (streetinsider)
  5. Disney Says ‘Zootopia 2’ Is China’s Top Hollywood Film Ever (bloomberg)
  6. Disney Might Have a Slow Start in 2026. Don’t Dump the Stock, Analyst Says. (barrons)
  7. Big Pharma Has More Going for It Than Obesity Drugs (wsj)
  8. Housing Gets a Fresh Start. 3 Things That Will Reshape Buying and Selling. (barrons)
  9. GM posts 5.5% U.S. sales gain in 2025, Stellantis’ Jeep marks first increase in seven years (cnbc)
  10. New Car Sales Are Rising Thanks to Purchases by the Well-Off (nytimes)
  11. Chinese brands boost new car sales back above 2mn in UK (ft)
  12. Chinese Stocks Rally to Four-Year High in Strong Start to 2026 (bloomberg)
  13. Trump’s Tax Stimulus Set to Keep US Economy on Track in 2026 (bloomberg)
  14. U.S. Companies Score Wins in Global Tax Deal (wsj)
  15. Will the Stock Buyback Boom Continue in 2026? (morningstar)
  16. We Don’t Expect Changes to Our Oil Price Forecast or Fair Value Estimates from Maduro’s Ouster (morningstar)
  17. Goldman’s Bell Sees Cheaper European Stocks Luring US Investors (bloomberg)
  18. Diageo stock rating upgraded to Outperform by RBC Capital (investing)
  19. Generac acquires Sussex facility to expand commercial generator production (investing)