Be in the know. 19 key reads for Wednesday…

  1. QXO to Buy Kodiak Building for $2.25 Billion (wsj)
  2. Boeing Mapping Plans To Hike 737 Jet Production to Record Rate (bloomberg)
  3. Boeing opens year with busy January for deliveries and orders (reuters)
  4. The U.S. Is Awash in Natural Gas, but American Factories Still Can’t Get Enough (wsj)
  5. PayPal at Crossroads as Another New CEO Hired for Turnaround (bloomberg)
  6. GXO Reports Fourth Quarter and Full Year 2025 Results (gxo)
  7. Generac Reports Fourth Quarter and Full-Year 2025 Results (generac)
  8. Estée Lauder Files Lawsuit Against Walmart Alleging Sales of Counterfeit Products (wsj)
  9. Ford’s rosier outlook for the year is reason for optimism on Wall Street (marketwatch)
  10. Ford Aluminum Supplier Expects Fire-Damaged Plant to Be Repaired in June (wsj)
  11. Jack Ma-Backed Ant Bets on AI Health in $69 Billion Sector Race (bloomberg)
  12. Alibaba launches new AI model to power robots (streetinsider)
  13. China Stocks Win Most MSCI Index Additions in Nearly Three Years (bloomberg)
  14. 25% Growth (!) EM Just Got Even Louder (zerohedge)
  15. Why small caps belong in your portfolio (ft)
  16. US issues license facilitating oil, gas exploration and production in Venezuela (reuters)
  17. Sector Rotation Is Picking Up—but Big Tech Still Dominates the S&P 500 (barrons)
  18. The Right Fix for Affordable Housing Finally Hit Congress (bloomberg)
  19. Disney Raises $4 Billion in Its First Bond Sale Since 2020 (bloomberg)