Be in the know. 20 key reads for Tuesday…

  1. PayPal applies to form bank that can offer small business loans and savings accounts (cnbc)
  2. Ford Will Take $19.5 Billion Hit as It Rolls Back E.V. Plans (nytimes)
  3. Cooper-Standard Holdings Inc. (CPS) PT Raised to $43 at Stifel (streetinsider)
  4. US Homebuilder Sentiment Edges Up With Help From Incentives (bloomberg)
  5. Brad Jacobs Needs a Win on Lowe’s and Home Depot’s Turf (bloomberg)
  6. Stifel names top transport picks as supply tightening signals market bottom (investing)
  7. The Fed’s ‘dovish version of a hawkish cut’ signals shift in stock-market leadership, says Jeremy Siegel (marketwatch)
  8. Two Fed officials who rarely agree both say inflation will not be a problem going forward (marketwatch)
  9. Wall Street Sees Rare Earnings Growth Supporting S&P’s Bull Case (bloomberg)
  10. What Bears? BofA Poll Shows Sweeping Investor Optimism Into 2026 (bloomberg)
  11. Hedge ‘Big Tech’ With Defensives & Gold: Stifel Lays Out 2026’s Bull & Bear Case (zerohedge)
  12. Consumers are feeling gloomy about the economy. Here’s why they’re spending anyway (cnbc)
  13. Amazon and 9 More Stocks to Buy for 2026 (barrons)
  14. Intel Enlists Trump Official to Oversee Government Affairs (bloomberg)
  15. US Declares Energy Emergency as Cold Snap Hits Northeast (bloomberg)
  16. Chinese fintech giant Ant upgrades AI health app to tap booming eldercare, wellness demand (scmp)
  17. Xi Says “Expanding Domestic Demand Is A Strategic Move” (chinalastnight)
  18. BofA Securities raises Estee Lauder stock price target to $130 on growth plan (investing)
  19. Pfizer Sees Flat 2026 Sales as It Rebuilds Drug Pipeline (bloomberg)
  20. Hormel Foods and Forward Consumer Partners Complete Transaction to Establish Justin’s as a Standalone Company (yahoo)