Be in the know. 20 key reads for Wednesday…

  1. Ford reports best annual U.S. vehicle sales since 2019 (cnbc)
  2. What QXO’s $1.2 billion investment means for the fragmented building materials industry (housingwire)
  3. Fed’s Miran Says More Than Full Point of Cuts Needed in 2026 (bloomberg)
  4. AI ‘Fatigue’ Leaves Investors Focused on S&P’s Other 493 Stocks (bloomberg)
  5. Fund managers prepare for ‘reckoning’ in US tech sector (ft)
  6. The Start of Something Huge? Goldman Sees 20% Upside in China (zerohedge)
  7. China Stock Volume Jumps in Sign 2026 Rally Has Further to Run (bloomberg)
  8. Alibaba’s Amap muscles up on ‘world models’ in push beyond text-based AI (scmp)
  9. 2026 Consumer Subsidies Support Markets (chinalastnight)
  10. Nvidia CEO Says Chinese Demand for Its AI Chips Is ‘Quite High’ (wsj)
  11. Albemarle Stock Soars. It’s the Robots. (barrons)
  12. Baird upgrades Albemarle stock rating to Outperform on lithium price surge (investing)
  13. A Consumer-Spending Shift Is Coming. 11 Stocks to Benefit. (barrons)
  14. “S&P is higher in nearly 9 out of 10 years when GDP is growing; bull markets usually end with hikes, not cuts.” (zerohedge)
  15. These 3 Sectors Look Too Cheap to Ignore in 2026 (barrons)
  16. Mobileye to Buy Humanoid Robot Maker Mentee for $900 Million (bloomberg)
  17. Goldman Sachs Warns US Grids Face Power Crunch by 2030 (bloomberg)
  18. Big Pharma race to snap up biotech assets as $170 billion patent cliff looms (cnbc)
  19. Advance Auto Parts to launch new oil and fluids brand ARGOS (investing)
  20. Boeing stock price target raised to $277 by Bernstein SocGen (investing)