Be in the know. 20 key reads for Wednesday…

  1. VF Revenue Rises, Boosted by North Face, Timberland (wsj)
  2. Vans parent VF Corp forecasts upbeat fourth-quarter revenue as demand strengthens (reuters)
  3. Boeing Sets 500-Jet Goal for 737 as ‘Shadow Factory’ Closes (bloomberg)
  4. Boeing touts progress in recovery push as free cash flow tops estimates (streetinsider)
  5. Boeing expects India, South Asia to add 3,290 jets over next 20 years (reuters)
  6. Boeing CEO Kelly Ortberg on Q4 results (youtube)
  7. UBS raises Boeing stock price target to $285 on improving cash flow (investing)
  8. How to Fix Disney: A Road Map for the Next CEO (barrons)
  9. It’s Cold Outside. And That Just Might Warm Up These Stocks. (barrons)
  10. Wild Few Weeks For NatGas. Goldman Weighs In With Post-Winter Storm Energy Commentary (zerohedge)
  11. Investors bet on ‘hot’ US economy heading into midterm elections (ft)
  12. U.S. Economy May Be Experiencing Step Up in Potential Growth, World Bank Says (wsj)
  13. Trump’s Embrace of Weaker Dollar Fuels Bets on New Downtrend (bloomberg)
  14. Trump Extends Dollar Slump — and the Buck Doesn’t Stop Here (barrons)
  15. How 2026 AI Spending Forecasts Could Reshape Big Tech Stock Performance (morningstar)
  16. This Intel executive bought the dip as the stock sank on earnings disappointment (marketwatch)
  17. China Approves Purchases of Nvidia’s H200 Chip, Easing Tension With U.S. (wsj)
  18. One year after DeepSeek, Chinese AI firms from Alibaba to Moonshot race to release new models (cnbc)
  19. DeepSeek taps Alibaba open-source AI technology to boost OCR performance (scmp)
  20. GM expects to top Ford in U.S. vehicle production as it faces up to $4 billion in tariff costs (cnbc)