Be in the know. 21 key reads for Friday…

  1. Storm Poses Big Threats to Power Grids Across U.S. (nytimes)
  2. Trump Administration Taps Data Centers for Backup Power Ahead of Snowstorm (wsj)
  3. NatGas Jumps 75% As Extreme Cold, Blizzard Risks Threaten Appalachian Gas Supply (zerohedge)
  4. Disney Expects a New CEO in ‘Early 2026.’ Why It’s a Make-or-Break Call for the Stock. (barrons)
  5. Disney’s Succession Committee Closes In on Replacement for Iger (bloomberg)
  6. Intel Stock Sinks on Weak Outlook. CFO Says Chip Supply Will Improve Later This Year. (barrons)
  7. Intel price target raised to $65 from $60 at KeyBanc on foundry optimism (investing)
  8. China Tells Alibaba, Tech Firms to Prep Nvidia H200 Orders (bloomberg)
  9. China’s AI Stocks With Killer Apps are Winning Investor Favor (bloomberg)
  10. China Signals Tolerance for Stronger Yuan (wsj)
  11. Trump Administration Pushes Out Key Officials Focused on China Tech Threat (wsj)
  12. Transports Hit New Highs—A Bullish Signal for the Market (barrons)
  13. Economic boom may lift cyclicals, but S&P 500 remains AI-heavy: BofA (investing)
  14. Small Caps Notch Longest Win Streak Over S&P 500 Since 1996 (bloomberg)
  15. US Q3 GDP Revised Up to 4.4%, Highest In Two Years (zerohedge)
  16. Bernstein names Big Beautiful tax refunds winners (streetinsider)
  17. Ford and GM get US permission to set up banking units (ft)
  18. GM to move production of China-built Buick SUV to U.S. plant (cnbc)
  19. Major foreign carmakers set to stage a comeback in China this year: analysts (scmp)
  20. US Consumer Spending Rises Solidly in Back-to-Back Gains (bloomberg)
  21. UK Retail Sales Get Christmas Boost From Online Shopping (bloomberg)