Be in the know. 21 key reads for Thursday…

  1. Big Tech’s AI power needs left a Jerry Jones-backed Texas gas giant sitting on the ‘holy grail’ of supply (yahoo)
  2. US LNG producers ink near record contract volumes, even as fees climb (reuters)
  3. Want AI? BofA says buy these 2 non-tech sectors (streetinsider)
  4. GXO Eyes Expansion as Tariffs Bolster Demand for Foreign Trade Zones (wsj)
  5. Jefferies raises GXO Logistics stock price target to $68 on strong medium-term outlook (investing)
  6. GXO Logistics stock rating upgraded by Deutsche Bank on European exposure (investing)
  7. Albemarle’s cost cuts, steady volumes fuel smaller loss amid weak lithium prices (reuters)
  8. Honda bets on hybrids with lighter platform for next-generation models (reuters)
  9. 2026 Subaru SUV lineup adds Trailseeker and Uncharted as brand triples EV offerings (usatoday)
  10. Cooper-Standard CFO Banas buys shares worth $29,083 (investing)
  11. Homebuilders Bet on 1% Mortgage Rates to Wake Up US Buyers (bloomberg)
  12. Disney Signs DraftKings as ESPN’s New Sports-Betting Partner (bloomberg)
  13. PC Chips Are Making a Big Comeback. How to Play It. (barrons)
  14. Alibaba’s ‘instant commerce’ bet pays off as Taobao attracts over 100 million new non-food orders (scmp)
  15. China’s MSCI Presence Grows for First Time Since Early 2024 (bloomberg)
  16. Exclusive: China bans foreign AI chips from state-funded data centres, sources say (reuters)
  17. Nvidia’s Jensen Huang says China ‘will win’ AI race with US (ft)
  18. Diageo cuts sales and profit forecast on lower US and China demand (ft)
  19. Canada Goose misses quarterly sales estimates on softening demand (reuters)
  20. AI, Cost Cuts Fuel the Most October Layoffs in US Since 2003 (bloomberg)
  21. BofA’s clients were near-record net sellers of U.S. stocks last week (streetinsider)