Be in the know. 21 key reads for Thursday…

  1. Exclusive: GXO CEO Patrick Kelleher on AI, M&A, and why co is not for sale (investing)
  2. GXO Logistics stock price target raised to $70 from $65 at Truist Securities (investing)
  3. The Worst May Be Over for Housing. Building-Supplies Firm QXO Bets on a Rebound. (barrons)
  4. This home-generator maker is shifting focus to AI data centers, and the stock is soaring (marketwatch)
  5. Generac Rises on 2026 Margin Guidance, Data Center Prospects (bloomberg)
  6. Electricity Demand Is Surging, The Grid Isn’t Ready: IEA (zerohedge)
  7. US energy secretary seeks ‘flood of investment’ in Venezuela (ft)
  8. Energy Stocks Are Winning 2026. Why They Could Keep Going. (barrons)
  9. Why renewables companies are embracing natural gas (ft)
  10. Boeing sees significant supply chain quality gains (reuters)
  11. ‘Old Economy’ Is Hot Again, Propelled by Data and AI Backlash (bloomberg)
  12. Baxter forecast 2026 profit below estimates (reuters)
  13. Healthcare Jobs Have Become the Engine of America’s Labor Market (wsj)
  14. Ford Planning Five Models Under $40,000 in Affordability Push (bloomberg)
  15. Alibaba’s Qwen tops 120 million orders in 6 days amid China’s AI shopping battle (scmp)
  16. Big Tech’s Spending Spree Is About Far More Than Capex (barrons)
  17. Big Tech Accounting Creates a Blind Spot in the AI Boom (wsj)
  18. The Best Companies to Own: 2026 Edition (morningstar)
  19. Fed’s Miran Says Rate Cuts Still Possible Following Strong Jobs Report (wsj)
  20. Federal Deficit Shrinks for the Fourth Straight Month (barrons)
  21. Warsh May Not Be the Hawk Wall Street Expects (bloomberg)