Be in the know. 21 key reads for Wednesday…

  1. Disney Names Josh D’Amaro as Next C.E.O. (nytimes)
  2. Disney’s Future Now Depends on the Ultimate Theme Park Insider (wsj)
  3. Disney’s Next C-Suite Task Is Keeping Dana Walden in the Empire (bloomberg)
  4. Why Disney Is Betting $60 Billion on This Secret Team (wsj)
  5. Disney Chairman James Gorman: ‘Strategically, there’s nothing wrong with this company’ (youtube)
  6. Bob Iger’s Second Time as CEO Wasn’t Great for the Stock. He Still Leaves Behind A Strong Legacy. (barrons)
  7. PayPal bulls set to win big as spooked investors ‘puke in the hole’: Analyst (yahoo)
  8. Intel CEO says company will make GPUs, popularized by Nvidia (reuters)
  9. Intel CEO Says There’s ‘No Relief’ on Memory Shortage Until 2028 (bloomberg)
  10. Boeing expects to start delivering improved 787 Dreamliners in first half (reuters)
  11. Homebuilders Working On Massive Program To Build Up To 1 Million “Trump Homes” To Boost Affordability (zerohedge)
  12. Toyota plans 30% boost to 2026 hybrid vehicle output by 2028, Nikkei says (reuters)
  13. Automakers in China roll-out longer-term financing plans to spur demand (reuters)
  14. Top China Official Vows to Boost Consumption to Overhaul Economy (bloomberg)
  15. China Stock Rally Draws 4.9 Million Retail Accounts in January (bloomberg)
  16. Wall Street’s Rotation Into Value Has a Dot-Com Warning to It (bloomberg)
  17. Once the Hottest Bet on Wall St., Private Credit Has Started to Crack (nytimes)
  18. Real Estate Has Been Terrible. It Might Soon Be Less Bad. (barrons)
  19. Texas Grid Shows How Batteries Can Help Avoid Winter Blackouts (bloomberg)
  20. Stanley Black & Decker Q4 earnings beat, revenue falls short of estimates (investing)
  21. Barclays upgrades NOV stock rating to Equalweight on new CEO vision (investing)