Be in the know. 9 key reads for Monday…

  1. Riskier Small Caps Seen Outperforming in 2026 on Growth Outlook (bloomberg)
  2. Investors Are Buying More Than Just AI. That’s Good News. (barrons)
  3. Goldman Desk: “The Forceful Rotation Below The Surface Has Been A Shock For Many Portfolios” (zerohedge)
  4. Bessent expects taxpayers will see ‘very large’ tax refunds early next year (foxbusiness)
  5. Trump says Kevin Warsh is at top of Fed chair candidate list, president should be consulted on rates (cnbc)
  6. CEOs to Keep Spending on AI, Despite Spotty Returns (wsj)
  7. ‘Zootopia 2’ Overtakes ‘Lilo & Stitch’ to Become 2025’s Highest Grossing Movie With $1.13 Billion (variety)
  8. Role reversal: Meta adopts Qwen as Chinese AI becomes industry foundation (scmp)
  9. GXO Announces Brad Jacobs Will Step Down as Non-Executive Chairman (gxo)