Category: What I’m Reading Today

Be in the know. 16 key reads for Saturday…

  1. Papa Johns hopes this nostalgia-inducing pizza brings people back (cnnbusiness)
  2. Protein With a Side of Protein: Restaurants Change Up Menus to Lure Customers (wsj)
  3. Vans Is ‘Starting to Deliver’ on Turnaround Strategy, VF CEO Says (wwd)
  4. ‘We’ll save the world from cancer’: Inside Pfizer CEO’s $23 billion post‑COVID bet on oncology (fortune)
  5. Iger Has Told Associates He Plans to Leave CEO Role Before Contract Expires (wsj)
  6. Hedge Funds Rush Into Bullish Oil Bets Amid Iran Risk, US Freeze (bloomberg)
  7. Oil prices unexpectedly score first monthly gain in half a year. So what’s the next move for OPEC+? (marketwatch)
  8. ‘Zero. Zip. Nada.’ Waller says Fed should have cut interest rates because of no new jobs (marketwatch)
  9. Fed’s Bowman Says Officials Can ‘Afford to Take Time’ With Cuts (bloomberg)
  10. Stanley Druckenmiller says Kevin Warsh is not a permanent policy ‘hawk’ (ft)
  11. Wall Street analysts weigh Warsh (ft)
  12. Weaker dollar plus resilient U.S. growth fuel bullish outlook, Barclays says (streetinsider)
  13. Visa and American Express Results Point to a Strong Holiday Season for Retailers (barrons)
  14. The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice (wsj)
  15. Boeing reaches labor deal with former Spirit AeroSystems white-collar workers (reuters)
  16. Boeing secures $2.8 billion contract for South Korean F-15 upgrades (investing)

Be in the know. 15 key reads for Friday…

  1. Kevin Warsh, a Fed Insider-Turned-Critic, Is Trump’s Choice for Chair (wsj)
  2. Trump Picks Warsh as Chair to Bring ‘Regime Change’ to the Fed (barrons)
  3. Why Warsh is ‘hard to pin down’ on monetary policy (marketwatch)
  4. Alibaba AI chip push hits 100,000 mark, beating local rival Cambricon: sources (scmp)
  5. China tech giants ByteDance and Alibaba to ramp up AI infrastructure efforts (scmp)
  6. Emerging markets make roaring start to 2026 as dollar slides (ft)
  7. Hong Kong Economy Grows Most Since 2021 as Trade and IPOs Surge (bloomberg)
  8. Hedge Fund Investors Renew China Appetite as US Interest Wanes (bloomberg)
  9. US Urges China to Let ‘Substantially Undervalued’ Yuan Rise (bloomberg)
  10. Hong Kong Hits 4-Year High & Other News You Won’t Read Elsewhere! (chinalastnight)
  11. Can This Man Break Disney’s Succession Curse? (nytimes)
  12. Venezuelan Lawmakers Approve Sweeping Overhaul of Oil Sector (nytimes)
  13. Florida Is Giving Housing Optimists Reason to Buzz Again (bloomberg)
  14. Diageo East Africa’s Six-Month Profit Jumps 38% on Lower Costs (bloomberg)
  15. Democrats, White House Strike Deal to Avert Shutdown (barrons)

Be in the know. 19 key reads for Thursday…

  1. Oil climbs above $70 as US-Iran tensions rise (ft)
  2. Alibaba Teams Up With Zelos on $2 Billion Robovan Business (wsj)
  3. Alibaba’s T-Head unit unveils details of AI chip designed to rival Nvidia’s GPUs (scmp)
  4. Hong Kong Rises As Foreign Investors Return (chinalastnight)
  5. China luxury market forecast to rebound in 2026, Bain says (reuters)
  6. Exclusive | US envoy to China says progress on agreements, Boeing deal among signs of better ties (scmp)
  7. Boeing Stock Falls Again. But There Is Cash Flow Potential. (barrons)
  8. Air India to Order 30 Boeing Max Jets as Travel Demand Surges (bloomberg)
  9. Intel shares rise on reports of Nvidia, Apple manufacturing deals (streetinsider)
  10. Intel stock price target raised to $66 by Tigress Financial on AI momentum (investing)
  11. Big tech’s $680bn buy-now-book-later problem (ft)
  12. Meta sees higher than anticipated 2026 capex of up to $135 billion (streetinsider)
  13. Microsoft’s Earnings Surge Is Overshadowed by Data-Center Spending (wsj)
  14. SPX Stuck While The Rest Of The World Melts Up (zerohedge)
  15. Diesel Poised to Rise as Grids Look to Deploy Backup Generators at Data Centers (bloomberg)
  16. A Weaker Dollar Has Always Been Part of Trump’s Plan (wsj)
  17. Look beyond the S&P 500 at this group of stocks that is less pricey, and less concentrated (marketwatch)
  18. Pharma Stocks Are Close to Breaking Out. Earnings Could Set Them Free. (barrons)
  19. What tariffs? Toyota hits record sales in 2025, despite Trump’s auto levies (cnbc)

Be in the know. 20 key reads for Wednesday…

  1. VF Revenue Rises, Boosted by North Face, Timberland (wsj)
  2. Vans parent VF Corp forecasts upbeat fourth-quarter revenue as demand strengthens (reuters)
  3. Boeing Sets 500-Jet Goal for 737 as ‘Shadow Factory’ Closes (bloomberg)
  4. Boeing touts progress in recovery push as free cash flow tops estimates (streetinsider)
  5. Boeing expects India, South Asia to add 3,290 jets over next 20 years (reuters)
  6. Boeing CEO Kelly Ortberg on Q4 results (youtube)
  7. UBS raises Boeing stock price target to $285 on improving cash flow (investing)
  8. How to Fix Disney: A Road Map for the Next CEO (barrons)
  9. It’s Cold Outside. And That Just Might Warm Up These Stocks. (barrons)
  10. Wild Few Weeks For NatGas. Goldman Weighs In With Post-Winter Storm Energy Commentary (zerohedge)
  11. Investors bet on ‘hot’ US economy heading into midterm elections (ft)
  12. U.S. Economy May Be Experiencing Step Up in Potential Growth, World Bank Says (wsj)
  13. Trump’s Embrace of Weaker Dollar Fuels Bets on New Downtrend (bloomberg)
  14. Trump Extends Dollar Slump — and the Buck Doesn’t Stop Here (barrons)
  15. How 2026 AI Spending Forecasts Could Reshape Big Tech Stock Performance (morningstar)
  16. This Intel executive bought the dip as the stock sank on earnings disappointment (marketwatch)
  17. China Approves Purchases of Nvidia’s H200 Chip, Easing Tension With U.S. (wsj)
  18. One year after DeepSeek, Chinese AI firms from Alibaba to Moonshot race to release new models (cnbc)
  19. DeepSeek taps Alibaba open-source AI technology to boost OCR performance (scmp)
  20. GM expects to top Ford in U.S. vehicle production as it faces up to $4 billion in tariff costs (cnbc)

Be in the know. 19 key reads for Tuesday…

  1. Boeing’s quarterly sales jump 57% as CEO says there’s ‘a lot to be optimistic about’ (cnbc)
  2. Boeing Cash, Sales Rise After Most Jet Deliveries Since 2018 (bloomberg)
  3. US core capital goods orders rise for fifth straight month, boosting economic outlook (reuters)
  4. Asia markets seeing ‘unbelievable’ rush of capital, driving equity rallies and IPO frenzy (cnbc)
  5. A Year After the DeepSeek Crash, Markets Face a New Chinese AI Threat (barrons)
  6. China’s Alibaba, Moonshot claim latest flagship AI models challenge OpenAI, Google (scmp)
  7. Alibaba’s Qwen-3 becomes one of world’s first AI models to operate in orbit (scmp)
  8. Emerging Markets Expected to Outperform This Year Despite Global Volatility (barrons)
  9. Stock Rotation Finally Holds as Wall Street Chases New Leaders (bloomberg)
  10. Big Tech’s borrowing spree raises fears of AI risks in US bond market (ft)
  11. Deep Freeze Sends U.S. Natural-Gas Prices Soaring (wsj)
  12. Power Outages Could Rise as Freezing Temperatures Persist (nytimes)
  13. Europe Car Sales Rise for Third Consecutive Year on EV Gains (bloomberg)
  14. GM Stock Jumps on Solid 2026 Outlook and Dividend Hike (barrons)
  15. New banks from Ford and GM aim to ease car loan stress (usatoday)
  16. Trump’s High-Stakes Bid to Dole Out $100 Billion More in Tax Refunds (wsj)
  17. Netflix, Visa and 7 Other U.S. Stocks to Ride the International Stock Rally (barrons)
  18. Goldman Says Market Most Risk-On Since 2021 on Global Growth (bloomberg)
  19. JPMorgan maintains Overweight rating on Walt Disney stock ahead of earnings (investing)

Be in the know. 12 key reads for Monday…

  1. JPMorgan and Goldman See US Earnings Broadening Beyond Big Tech (bloomberg)
  2. Is Small Beautiful Again in the Stock Market? (wsj)
  3. After stock market roared in 2025, a 2026 ‘miracle’ awaits for those with patience (nypost)
  4. UBS sees 2026 marked by a broadening global stock rally (streetinsider)
  5. Hartnett: The 4Ps Behind “Long Detroit, Short Davos” (zerohedge)
  6. Natural-gas futures are surging again, even after last week’s historic surge (marketwatch)
  7. US oil capital Houston buzzes as industry limbers up for Venezuela oil rush (reuters)
  8. More than 1 million Americans lose power as monster winter storm sweeps across the US (foxbusiness)
  9. Disney’s Surprise Box-Office Champion is ‘Zootopia 2,’ Thanks to China (wsj)
  10. Stanley Black & Decker Announces Board Leadership Changes and Appoints Shane M. O’Kelly as Director (stanley)
  11. Boeing 737 production increase plans likely to overshadow expected fourth-quarter loss (reuters)
  12. Drugmakers turn to AI to speed trials, regulatory submissions (reuters)

Be in the know. 11 key reads for Sunday…

  1. DEWALT® Unveils the World’s First Downward Drilling, Fleet-Capable Robot to Accelerate Data Center Construction (stanley)
  2. Homebuying and Selling Activity Show Signs of Life Amid Lower Mortgage Rates (redfin)
  3. Brad Jacobs Celebrates New Book as QXO Secures $3B War Chest (roofingcontractor)
  4. Why the beauty industry is booming (economist)
  5. Small-Cap Stocks Are Flashing the Anti-Recession Signal (inc)
  6. EV Giant BYD Aims to Sell 1.3 Million Cars Outside China in 2026 (bloomberg)
  7. Volvo Proposes 100-Mile Plug-in Hybrids as a ‘Bridge’ for Drivers with EV Range Anxiety (thedrive)
  8. Alibaba-backed startup Moonshot AI’s valuation is up $500 million, sources say, after its rivals IPO in Hong Kong (cnbc)
  9. Did everyone forget about DeepSeek? What Wall Street is getting wrong about Chinese AI. (marketwatch)
  10. Snowstorm leaves hundreds of thousands without power across US (ft)
  11. US Pushes for Quickest Fixes to Boost Venezuela Oil Output (yahoo)

Be in the know. 11 key reads for Saturday…

  1. The Best Bets for Investors Require a Strong Stomach (morningstar)
  2. Here’s why Goldman says the “quiet outperformance” of value stocks should continue (investing)
  3. US investment-grade credit spreads reach lowest level this century (ft)
  4. Bigger Tax Refunds Are Coming. Which Retailers Gain the Most. (barrons)
  5. US Consumer Sentiment Reaches Five-Month High in Broad Gain (bloomberg)
  6. Bracken Darrell Joins “How Leaders Lead” Podcast with David Novak (vfc)
  7. Intel says it has two prospective customers for 14A — expects to hear about commitments in second half of 2026 (tomshardware)
  8. China tech seen as dollar hedge, with focus on earnings, Fed (reuters)
  9. Alibaba, Baidu’s IPO plans for AI chip design units heighten China’s self-reliance drive (scmp)
  10. Massive Storm Will Test Power Grids Across US This Weekend (bloomberg)
  11. US Commerce-aided foreign contracts jump to $244 billion in 2025 on Boeing order gains (reuters)

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)

Be in the know. 19 key reads for Thursday…

  1. Alibaba Stock Gains. How It Plans to Rival Nvidia on AI Chips. (barrons)
  2. Alibaba Is Said to Plan IPO for AI Chipmaking Unit T-Head (bloomberg)
  3. Google study finds DeepSeek, Alibaba AI models mimic human collective intelligence (scmp)
  4. Growth Stocks Shine On Policy Support (chinalastnight)
  5. Intel Stock Surges to 4-Year High Ahead of Earnings. Why Optimism Is Growing. (barrons)
  6. PayPal to Acquire Cymbio, Accelerating Agentic Commerce Capabilities (paypal)
  7. Change in Venezuela Isn’t the Only Reason to Own Oil-Field-Services Stocks (wsj)
  8. A Deep Freeze Sends Natural Gas Prices Soaring. It Could Be Just the Beginning. (barrons)
  9. Venezuela oil output can rise 30% in near-term, US energy secretary tells executives (reuters)
  10. AI power and infrastructure needs boomed in 2025. At Davos, the AI story for 2026 remains the same. (yahoo)
  11. Homebuyers gain the upper hand as sellers swamp the market (foxbusiness)
  12. Trump Vows US Won’t Be a ‘Nation of Renters’ in Davos Speech (bloomberg)
  13. Trump floats idea to extend business tax break to homeowners (cnbc)
  14. US construction spending rebounds in October amid renovations (reuters)
  15. Uncertainty Got You Down? It May Be the Ticket to Stock Market Gains. (barrons)
  16. Warren Buffett Was Never Just a Value Investor. Here’s the Real Secret to His Investing Success (morningstar)
  17. Record-Breaking ‘RTY>SPX’ Trade ‘Has Some More Legs To It’; Top Goldman Trader (zerohedge)
  18. Companies Move to Refinance Sooner: ‘Better Off to Lock It In’ (wsj)
  19. Stocks Rally After Trump Announces Framework for Greenland Deal (wsj)