Category: What I’m Reading Today

Be in the know. 17 key reads for Wednesday…

  1. US Natural Gas Jumps Over 50% This Week as Freeze Takes Hold (bloomberg)
  2. Intel Stock Rises Again After Upgrades. Why Wall Street Is Warming to It. (barrons)
  3. Intel’s stock pops as it finds a growing chorus on Wall Street (marketwatch)
  4. Intel results to spotlight turnaround efforts as AI data centers boost chip demand (reuters)
  5. Chinese tech giants enter the ‘agentic commerce’ race as AI reshapes super apps (cnbc)
  6. Chinese Stocks Rally on Growing Tech Bets, Defying Global Selloff (bloomberg)
  7. Alibaba Teams With China’s Nuclear Leader to Power AI Expansion (bloomberg)
  8. Beijing outlines tech push with focus on AI, 6G, humanoid robots (scmp)
  9. Bessent Projects 5% GDP Growth, Double That of Leading Forecasts (barrons)
  10. Trump claims he will issue $2,000 ‘tariff dividend’ without Congress (investing)
  11. Trump Outlines Next Steps for Housing Investor Ban (wsj)
  12. Morgan Stanley sees improving fundamentals driving small-cap outperformance (investing)
  13. Retail Remains Active; Citadel’s Equity Strategy Head Sees Breadth & Real-Economy Exposure As Key Bullish Drivers In Q1 (zerohedge)
  14. Ford pushes affordable EVs despite major strategy shift (usatoday)
  15. Boeing Shares Finally Recoup Losses From 2024 Midair Fiasco (bloomberg)
  16. January Fund Managers Survey Finds Investors Most Bullish Since July 21, Least Hedged In 8 Years (zerohedge)
  17. Nvidia CEO Says AI Needs More Investment in Defiance of Bubble Fears (wsj)

Be in the know. 16 key reads for Tuesday…

  1. The Guinness Effect: Why Stout Is Suddenly Booming (bloomberg)
  2. Chinese Policymakers Look Focused on Domestic Demand to Lift Economy (wsj)
  3. China Unveils Loan Perks to Boost Investment and Consumption (bloomberg)
  4. Natural-gas futures are jumping 20%. It will be toughest test in a decade, one analyst says. (marketwatch)
  5. European Gas Prices Rise on Colder Weather, Low Storage Levels (wsj)
  6. The great oil head fake (ft)
  7. How Greenland could turn into a Big Tech problem, according to Morgan Stanley’s Mike Wilson (marketwatch)
  8. BofA Survey Shows Investors Are Unprepared for Stock Correction (bloomberg)
  9. Bessent Plays Down Trump Trade War With Europe. Sees ‘Very Strong’ U.S. Economy. (barrons)
  10. These analysts expect small-cap stocks to keep outperforming. Here’s why. (investing)
  11. To Make Homes Affordable Again, Someone Has to Lose Out (wsj)
  12. Highest Expectations in 15 Years (zerohedge)
  13. Novavax enters license agreement with Pfizer for vaccine development (reuters)
  14. PayPal offers free tax filing for debit card customers through April (investing)
  15. Microsoft chief Satya Nadella warns AI boom could falter without wider adoption (ft)
  16. Ethiopian Airlines orders nine Boeing 787 Dreamliners in long-haul push (reuters)

Be in the know. 10 key reads for Martin Luther King Day…

  1. ‘You have to be willing to challenge everything’: VF Corp leaders discuss turnaround progress (retaildive)
  2. China’s $7 Trillion Cash Pile Is Shifting Into Stocks, Gold (bloomberg)
  3. China Reports Robust Economic Growth, Thanks to Resilient Exports (wsj)
  4. The Magnificent Seven Drove Markets. Now They’re Pulling in Different Directions. (wsj)
  5. These 20 cheap S&P 500 stocks can cushion the blow in a market downturn (marketwatch)
  6. Housing Market’s Deep Freeze May Finally Begin To Thaw (zerohedge)
  7. Warren Buffett used to ask college students this question—it can help you become richer and more successful (cnbc)
  8. Tariff Talk Is Loud. Europe’s Turnaround Is Louder. (zerohedge)
  9. Commercial Builders Are Losing Their Appetite to Build Anything but Data Centers (wsj)
  10. Supreme Court unlikely to overturn Trump tariffs, his ‘signature economic policy’: Bessent (cnbc)

Be in the know. 12 key reads for Sunday…

  1. Disney dominated the 2025 box office. Here’s how it could keep the crown in 2026 (cnbc)
  2. TSMC Says ‘No More’ To Nvidia: Why That Is Intel’s Golden Ticket (yahoo)
  3. New-Vehicle Inventory Contracts as Industry Enters Pivotal 2026 (coxauto)
  4. The “ChatGPT moment” has arrived for manufacturing (economist)
  5. Baxter CEO outlines plan to slash debt, boost pipeline in 2026 (chicagobusiness)
  6. Alibaba’s Qwen App Advances Agentic AI Strategy by Turning Core Ecosystem Services into Executable AI Capabilities (alizila)
  7. Papa Johns Is Testing Protein-Infused Dough With the “Protein Crust Pizza” (papajohns)
  8. Estée Lauder Reformulates Double Wear (wwd)
  9. The Energy Expansion (allstarcharts)
  10. How to Make Money From the Booming Demand for Energy (bloomberg)
  11. Monthly Housing Costs Start the Year Down 5%, the Biggest Decline in Over a Year (redfin)
  12. Economists Shrug Off Trumponomics, Boost 2026 Growth Outlook Back Above 2% (wsj)

Be in the know. 12 key reads for Saturday…

  1. Vans, Timberland and The North Face Leaders on What It Takes to Reignite Brand Energy (wwd)
  2. Vans President Sun Choe Shares Details About Ongoing Turnaround (shopeatsurf)
  3. Timothée Chalamet Topped Off His Golden Globes Look With These Custom Timberlands (variety)
  4. Ex Qualcomm & AMD GPU Architect, Eric Demers, Joins Intel To Accelerate Graphics & AI Roadmap (wccftech)
  5. Is a Stock Market Rotation Underway? These Sectors Are Outpacing Tech in 2026 (morningstar)
  6. While Big Tech Gets the Headlines, Small-Caps Are Rallying. Will It Last? (barrons)
  7. QXO Shares Fall After Stock Offering. Why Wall Street Is Unanimously Upbeat. (barrons)
  8. White House Plan Would Let Americans Tap 401(k)s for Down Payments on Homes (wsj)
  9. Mortgage rates fall to lowest level in over 3 years as home-buying activity picks up (marketwatch)
  10. Trump to Fed Chair Contender Hassett: I Want to Keep You Where You Are (wsj)
  11. Bowman Wants Fed Ready to Cut Rates for Still-Fragile Job Market (bloomberg)
  12. We expect Henry Hub natural gas spot prices to fall slightly in 2026 before rising in 2027 (eia)

Be in the know. 15 key reads for Friday…

  1. Intel Extends Comeback as Investors Bet on Foundry Growth (bloomberg)
  2. BofA’s Hartnett sees China as top long in emerging global bull market (investing)
  3. Alibaba’s upgraded Qwen chatbot app receives warm consumer reception (scmp)
  4. Ford, China’s BYD in Talks for Hybrid-Vehicle Batteries After EV Market Flames Out (wsj)
  5. Cheap Electric SUVs Could Sway Buyers Despite End of US Subsidies (bloomberg)
  6. Germany to Hand EV Buyers Up to €6,000 a Car to Boost Demand (bloomberg)
  7. QXO Announces Fourth Quarter Summarized Preliminary Financial Information (qxo)
  8. QXO Announces Pricing of Common Stock Offering (qxo)
  9. Mortgage Rates Fall to Lowest Level Since 2022. Agents Say Buyers Are Back. (barrons)
  10. Disney Picks a New Star Wars Chief. Big News for the Stock It Is. (barrons)
  11. Boeing Stock Rises After NTSB Crash Report. Analysts Remain Bullish. (barrons)
  12. China just ‘months’ behind U.S. AI models, Google DeepMind CEO says (cnbc)
  13. As Tech Giants Get More Hands-On With Energy, Their Risks Rise (wsj)
  14. Data Centers, Power Infrastructure, Healthcare Set To Lead Next Phase Of Construction Boom (zerohedge)
  15. Boeing secures tentative labor deal with former Spirit AeroSystems workers (reuters)

Be in the know. 16 key reads for Thursday…

  1. Alibaba Takes Major Step to Link Shopping to Main AI App (bloomberg)
  2. Alibaba Updates Its Qwen AI App. How It’s Following Microsoft and Alphabet. (barrons)
  3. Alibaba’s Qwen AI app hits 100 million users as upgrade broadens role in daily life (scmp)
  4. China’s Central Bank Lowers Rates on Structural Policy Tools (wsj)
  5. Hong Kong, China stocks to outpace US equities all year after quick start, analysts say (scmp)
  6. Exclusive: With $10 billion in dry powder, QXO is near next multi-billion deal (streetinsider)
  7. The housing market is at a turning point: the 3% mortgage era is fading (foxbusiness)
  8. Home Sales in December Jump 5.1%, Biggest Gain in Nearly 2 Years (wsj)
  9. Home Sales Hovered at Three-Decade Low in 2025. What’s Coming This Year. (barrons)
  10. Fed Governor Miran Says Deregulation Could Justifying Lowering Interest Rates (barrons)
  11. Philly Fed President Paulson Hints at More Interest-Rate Cuts in 2026 (barrons)
  12. US Retail Sales Rebound on Car Buying, Holiday-Season Sales (bloomberg)
  13. Disney to Unify Marketing Efforts Into New Centralized Unit (wsj)
  14. Dentsply Sirona and Patterson Dental renew U.S. distribution agreement (investing)
  15. US biotech sector poised for 2026 rebound as IPO interest revives (reuters)
  16. Bernstein lists Boeing as its best idea for 2026. Here is why (investing)

Be in the know. 16 key reads for Wednesday…

  1. Boeing beats Airbus order numbers for the first time this decade (ft)
  2. Boeing Stock Rises on a Lot of Good News. This Is Still the Most Important Bit. (barrons)
  3. Intel Stock Surges Further Toward 2-Year High. What the Excitement’s About. (barrons)
  4. Alibaba reaffirms open-source AI commitment as tech giant hails Qwen achievements (scmp)
  5. Alibaba and JPMorgan Are Said to Invest in Chip Designer Montage’s HK Listing (bloomberg)
  6. Global Funds Turn to China Stocks, Yuan in Big Bets for 2026 (bloomberg)
  7. Pimco Says Rally Sweeping Emerging Markets to Last ‘for Years’ (bloomberg)
  8. US Holiday Spending Jumped In December, Signaling Consumer Strength Into 2026 (zerohedge)
  9. US Mortgage Rates Slide to One of the Lowest Levels Since 2022 (bloomberg)
  10. Sales of New US Homes Hold Close to Fastest Pace Since 2023 (bloomberg)
  11. Mortgage refinance demand surges 40% higher after Trump post briefly tanks interest rates (cnbc)
  12. Trump Administration Takes Aim at Home-Builder Stock Buybacks (wsj)
  13. New York State to Loosen Environmental Rules to Speed Up Homebuilding (wsj)
  14. Trump Wants to Run the Economy Hot. There’s a Good Chance He’ll Succeed. (wsj)
  15. Investors back energy providers over big tech for 2026 AI bets, says BlackRock (reuters)
  16. Benco Dental to offer Dentsply Sirona’s full technology portfolio (investing)

Be in the know. 19 key reads for Tuesday…

  1. QXO Is Raising Another $1.8 Billion for Its M&A War Chest (barrons)
  2. Trump Wants Cheaper Housing. How Pulte Could Pressure Builders to Deliver It. (barrons)
  3. Mortgage rates fall below 6% for first time since 2023 after Trump orders $200B bond buying (nypost)
  4. Pimco Sees Mortgage Rates Easing on Fannie-Freddie Purchases (bloomberg)
  5. Intel Stock Gains. Why the Chip Company and AMD Got Upgrades. (barrons)
  6. Pfizer Talking to Trump Administration About Priority Vouchers (bloomberg)
  7. Expect a Busy Year in Obesity Drugs as New Pills Hit the Market (barrons)
  8. Diageo Said to Weigh Options for China Assets Including Sale (bloomberg)
  9. Luxury: Under-Owned, Under-Loved, Turning (zerohedge)
  10. Boeing sells 50 737 MAX jets to leasing group ACG (yahoo)
  11. Delta Seals Boeing Order as Earnings Support Travel Boom (bloomberg)
  12. Big Oil and More Surprising AI Winners for 2026 (barrons)
  13. America’s Biggest Power Grid Operator Has an AI Problem—Too Many Data Centers (wsj)
  14. Small-Company Stocks Are Rising. Why the Rally Could Last This Time. (barrons)
  15. Why Holding Assets Outside the US Dollar Paid Off in 2025 (morningstar)
  16. Alibaba shares surge as China plans to boost AI in manufacturing (investing)
  17. Yuan rally drives mainland China and Hong Kong stocks to strong 2026 start (scmp)
  18. Crown Castle terminates DISH Wireless deal after payment default (investing)
  19. Dentsply Sirona names Mark Bezjak Americas commercial chief (investing)

Be in the know. 11 key reads for Monday…

  1. Meituan, Alibaba Shares Jump as China Seeks to Curb Price Wars (bloomberg)
  2. Alibaba’s Qwen family hits 700 million downloads to lead global open-source AI adoption (scmp)
  3. China’s Daily Stock Trading Volume Hits Record High (wsj)
  4. QXO Boosts Financing Deal to $3 Billion to Pursue M&A (bloomberg)
  5. Magnificent 7’s Stock Market Dominance Shows Signs of Cracking (bloomberg)
  6. Healthcare companies set for deals spree as drug patents expire (ft)
  7. Stocks are signaling that another commodities ‘supercycle’ is afoot in 2026 (marketwatch)
  8. Citi’s Manthey Sees More Diversification Out of US Stocks (bloomberg)
  9. Needham reiterates Buy on Generac stock, adds to conviction list (investing)
  10. Mizuho: Trump’s 10% credit card rate cap could benefit fintech stocks (investing)
  11. Google Bets on AI-Based Shopping With New AI Agents for Retailers (wsj)