Category: What I’m Reading Today

Be in the know. 9 key reads for Sunday…

  1. Trump’s Mortgage Bond Order Pushes Rates Below 6% For First Time in Nearly 3 Years, Boosting Purchasing Power (redfin)
  2. Trump’s New Housing Strategy Is All About Boosting Buyers Now (wsj)
  3. QXO in Advanced Acquisition Talks After Apollo’s $1.2B Investment (roofingcontractor)
  4. Boeing’s airplane deliveries are the highest in 7 years. Now it’s about to pick up the pace (cnbc)
  5. Ex-Intel CEO discusses new chip, US manufacturing push (foxbusiness)
  6. AI is transforming the pharma industry for the better (economist)
  7. PayPal Leverages Massive Data Trove to Create Retail Media Network (pymnts)
  8. Almost Half of All Toyotas Sold Last Year Had an Electric Motor (thedrive)
  9. America’s Job Market Has Entered the Slow Lane (wsj)

Be in the know. 12 key reads for Saturday…

  1. Why the Best Time to Own Generac Stock Is Now (barrons)
  2. Baird upgrades Generac on diesel generator growth and improving cycle (investing)
  3. Real Estate Stocks Jump on Trump’s Mortgage Bond Plan. Rates Hit 5.99%. (barrons)
  4. Lutnick Met Homebuilders as Trump Dials Up Affordability Push (bloomberg)
  5. Two Fed officials say key to fixing US housing more about supply than financing (reuters)
  6. US economy undershoots expectations to add just 50,000 jobs in December (ft)
  7. Atlanta Fed Nearly Doubles Q4 Growth Estimate To 5.4% After Strong Data (zerohedge)
  8. Trump Calls for One-Year Cap on Credit Card Rates at 10% (bloomberg)
  9. Intel hopes its new chip can be the future of AI. An executive explains how (cnnbusiness)
  10. The 3,000-Person Team Working in Secret to Create Disney Magic (wsj)
  11. DeepSeek rival’s shares double in debut as Chinese AI companies rush to list (ft)
  12. Boeing’s biggest 737 MAX model moves to next stage in certification but still faces hurdles (reuters)

Be in the know. 18 key reads for Friday…

  1. Intel CEO Meets With Trump, Who Hails Gain in US Chipmaker Stake (bloomberg)
  2. PayPal Powers Microsoft’s Launch of Copilot Checkout (paypal)
  3. Trump Calls on Fannie and Freddie to Buy $200 Billion in Mortgage Bonds (wsj)
  4. Trump’s Grand Plan for Housing Relies on His Fed Pick. Here’s Why. (barrons)
  5. The Biggest Problem for Housing Affordability Isn’t Interest Rates (barrons)
  6. The Stock-Market Rally Isn’t Just About Tech Anymore (wsj)
  7. Small Caps Are Breaking Out While Everyone Watches Tech (zerohedge)
  8. Boeing CEO Sees More Work On Company Turnaround in 2026 (bloomberg)
  9. Disney CEO meets top Chinese official as ‘House of Mouse’ navigates US‑China tensions (reuters)
  10. Alibaba Shares Rise as China Plans Approval of H200 Imports (bloomberg)
  11. Alibaba logistics unit Cainiao opens US-Mexico cross-border service (scmp)
  12. US Online Holiday Shopping Hits Record $257.8 Billion: Adobe (zerohedge)
  13. Productivity Is Rising Even Without an AI Revolution (barrons)
  14. Canada Goose announces leadership changes to drive global growth (investing)
  15. Chinese Carmaker Geely Looks at Expanding in the U.S. (wsj)
  16. Investors Turn Most Bearish on Oil in Almost 10 Years, Goldman Finds (bloomberg)
  17. US trade deficit slides to lowest level since 2009 in October (ft)
  18. Fed’s Miran says he’s looking for rate cut of 150 basis points this year (reuters)

Be in the know. 16 key reads for Thursday…

  1. Boeing Gets a Big Order. The Stock Looks Ready to Break Out. (barrons)
  2. Defense stocks surge after Trump calls for $1.5 trillion military budget in 2027 (cnbc)
  3. Alaska Airlines orders 110 aircraft from Boeing (reuters)
  4. Intel stock jumps after unveiling next-gen AI PC processors (streetinsider)
  5. Intel stock to ramp up Panther Lake production with 70% insourcing by Q1 2026 (investing)
  6. Trump Wants to Lower Housing Costs. Here Are the Tools He Could Use. (barrons)
  7. Real estate agents say the housing market is starting to balance out (cnbc)
  8. For the first time in years, more homeowners have a 6% mortgage rate than a 3% one. That’s great news for frustrated buyers. (marketwatch)
  9. Trump Wants to Bar Wall St. Investors From Buying Single-Family Homes (nytimes)
  10. Online Holiday Spending Hit Records. AI Helped. (barrons)
  11. Goldman Sees US Consumer Powering Wider Equity Rally in 2026 (bloomberg)
  12. What last year’s hit movies tell us about Hollywood in 2026 (ft)
  13. Obesity, M&A, Biotech Resurgence: A 2026 Guide to Health Stocks (bloomberg)
  14. The AI Ate My Buyback (zerohedge)
  15. Beijing urged to let renminbi strengthen (ft)
  16. China to Approve Nvidia H200 Buying as Soon as This Quarter (bloomberg)

Be in the know. 20 key reads for Wednesday…

  1. Ford reports best annual U.S. vehicle sales since 2019 (cnbc)
  2. What QXO’s $1.2 billion investment means for the fragmented building materials industry (housingwire)
  3. Fed’s Miran Says More Than Full Point of Cuts Needed in 2026 (bloomberg)
  4. AI ‘Fatigue’ Leaves Investors Focused on S&P’s Other 493 Stocks (bloomberg)
  5. Fund managers prepare for ‘reckoning’ in US tech sector (ft)
  6. The Start of Something Huge? Goldman Sees 20% Upside in China (zerohedge)
  7. China Stock Volume Jumps in Sign 2026 Rally Has Further to Run (bloomberg)
  8. Alibaba’s Amap muscles up on ‘world models’ in push beyond text-based AI (scmp)
  9. 2026 Consumer Subsidies Support Markets (chinalastnight)
  10. Nvidia CEO Says Chinese Demand for Its AI Chips Is ‘Quite High’ (wsj)
  11. Albemarle Stock Soars. It’s the Robots. (barrons)
  12. Baird upgrades Albemarle stock rating to Outperform on lithium price surge (investing)
  13. A Consumer-Spending Shift Is Coming. 11 Stocks to Benefit. (barrons)
  14. “S&P is higher in nearly 9 out of 10 years when GDP is growing; bull markets usually end with hikes, not cuts.” (zerohedge)
  15. These 3 Sectors Look Too Cheap to Ignore in 2026 (barrons)
  16. Mobileye to Buy Humanoid Robot Maker Mentee for $900 Million (bloomberg)
  17. Goldman Sachs Warns US Grids Face Power Crunch by 2030 (bloomberg)
  18. Big Pharma race to snap up biotech assets as $170 billion patent cliff looms (cnbc)
  19. Advance Auto Parts to launch new oil and fluids brand ARGOS (investing)
  20. Boeing stock price target raised to $277 by Bernstein SocGen (investing)

Be in the know. 19 key reads for Tuesday…

  1. Intel’s stock is so cheap compared to TSMC’s — and this analyst now says ‘buy’ (marketwatch)
  2. Intel Shows Off New Computers That Are Central to Comeback Bid (bloomberg)
  3. Intel Stock Gets an AI Upgrade. Why This Analyst Is Optimistic. (barrons)
  4. Estee Lauder jumps as analyst upgrades the stock to Strong Buy (streetinsider)
  5. Disney Says ‘Zootopia 2’ Is China’s Top Hollywood Film Ever (bloomberg)
  6. Disney Might Have a Slow Start in 2026. Don’t Dump the Stock, Analyst Says. (barrons)
  7. Big Pharma Has More Going for It Than Obesity Drugs (wsj)
  8. Housing Gets a Fresh Start. 3 Things That Will Reshape Buying and Selling. (barrons)
  9. GM posts 5.5% U.S. sales gain in 2025, Stellantis’ Jeep marks first increase in seven years (cnbc)
  10. New Car Sales Are Rising Thanks to Purchases by the Well-Off (nytimes)
  11. Chinese brands boost new car sales back above 2mn in UK (ft)
  12. Chinese Stocks Rally to Four-Year High in Strong Start to 2026 (bloomberg)
  13. Trump’s Tax Stimulus Set to Keep US Economy on Track in 2026 (bloomberg)
  14. U.S. Companies Score Wins in Global Tax Deal (wsj)
  15. Will the Stock Buyback Boom Continue in 2026? (morningstar)
  16. We Don’t Expect Changes to Our Oil Price Forecast or Fair Value Estimates from Maduro’s Ouster (morningstar)
  17. Goldman’s Bell Sees Cheaper European Stocks Luring US Investors (bloomberg)
  18. Diageo stock rating upgraded to Outperform by RBC Capital (investing)
  19. Generac acquires Sussex facility to expand commercial generator production (investing)

Be in the know. 14 key reads for Monday…

  1. Apollo Leads $1.2 Billion Investment in Brad Jacobs’ QXO (bloomberg)
  2. Alibaba Brings Visual AI Into Food Fight with China’s Meituan (bloomberg)
  3. Turning point: China doubles IPOs in 2025 amid eased curbs to drive tech innovation (scmp)
  4. MiniMax’s Hong Kong IPO set to hit US$538 million amid Chinese AI sector frenzy (scmp)
  5. ‘Avatar: Fire and Ash’ tops $1 billion globally as Hollywood hopes for blockbuster 2026 (marketwatch)
  6. Mobileye secures deal with major US automaker, boosting production outlook (reuters)
  7. US auto sales defy regulatory uncertainty to rise 2% in 2025 (reuters)
  8. Made-In-USA Cars Granted Trump Tax Break In IRS Deduction Guidance (zerohedge)
  9. Why Oil Prices Are Barely Moving After the Venezuelan Incursion (wsj)
  10. How to Spot—and Capitalize on—a Sector Rotation (wsj)
  11. Investors may go value hunting in 2026 as AI rally matures (reuters)
  12. There’s a lot to be optimistic about in 2026, says Fundstrat’s Tom Lee (youtube)
  13. Jefferies raises Albemarle stock price target to $167 on lithium demand outlook (investing)
  14. Walt Disney stock rating reiterated at Buy by BofA Securities (investing)

Be in the know. 11 key reads for Sunday…

  1. The no-nonsense tech bro bidding to reboot PayPal (thetimes)
  2. America’s economy looks set to accelerate (economist)
  3. Odd Lots: Goldman’s Hatzius and Snider on the Outlook for 2026 (bloomberg)
  4. A return to relative tranquility (scottgrannis)
  5. Three Timeless Lessons From 2025 To Use in 2026 (carsongroup)
  6. North America Leads Largest LNG Export Surge Since 2022 (zerohedge)
  7. The Oil Sector’s Biggest Winners and Losers From Venezuela Regime Change (barrons)
  8. Disney has 13 new movies coming out in theaters in 2026 — here they all are (businessinsider)
  9. RBC Sees Improving Lithium Fundamentals Lifting Albemarle (ALB) Outlook (yahoo)
  10. OpenAI’s cash burn will be one of the big bubble questions of 2026 (economist)
  11. Major Updates to Qwen Model Series; New Speech-to-Speech Model Fun-Audio-Chat-8B (alizila)

Be in the know. 8 key reads for Saturday…

  1. ‘Avatar’ Wins New Year’s Eve As Domestic Box Office Hits $8.9 Billion (forbes)
  2. Boeing Stock Is a Long-Term Winner, Says Analyst (barrons)
  3. BofA unveils its top 10 U.S. ideas for Q1 2026 (streetinsider)
  4. The Market Is All In on the Magnificent Seven. Where Should Investors Look Next? (morningstar)
  5. Could retail actually rebound in 2026? These are the chains — and trends — to watch. (marketwatch)
  6. The Year Ahead: Goldman’s Economic Outlook In 10 Charts (zerohedge)
  7. Tech war: China takes confident strides to develop more AI innovation in 2026 (scmp)
  8. Tesla loses EV crown to China’s BYD (ft)

Be in the know. 10 key reads for Friday…

  1. A 5 million percent return in 60 years leaves Warren Buffett’s legacy unmatched (cnbc)
  2. Global Stocks’ Great Year Was About More Than the Dollar (wsj)
  3. Alibaba, Kering, and 5 More International Bargain Stocks for 2026 (barrons)
  4. Hong Kong stocks jump into 2026 with biggest surge since May (scmp)
  5. China’s AI Frenzy Kickstarts 2026. What It Means for U.S. Tech Stocks. (barrons)
  6. China’s EV sector doubles down on discounts and cheap financing as growth cools (scmp)
  7. This Media Stock Is Too Cheap, One Analyst Says (barrons)
  8. Best Income Ideas for 2026: Dividend Stocks, Energy Pipelines, and Other Top Picks (barrons)
  9. Ozempic Users Actually Spend More Dining Out. Smart Restaurants Are Adapting (bloomberg)
  10. These Are The Top Themes That Goldman Is Tracking For 2026 (zerohedge)