Category: What I’m Reading Today

Be in the know. 11 key reads for Monday…

  1. Goldman forecasts continued growth for Chinese stocks in 2026 as risks fade (scmp)
  2. Emerging Markets Bring Optimism for 2026 After Stellar Year (bloomberg)
  3. ‘Avatar 3’ Tops China Box Office in Another Win for Disney (bloomberg)
  4. What will the stock market do in 2026? It’s not just about AI. (usatoday)
  5. AI, Manufacturing Reset Spell 2026 Boon for European Industrials (bloomberg)
  6. As stock-market rally broadens, it’s tough for the S&P 500 to keep advancing without tech (marketwatch)
  7. Morgan Stanley: These Are The 5 Themes That Will Drive Markets In 2026 (zerohedge)
  8. Dire year for dollar has little light at end of tunnel in 2026 (yahoo)
  9. Five Quiet Signals Suggest the Bull Case Isn’t Done Yet (zerohedge)
  10. Ten-Year JGB Yield Hits 26-Year High After BOJ Rate Increase (wsj)
  11. The Rally Reborn: Santa Claus Comes Knocking at Street’s Year-End Party (barrons)

Be in the know. 10 key reads for Sunday…

  1. ‘Avatar: Fire And Ash’ Sparking To $340M-$350M Global Opening – International Box Office (deadline)
  2. Cox Automotive Forecast: Despite Q4 Slowdown, New-Vehicle Sales Forecast to Reach 16.3 Million in 2025, up Nearly 2% from 2024; Best Result Since 2019 (coxauto)
  3. PayPal CEO Alex Chriss says stablecoins will be key as his company navigates the ‘classic innovator’s dilemma’ (fortune)
  4. The Vans Checkerboard Slip-Ons Trainer Trend Is Back, and Perfect For 2026 (whowhatwear)
  5. Inside Intel’s new Arizona fab, where the chipmaker’s fate hangs in the balance (cnbc)
  6. This $27 homebuilder says the Feds are cooking up something big to ‘address’ housing market affordability (fastcompany)
  7. A Big Surprise From Small Companies (bloomberg)
  8. Alibaba’s Qwen App Integrates with Amap to Deliver Seamless AI-powered Travel Planning (alizila)
  9. Makers of Everyday Essentials Once Offered Investors Safety. Do They Still? (wsj)
  10. San Francisco Crippled by Widespread Power Outages on Busy Holiday Shopping Weekend (bloomberg)

Be in the know. 12 key reads for Saturday…

  1. Nvidia-Intel deal cleared by US antitrust agencies (reuters)
  2. Home sales climb to a 9-month high as sellers finally give in (marketwatch)
  3. Value stocks tend to lead small and mid-caps in January, BofA says (streetinsider)
  4. ‘A Rocky (But Still Higher) Path For Stocks’: UBS’ Key Considerations For 2026 (zerohedge)
  5. Big Year for Old School Wall Street Trades Gets Lost in AI Hype (bloomberg)
  6. Inside Disney and OpenAI’s Billion Dollar Deal (bloomberg)
  7. ‘Avatar: Fire and Ash’ snares $12 million in Thursday previews (cnbc)
  8. GXO appoints Karen Bomber as Chief Commercial Officer (gxo)
  9. Boeing seeks FAA emissions waiver to sell 35 additional 777F freighters (reuters)
  10. Carnival Earnings Beat Is a Relief for Cruise Stocks (barrons)
  11. U.S. Labor Market Softened in October, November (wsj)
  12. Consumers say they are in a sour mood, but their spending habits say something else (marketwatch)

Be in the know. 17 key reads for Friday…

  1. How Warren Buffett Did It (theatlantic)
  2. Disney Stock Is This Analyst’s Top Media Pick. Why It Can Bounce Back. (barrons)
  3. EV Sales Growth Is Slowing. Are Hybrids the Solution? (bloomberg)
  4. Boeing, Waste Management, and Other Bargain Stocks Beyond the Megacaps (barrons)
  5. Boeing Taps Anduril in Bid For Army’s Cruise Missile Interceptor (bloomberg)
  6. Small-Cap Stocks Are Winners. Let the Good Times Keep Rolling. (barrons)
  7. Waller had a ‘strong interview’ for Fed chair with Trump as president appears to turn focus to job market (cnbc)
  8. Jobs Could Soon Replace Prices as Focus of Anxiety (wsj)
  9. US Core CPI Eases to Four-Year Low in Shutdown-Hit Report (bloomberg)
  10. Bessent Forecasts ‘Substantial’ Tax Refunds, Real Wage Increases Next Year (zerohedge)
  11. Yardeni sees rotation away from Magnificent 7 weighing on Santa rally prospects (streetinsider)
  12. At Goldman and Citadel Securities, the Santa Rally Has Believers (bloomberg)
  13. Generac stock rating upgraded by Wells Fargo on data center growth (investing)
  14. Data center deals hit record $61 billion in 2025 amid construction frenzy (cnbc)
  15. Need for speed: Alibaba ramps up China instant commerce push with Cainiao and Tmall tie-up (scmp)
  16. Needham raises VF Corp stock price target to $21 on cold weather boost (investing)
  17. FedEx Reports Higher Second-Quarter Revenue as Package Volumes Rise (wsj)

Be in the know. 13 key reads for Thursday…

  1. Fed governor Christopher Waller says rates could be cut by as much as a full point (ft)
  2. Treasuries Pare Declines After Dovish Comments by Fed’s Waller (bloomberg)
  3. How emerging-market stocks can keep trouncing the S&P 500 (marketwatch)
  4. Alibaba deepens ecosystem push with Qwen-Amap tie-up for routes, restaurants and hotels (scmp)
  5. Open source could pop the AI bubble — and soon (ft)
  6. Oracle’s $10bn Michigan data centre in limbo after Blue Owl funding talks stall (ft)
  7. The World’s Hottest Stocks Have Gone Nowhere (zerohedge)
  8. Etsy Announces New $750 Million Share Repurchase Authorization and appointment of Fred Wilson as Lead Independent Director (etsy)
  9. Guggenheim maintains Buy rating on Pfizer stock, sets $35 price target (investing)
  10. Goldman’s Case For Falling Tariffs As Midterms Loom (zerohedge)
  11. This chart suggests Santa rallies typically pick up late in December (streetinsider)
  12. More mega deals coming as chase for scale fuels near record-breaking year for M&A (reuters)
  13. Elliott Builds Over $1 Billion Stake in Lululemon (wsj)

Be in the know. 15 key reads for Wednesday…

  1. Diageo to Sell Kenyan Drinks Stakes to Japan’s Asahi for $2.3 Billion (wsj)
  2. UBS Upgrades Luxury To “Overweight” For First Time In Three Years (zerohedge)
  3. Estee Lauder stock named BofA’s top beauty pick for 2026 (streetinsider)
  4. Chinese Stocks Stage Sudden Rally as Tech Enthusiasm Roars Back (bloomberg)
  5. US Investors Set To Double Down On Chinese Tech Push (zerohedge)
  6. Alibaba launches AI models for video with likeness, voice (techinasia)
  7. Pfizer CEO Defends Vaccines, Promises Growth by End of Decade (barrons)
  8. Biotech Share Sales in US Deliver Biggest Quarter Since 2021 (bloomberg)
  9. The US Housing Market Will Get a Bit More Affordable in 2026 (bloomberg)
  10. US unemployment rate hits four-year high of 4.6% (ft)
  11. Williams says Fed policy in good position, sees inflation moderation in 2026 (reuters)
  12. Boeing awarded $930 million contract for F/A-18 Super Hornet upgrades (investing)
  13. Ford’s $19.5 billion pivot brings hybrids back, keeps F-150 Lightning alive (usatoday)
  14. Europe May Roll Back Combustion Engine Ban (nytimes)
  15. The Squishy Number Behind the Rise and Fall of Oracle’s Stock (wsj)

Be in the know. 20 key reads for Tuesday…

  1. PayPal applies to form bank that can offer small business loans and savings accounts (cnbc)
  2. Ford Will Take $19.5 Billion Hit as It Rolls Back E.V. Plans (nytimes)
  3. Cooper-Standard Holdings Inc. (CPS) PT Raised to $43 at Stifel (streetinsider)
  4. US Homebuilder Sentiment Edges Up With Help From Incentives (bloomberg)
  5. Brad Jacobs Needs a Win on Lowe’s and Home Depot’s Turf (bloomberg)
  6. Stifel names top transport picks as supply tightening signals market bottom (investing)
  7. The Fed’s ‘dovish version of a hawkish cut’ signals shift in stock-market leadership, says Jeremy Siegel (marketwatch)
  8. Two Fed officials who rarely agree both say inflation will not be a problem going forward (marketwatch)
  9. Wall Street Sees Rare Earnings Growth Supporting S&P’s Bull Case (bloomberg)
  10. What Bears? BofA Poll Shows Sweeping Investor Optimism Into 2026 (bloomberg)
  11. Hedge ‘Big Tech’ With Defensives & Gold: Stifel Lays Out 2026’s Bull & Bear Case (zerohedge)
  12. Consumers are feeling gloomy about the economy. Here’s why they’re spending anyway (cnbc)
  13. Amazon and 9 More Stocks to Buy for 2026 (barrons)
  14. Intel Enlists Trump Official to Oversee Government Affairs (bloomberg)
  15. US Declares Energy Emergency as Cold Snap Hits Northeast (bloomberg)
  16. Chinese fintech giant Ant upgrades AI health app to tap booming eldercare, wellness demand (scmp)
  17. Xi Says “Expanding Domestic Demand Is A Strategic Move” (chinalastnight)
  18. BofA Securities raises Estee Lauder stock price target to $130 on growth plan (investing)
  19. Pfizer Sees Flat 2026 Sales as It Rebuilds Drug Pipeline (bloomberg)
  20. Hormel Foods and Forward Consumer Partners Complete Transaction to Establish Justin’s as a Standalone Company (yahoo)

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)

Be in the know. 11 key reads for Sunday…

  1. China narrows AI gap with US 3 years after initial ChatGPT shock (scmp)
  2. Asia’s inexpensive AI stocks should worry American investors (economist)
  3. China car production and sales exceed 31 million in Jan–Nov, up over 10% (technode)
  4. How AI is disrupting shopping (economist)
  5. Exclusive: YouTube launches option for U.S. creators to receive stablecoin payouts through PayPal (fortune)
  6. This Is What It Takes to Get a Data Center Financed (bloomberg)
  7. Betting Big on Small-Cap Energy (allstarcharts)
  8. Wall Street Skips Tech and Goes Old School for Growth in 2026 (bloomberg)
  9. Hartnett: Markets Are Frontrunning 2026’s “Run It Hot” Economy (zerohedge)
  10. GXO Appoints Bart Beeks as Chief Operating Officer (gxo)
  11. Trump’s Surprise Answer to Vehicle Affordability: ‘Cute’ Tiny Cars (wsj)

Be in the know. 16 key reads for Saturday…

  1. Vans Is Quietly Restocking Its Most Popular Shoe of the Year (wwd)
  2. Vans Opens Paris Flagship in Le Marais to Help Build Brand Heat (shopeatsurf)
  3. ‘Zootopia 2’ Crosses $1 Billion Globally, Fastest PG Film to Ever Reach Box Office Milestone (variety)
  4. Wall Street Eyes Lithium As Battery Storage Demand Poised To Spark New Upcycle (zerohedge)
  5. Nissan plans comeback with hybrid launch and US production boost (usatoday)
  6. Intel Nears $1.6 Billion Deal for AI Chip Startup SambaNova (bloomberg)
  7. Trump Says He Is Leaning Toward Warsh or Hassett to Lead the Fed (wsj)
  8. Fed’s Goolsbee Says He Sees More Cuts Than Most Others Next Year (bloomberg)
  9. BofA Says the Fed’s T-Bill Buying Can Help Lower 10-Year Yields (bloomberg)
  10. Big Businesses Are Cashing In on Trump’s Tax Cuts (nytimes)
  11. Fresh Concerns About AI Spending Are Rattling Wall Street (wsj)
  12. Oracle Debt Trades Like Junk as Bond, CDS Spreads Flare (bloomberg)
  13. Red-hot Texas is getting so many data center requests that experts see a bubble (cnbc)
  14. Mag 7 Stocks Still Dominate, Goldman Says. That Could Change Soon. (barrons)
  15. Boeing, GE, and 10 More Stocks to Play Aerospace & Defense ‘Megatrends’ (barrons)
  16. China Doubles Down on Boosting Domestic Demand (barrons)