Be in the know. 15 key reads for Thursday…

  1. Hormel Posts Higher Profit, Sales Amid Turnaround (wsj)
  2. Papa Johns Announces Fourth Quarter and Full Year 2025 Financial Results (papajohns)
  3. Shipping Industry Sends Strong Consumer Demand Signal For The Year (wsj)
  4. UBS Sees 20% Upside for China Stocks on Reflationary Potential (bloomberg)
  5. China holiday spending sends a strong signal on consumer stimulus plans (cnbc)
  6. Chinese AI glasses sales surge on strong demand (techinasia)
  7. Hong Kong home prices continue recovery as analysts forecast 2026 increase of at least 10% (reuters)
  8. Yuan Extends Advance to Mark Longest Winning Streak Since 2010 (bloomberg)
  9. Slowing US Shale Growth Has Fracking Companies Finding New Markets Abroad (bloomberg)
  10. Lamborghini abandons full EVs, pivots to hybrids. Here’s why (usatoday)
  11. US probably shed jobs last year, top Federal Reserve official says (ft)
  12. Trump Proposed a New Retirement Plan With Up to a $1,000 Match. How Might It Work? (nytimes)
  13. AI Doom Overstated: Citadel Says Historical Precedent Suggests Slow Adoption, Economic Resilience (zerohedge)
  14. Markets Didn’t Need Citrini’s AI Dystopia. They’ve Feared New Tech for Decades. (barrons)
  15. Why Nvidia’s Huge Numbers Don’t Settle the Latest AI Fears (wsj)

“Parts and Crafts” Stock Market (and Sentiment Results)…

Key Market Outlook(s) and Pick(s)

On Monday, I joined Liz Claman on Fox Business’s The Claman Countdown to discuss markets, outlook, the software selloff, PayPal ($PYPL), Dentsply Sirona ($XRAY), Estée Lauder ($EL), and more. Thanks to Liz and Brooke Haliscak for having me on:

Watch in HD directly on Fox Business

Continue reading ““Parts and Crafts” Stock Market (and Sentiment Results)…”

Be in the know. 18 key reads for Wednesday…

  1. Diageo’s New CEO Wants Distiller to Get Back to Serving Drinkers (bloomberg)
  2. Diageo Cuts Guidance as New CEO Targets Portfolio Growth (wsj)
  3. Payments Processor Stripe Expresses Interest in PayPal (bloomberg)
  4. Stripe May Be Looking to Buy PayPal. What It Means for the Stock. (barrons)
  5. Pfizer wins full FDA approval for Braftovi in colon cancer (investing)
  6. Dentsply Sirona adds two directors with healthcare finance experience (investing)
  7. US Mortgage Rates Reach Lowest Since 2022, Boosting Refinancing (bloomberg)
  8. U.S. Home-Price Growth Slows In December (wsj)
  9. Lowe’s Sales Rise on Pro Builder Business Growth (wsj)
  10. Alibaba Pushes Deeper Into AI Coding Tools With Low-Cost Access (bloomberg)
  11. US investors increase buying of Hong Kong, mainland Chinese stocks despite trade tensions (scmp)
  12. These Are the Winners and Losers From Hong Kong’s 2026 Budget (bloomberg)
  13. Trump makes little mention of China in the longest State of the Union speech (cnbc)
  14. Trump’s Tariff Goes Into Effect at 10 Percent, Not the 15 Threatened (nytimes)
  15. The Anti-AI Trade Is Red Hot. Here’s What’s Beating Artificial-Intelligence Stocks. (barrons)
  16. A Turning Point Approaches for Big Tech Spending (zerohedge)
  17. Private Equity Was Headed for a Correction, Even Without AI Gloom (wsj)
  18. Why 2026 will be a blockbuster year for biotech M&A (ft)