Be in the know. 13 key reads for Friday…

  1. After Qatar LNG Plant Outage More Buyers Turn to US Suppliers (bloomberg)
  2. Natural Gas Prices Soar After Iran’s Attacks. 3 LNG Stocks to Watch. (barrons)
  3. The world’s largest natural-gas complex is now battered. Here’s who will benefit. (marketwatch)
  4. Why peak uncertainty about the Iran war signals a stock-market rally may be near (marketwatch)
  5. Pentagon Seeks $200 Billion for Iran War. Here’s What It Means for Defense Stocks. (barrons)
  6. Tigress Financial raises Boeing stock price target on backlog strength (investing)
  7. Alibaba workforce shrinks 34% in 2025 as Chinese tech giant doubles down on AI (cnbc)
  8. Alibaba Targets $100 Billion of AI Revenue in Five Years (bloomberg)
  9. BofA Securities reiterates Alibaba stock rating on AI investment (investing)
  10. US regulators slash Wall Street capital rules to boost bank lending (ft)
  11. US Household Net Worth Climbs $2.2 Trillion to Fresh Record (bloomberg)
  12. The Metaverse Was a $100 Billion Flop. It Should Make Us Think Twice About AI Predictions. (barrons)
  13. BYD Showrooms Are Bustling Across Asia After Iran Oil Shock (bloomberg)

Be in the know. 20 key reads for Thursday…

  1. Alibaba Group Announces December Quarter 2025 Results (alibaba)
  2. Alibaba Earnings Disappoint, but AI Outlook Bright (wsj)
  3. Alibaba AI Business Is ‘Free Call Option,’ First Eagle Fund Says (bloomberg)
  4. Alibaba discloses GPU production for first time as quarterly profit misses estimates (scmp)
  5. China Starts Year With Fastest Increase in Spending Since 2022 (bloomberg)
  6. New CEO Josh D’Amaro Wants Disney’s Flywheel to Spin Faster (wsj)
  7. The Guinness Inspector Teaching American Bars How to Pour the Perfect Pint (wsj)
  8. Healthcare Stocks Are Trading at a Deep Discount. Eli Lilly and Others Are Worth a Look. (barrons)
  9. Pfizer’s TALZENNA combination shows progress against prostate cancer (investing)
  10. HSBC’s Pharma Stocks that Offer Value & Growth at a Reasonable Price (investing)
  11. FAA nod propels Boeing’s 777-9 into fourth certification stage (reuters)
  12. Fed Holds Rates Steady as Iran War Clouds Outlook (wsj)
  13. Economists Don’t See a Recession Unless Oil Hits $138—and Stays There for Weeks (wsj)
  14. US exploring tying naval escorts in Strait of Hormuz to government insurance (ft)
  15. U.S. Suspends Oil Shipping Rules to Ease Gas Price Pressures (nytimes)
  16. US Crude Stockpile Hits Highest Since June 2024, Exports Surge (zerohedge)
  17. Vice President Vance to meet with oil industry as White House plans more actions to address fuel prices (cnbc)
  18. The AI Payoff Is the ‘Biggest Question’ for U.S. Investors, Says Goldman’s Snider (barrons)
  19. GM says gas price hikes not impacting sales (reuters)
  20. US Median Rent Hits 4-Year Low, 30th Straight Month of Decline (zerohedge)