Be in the know. 15 key reads for Thursday…

  1. Turkish Airlines Firms Up Order For Up to 150 Boeing 737s (bloomberg)
  2. Bangladesh to buy 11 more Boeing jets as it seeks closer US trade ties (reuters)
  3. Boeing Says Suppliers Must Lose ‘Craftsman’ Stance to Hit Output (bloomberg)
  4. Disney Boosts Prices on Several Streaming Subscriptions (wsj)
  5. Businesses are growing at the fastest pace in over four years. Why war and inflation aren’t stopping the U.S. economy. (marketwatch)
  6. Fewer stocks are carrying the market than at any time since the dot-com peak (marketwatch)
  7. Half The Stocks In The S&P Have A Negative Beta To The Index Itself: Goldman’s “Chart Of The Year” (zerohedge)
  8. The AI Build-Out Is Becoming the Biggest Economic Bet in U.S. History (wsj)
  9. 4 Risks That Could Derail the AI Trade (barrons)
  10. Anthropic and OpenAI release cheaper models as price war intensifies (ft)
  11. Alibaba unveils ‘pragmatic’ AI road map to drive monetisation, infrastructure efficiency (scmp)
  12. Bessent Says US, China Extend Their Trade Truce to Jan. 10 (bloomberg)
  13. Chinese Carmakers Keep Gaining Ground in Europe as Monthly Sales Surge (wsj)
  14. Mortgage Rates at 7% Are Forcing Home Sellers to Slash Prices (bloomberg)
  15. Honda plans to invest $2.5 bln to build hybrid vehicle plant in Ohio, Nikkei says (reuters)

Be in the know. 17 key reads for Wednesday…

  1. Meta Adds PayPal to Muse AI Assistant for Global Checkout (pymnts)
  2. PayPal Announces Meta Muse Partnership. It’s a Lifeline for the Stock. (barrons)
  3. Diageo poaches WPP finance chief as CEO Lewis overhauls top team (ft)
  4. Diageo Picks WPP’s Wilson to Succeed Finance Chief Jhangiani (wsj)
  5. Alibaba to Add Data Centers in Europe, Middle East in AI Push (bloomberg)
  6. Alibaba Unveils AI Chip to Compete With Nvidia (youtube)
  7. Alibaba Stock Rises on AI Breakthrough—How Its Plans Compare with U.S. Rivals (barrons)
  8. Suddenly, Tencent & Alibaba Are AI Stocks! (chinalastnight)
  9. Boeing’s engineers union backs latest contract offer (reuters)
  10. Boeing, GoGo test satellite-linked military drone in challenge to Starlink (reuters)
  11. GXO Logistics pilots new labor management system globally (investing)
  12. AutoZone Expects Growth to Accelerate This Fiscal Year (wsj)
  13. Chinese Car Brands Hit Record European Share on Hybrid Sales (bloomberg)
  14. Trump Says He Supports Banning Diesel Exports to Bring Down Prices (nytimes)
  15. Analysts Snap Longest Run of US Earnings Upgrades in Five Years (bloomberg)
  16. The future of AI growth rests on Big Tech’s cash flow tripling to $2 trillion (yahoo)
  17. In midterm years, October is usually the best month for stocks, with gains 73.7% of the time (yahoo)