Be in the know. 17 key reads for Wednesday…

  1. Power equipment maker Generac raises annual sales forecast on growing data center backlog (reuters)
  2. Generac shares soar 14% on earnings beat, raised guidance (investing)
  3. AI Power-Gear Spending in US Surging Up to $65 Billion (bloomberg)
  4. The US Grid Wasn’t Built For This (zerohedge)
  5. Online marketplace Etsy beats revenue estimates on steady demand (reuters)
  6. Stanley Black & Decker beats estimates on revenue growth (investing)
  7. Pfizer’s blood cancer drug meets main goal in late-stage trial (reuters)
  8. Pfizer secures deals to keep heart drug free of generic rivals until 2031 (reuters)
  9. Mortgage rates are rising again, but homebuyers are trickling back (cnbc)
  10. U.S. Home Price Growth Slowed in February (wsj)
  11. Conference Board Confidence Unexpectedly Jumps To Highest In 2026 (zerohedge)
  12. Disney has decided to keep ESPN (businessinsider)
  13. FCC launches review of Disney broadcast licenses years ahead of schedule (cnbc)
  14. GM Says Iran War, High Gas Prices Aren’t Denting Sales (wsj)
  15. Panama’s Copa Airlines to buy 60 Boeing 737 Max jets (reuters)
  16. Alibaba doubles down on healthcare AI with new tool for early colorectal cancer detection (scmp)
  17. TD Cowen raises NOV stock price target on offshore momentum (investing)

“Chips and Drill Bits” Stock Market (and Sentiment Results)…

Key Market Outlook(s) and Pick(s)

On Monday, I joined Stuart Varney on Fox Business’ Varney & Co. to discuss markets, the economy, earnings, the consumer, Advance Auto Parts ($AAP), VF Corp ($VFC), and more. Thanks to Stuart and Maggie Edwards for having me on:

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