Be in the know. 20 key reads for Friday…

  1. Amazon Stock Soars (barrons)
  2. The best trades of the last 50 years show what investors should do now (marketwatch)
  3. Wall Street is watching for a $10 billion domestic box office in 2026. Disney could get it there (cnbc)
  4. The Fed’s first rate cut won’t happen until June after surprisingly cautious guidance from the central bank, Bank of America says (businessinsider)
  5. More people than ever are upgrading their iPhones, and more on what we learned from Apple’s Q1 earnings (businessinsider)
  6. January Hiring Came in Strong With 353,000 Jobs Added (barrons)
  7. Commercial Real Estate Will Rebound, Including Office Sector, Says Investor (barrons)
  8. Brazil Is on a Roll. 5 Stocks to Play. (barrons)
  9. Bristol Myers New Drugs Drive Upbeat Outlook. The Stock Is On the Mend. (barrons)
  10. Amazon says the ‘magic words.’ They could spur a $100 billion market-cap boost. (marketwatch)
  11. Punxsutawney Phil predicts an early spring at Groundhog Day festivities (marketwatch)
  12. The GOAT of Formula One Is Set for Move to Ferrari (wsj)
  13. Apple Sales Rise in Holiday Quarter, Ending Streak of Declines (wsj)
  14. Donald Trump would not keep Jerome Powell, says Fed chair would ‘help the Democrats’ (nypost)
  15. Hermes Expands in Hong Kong Betting on Return of Luxury Shoppers (bloomberg)
  16. UMich Inflation Exp Slows, Sentiment Hits Highest Since 2021 (zerohedge)
  17. China and the U.S. Are Talking, but Their Détente Has Limits (nytimes)
  18. China needs to learn lessons from 1990s Japan (ft)
  19. Nvidia’s newly-tailored China chip to compete with rival Huawei product (scmp)
  20. Alibaba Spin-Off as PBOC Steps Up Real Estate Support (chinalastnight)