Be in the know. 15 key reads for Wednesday…

  1. Disney posts a big profit beat amid strength in sports and experiences (marketwatch)
  2. Say Goodbye to Temu’s Cheap Thrills (bloomberg)
  3. USPS suspends inbound packages from China, Hong Kong Posts (foxbusiness)
  4. Opinion: AMD stops giving AI-chip revenue forecast. History says that’s not a great sign. (marketwatch)
  5. Alphabet’s stock slides in the wake of a revenue miss and huge AI spending target (marketwatch)
  6. Trump Tariffs Risk $29,000 Rise in US Home Building Costs (bloomberg)
  7. Should Comcast split into three? This analyst says a breakup would mean big upside. (marketwatch)
  8. Opinion: Trump has two strong options to defuse the U.S. debt time-bomb. He should use them. (marketwatch)
  9. Trump says US will ‘take over’ and develop Gaza Strip (ft)
  10. Spring Festival boosts travel, consumption as 8-day holiday nears end (cn)
  11. Alphabet Slides After Cloud Sales Fall Short of Expectations (bloomberg)
  12. AMD Tumbles After Giving Disappointing Outlook for AI Growth (bloomberg)
  13. Are Markets Underestimating the Tariff Problem? (wsj)
  14. Disney Earnings Are Up Next. Watch for This Number. (barrons)
  15. Chipotle Revenue Falls Short (barrons)