Be in the know. 15 key reads for Wednesday…

  1. Wall Street Is Too Pumped About Trump to Worry About His Policies (bloomberg)
  2. DOJ Will Push Google to Sell Chrome to Break Search Monopoly (bloomberg)
  3. A Better Way to Pay for Extending the Trump Tax Cuts (bloomberg)
  4. Shoppers Are Ditching Classic Brands They Once Loved (bloomberg)
  5. The Most Exciting New Golf Courses to Play in 2025 (bloomberg)
  6. Nvidia must show Blackwell chip can drive growth in earnings report (cnbc)
  7. Although about 4% of the current public float is held by mainland China investors, 15% of the trading volume in the past few months has come from these investors, proving that dual primary listing in Hong Kong can generate immense liquidity. (aastocks)
  8. Markets look to Howard Lutnick, other Trump economic picks for signals on tariffs (yahoo)
  9. Trump picking Warsh for Treasury would empower a critic of both the Fed and tariffs (marketwatch)
  10. Alibaba’s Connect link shows Hong Kong’s strength, access to mainland funds (scmp)
  11. Boeing to lay off roughly 2,200 workers days before Christmas (foxbusiness)
  12. Overheating issue could delay NVIDIA’s new Blackwell AI servers – The Information (streetinsider)
  13. Nvidia’s Blackwell revenue in focus as sales growth slows (streetinsider)
  14. Walmart Says Holiday Shopping Is Off to a Strong Start (wsj)
  15. Meet the Man Who Made a Fortune Bringing Brands Back to Life (wsj)

Be int he know. 12 key reads for Wednesday…

  1. Building-Products Distributor QXO Makes Bid for Beacon Roofing (wsj)
  2. Car-Loan Delinquencies Aren’t Scaring Off Wall Street (wsj)
  3. Walmart Boosts Outlook as Consumers Search for Value (bloomberg)
  4. Markets will rally into year-end and potentially be strong next year too: Defiance ETFs’ Jablonski (cnbc)
  5. Trump Picks Brendan Carr as FCC Chair. He Vows to Challenge a Big Tech Cartel. (wsj)
  6. CVS Adds to Board in Deal With Glenview (wsj)
  7. Traders Are Making Bullish Bets on Nvidia Ahead of Earnings (wsj)
  8. Bond Yields Are Falling as Nuclear Tensions Rise (barrons)
  9. Goldman channels ‘Art of the Deal’ as it targets 6,500 for S&P 500 next year (marketwatch)
  10. Bob Iger’s Disney, entertainment firms resume X advertising after yearlong Elon Musk feud (nypost)
  11. Why Oil Companies Are Walking Back From Green Energy (nytimes)
  12. Slash First, Fix Later: How Elon Musk Cuts Costs (nytimes)