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)

Be in the know. 14 key reads for Tuesday…

  1. Strategist Who Coined the Magnificent Seven Warns US Tech Is Set to Lag (bloomberg)
  2. Alibaba Stock Is a Winner—If It Can Survive Trump Tariff Turbulence (barrons)
  3. Estée Lauder Stock Is Tumbling. Blame a Huge Charge and Disappointing Outlook. (barrons)
  4. PayPal Earnings Show Refresh Is Working. Why the Stock Is Dropping Anyway. (barrons)
  5. China Hits Back at Trump With U.S. Tariffs. Why Google Is in Its Crosshairs. (barrons)
  6. Strategist Who Coined the Magnificent Seven Warns US Tech Is Set to Lag (bloomberg)
  7. Xi’s Careful Reply to Trump Tariffs Shows China Has More to Lose (bloomberg)
  8. Estée Lauder to Cut Up to 7,000 Jobs in Corporate Overhaul (bloomberg)
  9. PayPal posts an earnings beat, but another metric is weighing on its stock (marketwatch)
  10. How Trump’s tariffs closed the loophole used by Chinese retailers (foxbusiness)
  11. S. Frackers and Saudi Officials Tell Trump They Won’t Drill More (wsj)
  12. Trudeau Bends The Knee: Canada Will Send 10,000 Troops To Border, Name Fentanyl Czar To Delay Trump Tariffs (zerohedge)
  13. Alibaba offers DeepSeek on cloud service after Microsoft, Amazon and Huawei (scmp)
  14. Trump’s 2.0 trade war is already ‘fundamentally different’ from 1.0 (yahoo)