Be in the know. 25 key reads for Sunday…

  1. Amazon and Alphabet CEOs Plan Big Stock Sales (barrons)
  2. Alibaba Cloud’s Qwen2.5-Max Secures Top Rankings in Chatbot Arena (alizila)
  3. The Cloud Just Became Kryptonite for the Mag 7 (barrons)
  4. Diageo’s Non-Alcoholic Spirits Are up by 56%, Outperforming Its Alcoholic Brands (robbreport)
  5. The Magnificent 7 Stocks Are the New Staples. Is It Time to Worry? (barrons)
  6. Value Stocks Are Outearning Forecasts. (barrons)
  7. Stock Market Falls On Trump Tariff, Inflation Fears (investors)
  8. The Mood of the American Consumer Is Souring (wsj)
  9. Power Stocks Had Been on an AI Tear. Then Came DeepSeek. (wsj)
  10. US Consumer Borrowing Surges by $40.8 Billion, Most on Record (bloomberg)
  11. Bloomberg At the Money: Jeff Hirsch on Presidential Cycles (bloomberg)
  12. Bullish 2025 Forecast on Track (Almanac Trader)
  13. Historical Deja Vu: Will 30-Year Treasury Bond Yields Repeat 2007? (kimblechartingsolutions)
  14. The Drug Industry Is Having Its Own DeepSeek Moment (wsj)
  15. Dana White Pulls No Punches: A No-Holds-Barred Interview (forbes)
  16. Gordon Murray Says It’s Easier to Win an F1 Championship Than Le Mans—Here’s Why (robbreport)
  17. The Ferrari Testarossa Is an Icon of 1980s Style That’s Making a Comeback (robbreport)
  18. This 1,184-HP F80 Is The Most Powerful Road-Going Ferrari Ever (maxim)
  19. The 2025 V12 Vanquish Boasts Highest Top Speed Of Any Aston Martin Production Car (maxim)
  20. Racing Genius Gordon Murray Says Winning F1 Title Is Easier Than Le Mans (thedrive)
  21. Alibaba denies it has made $1 billion investment in DeepSeek (technode)
  22. Trump’s tariff role model (npr)
  23. ECB Chief Economist Philip Lane on How to Get Europe Growing Again (bloomberg)
  24. Ferrari F80 vs. McLaren W1: The Brief (roadandtrack)
  25. Tiger Woods announces he will play in the Genesis Invitational at Torrey Pines next week (gd)

Be in the know. 7 key reads for Saturday…

  1. Amazon and Alphabet CEOs Plan Big Stock Sales (barrons)
  2. The Magnificent 7 Stocks Are the New Staples. Is It Time to Worry? (barrons)
  3. Value Stocks Are Outearning Forecasts. (barrons)
  4. Stock Market Falls On Trump Tariff, Inflation Fears (investors)
  5. The Mood of the American Consumer Is Souring (wsj)
  6. Power Stocks Had Been on an AI Tear. Then Came DeepSeek. (wsj)
  7. US Consumer Borrowing Surges by $40.8 Billion, Most on Record (bloomberg)

Be in the know. 20 key reads for Friday…

  1. Chinese Tech Stocks Near Technical Bull Market (bloomberg)
  2. European Stocks Hit Record as Upbeat Earnings Temper Trade Fears (bloomberg)
  3. DeepSeek’s emergence is a ‘Sputnik moment’ not just for AI, but for China, which is ‘outcompeting the rest of the world’, bank says (scmp)
  4. Trump’s focus on 10-year Treasury yield to cut borrowing costs raises curiosity — and problems (marketwatch)
  5. One of the few surviving Gilded Age mansions designed by a revered NYC architect has listed for a massive discount (nypost)
  6. Trump is ‘not bluffing’ on Gaza takeover, will do ‘what it takes,’ sources close to prez say (nypost)
  7. C.A.A., Following Trump’s Order, Excludes Transgender Athletes From Women’s Sports (nytimes)
  8. Bessent Projects Normalcy While ‘Completely Aligned’ With Musk (bloomberg)
  9. Trump Will Seek to End Carried Interest, Expand SALT in Tax Bill (bloomberg)
  10. Amazon plans to spend $100 billion this year to capture ‘once in a lifetime opportunity’ in AI (cnbc)
  11. Amazon fourth-quarter cloud revenue falls just shy of Wall Street estimates (cnbc)
  12. Japan’s household spending massively beats expectations, boosting case for further BOJ hikes (cnbc)
  13. Amazon’s outlook underwhelms as tech giant forecasts ‘lumpy’ cloud growth in years ahead (marketwatch)
  14. Tech Giants Double Down on Their Massive AI Spending (wsj)
  15. Amazon Earnings: Shares Fall After Sales Outlook Is Weaker Than Expected (wsj)
  16. Former UPenn Athletes Sue To Expunge Trans Swimmer Lia Thomas’ Records (zerohedge)
  17. Trump administration to keep only 294 USAID staff out of over 10,000 globally, sources say (reuters)
  18. BOJ’s fresh take on labour crunch opens door for more rate hikes (reuters)
  19. XPO Stock Soars. Freight Demand Is Looking Up. (barrons)
  20. Mortgage Rates in US Decrease for Third Week, Slipping to 6.89% (bloomberg)