Be in the know. 16 key reads for Saturday…

  1. Data centers and gas demand make boring pipelines great again (fortune)
  2. Domestic and international demand drive natural gas production growth (eia)
  3. Hormuz Is Still in Dire Straits. 2 Oil-Services Stocks That Could Benefit. (barrons)
  4. The damage wrought on the Middle East’s oil and gas supplies (ft)
  5. Intel Stock Gains 51% in 8 Days. Why the Company Has a ‘Renewed Lease on Life.’ (barrons)
  6. Pull-Forward Demand Boosts PC Shipments Amid Memory Crunch Woes (zerohedge)
  7. TD Cowen raises Intel stock price target on server demand outlook (investing)
  8. Resale Market Suggests Brand Heat Growth for Vans, Crocs (wwd)
  9. Epic Games Pins ‘Fortnite’ Comeback on Disney Partnership (bloomberg)
  10. Goldman Traders See Record Fast-Money Heading Into US Stocks (bloomberg)
  11. Tariff Refund Tool Will Go Live on April 20, US Customs Says (bloomberg)
  12. Consumer Sentiment Hits Record Low, Michigan Survey Shows (wsj)
  13. BofA explains why Fed is likely to deliver rate cuts this year (streetinsider)
  14. After the Great EV Slowdown, High Gas Prices Are Tempting Americans Back (wsj)
  15. Oil Price Shock Drives 140% Surge In China’s EV Exports To Record High (zerohedge)
  16. Big Pharma Is Turning to China for the Newest Drug Ideas (wsj)

Be in the know. 18 key reads for Friday…

  1. China’s Alibaba shifts towards revenue over open-source AI (ft)
  2. Alibaba’s New AI Video-Generation Model Tops Global Ranking (wsj)
  3. Alibaba leads $290 million investment for building a new kind of AI model as LLM limits emerge (cnbc)
  4. Alibaba’s Qwen family captures over 50% of global open-source downloads, report finds (scmp)
  5. Alibaba cloud growth forecast to accelerate with AI push, higher service charges: analysts (scmp)
  6. The Case for Investing in Emerging Markets (wsj)
  7. Trump Once Talked Tough With China. Now He’s Playing Nice. (wsj)
  8. Intel and Google to double down on AI CPUs with expanded partnership (reuters)
  9. Intel Wins Google Promise to Keep Using Xeon in Data Centers (bloomberg)
  10. Intel Stock Notches Gains for 7th-Straight Day. Why It Hit a Nearly 5-Year High Today. (barrons)
  11. The Case for Intel Stock’s Comeback Strengthens. The Chart Tells the Story. (barrons)
  12. Wall Street’s fear gauge just flashed an unusual signal that could carry the S&P 500 to 7,400 within months (marketwatch)
  13. CTAs Set To Buy Near-Record $45BN In US Stocks Next Week (zerohedge)
  14. Dividend Stocks Won the War. Why They Could Also Win the Peace. (barrons)
  15. Retail Stock Traders Turn Into Sellers as Rally Spurs Skepticism (bloomberg)
  16. BofA’s Hartnett Sees the Surge in Commodities Lasting for Years (bloomberg)
  17. US wholesale inventories post biggest increase in 13 months (reuters)
  18. PayPal integrates payment links directly into Canva platform (investing)