Be in the know. 17 key reads for Wednesday…

  1. Intel Partners With SpaceX, Tesla to Operate New Chip Plant (wsj)
  2. Intel Stock Jumps Following Elon Musk Chip Deal. Why the Turnaround Is Gaining Steam. (barrons)
  3. Alibaba launches data center with 10,000 of its own chips as China ramps up AI push (cnbc)
  4. Trump, Iran Agree to 2-Week Cease-Fire and Reopening Strait of Hormuz (barrons)
  5. Cease-fire means the bottom is in, declares strategist Tom Lee (marketwatch)
  6. Citadel Securities Sees Retail Exodus Setting Stage for S&P Run (bloomberg)
  7. Retail Finally Panicked… Right At The Lows (zerohedge)
  8. Emerging Market Stocks Surge Most Since 2022 After Iran Truce (bloomberg)
  9. Why the Dollar Is Set for Its Worst Day in a Year (barrons)
  10. Fed’s Williams Expects Little Change to Underlying Inflation (bloomberg)
  11. Consumer Spending Expected to Hold Up Despite the War, Rising Energy Prices (barrons)
  12. US Core Durable Goods Orders Surge For 11th Straight Month (zerohedge)
  13. Stifel reiterates Buy rating on GXO Logistics stock at $70 target (investing)
  14. Ford Asks Trump Administration for Relief as Tariffs Pummel F-150 (wsj)
  15. Warren Buffett Is Retired. His Latest Advice Couldn’t Be More Timely for Young Investors. (barrons)
  16. U.S.-China Relations Are ‘Stable’ Ahead of Summit, Trump’s Trade Chief Says (barrons)
  17. Zhipu Hikes Prices Again as China AI Monetization Wave Quickens (bloomberg)