Be in the know. 16 key reads for Thursday…

  1. Intel to Buy Apollo’s Stake in Joint Ireland Chip Manufacturing Facility for $14.2 Billion (wsj)
  2. Intel Stock Gains After Buying Back Stake in Fab. Why the Market Is Excited. (barrons)
  3. Boeing Shares Soar On US Deal To Triple Patriot Seeker Output (bloomberg)
  4. GE, Boeing, and 3 More Aerospace and Defense Stocks to Buy (barrons)
  5. Arms makers eye windfall as war drains stockpiles (ft)
  6. Estée Lauder, Puig Advance Talks to Combine in Mostly Stock Deal (bloomberg)
  7. Pfizer’s RSV Shot to Be Offered to 3 Million More in England (bloomberg)
  8. Why 2026 Is Biotech’s Comeback Year (barrons)
  9. Alibaba Unveils Third Closed-Source AI Model in Focus on Profit (bloomberg)
  10. China EV makers surge back in March as subsidies and financing spur demand (scmp)
  11. Automakers betting on new EVs — despite sales downturn: ‘Market is going to come back’ (nypost)
  12. Mercedes-Benz to pour $4B into Alabama plant as Trump tariffs reshape US auto strategy (foxbusiness)
  13. US Manufacturing Expands Most Since 2022, Input Costs Jump (bloomberg)
  14. Americans Kept Spending in February as Retail Sales Beat Expectations (barrons)
  15. Is there a bargain to be had with Disney stock? This analyst thinks so. (marketwatch)
  16. GXO Expands with Pandora in North America (gxo)