Be in the know. 15 key reads for Friday…

  1. Intel Extends Comeback as Investors Bet on Foundry Growth (bloomberg)
  2. BofA’s Hartnett sees China as top long in emerging global bull market (investing)
  3. Alibaba’s upgraded Qwen chatbot app receives warm consumer reception (scmp)
  4. Ford, China’s BYD in Talks for Hybrid-Vehicle Batteries After EV Market Flames Out (wsj)
  5. Cheap Electric SUVs Could Sway Buyers Despite End of US Subsidies (bloomberg)
  6. Germany to Hand EV Buyers Up to €6,000 a Car to Boost Demand (bloomberg)
  7. QXO Announces Fourth Quarter Summarized Preliminary Financial Information (qxo)
  8. QXO Announces Pricing of Common Stock Offering (qxo)
  9. Mortgage Rates Fall to Lowest Level Since 2022. Agents Say Buyers Are Back. (barrons)
  10. Disney Picks a New Star Wars Chief. Big News for the Stock It Is. (barrons)
  11. Boeing Stock Rises After NTSB Crash Report. Analysts Remain Bullish. (barrons)
  12. China just ‘months’ behind U.S. AI models, Google DeepMind CEO says (cnbc)
  13. As Tech Giants Get More Hands-On With Energy, Their Risks Rise (wsj)
  14. Data Centers, Power Infrastructure, Healthcare Set To Lead Next Phase Of Construction Boom (zerohedge)
  15. Boeing secures tentative labor deal with former Spirit AeroSystems workers (reuters)