Be in the know. 14 key reads for Friday…

  1. The U.S. Is Discussing Taking a Stake in Intel (wsj)
  2. Intel shares skyrocket following report Trump admin is mulling taking stake in chipmaker (nypost)
  3. Intel: A US Financial Stake in Intel Would Be Good for Shareholders (morningstar)
  4. Tepper’s Appaloosa Raises Stake in UnitedHealth, Adds Intel (barrons)
  5. QXO Sees Early Gains from $10.6B Beacon Acquisition (roofingcontractor)
  6. Advance Auto Parts Stock Skids After Earnings Beat. Here’s Why. (barrons)
  7. Money Is Rotating Away From Big Tech Stocks. It’s a Good Sign. (barrons)
  8. Small-caps are finally setting up for the market breadth expansion, says Needham’s Chris Retzler (youtube)
  9. Potential Fed chair pick David Zervos of Jefferies backs aggressive interest rate cuts (cnbc)
  10. The Inflation Panic Is All Wrong. How Tariffs Could Lead to Interest Rate Cuts. (barrons)
  11. Mortgage Rates Slip to Lowest Level of 2025 (wsj)
  12. Data Centers Need Own Power Supply, US Grid Watchdog Says (bloomberg)
  13. Retail Investors Have “Changed The Game” And Goldman Flows Gurus Don’t See It Ending Anytime Soon (zerohedge)
  14. UBS assesses which themes should be more or less favored (streetinsider)