Be in the know. 15 key reads for Friday…

  1. AMD Rally Looks More Fragile Than Nvidia’s as Traders Bid Up AI (bloomberg)
  2. PayPal Stock Has Fallen Far Enough. It’s Time to Buy. (barrons)
  3. Cockpit Mishap Seen as Likely Cause of Plunge on Latam Boeing 787 (wsj)
  4. Nvidia led Phase 1 of the AI trade, these are the next three, says Goldman Sachs (marketwatch)
  5. Disney’s Proxy War Is Getting Very Noisy. What Really Matters. (barrons)
  6. Steven Mnuchin’s Bid for TikTok Isn’t as Strange as You Think (barrons)
  7. Boeing’s problems don’t change the overall outlook for the commercial aerospace industry. Planes are in hot demand. (barrons)
  8. Deals Are Coming Back. These 8 Companies Are Buyout Candidates. (barrons)
  9. As War Rages On, the Stock Market Shrugs It Off. Will It Last? (barrons)
  10. Dollar Store Stocks Tumbled. That Might Be a Buying Opportunity. (barrons)
  11. Options trades to exceed stocks for first time since 2021 as $5 trillion in contracts come due Friday (marketwatch)
  12. Real-estate prices have bottomed out and it’s now time to buy, Blackstone president says (marketwatch)
  13. Nvidia is no longer Wall Street’s favorite stock. This company is. (marketwatch)
  14. Private Equity Wants Your Credit Card Debt. And Car Loan. And Mortgage. (wsj)
  15. Why That Hot Biotech IPO Could Be a Winner (wsj)