Be in the know. 15 key reads for Friday…

  1. The great AI buildout shows no sign of slowing (reuters)
  2. Big Tech Is Spending More Than Ever on AI and It’s Still Not Enough (wsj)
  3. Meta to raise $30 billion in its biggest bond sale as AI expansion costs rack up (reuters)
  4. AI companies are downplaying amount of energy and capital they need, Joe Lonsdale says (cnbc)
  5. Big Tech earnings: profits and cash still matter (ft)
  6. Why the AI Spending Spree Could Spell Trouble for Investors (morningstar)
  7. Chinese Stocks Have Rallied. Why They’re Not Done Yet. (barrons)
  8. Hong Kong Economy Grows Most Since 2023 on Strong Exports, Retail (bloomberg)
  9. China signals sharper pivot to consumption as imbalances worsen (reuters)
  10. US Is Ready to Sell More Oil and Gas to China, Energy Chief Says (bloomberg)
  11. Boeing’s Road to Redemption—and a Higher Stock Price (barrons)
  12. Intel in Talks to Acquire AI Chip Startup SambaNova (bloomberg)
  13. Continued Year-over-year Margin Expansion and Improved Cash Flow Highlight Cooper Standard’s Third Quarter Results (cooperstandard)
  14. ‘December Rate-Cut Still Looks Likely’: Goldman Sees Shift In Consumer Health, AI Impact On Labor Market (zerohedge)
  15. YouTube TV Users Lose Access to Disney and ESPN (nytimes)