Be in the know. 15 key reads for Saturday…

  1. Telfar, The Internet’s Favorite Bag Brand, Just Teamed Up With Timberland & It’s Selling Out Fast (rollingstone)
  2. Jordan Chiles Brings Height to Courtside Fashion with Timberland x Telfar Boots at Lakers Game (wwd)
  3. FAA Lets Boeing Increase Production Cap on 737 MAX by 10% (wsj)
  4. Intel Foundry secures contract to build Microsoft’s Maia 2 next-gen AI processor on 18A/18A-P node, claims report — could be first step in ongoing partnership (tomshardware)
  5. Bessent, Chinese vice premier to meet to try to defuse escalation of U.S. tariffs (cnbc)
  6. Alibaba Cloud claims to slash Nvidia GPU use by 82% with new pooling system (scmp)
  7. Alibaba Stock Falls on U.S.-China Tensions. It May Be an AI Buying Opportunity. (barrons)
  8. Fitch affirms Alibaba at ’A’ with stable outlook (investing)
  9. Trump offers US automakers additional relief from his tariffs (yahoo)
  10. Porsche’s New CEO Is a Luxury Leader Big on Hybrids (bloomberg)
  11. Fed Likely to Cut Rates By a ‘Safe’ Quarter Point, Absent Data (barrons)
  12. AI Is Driving Growth. But It Isn’t the Only Game in Town. (barrons)
  13. Scoop: Estée Lauder to bring Too Faced to market (axios)
  14. North America’s LNG export capacity could more than double by 2029 (eia)
  15. Biotech Is Finally Rallying. Why Mizuho’s Jared Holz Is Optimistic This Time. (barrons)