Be in the know. 16 key reads for Saturday…

  1. Musk plans Tesla mega AI chip fab, mulls potential Intel partnership (reuters)
  2. OpenAI Asks US to Expand Chips Tax Credit to AI Data Centers (bloomberg)
  3. Tech stocks suffer worst week since April after $800bn AI sell-off (ft)
  4. Alibaba doubles down on ‘super-scale’ computing infrastructure plans as AI demand grows (scmp)
  5. Alibaba-backed Moonshot releases its second AI update in four months as China’s AI race heats up (cnbc)
  6. China’s Stocks Are Flying as Beijing Doubles Down on Tech. Why the Economy Is Still Struggling. (barrons)
  7. More Homes Equal Lower Prices. Bill Pulte Wants Builders to Step on the Gas. (barrons)
  8. Fed’s Miran says stablecoin surge could help push interest rates lower (cnbc)
  9. Boeing Bets Big on South Carolina Plant to Double 787 Output (bloomberg)
  10. Diageo battles investor disquiet on prolonged CEO search (ft)
  11. Vans Casts a ‘Bunch of Misfits’ in Quirky Holiday Campaign (wwd)
  12. Timberland and Supreme Are Linking Up for New Limited-Edition Boots With Patchwork Logos (wwd)
  13. Etsy spotlights importance of personalized gifting for holiday ads (marketingdive)
  14. Consumer Sentiment Falls to Near-Record Lows. Why it’s too Soon to Panic About Spending. (barrons)
  15. Disney execs give status update on talks with YouTube TV ahead of jam-packed sports weekend (nypost)
  16. Cockroaches in the Coal Mine (oaktree)