Be in the know. 17 key reads for Friday…

  1. Intel Unveils Panther Lake Architecture: First AI PC Platform Built on 18A (intel)
  2. Intel’s Next-Generation Chip to Enter ‘High Volume’ Production by End of Year (barrons)
  3. Intel’s Big Bet: Inside the Chipmaker’s Make-or-Break Factory (nytimes)
  4. Intel Got a Trump Bump. Now It Has to Capitalize on It. (bloomberg)
  5. Alibaba Is a Top Pick of Analysts. Why the Stock Could Rise 32%. (barrons)
  6. Chinese Regulators Unveil Measures to Rein in Price Wars (bloomberg)
  7. Why China’s Plenum on Its Five-Year Plan Matters for the Global Economy (bloomberg)
  8. Mainland Markets Reopen In Good Spirits, Reaching Decade High (chinalastnight)
  9. China Moves to Limit Rare Earth Exports. These Mining Stocks Are Gaining. (barrons)
  10. GM relaunches affordable Bolt EV (reuters)
  11. Stellantis Shipments Rise After Strong Rebound in North America (wsj)
  12. Bubble or Not, the AI Spending Binge Is Unprecedented in Every Way (barrons)
  13. Global ‘value’ tilt intensifies as US outflows hit ‘growth’ stock funds hardest (reuters)
  14. Estée Lauder names Nia Long as first North America brand ambassador (investing)
  15. Fed Governor Waller sees more rate cuts but says central bank needs to be ‘cautious about it’ (cnbc)
  16. Mortgage Rates in the US Decline for First Time in Three Weeks (bloomberg)
  17. Bessent Touts Drop in Deficit-to-GDP Ratio, Sees Tax-Refund Wave (bloomberg)