- Intel rises premarket on report of U.S. plan to reduce reliance on chip imports (investing)
- Trump Takes Aim at Chip Makers With New Plan to Throttle Imports (wsj)
- Intel’s comeback is fueled by the promise of more deals (yahoo)
- Intel approaches TSMC for investments or partnership, WSJ reports (reuters)
- Intel Investors Snap Up Bullish Options to Chase Furious Rally (bloomberg)
- Cox Automotive Forecast: September New-Vehicle Sales Up 6% Year Over Year; Record Electric Sales Help Charge Strong Third Quarter (coxauto)
- Boeing Bags Large Orders From Turkish Airlines, Norwegian Air (wsj)
- Durable-Goods Orders Bounce Back on Surge in Aircraft Demand (wsj)
- Alibaba Stock’s AI-Powered Run Isn’t Done (barrons)
- Jack Ma-Backed Fintech Giant Has an AI to Manage Your Company’s Money (bloomberg)
- White House adviser Hassett cites enormous progress on China-US trade talks (reuters)
- Chinese Premier Signals Desire for Stable U.S. Relations in New York Visit (wsj)
- Spending on AI Is at Epic Levels. Will It Ever Pay Off? (wsj)
- US economy grows at fastest pace in nearly two years as spending roars back (nypost)
- U.S. economists raise GDP growth forecast for third quarter- survey (streetinsider)
- Economists Lower US Job Growth Through 2026, Fueling Rate Cuts (bloomberg)
- No, Markets Are Not “Priced For Perfection”; Deutsche Bank (zerohedge)
- Foreigners Are Buying US Stocks at Record Pace Despite Trade War (bloomberg)
- Atlantic Hurricane Season Awakens After Sleepy Start (bloomberg)
Be in the know. 19 key reads for Friday…


