Be in the know. 20 key reads for Friday…

  1. US Mortgage Rates Decline to Lowest Point in Nearly a Year (bloomberg)
  2. US housing shares shine as Fed restarts rate cuts (yahoo)
  3. Builders Say Deconstructing ‘Green’ Building Codes Will Lower New Housing Costs (zerohedge)
  4. Nvidia investment seen as ‘a game changer’ for Intel (streetinsider)
  5. Nvidia’s Intel stake shows Lip-Bu Tan knows the art of the deal (yahoo)
  6. How Intel’s Nvidia deal could help Intel’s next generation of chip manufacturing (reuters)
  7. Nvidia CEO Huang says $5 billion stake in rival Intel will be ‘an incredible investment’ (cnbc)
  8. China Bull… But Most Missed It (zerohedge)
  9. Alibaba releases open-source AI agent to rival OpenAI’s flagship Deep Research (scmp)
  10. Here’s What Could Come Out of Xi-Trump Call. It’s More Than TikTok. (barrons)
  11. Foreign Holdings of Treasuries Climb to Record Level (bloomberg)
  12. Trump Seeks to Speed Large Power Projects to Meet AI Demand (bloomberg)
  13. Trump’s Team Explores Government-Backed Manufacturing Boost (wsj)
  14. As inflows to U.S. stocks crest to biggest in more than a year, Bank of America says it’s time to ‘chase the laggards’ (marketwatch)
  15. Russell 2000 scores fresh record for the first time in 4 years. Why the small-cap rally still has room to run. (marketwatch)
  16. Europe’s EV Revolution Is on Track. How Auto Makers Plan to Win. (barrons)
  17. Hyundai to launch 10 new EV and hybrid models by 2030 to offset US tariffs (usatoday)
  18. Rising August Retail Sales Cap Summer of Growth in UK (bloomberg)
  19. Cooper Standard appoints Venkat as SVP and chief IT and AI officer (investing)
  20. PayPal-Backed Pine Labs Plans Up to $700 Million IPO in October (bloomberg)