Be in the know. 21 key reads for Friday…

  1. Intel Surges as First Earnings Report Since U.S. Investment Shows Momentum (wsj)
  2. Intel Rallies After Forecast Signals a Comeback Is Underway (bloomberg)
  3. Intel Stock Rises After Strong Earnings. CFO Says Chip Demand Will Outpace Supply Into Next Year. (barrons)
  4. Intel stock price target raised to $45 from $24.80 by Cantor Fitzgerald (investing)
  5. Intel stock price target raised to $40 from $20 at Baird on 14A progress (investing)
  6. Are Vans Cooler Than Sambas Now? (bloomberg)
  7. Alibaba Is Coming for Meta’s Smart Glasses and ChatGPT. The Stock Rises. (barrons)
  8. Trump, Xi to Meet Next Thursday at APEC Summit, White House Says (bloomberg)
  9. China Commerce Minister Says US and China Can Find Solutions (bloomberg)
  10. China Aims to Keep ‘Reasonable’ Growth, Boost Consumption Share (bloomberg)
  11. 4th Plenum Concludes, Bessent Meeting Confirmed (chinalastnight)
  12. Mortgage rates drop to the lowest level in a year, opening ‘an important window’ for buyers (marketwatch)
  13. Home Sales Rose in September, Boosted by Falling Mortgage Rates (wsj)
  14. CNBC Housing Market Survey: 44% of real estate agents say home prices are on the decline (youtube)
  15. Ford Profit More Than Doubles on Growth in Sales of Pickups, SUVs (wsj)
  16. Critical Auto-Aluminum Supplier Says Fire-Damaged Plant Will Restart This Year (wsj)
  17. U.K. Retail Sales Rise for Fourth Straight Month (wsj)
  18. Euro-Zone Business Activity Unexpectedly Hits Highest Since 2024 (bloomberg)
  19. Hedge funds boost AI tech bets to highest since 2016, Goldman Sachs says (reuters)
  20. Trump Plan Would Open Almost All Coast to Offshore Drilling (bloomberg)
  21. Albemarle stock initiated with Buy rating at Rothschild Redburn on lithium price outlook (investing)