Be in the know. 20 key reads for Wednesday…

  1. Boeing narrows loss as aircraft deliveries rise, says it expects new 737 Max certifications this year (cnbc)
  2. Boeing’s Commercial Jet Business Improves, Reducing Quarterly Loss (wsj)
  3. Boeing Narrows Cash Burn in First Quarter as Deliveries Rise (bloomberg)
  4. Boeing 737 Max 7, 10 Models on Track for 2026 Certification, FAA Says (bloomberg)
  5. Trump’s $1.5 trillion defense budget includes $750 billion for ships, jets and Golden Dome (reuters)
  6. Intel Stock Just Got Two Upgrades. The ‘Real’ AI Recovery Is Only Starting. (barrons)
  7. HSBC upgrades Intel to Buy as server CPU upside not yet priced in (investing)
  8. US Retail Sales Surge by Most in a Year as Spending Extends Beyond Gas (bloomberg)
  9. Consumers Just Keep Spending. Deckers And 6 Other Retail Stocks for Your Shopping List. (barrons)
  10. U.S. Inventory Cycle Shows Signs of Turning (zerohedge)
  11. Brad Jacobs on His Big Bet on Building Insulation (bloomberg)
  12. U.S. Pending-Home Sales Rose in March (wsj)
  13. Mortgage rates sink again, and home buyers jump back in (cnbc)
  14. Will softer growth open door to Fed cuts? (streetinsider)
  15. Tencent, Alibaba in talks to invest in DeepSeek at over $20 billion valuation, The Information reports (yahoo)
  16. JPMorgan Says China Property Tipping Point Will Drive Up Stocks (bloomberg)
  17. Earnings Are Set to Surge 18% This Year. The Bull Market Still Has Room to Run. (barrons)
  18. Five Reasons An Oil Capex Upcycle Is Coming And Could Echo 2000s Boom (zerohedge)
  19. Texas Electricity Demand Could Quadruple Due To Soaring Data Center Demand: ERCOT (zerohedge)
  20. The AI Spending Spree Is Far from Over (wsj)