Be in the know. 12 key reads for Saturday…

  1. The North Face’s New 2000s-Inspired Sneaker Is Getting Lots of Love on Social Media (wwd)
  2. For Gen Z Apparel Brands, The Mall Is Fashion-Forward (forbes)
  3. Intel Shares Soar to Highest Since 2000 on Turnaround Optimism (bloomberg)
  4. AI Chips Used to Be Nvidia’s Game. Now More Winners Are Emerging. (barrons)
  5. Disney Debuts Giant Screen Brand for Cinemas to Rival Imax (bloomberg)
  6. U.S. natural gas exports to grow nearly 30% by 2027 as LNG facilities ramp up (eia)
  7. The Halo trade: a fad or the future? (ft)
  8. Trump says U.S. has ‘good news’ on Iran as Tehran says the Strait of Hormuz is closed again (cnbc)
  9. Trump Telegraphs End to Iran War as Focus Turns to Economy (bloomberg)
  10. What War? The Global Economy Is Poised for Even More Growth. (barrons)
  11. China’s Fast Money Is Back (zerohedge)
  12. US Weighs Tougher Auto Import Rules to Accelerate Reshoring (bloomberg)

Be in the know. 16 key reads for Friday…

  1. Intel Hires Samsung Executive Han in Push for Foundry Customers (bloomberg)
  2. TSMC warns of Intel Foundry’s growing prowess during the company’s latest earnings call — ‘We view Intel as our formidable competitor and do not underestimate them’ (tomshardware)
  3. Intel Stock Gains. Why Analysts Are Raising Their Estimates. (barrons)
  4. Intel launches Core Series 3 mobile processors for value market (investing)
  5. CTAs Bought $86BN Last Week; They Have Another $70BN In The Next Five Sessions (zerohedge)
  6. FOMO is what is driving stocks to new highs, Barclays says (investing)
  7. Markets Are Transitioning Back To Fundamentals: Citadel Securities Sees ‘Scope For Further Upside’ (zerohedge)
  8. Another ‘Stress Test’ Passed by U.S. Economy as Stocks Poised to Add to Record Highs (barrons)
  9. Trump says war in Iran is going ‘swimmingly’ and ‘should be ending pretty soon’ (cnbc)
  10. Boeing unveils satellite platform, targets 26 deliveries in 2026 (reuters)
  11. US Factory Output Rebound in First Quarter Extended Beyond AI (bloomberg)
  12. Ford Will Partner More With Chinese Automakers Overseas (wsj)
  13. New home prices in China’s biggest cities record first rise in 10 months (scmp)
  14. China Fines Alibaba and PDD for Food Delivery Oversight Failures (bloomberg)
  15. Data centre delays threaten to choke AI expansion (ft)
  16. Trump administration urges US oil bosses to increase drilling (ft)