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)

Be in the know. 21 key reads for Thursday…

  1. China’s G.D.P. Stronger Than Expected, Led by Infrastructure Spending (nytimes)
  2. Alibaba Moves Onto Tencent’s Turf With AI Model for 3D Video (bloomberg)
  3. US investors pour into Hong Kong, China equities with largest quarterly inflow in 3 years (scmp)
  4. China Home Price Decline Eases in Boost for Recovery Hopes (bloomberg)
  5. Pizza chains Papa John’s and Pizza Hut edge closer to finding new owners, sources say (reuters)
  6. Boeing hiring more than 100 factory workers a week to grow output, replace retirees (reuters)
  7. Israel’s El Al to buy up to 12 more Boeing 787s for $1.5 billion (reuters)
  8. Boeing wins $1.19 billion UK contract for Apache and Chinook helicopters (investing)
  9. Disney and Comcast Are Locked in a Theme-Park Battle. Here’s Who’s Winning. (barrons)
  10. Big Bank Earnings Show Consumers Are on Solid Ground—Against All Odds (barrons)
  11. Americans Are Getting Big Tax Cuts, Whether They Know It or Not (wsj)
  12. A Wall of Capital Waits on the Sidelines (zerohedge)
  13. Citadel Securities’ Rubner Sees Lower Volatility Lifting Stocks (bloomberg)
  14. Retail investors missed the rally. Why strategist Tom Lee says they’ll lead the next one. (marketwatch)
  15. What War? US Stocks Hit Record Highs (morningstar)
  16. Investors Look Past War to Focus on Fundamentals, Yardeni Says (bloomberg)
  17. The Iran War Has Fired Up Value Investing. But What Next? (bloomberg)
  18. Mastercard and 16 More Stocks for a Market Rally (barrons)
  19. Texas Sees Power Demand Quadrupling by 2032 on Data Center Boom (bloomberg)
  20. NOV cuts Q1 guidance on Middle East war disruptions (investing)
  21. U.S. Home-Builder Sentiment Slips Amid Economic Uncertainty (wsj)