Be in the know. 14 key reads for Monday…

  1. Intel’s $100 Billion April Rally Makes It Market’s Hottest Stock (bloomberg)
  2. Northland raises Intel price target to Street High of $92 on fab value (investing)
  3. Alibaba’s Qwen nears 1 billion downloads after new model launch (techinasia)
  4. Alibaba’s HappyHorse tops Seedance, offering glimpse into China’s race for AI talent (scmp)
  5. Morgan Stanley Says Earnings Shield S&P 500 From Iran War (bloomberg)
  6. Keep calm and carry on buying the dip, says JPMorgan (marketwatch)
  7. From panic to pricing in: Are markets past ‘peak fear and sell-off’ despite oil price surge? (cnbc)
  8. “2026 Is A Trading Environment Unlike Any Other”: Top Goldman Trader On ‘Escalator Down, Elevator Up’ Market (zerohedge)
  9. The World Wants More American Energy. 5 Pipeline Stocks That Benefit. (barrons)
  10. Trying to Make Sense of the Spring Housing Season? This Number Could Provide a Clue. (barrons)
  11. How the Federal Reserve could shrink its balance sheet (ft)
  12. Big Pharma Is Thinking Small on Deals. That’s a Boon for Biotech. (wsj)
  13. Guggenheim reiterates Buy on Pfizer stock ahead of earnings (investing)
  14. Rory McIlroy Survives a Roller Coaster to Win the Masters Again (wsj)

Be in the know. 11 key reads for Sunday…

  1. Google Just Tapped Intel for a Massive AI Infrastructure Play (inc)
  2. Corporate profits are very healthy (scottgrannis)
  3. US, Iran Fail to Reach Peace Agreement After Marathon Talks (bloomberg)
  4. A Record 34% of February Home Sellers Cut Their List Price (redfin)
  5. Papa Johns Introduces Sandwiches as it Builds New Sales Layers (qsrmagazine)
  6. India’s Big Glow-Up Is Driving a $40 Billion Beauty Boom (bloomberg)
  7. Lyme disease is spreading—a new vaccine could curb infections (scientificamerican)
  8. Hormel modernizes supply chain with AI planning platform (supplychaindive)
  9. Kelley Blue Book Report: New-Vehicle Price Increases Accelerate in March As Large Trucks and SUVs Gain Share (coxauto)
  10. Qwen Powers Next-Generation Intelligent Cockpit for FAW Hongqi (alizila)
  11. Kenya court dismisses bid to stop Diageo’s $2.3 billion sale of East African Breweries (reuters)