Be in the know. 16 key reads for Saturday…

  1. Data centers and gas demand make boring pipelines great again (fortune)
  2. Domestic and international demand drive natural gas production growth (eia)
  3. Hormuz Is Still in Dire Straits. 2 Oil-Services Stocks That Could Benefit. (barrons)
  4. The damage wrought on the Middle East’s oil and gas supplies (ft)
  5. Intel Stock Gains 51% in 8 Days. Why the Company Has a ‘Renewed Lease on Life.’ (barrons)
  6. Pull-Forward Demand Boosts PC Shipments Amid Memory Crunch Woes (zerohedge)
  7. TD Cowen raises Intel stock price target on server demand outlook (investing)
  8. Resale Market Suggests Brand Heat Growth for Vans, Crocs (wwd)
  9. Epic Games Pins ‘Fortnite’ Comeback on Disney Partnership (bloomberg)
  10. Goldman Traders See Record Fast-Money Heading Into US Stocks (bloomberg)
  11. Tariff Refund Tool Will Go Live on April 20, US Customs Says (bloomberg)
  12. Consumer Sentiment Hits Record Low, Michigan Survey Shows (wsj)
  13. BofA explains why Fed is likely to deliver rate cuts this year (streetinsider)
  14. After the Great EV Slowdown, High Gas Prices Are Tempting Americans Back (wsj)
  15. Oil Price Shock Drives 140% Surge In China’s EV Exports To Record High (zerohedge)
  16. Big Pharma Is Turning to China for the Newest Drug Ideas (wsj)

Be in the know. 18 key reads for Friday…

  1. China’s Alibaba shifts towards revenue over open-source AI (ft)
  2. Alibaba’s New AI Video-Generation Model Tops Global Ranking (wsj)
  3. Alibaba leads $290 million investment for building a new kind of AI model as LLM limits emerge (cnbc)
  4. Alibaba’s Qwen family captures over 50% of global open-source downloads, report finds (scmp)
  5. Alibaba cloud growth forecast to accelerate with AI push, higher service charges: analysts (scmp)
  6. The Case for Investing in Emerging Markets (wsj)
  7. Trump Once Talked Tough With China. Now He’s Playing Nice. (wsj)
  8. Intel and Google to double down on AI CPUs with expanded partnership (reuters)
  9. Intel Wins Google Promise to Keep Using Xeon in Data Centers (bloomberg)
  10. Intel Stock Notches Gains for 7th-Straight Day. Why It Hit a Nearly 5-Year High Today. (barrons)
  11. The Case for Intel Stock’s Comeback Strengthens. The Chart Tells the Story. (barrons)
  12. Wall Street’s fear gauge just flashed an unusual signal that could carry the S&P 500 to 7,400 within months (marketwatch)
  13. CTAs Set To Buy Near-Record $45BN In US Stocks Next Week (zerohedge)
  14. Dividend Stocks Won the War. Why They Could Also Win the Peace. (barrons)
  15. Retail Stock Traders Turn Into Sellers as Rally Spurs Skepticism (bloomberg)
  16. BofA’s Hartnett Sees the Surge in Commodities Lasting for Years (bloomberg)
  17. US wholesale inventories post biggest increase in 13 months (reuters)
  18. PayPal integrates payment links directly into Canva platform (investing)

Be in the know. 17 key reads for Thursday…

  1. An earnings boom is around the corner, and it could blindside the stock-market bears (marketwatch)
  2. From an Earnings Standpoint, the World Is Wonderful (zerohedge)
  3. ‘The Setup Is Asymmetric To The Upside’: Citadel Securities Positive As Market Transitions Back To Fundamentals (zerohedge)
  4. Hedge Funds Closing Stock Short Bets at Fastest Pace Since 2020 (bloomberg)
  5. Traders Pounce on the Cease-Fire, Even as Missiles Keep Flying (wsj)
  6. Disney Planning Layoffs Under New CEO Josh D’Amaro (wsj)
  7. Alibaba Stock Rises. How It’s Trying to Catch Up in the AI Race. (barrons)
  8. Alibaba creates CEO-led technology committee amid intensifying AI race (scmp)
  9. Intel’s stock soars to a five-year high. This is what’s driving its massive momentum. (marketwatch)
  10. Builder Stocks Jump on Cease-Fire. A Tough Year Could Be Turning Around. (barrons)
  11. Interest rates are headed lower — real yields suggest a half-point Fed cut is coming (marketwatch)
  12. US banks could release $320 billion in capital with new draft rules, analysts say (reuters)
  13. As millions lose weight on GLP-1s, they’re starting to turn to retailers to refresh their wardrobes (cnbc)
  14. Goldman Embraces ‘Picks and Shovels’ of AI With More Capex Ahead (bloomberg)
  15. China EV Exports Jump to Record as Iran Oil Shock Entices Buyers (bloomberg)
  16. “Investors should be encouraged” by upcoming Trump-Xi meeting, says Dalio (streetinsider)
  17. Markets Have Faced a Year of Chaos and Still Done Awfully Well (nytimes)