Be in the know. 16 key reads for Thursday…

  1. Intel to Buy Apollo’s Stake in Joint Ireland Chip Manufacturing Facility for $14.2 Billion (wsj)
  2. Intel Stock Gains After Buying Back Stake in Fab. Why the Market Is Excited. (barrons)
  3. Boeing Shares Soar On US Deal To Triple Patriot Seeker Output (bloomberg)
  4. GE, Boeing, and 3 More Aerospace and Defense Stocks to Buy (barrons)
  5. Arms makers eye windfall as war drains stockpiles (ft)
  6. Estée Lauder, Puig Advance Talks to Combine in Mostly Stock Deal (bloomberg)
  7. Pfizer’s RSV Shot to Be Offered to 3 Million More in England (bloomberg)
  8. Why 2026 Is Biotech’s Comeback Year (barrons)
  9. Alibaba Unveils Third Closed-Source AI Model in Focus on Profit (bloomberg)
  10. China EV makers surge back in March as subsidies and financing spur demand (scmp)
  11. Automakers betting on new EVs — despite sales downturn: ‘Market is going to come back’ (nypost)
  12. Mercedes-Benz to pour $4B into Alabama plant as Trump tariffs reshape US auto strategy (foxbusiness)
  13. US Manufacturing Expands Most Since 2022, Input Costs Jump (bloomberg)
  14. Americans Kept Spending in February as Retail Sales Beat Expectations (barrons)
  15. Is there a bargain to be had with Disney stock? This analyst thinks so. (marketwatch)
  16. GXO Expands with Pandora in North America (gxo)

Be in the know. 16 key reads for Wednesday…

  1. Disney Stock Is Trading Like a Cruise Line. Now Could Be the Time to Buy. (barrons)
  2. Raymond James upgrades Disney stock rating on valuation opportunity (investing)
  3. Bearish Positioning Is Driving Stocks More Than Peace Prospects (bloomberg)
  4. CTAs Are Short $47 Billion And Will Rip Higher On Any Good News: Here Are All The Key Levels (zerohedge)
  5. Earnings forecasts up, stocks . . .  down (ft)
  6. The Economic Impact of Higher Oil May Be Smaller Than Feared (zerohedge)
  7. The Year Is Off to the Strongest Start for Big Deals Ever (wsj)
  8. Dividend Aristocrats Are on a Roll. Target and 5 More to Own. (barrons)
  9. U.S. Home Price Growth Slowed in January (wsj)
  10. QXO Completes Acquisition of Kodiak Building Partners (qxo)
  11. Trump-Xi Summit on Track Even as Iran War Drags On, Greer Says (bloomberg)
  12. Chinese Share Buybacks Surge as Iran War Jolts Global Markets (bloomberg)
  13. Biotechs Are a Healthy Growth Bet. Thank M&A and New Drugs. (barrons)
  14. US Job Openings Fell in February, Hiring Slowest Since 2020 (bloomberg)
  15. Boeing lands seven-year pact to triple missile seeker production (investing)
  16. Canaccord raises Generac stock price target on earnings outlook (investing)