Be in the know. 28 key reads for Friday…

  1. Intel’s older chips get a second life from US-China trade tensions (scmp)
  2. After years of failed AI deals, Intel plans homegrown challenge to Nvidia (reuters)
  3. Intel CEO says he met with TSMC CEO to discuss collaboration (reuters)
  4. Intel CEO Lip Bu Tan Takes Bold Steps To Revive Chipmaker, Says Bureaucracy Is ‘Suffocating The Innovation (benzinga)
  5. Intel’s new boss starts with wafer-thin expectations (ft)
  6. Trump Sees Trade Deals Coming in Three to Four Weeks (bloomberg)
  7. Trump says Xi called him, lays out trade and other deal plans in TIME interview (reuters)
  8. How Team Trump is working overtime to close face-saving trade deals (nypost)
  9. US Seeks India Trade Deal on E-Commerce, Crops and Data Storage (bloomberg)
  10. Bessent Sees US, Korea Trade ‘Understanding’ by Next Week (bloomberg)
  11. China Ramps Up Cash Injection as It Braces for Tariff Impact (bloomberg)
  12. China grants some tariff exemptions for US imports as trade war bites (ft)
  13. China Aims to Step Up Policy Support Amid Trade Uncertainty (wsj)
  14. Cutting Off Chinese Companies Risks a US Policy Own Goal (bloomberg)
  15. China pledges to ramp up targeted support for businesses as U.S. trade war hits (cnbc)
  16. Automakers rush to meet surging China demand for long-range hybrids (reuters)
  17. Air India in talks with Boeing to take 10 planes snubbed by Chinese airlines, sources say (reuters)
  18. Massive Buying Of Boeing Aircraft Sends US Durable Goods Orders Soaring In March (zerohedge)
  19. Boeing Sees Skies Clear After MAX, Covid, and Quality Woes Took a $240 Billion Toll (barrons)
  20. Bessent Says He Wants Treasury Yields Down. Believe Him. (barrons)
  21. US Bonds Rally as Fed’s Hammack Revives Odds of a June Rate Cut (bloomberg)
  22. A couple of Fed heads hint at rate cuts (streetinsider)
  23. Hedge Funds Walk, Retail Talks When It Comes To US Stocks (zerohedge)
  24. U.S. Needs More Power for AI—but Critical Equipment Is Pricey and Scarce (wsj)
  25. Buy Healthcare Stocks Despite RFK Jr., Tariffs, and UnitedHealth (barrons)
  26. Dividends Could Be Under Threat. Here Are 9 Stocks With Safe 5% Yields. (barrons)
  27. American liquor exports hit record high in 2024, driven by tariffs (cnbc)
  28. U.K. Retailers Post Surprise Rise in Sales Ahead of Tariff Turmoil (wsj)

Be in the know. 29 key reads for Thursday…

  1. US Officials Mull Easing Tariffs Targeting the Auto Industry (bloomberg)
  2. Europe Car Sales Rebound as UK Demand Boosts Battered Industry (bloomberg)
  3. Japanese Carmakers’ US Sales Surge Ahead of Trump Tariffs (bloomberg)
  4. As Tesla Falters, These New EVs Are Picking Up the Pace (bloomberg)
  5. White House Considers Slashing China Tariffs to De-Escalate Trade War (wsj)
  6. Ejecting China Inc from US exchanges would be an own goal (ft)
  7. China pushes for tariff cancellation to end US trade war (reuters)
  8. Chinese Firms Rush to Announce Buybacks as Tariff War Deepens (bloomberg)
  9. Indonesia plans to import more from the U.S. to ‘narrow’ trade surplus, finance minister says (cnbc)
  10. Customers canceled 30% of US orders from China but demand in shipments from other countries have massively increased (nypost)
  11. Vietnam Kicks Off Trade Talks With US as Plane Deal Takes Shape (bloomberg)
  12. Vietnam Airlines to finalise 50 Boeing narrow-body order soon, sources say (reuters)
  13. Boeing CEO Confirms China Halted Orders; Goldman Notes “Improved Earnings Results” For Planemaker (zerohedge)
  14. Boeing Earnings: Recovery Plan Progresses, Shares Undervalued (morningstar)
  15. Trump Meets His Match: The Markets (wsj)
  16. Deutsche Sees ‘Major’ Dollar Decline as Investors Dump US Assets (bloomberg)
  17. UBS Cuts Dollar Outlook Again, Says US-China Is Key for Its Path (bloomberg)
  18. New Data Show Foreign Investors Are Still Buying U.S. Treasuries (barrons)
  19. It’s hedge funds, not foreign investors, that have been dumping stocks, says JPMorgan (marketwatch)
  20. US New-Home Sales Top All Estimates on Surge in the South (bloomberg)
  21. Whirlpool Says Tariffs to Benefit Business Going Forward (bloomberg)
  22. Tariffs Could Boost the Market for Secondhand Goods. These Stocks Could Benefit. (barrons)
  23. It’s Electricity Realism, Not Climate Denialism (bloomberg)
  24. Intel partners with AI firm ModelBest, chip designer Black Sesame on smart car systems (scmp)
  25. Mobileye Global beats revenue estimates on strong self-driving tech demand (reuters)
  26. Here’s How Big the AI Revolution Really Is, in Four Charts (wsj)
  27. Coinbase waives fees on PayPal’s stablecoin in crypto payments push (reuters)
  28. Dow Logs Loss, Launches Cost-Cutting Measures Due to Slowdown (wsj)
  29. Trump Rejects Millionaires Tax Hike (wsj)