Be in the know. 17 key reads for Thursday…

  1. Intel lands Tesla as first major customer for 14A chip technology (reuters)
  2. Tesla to Spend $3 Billion on Chip Fab, Taps Intel for Support (bloomberg)
  3. Intel Stock Rises Again Ahead of Earnings. Thank Tesla and Elon Musk. (barrons)
  4. Mobileye reports 27% revenue growth, raises 2026 guidance (investing)
  5. Boeing CEO: Trump is key to closing major plane order from Chinese airlines (reuters)
  6. “All Systems Go”: Goldman Sees Improvement As Boeing Turnaround Gains Momo (zerohedge)
  7. China’s DeepSeek Looks to Tap External Investors Including Alibaba, Tencent (wsj)
  8. Alibaba opens Qwen app to outside partners with China Eastern Airlines tie-up (scmp)
  9. Alibaba-Backed Zelos Is Said to Plan Hong Kong IPO to Raise About $600 Million (bloomberg)
  10. Crown Castle Earnings: Leasing Activity Remains Muted as the EchoStar Dispute Continues (morningstar)
  11. Crown Castle Reports First Quarter 2026 Results and Maintains Outlook for Full Year 2026 (crowncastle)
  12. L’Oréal hails ‘lipstick effect’ as crises drive sales of small beauty comforts (ft)
  13. In a Slow Market, Some Houses Are Still Selling Fast (wsj)
  14. How Expensive Is Alcohol? Grown-Ups Are Pregaming. (wsj)
  15. The Iran Cease-Fire Rallied Markets but There Are 4 Other Factors Keeping Investors Optimistic (barrons)
  16. Who Will Win the Midterm Elections? The Energy Sector. (barrons)
  17. Why Wall Street is growing optimistic about Kevin Warsh’s Fed chair nomination (nypost)

“Past the Turbulence” Stock Market (and Sentiment Results)…

Key Market Outlook(s) and Pick(s)

On Monday, I joined Charles Payne on Fox Business to discuss markets, the economy, the consumer, QXO ($QXO), GXO ($GXO), Boeing ($BA), VF Corp ($VFC), Papa John’s ($PZZA), and more. Thanks to Charles and Nicholas Palazzo for having me on:

Continue reading ““Past the Turbulence” Stock Market (and Sentiment Results)…”

Be in the know. 20 key reads for Wednesday…

  1. Boeing narrows loss as aircraft deliveries rise, says it expects new 737 Max certifications this year (cnbc)
  2. Boeing’s Commercial Jet Business Improves, Reducing Quarterly Loss (wsj)
  3. Boeing Narrows Cash Burn in First Quarter as Deliveries Rise (bloomberg)
  4. Boeing 737 Max 7, 10 Models on Track for 2026 Certification, FAA Says (bloomberg)
  5. Trump’s $1.5 trillion defense budget includes $750 billion for ships, jets and Golden Dome (reuters)
  6. Intel Stock Just Got Two Upgrades. The ‘Real’ AI Recovery Is Only Starting. (barrons)
  7. HSBC upgrades Intel to Buy as server CPU upside not yet priced in (investing)
  8. US Retail Sales Surge by Most in a Year as Spending Extends Beyond Gas (bloomberg)
  9. Consumers Just Keep Spending. Deckers And 6 Other Retail Stocks for Your Shopping List. (barrons)
  10. U.S. Inventory Cycle Shows Signs of Turning (zerohedge)
  11. Brad Jacobs on His Big Bet on Building Insulation (bloomberg)
  12. U.S. Pending-Home Sales Rose in March (wsj)
  13. Mortgage rates sink again, and home buyers jump back in (cnbc)
  14. Will softer growth open door to Fed cuts? (streetinsider)
  15. Tencent, Alibaba in talks to invest in DeepSeek at over $20 billion valuation, The Information reports (yahoo)
  16. JPMorgan Says China Property Tipping Point Will Drive Up Stocks (bloomberg)
  17. Earnings Are Set to Surge 18% This Year. The Bull Market Still Has Room to Run. (barrons)
  18. Five Reasons An Oil Capex Upcycle Is Coming And Could Echo 2000s Boom (zerohedge)
  19. Texas Electricity Demand Could Quadruple Due To Soaring Data Center Demand: ERCOT (zerohedge)
  20. The AI Spending Spree Is Far from Over (wsj)