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)…”