Be in the know. 15 key reads for Tuesday…

  1. Intel stock jumps on plan to turn foundry business into subsidiary and allow for outside funding (cnbc)
  2. Intel to Make Custom AI Chip for Amazon (bloomberg)
  3. Big names like David Tepper and ‘Big Short’ investor Michael Burry are quietly upping their bets on the Chinese economy (cnbc)
  4. Fed to cut rates by a quarter point with a soft landing expected, according to CNBC Fed Survey (cnbc)
  5. China seeks a homegrown alternative to Nvidia — these are some of the companies to watch (cnbc)
  6. Markets Hinge on Powell Emulating Greenspan’s Soft Landing (bloomberg)
  7. A Fed interest-rate cut could make small-cap stocks a good investment now (marketwatch)
  8. Intel, Aiming to Reverse Slump, Unveils New Contracts and Cost Cuts (nytimes)
  9. Opinion: Why Intel’s latest move for its foundry business is so significant (marketwatch)
  10. U.S. Officials Jet to Beijing Amid Flood of Cheap Chinese Exports (wsj)
  11. Amazon Tells Workers to Return to Office Five Days a Week (wsj)
  12. Boeing, union negotiators to meet as striking workers dig in (reuters)
  13. This is the only Fed that eased while inflation surged all the way to its peak, says Jim Paulsen (cnbc)
  14. Intel’s Turnaround Is Working. Buy the Dip. (barrons)
  15. Intel made 3 big announcements since solvency concerns: Thomas Hayes (foxbusiness)