Be in the know. 15 key reads for Thursday…

  1. Intel’s stock is on a run not seen in more than two decades (marketwatch)
  2. China Tech Stocks Head for Highest Level Since Reopening Rally (bloomberg)
  3. JPMorgan Chase Begins Layoffs, With More Planned, After Record Profits (barrons)
  4. IAC Stock Rises. Barry Diller Is Returning to the Top With a Vision. (barrons)
  5. Inflation Hits 3% for the First Time in 7 Months (barrons)
  6. Israel Sees Opening for Strikes on Iranian Nuclear Sites, U.S. Intelligence Finds (wsj)
  7. The Trump Tracker: What the President Has Done So Far (wsj)
  8. China Land Sales Show Property Market Stabilizing, Report Says (bloomberg)
  9. Boeing to Cut Fewer Moon Rocket Jobs After ‘Daily’ NASA Talks (bloomberg)
  10. QXO Seeks to Replace Beacon Roofing Board After Bid Snubbed (bloomberg)
  11. US Tariffs Will Weaken Dollar If Nations Strike Back, Bank of America Says (bloomberg)
  12. Apple’s AI partnership with Alibaba excites Chinese iOS developers ahead of conference (scmp)
  13. With DeepSeek, China moves to take on Nvidia’s CUDA ecosystem (scmp)
  14. Wall Street, UBS see upside for Chinese AI stocks with rally at less than halfway mark (scmp)
  15. SoftBank swings to a loss ahead of big AI infrastructure bet on Stargate Project (scmp)