Be in the know. 24 key reads for Thursday…

  1. Intel CEO Lip Bu Tan Completes $25 Million Stock Buy (barrons)
  2. Former Intel CEO Pat Gelsinger Makes a Few More Long-Shot Bets (wsj)
  3. TSMC’s $100bn pledge to Trump will not revive US chipmaking, says ex-Intel chief (ft)
  4. Alibaba Shows Off New AI Model After Warning U.S. Big Tech. It Looks Made for Apple. (barrons)
  5. Xiaomi Stock and the Rest of China’s ‘Terrific 10’ Are the Tech Bet for 2025 (barrons)
  6. China Raises Record $200 Billion From Bonds in Stimulus Signal (bloomberg)
  7. Chinese consumer companies signal spending is picking up again (cnbc)
  8. Alibaba launches new open-source AI model for ‘cost-effective AI agents’ (cnbc)
  9. Vice Premier Promotes Internet Companies (chinalastnight)
  10. US Economy Grew 2.4% Last Quarter, Faster Than Previous Estimate (bloomberg)
  11. Bank of America mortgage applications jumped 80% in Q1, executive says (reuters)
  12. Trump announces 25% auto tariffs. What it means for your next car purchase (usatoday)
  13. Asian, European Auto Stocks Fall After Trump Pledge to Impose 25% Tariffs on Imported Vehicles (wsj)
  14. Don’t Blame Trump for All of the Stock Market’s Problems (wsj)
  15. Bankers Were Dreaming of M&A Riches Under Trump. It Hasn’t Worked Out, Yet (bloomberg)
  16. U.S. Stocks Will Lag for Some Time. Here’s the Good News. (barrons)
  17. Hedge Funds Scoop Up Cyclical Stocks as Tariff Fears Swirl (bloomberg)
  18. Economic Growth Now Depends on Electricity, Not Oil (wsj)
  19. An Unusually Active Hurricane Season Is in Store for the Atlantic (bloomberg)
  20. Boeing Stock Could Gain From the Navy’s New Fighter Jet. How to Value the Decision. (barrons)
  21. Boeing-Lockheed’s Vulcan Approved for US Defense Launches (bloomberg)
  22. Why Brad Jacobs Is Spending $11 Billion on a Roofing Supply Business (bloomberg)
  23. Nvidia Stock Slumps. Everything Goes Wrong Everywhere, All at Once. (barrons)
  24. AI stocks weak on word Microsoft drops data center leases in U.S. and Europe (streetinsider)