Be in the know. 28 key reads for Friday…

  1. Intel’s older chips get a second life from US-China trade tensions (scmp)
  2. After years of failed AI deals, Intel plans homegrown challenge to Nvidia (reuters)
  3. Intel CEO says he met with TSMC CEO to discuss collaboration (reuters)
  4. Intel CEO Lip Bu Tan Takes Bold Steps To Revive Chipmaker, Says Bureaucracy Is ‘Suffocating The Innovation (benzinga)
  5. Intel’s new boss starts with wafer-thin expectations (ft)
  6. Trump Sees Trade Deals Coming in Three to Four Weeks (bloomberg)
  7. Trump says Xi called him, lays out trade and other deal plans in TIME interview (reuters)
  8. How Team Trump is working overtime to close face-saving trade deals (nypost)
  9. US Seeks India Trade Deal on E-Commerce, Crops and Data Storage (bloomberg)
  10. Bessent Sees US, Korea Trade ‘Understanding’ by Next Week (bloomberg)
  11. China Ramps Up Cash Injection as It Braces for Tariff Impact (bloomberg)
  12. China grants some tariff exemptions for US imports as trade war bites (ft)
  13. China Aims to Step Up Policy Support Amid Trade Uncertainty (wsj)
  14. Cutting Off Chinese Companies Risks a US Policy Own Goal (bloomberg)
  15. China pledges to ramp up targeted support for businesses as U.S. trade war hits (cnbc)
  16. Automakers rush to meet surging China demand for long-range hybrids (reuters)
  17. Air India in talks with Boeing to take 10 planes snubbed by Chinese airlines, sources say (reuters)
  18. Massive Buying Of Boeing Aircraft Sends US Durable Goods Orders Soaring In March (zerohedge)
  19. Boeing Sees Skies Clear After MAX, Covid, and Quality Woes Took a $240 Billion Toll (barrons)
  20. Bessent Says He Wants Treasury Yields Down. Believe Him. (barrons)
  21. US Bonds Rally as Fed’s Hammack Revives Odds of a June Rate Cut (bloomberg)
  22. A couple of Fed heads hint at rate cuts (streetinsider)
  23. Hedge Funds Walk, Retail Talks When It Comes To US Stocks (zerohedge)
  24. U.S. Needs More Power for AI—but Critical Equipment Is Pricey and Scarce (wsj)
  25. Buy Healthcare Stocks Despite RFK Jr., Tariffs, and UnitedHealth (barrons)
  26. Dividends Could Be Under Threat. Here Are 9 Stocks With Safe 5% Yields. (barrons)
  27. American liquor exports hit record high in 2024, driven by tariffs (cnbc)
  28. U.K. Retailers Post Surprise Rise in Sales Ahead of Tariff Turmoil (wsj)