Be in the know. 23 key reads for Tuesday…

  1. Intel’s new chief promises ‘cultural change’ at chipmaker (ft)
  2. Intel’s New CEO Plots Turnaround; ‘We Need to Improve’ (wsj)
  3. Intel CEO Lip-Bu Tan Says Company Will Spin Off Non-Core Units (bloomberg)
  4. The Clock Is Ticking Loudly for Intel’s New Boss (wsj)
  5. Alibaba woos back DingTalk founder to lead office app’s AI push (scmp)
  6. Chinese stocks get ‘shot in the arm’ from stimulus moves, HSBC survey says (scmp)
  7. Global stocks trounced the U.S. during the first quarter. Is ‘American exceptionalism’ in trouble? (marketwatch)
  8. China Manufacturing Activity Gauge Shows Continued Expansion (wsj)
  9. Boeing stock is a new Top Pick at JPMorgan (yahoo)
  10. Boeing awarded $2.46 billion contract modification for C-17 sustainment (investing)
  11. Boeing denies fluctuations in 737 MAX jet production (reuters)
  12. Car Sales Poised for Boost as Buyers Beat Tariff Price Hikes (bloomberg)
  13. US Automakers Make Mad Dash to Persuade Trump to Temper Tariffs (bloomberg)
  14. Mizuho maintains PayPal stock Outperform rating, $96 target (investing)
  15. The 1 Scenario That Would Send the Stock Market Soaring (barrons)
  16. Energy Stocks Defy Market Turmoil in Hunt for Inflation Hedge (bloomberg)
  17. 3 Long-Term Stocks to Buy That We Still Believe In (morningstar)
  18. The 10 Best Companies to Invest in Now (morningstar)
  19. U.S. Natural Gas Gains With Help From Weather (wsj)
  20. CVS Health and Deckers Are the S&P 500’s Best and Worst for the Quarter. Here’s Why. (barrons)
  21. Meta Stock Slumps the Least in a Bad Quarter for the Mag 7. Tesla Is Set to See Its Worst First Quarter Ever. (barrons)
  22. Nasdaq 100’s Worst Quarter in Years Sealed by AI Bubble Fears (bloomberg)
  23. Palantir Stock Is Dropping. 3 Reasons It’s in the Selling Crosshairs. (barrons)

Be in the know. 16 key reads for Monday…

  1. Chinese Stocks Power Ahead of Emerging Peers Amid AI Frenzy (bloomberg)
  2. China’s factory activity growth at 1-year high, official survey shows, as stimulus measures kick in (cnbc)
  3. A Wild Quarter for U.S. Stocks Sends Investors Abroad (wsj)
  4. This Investing Trend Is Your Friend—Until It Isn’t (wsj)
  5. Consumers Are Worried About the Economy. Why It Isn’t all Gloom and Doom. (barrons)
  6. Car Shoppers Outracing Trump Tariffs Poised to Lift Auto Sales (bloomberg)
  7. The Housing Market Will Have Some Bargains This Spring (bloomberg)
  8. The M&A Boom Wall Street Wanted Is Here, if You Know Where to Look (wsj)
  9. BOC Aviation Buys 120 Single-Aisle Jets From Airbus, Boeing (bloomberg)
  10. Last Week Saw The 2nd Largest Selling Of Tech Stock By Hedge Funds In 5 Years (zerohedge)
  11. Goldman Sees More Fed Cuts This Year as Tariffs Dent Growth (bloomberg)
  12. China’s Big State Banks to Get $71.6 Billion Capital Injection (wsj)
  13. Make Europe Great Again trades are gaining traction (reuters)
  14. Alibaba.com Records Double-Digit Order Growth in the USA During March Expo (morningstar)
  15. Disney is raising the stakes with bold new menu in bid to lure more customers (nypost)
  16. Markets could have the ‘right pieces’ for a bottom this week, says Fundstrat’s Tom Lee (youtube)

Be in the know. 17 key reads for Sunday…

  1. How Diageo CEO Debra Crew’s time in military intelligence shaped her leadership style at the Johnnie Walker and Guinness maker (fortune)
  2. How Disney creates a ‘Disney Bubble’ around its theme parks (fastcompany)
  3. BofA maintains Walt Disney stock Buy rating, $140 target (investing)
  4. Ducks Team Up with Vans for Exclusive Player-Designed Sneakers on Sale Sunday, March 30 (nhl)
  5. Ducks and Vans Join Forces for Special Shoes Collaboration (thehockeynews)
  6. Can foreign investors learn to love China again? (economist)
  7. Tmall Doubles Down on Brand Growth with Expanded Resources (alizila)
  8. How PayPal, Sam’s Club, and Nordstrom Plan to Grow Their Ad Businesses (adweek)
  9. Altra President Jen McLaren Shares Go-Forward Plan (shopeatsurf)
  10. Advance Auto Parts to open 30 new stores in 2025; 100 through 2027 (foxbusiness)
  11. Used Cars Love Tariffs. So Do Auto Parts Stocks. (ibd)
  12. The AI Data-Center Boom Is Coming to America’s Heartland (wsj)
  13. Homebuilder inventory hits 2009 levels: These are the housing markets where you can find deals (fastcompany)
  14. Europe’s Stock Surge Outpaces Wall Street in Historic Run (bloomberg)
  15. Maserati Just Unveiled a Program That Lets You Design Your Own One-of-a-Kind Sports Car (robbreport)
  16. Aston Martin’s Vanquish Volante Is The World’s Fastest Front Engine Convertible (maxim)
  17. 8 simple tips for improving your golf game (golf)