Be in the know. 15 key reads for Saturday…

  1. Intel is the best chip stock this year in a surprising reversal (marketwatch)
  2. Today’s Coolest Men’s Sneakers Share One Thing: Extremely Slim Soles (wsj)
  3. Why lowering the yield on 10-year bonds is more important to Trump than the stock market or interest rates (fortune)
  4. China courts global CEOs for meeting with Xi Jinping (ft)
  5. Are value stocks finally taking the baton from growth? (investmentnews)
  6. New Intel chief cheered by investors after board sought alternatives (ft)
  7. Intel’s New CEO Gets Pay Package Valued at About $69 Million (bloomberg)
  8. Boeing Names Longtime Executive Don Ruhmann to Safety Chief Role (bloomberg)
  9. Why some Wall Street power players aren’t worried about stocks (nypost)
  10. Investors should take stock of the shift in volatility (ft)
  11. Consumer Sentiment Tanks as Americans Expect More Pain Ahead (wsj)
  12. Investors get the jitters over Donald Trump’s approach to dollar (ft)
  13. Hollywood Studios Embrace Live Experiences Amid Film, TV Gloom (bloomberg)
  14. Billions In AI Capex May Already Be Paying Off. How We Know. (barrons)
  15. ‘Lilo & Stitch’ Becomes Disney’s Second Most Viewed Live-Action Trailer With 158M (deadline)

Be in the know. 18 key reads for Friday…

  1. Crown Castle to Sell Fiber Segment for $8.5 Billion (wsj)
  2. Etsy, eBay Aim to Imitate Social Media With Hyper-Personalized Shopping (wsj)
  3. Intel’s New CEO Thrills Wall Street. There’s Still a Lot of Work Ahead. (barrons)
  4. Inside the Mind of Intel’s New CEO: ‘Disrupt and Leapfrog’ (wsj)
  5. Chinese Stocks Surge as Beijing Plans Briefing on Consumption (bloomberg)
  6. There Are Plenty of Reasons to Be Optimistic About Europe (bloomberg)
  7. ‘We Hear You, Mr. President’: The World Lines Up to Buy American Gas (nytimes)
  8. BofA Says Policy Moves to Keep Stocks Away From Bear Market (bloomberg)
  9. Data center build-out stokes fears of overburdening biggest US grid (reuters)
  10. Energy Bosses Shrug Off DeepSeek to Focus on Powering AI Boom (bloomberg)
  11. Euro rallies on rising prospect of historic German debt deal (streetinsider)
  12. Chinese stocks hit highest level this year (ft)
  13. What we need to see to go all in on European stocks (ft)
  14. Donald Trump makes Chinese stocks (somewhat) great again (reuters)
  15. Consumer Stocks Drove Strength In China Ahead Of Policy Presser To Boost Consumption (zerohedge)
  16. Morgan Stanley’s Dim US Dollar Outlook Gets Darker as Economic Risks Mount (bloomberg)
  17. Tesla Is No Mag 7 Stock. It’s Built on a Dream. (barrons)
  18. ‘Risks to the Equity Markets Are Tailwinds to Infrastructure’ (institutionalinvestor)