Be in the know. 15 key reads for Tuesday…

  1. Intel stock jumps on plan to turn foundry business into subsidiary and allow for outside funding (cnbc)
  2. Intel to Make Custom AI Chip for Amazon (bloomberg)
  3. Big names like David Tepper and ‘Big Short’ investor Michael Burry are quietly upping their bets on the Chinese economy (cnbc)
  4. Fed to cut rates by a quarter point with a soft landing expected, according to CNBC Fed Survey (cnbc)
  5. China seeks a homegrown alternative to Nvidia — these are some of the companies to watch (cnbc)
  6. Markets Hinge on Powell Emulating Greenspan’s Soft Landing (bloomberg)
  7. A Fed interest-rate cut could make small-cap stocks a good investment now (marketwatch)
  8. Intel, Aiming to Reverse Slump, Unveils New Contracts and Cost Cuts (nytimes)
  9. Opinion: Why Intel’s latest move for its foundry business is so significant (marketwatch)
  10. U.S. Officials Jet to Beijing Amid Flood of Cheap Chinese Exports (wsj)
  11. Amazon Tells Workers to Return to Office Five Days a Week (wsj)
  12. Boeing, union negotiators to meet as striking workers dig in (reuters)
  13. This is the only Fed that eased while inflation surged all the way to its peak, says Jim Paulsen (cnbc)
  14. Intel’s Turnaround Is Working. Buy the Dip. (barrons)
  15. Intel made 3 big announcements since solvency concerns: Thomas Hayes (foxbusiness)

Be in the know. 10 key reads for Monday…

  1. Life in the Fast Lane for PayPal? New Partnerships Could Boost the Stock. (barrons)
  2. Markets should trade well into FOMC meeting, and for a few weeks after, says Fundstrat’s Tom Lee (cnbc)
  3. Yen Strengthens Beyond 140 Per Dollar for First Time Since 2023 (bloomberg)
  4. The Fed Should Go Big Now. I Think It Will. (bloomberg)
  5. The 10 Best Hotels in North America, According to the Michelin Guide (bloomberg)
  6. The Fed Meeting Isn’t the Only Rate Decision to Watch. Why Japan Could Matter More. (barrons)
  7. Disney Deal With DirecTV Ends Blackout of ESPN, ABC (barrons)
  8. 13 times this has occurred, the S&P 500 has rallied 18% on average over the next 12 months (marketwatch)
  9. Boeing labor issue likely to be a final milestone before news turns more constructive: Citi (streetinsider)
  10. $2.1 Billion Net Flows To Alibaba In First Week of Connect, Week in Review (chinalastnight)