Be in the know. 15 key reads for Monday…

  1. Intel to sell 51% stake in Altera to Silver Lake (reuters)
  2. Trump spares smartphones, computers, other electronics from China tariffs (reuters)
  3. China launches all-out effort to boost consumption as US trade war boils over (scmp)
  4. Alibaba steps up AI adoption in auto industry with Nio, BMW deals (scmp)
  5. China’s Stock Rescue in Full Swing as ETF Inflows Hit Record (bloomberg)
  6. China’s Exports Surge as Orders Front-Loaded Before Tariffs (wsj)
  7. U.S. Stocks Downgraded on Tariffs Risk. Where Citi Says to Invest Instead. (barrons)
  8. Investors look to Europe as US market confidence wanes (yahoo)
  9. Bruised dollar languishes near three-year lows on tariff anxiety (streetinsider)
  10. Dollar Fears Grow as Traders Increase Hedges to Five-Year High (bloomberg)
  11. Fundstrat’s Tom Lee: Good stock opportunities emerging despite market zigzags (youtube)
  12. How the U.S. Lost Its Place as the World’s Manufacturing Powerhouse (wsj)
  13. Average new car price held steady in March, but pre-tariff inventory is selling fast (marketwatch)
  14. Pfizer Halts Development of Weight-Loss Pill (wsj)
  15. Rory McIlroy Wins the Masters to Complete a Career Grand Slam (wsj)

Be in the know. 16 key reads for Sunday…

  1. If Wall Street CEOs See a Recession, Their Guidance Isn’t Showing It. Yet. (barrons)
  2. Trump exempts smartphones, laptops, and semiconductors from new tariffs (techcrunch)
  3. China’s March Lending Jumped on Government Stimulus Push (wsj)
  4. Can China fight America alone? (economist)
  5. Trump’s Tariffic Mistake (scottgrannis)
  6. The tricky task of calculating AI’s energy use (economist)
  7. Alibaba’s Quark surpasses ByteDance’s Doubao, DeepSeek as China’s top AI app (scmp)
  8. Intel Is Retooling Its Board. Big Changes Could Come in May. (barrons)
  9. Etsy marries AI and human touch with curated collections (yahoo)
  10. Logistics giant GXO is going big on humanoid robots (businessinsider)
  11. PayPal Teams With Will Ferrell To Promote Updated Pay-Later Program (pymnts)
  12. Kelley Blue Book Report: New-Vehicle Prices Hold Steady in March As Sales Increase Ahead of Anticipated Tariff-Driven Price Hikes (coxauto)
  13. U.S. Electric Vehicle Sales Increase More Than 10% Year Over Year in Q1: GM Drives EV Growth While Tesla Declines (coxauto)
  14. Housing market inventory is rising just about everywhere—just look at this map (fastcompany)
  15. Is This Finally Rory McIlroy’s Moment at the Masters? (wsj)
  16. Masters 2025: Rory vs. Bryson could join these final-round showdowns among Augusta’s all-time greatest (golfdigest)