Be in the know. 10 key reads for Wednesday…

  1. Intel Receives $7.9 Billion in Chips Act Funding, but Says It Won’t Take Federal Loans (barrons)
  2. China’s central bank to cut reserve ratio again to add liquidity, aid growth: analysts (scmp)
  3. Republicans praise Trump tariff threat as smart ‘negotiating strategy’ as he looks to tackle fentanyl, border crises (nypost)
  4. The AI Race Is Entering a New Stage. Nvidia Won’t Be the Only Winner This Time. The inference focus has big implications for Nvidia. While training is uniquely suited to the company’s GPUs, inference might be more readily handled by AI processors from Nvidia peers like Advanced Micro Devices AMD and Intel INTC, by custom chips from Amazon, or by a range of chip start-ups. (barrons)
  5. Fed Minutes Show Greater Confidence About Jobs as Policymakers Weigh Rate Cuts (barrons)
  6. Israel Approves Cease-Fire With Lebanon Aimed at Ending Hezbollah Conflict (wsj)
  7. Target’s Slide From Cheap Chic to Dull Chore (wsj)
  8. Office Conversions Find New Life After Property Values Plunge (wsj)
  9. Donald Trump selects Kevin Hassett to lead National Economic Council (cnbc)
  10. Warren Buffett suggests all parents do one thing before they die, whether they have ‘modest or staggering wealth’ (cnbc)

Be in the know. 15 key reads for Tuesday…

  1. How I learned to stop worrying about the national debt – even though it’s $35 trillion (nypost)
  2. Apple may have an AI trick up its sleeve, says this VC investor (marketwatch)
  3. Trump’s Treasury pick is Scott Bessent. He’s said it’s absurd to fear ‘Trump-flation.’ (marketwatch)
  4. Opinion: Qualcomm is moving fast to boost growth and trim its dependence on Apple (marketwatch)
  5. How Trump’s Tariffs on China Changed U.S. Trade, in Charts (wsj)
  6. Emerging-Markets Stocks Have Rarely Been So Hated. It’s Time to Buy (wsj)
  7. AI’s Future and Nvidia’s Fortunes Ride on the Race to Pack More Chips Into One Place (wsj)
  8. China Looks to Musk as Conduit to Trump, Seeking to Ward Off Harsh Policies (wsj)
  9. Emerging-Markets Stocks Have Rarely Been So Hated. It’s Time to Buy (wsj)
  10. The Many Ways WSJ Readers Use AI in Their Everyday Lives (wsj)
  11. Scott Bessent Sees a Coming ‘Global Economic Reordering.’ He Wants to Be Part of It. (wsj)
  12. For $55 Million: a Ferrari-Inspired Mansion for Car Lovers Only (wsj)
  13. Republicans Ponder: What if the Trump Tax Cuts Cost Nothing? (nytimes)
  14. Biotechs test IPO market despite concerns over Kennedy’s health role (ft)
  15. Big Food’s RFK Selloff Looks Overdone, but the Industry Has Other Problems Too (wsj)