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Our Blogs
Apr 18, 2025 3:00 AM - Gordon Thompson
Comerica Incorporated (NYSE:CMA) Quarterly Earnings Preview
Comerica Incorporated (NYSE:CMA) is a financial services company that provides a range of banking products and services. It operates primarily in the United States, with a focus on commercial banking, retail banking, and wealth management. As a competitor in the banking sector, Comerica faces compet...
Apr 18, 2025 2:56 AM - Parth Sanghvi
Trump Weighs In on China, Tariffs, and Fed Chair Powell
At a press event following his meeting with Italy’s Prime Minister Meloni, President Donald Trump touched on U.S.–China trade, tariff revenues, Federal Reserve leadership, and ongoing negotiations with major economies. Here are the highlights: On China Trade Talks “We’re going to make a deal… ...
Apr 18, 2025 2:55 AM - Parth Sanghvi
Broadcom Overtakes Nvidia as Top Semiconductor Pick in Citi Client Survey
Citi analysts revealed in a new note that Broadcom (NASDAQ:AVGO) has emerged as the most favored long position among semiconductor investors, surpassing Nvidia (NASDAQ:NVDA), based on feedback from their client meetings. Citi’s Semiconductor Long Book Broadcom (AVGO) Top pick: “Clearly the ...
Apr 18, 2025 2:55 AM - Parth Sanghvi
U.S.–China Decoupling Accelerates Amid Rising Tariffs and Non‑Tariff Barriers
Decoupling between the United States and China is accelerating rapidly, with both nations dismantling economic ties through higher tariffs and an expanding array of non‑tariff barriers, according to a new note from Capital Economics. Key Takeaways Overdrive Decoupling “U.S.‑China decoupling...
Apr 18, 2025 2:54 AM - Parth Sanghvi
GLJ Research Flags Overly Optimistic Q2 Delivery Forecasts for Tesla
GLJ Research’s Gordon Johnson warns that Wall Street’s consensus for Tesla (NASDAQ:TSLA) second‑quarter delivery growth may be significantly overstated, given rising trade tensions and early sales data indicating slowdowns in key regions. Key Takeaways from GLJ Research Consensus vs. Reality ...
Apr 18, 2025 2:46 AM - Parth Sanghvi
LVMH CEO Arnault Blames Brussels for Trade Fallout, Doubles Down on Ultra‑Luxury
LVMH Moet Hennessy Louis Vuitton SE (EPA:LVMH) Chairman and CEO Bernard Arnault warned shareholders Thursday that escalating U.S.‑EU trade tensions risk undermining free trade—placing the onus on Brussels if negotiations fail to resolve looming tariff disputes. Key Takeaways Blame on Brussels ...
Apr 18, 2025 2:45 AM - Parth Sanghvi
TSMC Q1 Profit Climbs 60%, Raises Q2 Revenue Outlook Amid AI Demand and Tariff Risks
Taiwan Semiconductor Manufacturing Co (TSMC) (NYSE:TSM; TW:2330) delivered a blockbuster first quarter, posting a 60% jump in net profit and guiding higher for Q2 as AI-driven chip demand remains robust. However, management flagged potential risks from evolving tariff policies and rising fab costs. ...
Apr 18, 2025 2:44 AM - Parth Sanghvi
Bitcoin Rises on U.S.–Japan Trade Optimism, Fed Hawkishness Weighed
Bitcoin rose on Thursday as risk sentiment improved on signs that U.S. trade talks with Japan—and potentially China—may ease global uncertainty, even as the Federal Reserve signaled rates could remain high. Price Snapshot (as of 09:20 ET / 13:20 GMT) Bitcoin: +1% to $84,621.0 Intraday low: ...
Apr 18, 2025 2:43 AM - Parth Sanghvi
U.S. Stocks Slide as Nvidia Export Curbs and Fed Warnings Weigh
U.S. equities closed sharply lower on Wednesday, with the S&P 500 down 2.24%, as investors grappled with mixed signals from Nvidia (NASDAQ:NVDA) and Federal Reserve Chair Jerome Powell. Major Index Moves S&P 500: ↓ 2.24%, approaching the 5,100 level Dow Jones: also retreated, dragging overa...
Apr 18, 2025 2:43 AM - Parth Sanghvi
Asian Stocks Rally on Tariff Talks and Macro Data in Focus
Asian equities recovered on Thursday as optimism around U.S. tariff negotiations coincided with key macro releases and central bank scrutiny. Investors also eyed Taiwan Semiconductor Manufacturing Co’s (TW:2330) upcoming Q1 results for insights into the chip sector’s momentum. Tariff Talks Ease S...
Apr 18, 2025 2:38 AM - Parth Sanghvi
Netflix Q1 Earnings Exceed Expectations as Ad Tier and Price Hikes Drive Growth
Netflix (NASDAQ:NFLX) reported first-quarter 2025 results on Thursday that outpaced Wall Street estimates, powered by recent subscription price increases and a surge in demand for its ad‑supported tiers. Shares climbed 3% in after‑hours trading on the strength of the quarter. Q1 Performance Highl...
Apr 18, 2025 2:37 AM - Parth Sanghvi
U.S. Markets Slip Amid Tariff Uncertainty and Mixed Earnings
On Thursday, U.S. equity benchmarks gave back much of their earlier gains as investors weighed ongoing tariff uncertainties and a mixed slate of corporate results. With markets closed on Friday for Good Friday, all three major indices are headed for weekly declines, and the Nasdaq Composite is flirt...
Apr 18, 2025 2:36 AM - Parth Sanghvi
UBS Cuts Price Targets for Nvidia and AMD Amid China AI Licensing Restrictions
Impact of New U.S. Licensing Rules on China-Focused GPUs UBS analysts led by Timothy Arcuri have trimmed their price targets for two leading AI‑chip suppliers—Nvidia (NASDAQ: NVDA) and AMD (NASDAQ: AMD)—in response to new U.S. export‑licensing requirements that effectively curtail shipments of Ch...
Apr 18, 2025 2:35 AM - Parth Sanghvi
Netflix Affirms 2025 Revenue Outlook Amid Tariff Uncertainty and Consumer Resilience
Netflix executives on Thursday stood by the company’s full‑year revenue guidance and reiterated confidence that the streaming leader will remain resilient despite potential economic headwinds from President Donald Trump’s unpredictable tariff proposals. Following a stronger‑than‑expected Q1 repor...
Apr 18, 2025 2:34 AM - Parth Sanghvi
Japan Denies Yen Manipulation Ahead of Washington Talks
Japan’s Finance Minister, Katsunobu Kato, told parliament on Friday that Tokyo does not manipulate currency markets to weaken the yen—directly countering U.S. President Donald Trump’s claims that Japan devalues its currency to boost exports. Kato’s remarks come just days before his planned visit to ...
Apr 18, 2025 2:34 AM - Parth Sanghvi
Apple’s China Smartphone Shipments Fall 9% in Q1 as Xiaomi Surges Ahead
Apple (NASDAQ:AAPL) saw its China iPhone shipments decline 9% year‑over‑year in the first quarter, according to IDC data—the only major smartphone maker to report a drop. With shipments falling to 9.8 million units, Apple’s market share in China slipped to 13.7%, down from 17.4% in the prior quarter...
Apr 18, 2025 2:33 AM - Parth Sanghvi
FERC Renews BlackRock’s Permission to Own Large Stakes in U.S. Utilities Amid Political Scrutiny
The U.S. Federal Energy Regulatory Commission (FERC) has renewed BlackRock's (NYSE: BLK) authority to own up to 20% of voting securities in publicly traded U.S. utility companies—doubling the standard 10% threshold typically allowed without triggering regulatory concerns. The three-year extension co...
Apr 18, 2025 2:31 AM - Parth Sanghvi
Uber in Talks to Acquire Trendyol Go: Strategic Expansion or Market Play?
Uber Technologies Inc. (NYSE: UBER) is reportedly eyeing an expansion into Turkey’s on-demand delivery market through the potential acquisition of Trendyol Go, the food and grocery delivery arm of Trendyol Group—Turkey’s e-commerce giant. While the terms remain undisclosed and the deal isn’t finaliz...
Apr 18, 2025 2:30 AM - Parth Sanghvi
Hertz Soars as Bill Ackman's Pershing Square Takes 20% Stake: What It Means for Investors
Hertz (NASDAQ: HTZ) stock is back in the spotlight, surging 56% on Wednesday and another 44% on Thursday, after billionaire investor Bill Ackman’s Pershing Square revealed a significant and growing stake in the car rental company. Initially disclosed as a 4% position in an amended 13F filing, rep...
Apr 18, 2025 2:28 AM - Parth Sanghvi
Eli Lilly Surges on Positive Phase 3 Results for Oral Diabetes Drug: Could This Be the “Ozempic in a Pill”?
Eli Lilly (NYSE: LLY) stock jumped over 14% on Thursday, powered by highly promising Phase 3 results for orforglipron, an oral GLP-1 receptor agonist that’s already being dubbed the “Ozempic in a pill.” The development has major implications not only for diabetes care—but also for the competitive la...
