FMP
Jul 15, 2025 3:38 AM - Parth Sanghvi
Nvidia to Resume H20 Chip Sales in China as Trade Tensions Ease
NVIDIA Corporation (NASDAQ:NVDA) announced Monday it will soon resume sales of its H20 GPU in China, following assurances from the U.S. government that export licenses will be granted, marking a potential thaw in trade restrictions between the two superpowers. Shares of Nvidia rose 3.3% to $169.4...
Jul 15, 2025 3:36 AM - Parth Sanghvi
Bitcoin Falls Below $118K as Traders Eye U.S. Inflation, Crypto Week
Bitcoin (BTC) dropped over 4% during early Tuesday trading in Asia, slipping from its new all-time high of $123,104.7 set just hours earlier. The correction came as traders locked in profits ahead of a pivotal U.S. Consumer Price Index (CPI) reading and heightened Congressional attention to digital ...
Jul 15, 2025 3:35 AM - Parth Sanghvi
Asian Stocks Mixed as China GDP Surprises, Nvidia Resumes Chip Sales in China
Asian equities traded in a narrow band on Tuesday as stronger-than-expected Chinese GDP data did little to offset broader concerns over escalating U.S. trade tariffs and fresh losses in the Chinese real estate sector. Markets Cautious Despite China GDP Beat China’s Q2 GDP figures beat estimate...
Jul 15, 2025 3:35 AM - Parth Sanghvi
S&P 500 Edges Higher as Trump Signals Openness to Trade Talks
U.S. equities posted modest gains on Monday, buoyed by fresh comments from President Donald Trump that hinted at a potential de-escalation in trade tensions with key global partners. The S&P 500 rose 0.1%, the Dow Jones Industrial Average added 88 points (+0.2%), while the NASDAQ Composite advanc...
Jul 15, 2025 3:34 AM - Parth Sanghvi
Morgan Stanley Turns Bullish on TSMC Ahead of Q2 Earnings
Morgan Stanley is urging investors to buy shares of Taiwan Semiconductor Manufacturing Co. (TSMC) ahead of its Q2 earnings release on July 17, citing surging AI demand and stronger-than-expected revenue growth as key catalysts. In a note published Sunday, the bank flagged TSMC’s preliminary Q2 re...
Jul 15, 2025 3:34 AM - Parth Sanghvi
UBS Flags Tesla as Overvalued Despite Expected Q2 Beat
UBS analysts said Monday that Tesla (NASDAQ:TSLA) remains “fundamentally overvalued” heading into its Q2 2025 earnings, even as a sector-wide production beat and FX tailwinds may temporarily lift auto stocks. In a broader note on U.S. autos, auto-tech, and parts, UBS expects the second-quarter ea...
Jul 15, 2025 3:33 AM - Parth Sanghvi
Why the S&P 500 Keeps Climbing Despite Tariff Turbulence
Despite a barrage of tariff announcements and escalating trade tensions, U.S. equities touched new highs last week, with the S&P 500 continuing its upward momentum. According to Morgan Stanley, this strength reflects a measured investor response to policy risks, supported by sector-specific buffe...
Jul 15, 2025 3:32 AM - Parth Sanghvi
EU Prepares €21B in Tariffs as Trump’s Trade Threat Looms
The European Union is gearing up for a €21 billion tariff response on U.S. goods, escalating tensions just weeks before President Donald Trump’s 30% import tariff on EU and Mexican goods is set to go live on August 1. Italy’s Foreign Minister Antonio Tajani confirmed the bloc's readiness, calling...
Jul 15, 2025 3:30 AM - Parth Sanghvi
U.S. Stocks Drop as Trump Tariff Blitz Targets 20+ Countries
U.S. equities closed lower on Friday, snapping Thursday’s rally and capping a red week for Wall Street, as investors reacted to President Donald Trump’s announcement of a 35% tariff on Canadian imports and fresh threats targeting over 20 other countries. Dow Jones: -279.13 points (-0.63%) to 44,3...
Jul 15, 2025 3:30 AM - Parth Sanghvi
5 Key Market Catalysts This Week: Trump’s Trade War, CPI, Bitcoin, Earnings, and Crude Moves
Markets head into a turbulent week as U.S. President Donald Trump’s tariff barrage targets key global partners, reigniting concerns over global trade wars. Add to that inflation data, fresh earnings, and Capitol Hill crypto debates, and you’ve got a market setup brimming with potential volatility. ...
