Core Insights - Peter Thiel's hedge fund executed a significant portfolio overhaul in Q3 of 2025, indicating a strategic shift in investment focus [1] - The fund completely divested its holding in Nvidia, selling 537,742 shares, which reflects a notable change in its technology sector exposure [1] Company Actions - The hedge fund's decision to sell its entire Nvidia stake suggests a reevaluation of the company's future prospects or a shift towards other investment opportunities [1] - The timing of the sale, disclosed in November, highlights the fund's proactive management approach in response to market conditions [1]

Core Viewpoint - Robinhood's stock price has entered a bear market, with significant selling pressure leading to a decline in its value [1] Group 1: Stock Performance - Robinhood's stock (HOOD) has dropped to a low of $108.75, marking its lowest level since November 24 [1] - The current stock price is approximately 30% below its highest level [1]

Core Viewpoint - RAPT Therapeutics has agreed to be acquired by GSK in a deal valued at approximately $2.2 billion, leading to a significant increase in RAPT's share price [1] Company Summary - RAPT Therapeutics is a biopharmaceutical company that focuses on developing therapies for cancer and other serious diseases [1] - The acquisition by GSK represents a strategic move to enhance GSK's portfolio in the biopharmaceutical sector [1] Financial Summary - The acquisition deal is valued at around $2.2 billion, indicating a strong market interest and valuation for RAPT Therapeutics [1]

Global trade policy is rapidly transforming into a strategic instrument, evidenced by "The Greenland episode†and Canada's notable pivot toward China. This shift is creating a unique market environment where stable financial conditions coexist with increasingly turbulent commodity pricing, a divide set to define the near future, according to Rystad Energy's Chief Economist, Claudio Galimberti. ...

Wise share price rose sharply on Tuesday after the British fintech giant published encouraging financial results and maintained its focus on executing a dual-listing. It rose by nearly 13%, reaching i... ...

Core Viewpoint - Pop Mart's share price increased by over 8%, marking its best performance in five months, driven by investor enthusiasm for its new share buyback program [1] Group 1 - The share price reached an intraday high of H$ 198, reflecting substantial gains from the previous trading sessions [1]

Group 1 - European capitals are considering their response to President Trump's latest tariff threat [1] - The tariff threat is linked to Trump's controversial initiative to acquire Greenland [1]

Core Viewpoint - The attendance of Federal Reserve Chair Jerome Powell at the Supreme Court oral arguments signifies a rare public display of institutional support as the court deliberates on the president's authority to dismiss Fed Governor Lisa Cook, which could impact the independence of the Federal Reserve [1] Group 1 - The Supreme Court is considering whether President Trump has the power to fire Fed Governor Lisa Cook, which raises questions about the balance of power between the presidency and the Federal Reserve [1] - The case will examine if the president's removal authority supersedes the longstanding protections of Federal Reserve independence [1] - Cook's defense is based on the argument of "for cause," which will be a critical factor in the court's decision [1]

Core Viewpoint - Gold stocks are experiencing a significant increase as the price of gold reaches a new all-time high of nearly $4,700 [1] Group 1: Gold Price Movement - Spot gold prices have rebounded dramatically, contributing to the rise in gold stocks [1]

Core Viewpoint - Barclays has raised its 12-month price target on Micron stock to $450 from $275, indicating a significant bullish outlook on the company's future performance [1] - Wells Fargo has also increased its target for Micron stock to $410, reflecting a positive sentiment in the market [1] Company Summary - The new price target set by Barclays represents a substantial increase of approximately 63.64% from the previous target [1] - Wells Fargo's revised target indicates a notable increase, suggesting confidence in Micron's growth potential [1]