Core Points - Twenty One Capital began trading on the New York Stock Exchange under the ticker XXI and experienced a 25% decline on its first day, trading at approximately $10.50 [1] Company Summary - The New York listing of Twenty One Capital follows the completion of a corporate action, indicating a significant milestone for the company [1]

Gold will remain favourable in the short term due to the uncertainties in the geopolitical environment around the world. The ongoing EU plans regarding frozen Russian reserves serve as a further comp... ...

Core Viewpoint - Investors are shifting towards defensive positions ahead of the Federal Reserve's final policy decision of 2025, with a high probability of a rate cut estimated at around 90% [1] Group 1 - The Federal Reserve is expected to announce its final policy decision on Wednesday [1] - The anticipation of a rate cut is influencing investor behavior, leading to a rotation into defensive positions [1]

Core Viewpoint - The Federal Reserve is facing unusual uncertainty as it prepares to announce its next interest rate decision on December 10, relying on older reports and private surveys due to disruptions in official economic data releases caused by the government shutdown [1] Economic Data Impact - Official economic data releases have been disrupted by the government shutdown, leading to challenges in assessing the current economic conditions [1] - Policymakers are using older reports and private surveys to gauge the health of the economy in the absence of timely official data [1]

Group 1: Tesla's Stock Performance and FSD Development - Tesla's stock increased by 1.5% to $446.35, outperforming the S&P 500 and Dow Jones, which gained 0.1% and 0.2% respectively, due to optimism surrounding its Full Self-Driving (FSD) progress [1] - Analyst Alexander Potter noted that Tesla is nearing unsupervised FSD, with significant improvements in key performance metrics, particularly "miles to critical disengagement," which improved over 20 times from 441 miles to over 9,200 miles after the release of FSD v14.1.x [2] - The data from Austin suggests that FSD-equipped vehicles can travel approximately 40,000 miles between crashes, indicating a potential for a Tesla vehicle to go around three years without a crash [3] Group 2: Global Sales Performance - Tesla's global sales data shows mixed results, with VinFast selling 291 electric cars in India in November 2025, compared to Tesla's 48 units, highlighting VinFast's rapid market entry [5] - Tata Motors remains the leading EV manufacturer in India, delivering 6,153 units in the same month, significantly outpacing Tesla [6] - In China, Tesla sold just over 73,000 vehicles in November, a decline of nearly 1% year-over-year, with total sales in the country reaching about 537,000 vehicles through November [6][7] Group 3: Sales Projections and Valuation - To avoid its first annual sales decline in China, Tesla would need to deliver 120,000 vehicles in December, a target considered unlikely given the Shanghai factory's peak monthly production capacity of about 100,000 units [7] - Tesla shares are trading at high valuation multiples, approximately 205 times estimated earnings for the next 12 months, compared to around 120 times a year ago [8]

Nvidia stock (NASDAQ: NVDA) slipped into the red on Tuesday as Wall Street wrestles with competing views on what will move the company next. While US President Trump greenlighted H200 chip sales to Ch... ...

Core Insights - Microsoft is making a significant investment in India's AI sector, committing $17.5 billion over the next four years, marking its largest investment in Asia to date [1] Investment Details - The investment of $17.5 billion will be allocated over a four-year period, emphasizing Microsoft's long-term commitment to the Indian market [1]

Warner Bros stock price has been in a strong bull run this year, making it the best-performing company in the Nasdaq 100 Index. It has jumped to $27, up sharply from the year-to-date low of $7.5. ...

Core Viewpoint - The article highlights the growing interest in sectors that will support the future of artificial intelligence, particularly focusing on nuclear energy as a key area of investment [1] Group 1: AI Sector Focus - Global stock markets are increasingly concentrating on artificial intelligence, indicating a shift in investment strategies towards technology-driven sectors [1] - Long-term investors are not only looking at AI itself but also at the foundational industries that will enable its growth, such as nuclear energy [1] Group 2: Investment Opportunities - The nuclear sector is identified as a significant player in the future of AI, suggesting potential investment opportunities for companies involved in this industry [1] - The emphasis on nuclear energy reflects a broader trend of seeking sustainable and reliable energy sources to support technological advancements [1]

Core Viewpoint - China is tightening access to Nvidia's H200 chips while aiming to reduce reliance on foreign suppliers and enhance its semiconductor industry [1][5] Group 1: Regulatory Changes - Chinese officials are reviewing the usage of Nvidia's H200 chips, potentially implementing a system that grants limited access [2] - Buyers may need to apply for permission to purchase the H200 and justify the inability to use domestic alternatives [3] - The review process gained traction following comments from Donald Trump regarding potential shipments of H200 chips to approved customers in China [3][4] Group 2: Domestic Semiconductor Efforts - The US ban on high-end processors has accelerated China's semiconductor initiatives, including increased customs checks and energy subsidies for domestic chip usage [5] - Regulatory bodies may restrict public sector entities from purchasing the H200 chips [5] Group 3: Market Impact - Chinese tech giants like Alibaba, ByteDance, and Tencent are closely monitoring the situation, as they prefer Nvidia chips for advanced model training despite using domestic chips for basic AI tasks [6] - Many firms have been training models overseas due to restrictions on chip access within China [6] Group 4: US Legislative Environment - Trump's support for easing export restrictions faces opposition in Congress, with proposed legislation to block Nvidia chip shipments for 30 months [8] - An approval framework may be developed to limit sales to companies deemed safe [8] - Nvidia has approval to sell the H20, a lower-performance version of the H200, to China [8]