Coupang: Delivering Margin Gains
Seeking Alpha· 2025-11-05 10:07
I initially covered Coupang ( CPNG ) in May this year after seeing its high growth and low valuations in a peer comp screen when analyzing Mercado Libre ( MELI ). At theExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning and applying my experience to unravel, comprehend and benefit from new ideas ...
Kevin O'Leary Says AI No Longer 'Hype,' But Real Driver Of Productivity As Bitcoin Miners Accelerate Shift Into AI Infrastructure Business - Grayscale Bitcoin Mini Trust (BTC) Common units of fraction
Benzinga· 2025-11-05 10:05
Group 1: AI's Impact on Sectors - Kevin O'Leary recognizes the significant role of artificial intelligence in enhancing cost efficiency and productivity across various sectors, shifting from viewing it as mere hype to a real economic growth driver [1][2] - O'Leary states that every sector is now leveraging AI to reduce costs and increase productivity, contributing to stock market indices reaching new highs [2] Group 2: Bitcoin Mining and AI Partnerships - Bitcoin mining companies are forming multi-billion-dollar partnerships with major technology firms to provide AI infrastructure services, indicating a strategic shift in their business models [3][4] - IREN Ltd has secured a five-year contract worth $9.7 billion with Microsoft to access Nvidia's latest GPUs for cloud-based AI services [3] - Cipher Mining Inc. announced a 15-year lease valued at $5.5 billion with Amazon's AWS to deliver 300 megawatts of AI infrastructure [4] Group 3: Blockchain and Stablecoins - O'Leary emphasizes the importance of blockchain technology in facilitating stablecoin payments, moving beyond cryptocurrency speculation to real-world transactions backed by the U.S. Treasury [5] - He predicts that stablecoins will become a global standard for micropayments, integrating blockchain into mainstream financial narratives [5] Group 4: Investment Outlook - O'Leary expresses a bullish outlook on AI as a smart investment for small business owners, highlighting its potential for driving growth [5] - He maintains a long-standing belief in the potential of Bitcoin and Ethereum, as well as cryptocurrency infrastructure companies like Coinbase and Circle [6]
SMH: Still Perhaps The Best Way To Play America's Semiconductor Renaissance
Seeking Alpha· 2025-11-05 10:05
When I first recommended the VanEck Semiconductor ETF ( SMH ) back in early August it had already been on a serious growth spurt through the first seven months of 2025. At the time I projected itI’m just one man with a Robinhood account, a laptop, and six years experience as a financial analyst, journalist, and writer, looking to demystify the stock market for the everyday investor. I like a good value and favor a conservative steady-growth portfolio strategy. My interests are primarily the energy, tech, an ...
Stock Markets Are Doing Something They've Only Done 4 Times Since 1870 -- Should You Be Worried?
Yahoo Finance· 2025-11-05 10:05
Key Points Stock markets are historically expensive. One metric has hit levels seen only a few other times in history. These 10 stocks could mint the next wave of millionaires › Expert investors like Warren Buffett are having trouble finding stock market bargains. Just take a look at Buffett's growing cash hoard. His holding company, Berkshire Hathaway, recently reported a $381 billion cash pile -- the most in its history. Want to know why Buffett is growing cautious? One underrated stock market i ...
Stellantis Recalls 320K Jeep Grand Cherokee, Wrangler Hybrid Vehicles Over Battery Fire Risk — NHTSA Issues Parking Warning - Stellantis (NYSE:STLA)
Benzinga· 2025-11-05 10:03
Jeep, Chrysler parent Stellantis NV (NYSE:STLA) has issued a recall for several Jeep Grand Cherokee and Wrangler Plug-In Hybrid vehicles (PHEVs) over a fire risk.Check out the current price of STLA here.High-Voltage Battery May FailThe company is recalling over 320,065 units of the 2022-2026 Grand Cherokee 4Xe (228,221 units) and 2020-2025 Jeep Wrangler 4Xe (91,844 units) vehicles, it said on Tuesday.According to NHTSA, the issue stems from a problem with the high-voltage battery in the vehicles. "The high ...
Graphic Packaging profit declines in third quarter
Yahoo Finance· 2025-11-05 10:03
Graphic Packaging Holding Company, a US-based consumer packaging firm, has reported a hit to its third quarter (Q3) results over reduced prices and volumes. Net income fell to $142m in the third quarter ended 30 September 2025, from $165m in the same period last year. Adjusted net income, excluding special items and amortisation of purchased intangibles, declined to $172m compared with $194m a year earlier. Earnings per diluted share for the quarter stood at $0.48, compared with $0.55 in Q3 2024. On an ...
Axon Enterprise, Inc. 2025 Q3 - Results - Earnings Call Presentation (NASDAQ:AXON) 2025-11-05
Seeking Alpha· 2025-11-05 10:03
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BYD Company Limited's Financial Performance and Market Position
Financial Modeling Prep· 2025-11-05 10:02
BYD Company Limited (PNK:BYDDY), a leading name in the electric vehicle (EV) market, recently reported earnings that fell short of expectations, reflecting the intense competition and shifting market dynamics it faces. Despite being a top producer in the global EV industry, BYD's financial metrics and sales figures indicate challenges in maintaining its market position.Earnings per share of $0.11, missing the estimated $0.19, and revenue of approximately $27.41 billion, significantly below the estimated $40 ...
Dow Jones Futures: AMD Leads Earnings Movers After Palantir, Tesla Tumble In Sell-Off
Investors· 2025-11-05 10:02
Group 1 - Dow Jones futures increased slightly, while S&P 500 and Nasdaq futures experienced minor declines [1] - Advanced Micro Devices (AMD), Astera Labs (ALAB), Arista Networks (ANET), Lumentum (LITE), and Super Micro Computer (SMCI) reported earnings related to AI hardware [1] - The stock market faced significant losses on Tuesday, with the Nasdaq leading the declines [1] Group 2 - Super Micro Computer missed Wall Street's targets for its fiscal Q1 and provided mixed guidance for the current period [2] - AMD reported a beat-and-raise quarter, but its stock price fell [4] - Astera Labs exceeded targets, but concerns over margins led to a drop in its stock price [4]
Tesla board to shareholders: Pay Musk or else
Reuters· 2025-11-05 10:02
Tesla's board of directors has pushed in all its chips on Elon Musk. Now investors must decide whether to back the biggest bet in company history. ...