Tesla's (TSLA) troubles with the Cybertruck just got worse. South Korean battery materials supplier L&F Co. revealed in a regulatory filing on Monday that its supply contract with the electric vehicle maker has been slashed by 99%, from 3.83 trillion won ($2.67 billion) to just 9.73 million won ($6,738). The scaling back of its cathode supply deal, which was supposed to fuel Cybertruck production through 2025, suggests that demand for Tesla’s stainless-steel behemoth is cratering. L&F essentially admitte ...

Core Viewpoint - Some officials at the December meeting supported the idea of maintaining interest rates at current levels for an extended period [1] Group 1 - The discussion among officials indicates a consensus on the need for a steady approach to interest rates [1]

This aviation specialist isn't letting the possibility of meeting the power demands of the burgeoning AI industry fly by.After dipping slightly during yesterday's trading session, shares of FTAI Aviation (FTAI +13.22%) are straightening up and flying right today. As 2025 draws to a close, the company has announced plans for a new turbine that can meet the power demands of the rapidly growing artificial intelligence (AI) industry.As of 1:36 p.m. ET, shares of FTAI are up 13.1%. Management's vision is expandi ...

(Bloomberg) --Three US senators opened an inquiry into insurance ratings firm Demotech and whether its assessments may be exposing Fannie Mae and Freddie Mac — and ultimately taxpayers — to growing risks tied to climate-driven insurer failures.Processing ContentIn a letter sent Tuesday to Fannie Mae acting Chief Executive Officer Peter Akwaboah and Freddie Mac CEO Kenny Smith, the three Democratic lawmakers questioned why the government-backed mortgage giants continue to accept Demotech ratings as sufficien ...

The conversion structure reduced friction for allocators who wanted regulated exposure without operational changes to custody arrangements. GXRP's steady flows demonstrate how institutional familiarity still matters in ETF adoption, even when competitors offer lower fees.Grayscale's strength came from existing relationships. Assets from its XRP Trust rolled directly into GXRP at launch, creating instant scale without requiring new capital commitments. The fund now manages more than $220 million, and that ca ...

The Federal Reserve cut rates by a quarter percentage point on December 10, but beneath the surface, the official meeting minutes reveal a sharply divided committee. The FOMC is wrestling with a troubling concern: inflation could become permanently stuck above the Fed's 2% target. ...

It's that time of year again. Wall Street is lining up, crunching data, and offering up its best guesses for what the stock market has in store for investors in the year ahead. As I can attest from over 27 years of experience navigating the stock market through more than my share of good and bad times, most of those forecasts will be wrong, some wildly so. Still, they can help investors understand sentiment, and some analysts were pretty close to the mark with their S&P 500 targets for 2025. S&P 500 ret ...

Core Insights - Nvidia's acquisition of Grok is characterized as an "aqua hire," focusing on technology licensing and talent acquisition rather than a traditional purchase, which reflects a strategic shift in big tech acquisitions [1][2] - The deal allows Nvidia to circumvent anti-competitive pressures that have affected previous acquisitions, such as the failed ARM deal [2][3] - Grok's founder, Jonathan Ross, brings significant expertise in chip design, particularly in neural networks and inference technology, which is crucial for Nvidia to enhance its competitive position against companies like Alphabet [2][3] Company Strategy - Nvidia aims to change the narrative around its capabilities in inference technology, an area where it has been perceived as lagging behind competitors [3][4] - The acquisition is expected to bolster Nvidia's software offerings alongside its hardware, enhancing its overall value proposition in AI processes [4][6] - Nvidia's current revenue model heavily relies on GPU sales, accounting for nearly 90% of its revenue, but the integration of Grok's technology could diversify its offerings [4][6] Market Position - Nvidia has approximately $300 billion in sales already booked for the next two years, indicating strong future revenue prospects [5][6] - The company is positioned as a key player in the AI landscape, with its software and hardware ecosystem making it a preferred choice for large-scale data center projects [7][8] - Nvidia's current trading at a 0.7 PEG ratio suggests it is undervalued relative to its growth rate, presenting an attractive investment opportunity [8] Future Outlook - The competitive landscape is expected to evolve, with both established players like Nvidia and new entrants in the AI application layer likely to thrive [10][11] - The ongoing development of AI technologies and applications will create new investment opportunities, particularly as the market resets and reassesses growth potential [11]

Investors who have grown wary of stretched valuations in artificial intelligence and technology giants are increasingly turning toward cheaper, less risky assets. Recent market action suggests the rotation is already underway, with value indices outperforming growth benchmarks in the final weeks of 2025. Portfolio managers argue that the conditions for a sustained rebound are in place, setting the stage for value to reclaim leadership in the coming year. Broadening market leadership signals healthier moment ...

Admittedly, other Chinese stocks, such as JD.com’s largest competitor, Alibaba , experienced a comparable decline until 2024. Also, investors often turn to a No. 2 company in a given industry, and JD.com certainly fits that description in the Chinese market.XY Capital has closed out its JD.com position amid a long-term downtrend in the stock. Although the stock stopped falling in 2024, the increases since that time have been minimal.JD.com, Inc. is a leading Chinese e-commerce and supply chain technology pr ...