RT Tesla Owners Silicon Valley (@teslaownersSV)When @elonmusk shows up to a StarshipLaunch livestream https://t.co/4M5miNqSbD ...

Core Points - indie Semiconductor plans to hold a conference call on November 6, 2025, at 5:00 p.m. Eastern time to discuss its third quarter 2025 results and business outlook [1] - The earnings press release will be issued after the market closes on November 6 and will be available on indie's website [1]

Following Q2, we're checking back on Genuine Parts (NYSE: GPC ): the share price has gone nowhere (Fig. 1), preserving upside, yet two material updates must be reflected. For our new readers, the company is a leading international player in Automotive andBuy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter of opinion, inf ...

Core Insights - Qualcomm is facing an antitrust investigation in China due to its failure to notify regulators about the acquisition of Autotalks, which has intensified the ongoing U.S.-China trade tensions [1][2][3] - The company's stock has dropped 13.7% over the past year, significantly underperforming its industry peers amid rising trade tensions and high R&D costs [4][7] Trade Relations and Market Impact - The U.S.-China trade conflict has adversely affected Qualcomm, which has a substantial presence in China, supplying chips to major local smartphone manufacturers [5][8] - The U.S. has imposed trade restrictions that limit Qualcomm's ability to operate in China, further complicating its market position [8] Financial Performance - Qualcomm's margins have been pressured by high operating expenses and R&D costs, with expectations of continued softness in the handset market [9][16] - Earnings estimates for fiscal 2025 have increased by 8.8% to $11.89, while estimates for fiscal 2026 have decreased by 2.4% to $11.88, indicating mixed investor sentiment [14][15] Product and Market Strategy - Despite challenges, Qualcomm is leveraging its Snapdragon portfolio and expanding into AI capabilities for laptops and desktops, aiming to diversify its revenue streams [10][11] - The acquisition of Veoneer, Inc. enhances Qualcomm's position in the automotive sector, particularly in driver-assistance technology [12] Competitive Landscape - Qualcomm faces stiff competition from rivals like Broadcom and Hewlett Packard, as well as pressure from low-cost chip manufacturers [9][16] - The company is navigating a tough operating environment in China, raising concerns about its long-term viability in the region [16]

Core Insights - The AGIX index aims to capture the beta and alphas of the AGI era, which is expected to be a significant technological paradigm shift over the next 20 years, similar to the impact of the internet [2] - The article reflects on the progress of AGI and aims to document insights inspired by legendary investors like Warren Buffett and Ray Dalio [2] Market Performance Summary - AGIX experienced a weekly decline of 1.51%, but has a year-to-date return of 30.67% and a return of 91.04% since 2024 [5] - In comparison, major indices like S&P 500, QQQ, and Dow Jones saw declines of 2.79%, 3.00%, and 2.60% respectively [5] Sector Performance - The semi & hardware sector declined by 1.99%, while infrastructure and application sectors saw slight increases of 0.28% and 0.20% respectively [6] AI Investment Framework - The AI investment framework includes a roadmap that has only reached the first stage, "AI for Productivity," despite the emergence of tools like ChatGPT [10] - The second stage, defined as "Gaming as Training," highlights the role of gaming environments in training AI models, as they provide a controllable environment for agents to learn through interaction [10][11] Dreamer Research Insights - The Dreamer series from Google has shown significant advancements in enabling agents to learn through "imagination" in hidden state spaces, with Dreamer v4 achieving knowledge acquisition from unannotated offline video datasets [12][14] - Dreamer v3 demonstrated the ability to generalize across various tasks without extensive adjustments to algorithms, enhancing the applicability of reinforcement learning [13] Hedge Fund Activity - Hedge funds have been increasing their positions in global stocks, particularly in North America and Japan, with a notable focus on the TMT sector [16] - The overall leverage of long/short funds in North America has slightly decreased but remains near historical highs, indicating a cautious approach amidst market volatility [16] AI Stock Highlights - Nvidia's stock reached an all-time high following the approval of chip exports to the UAE, indicating strong demand and potential for growth in international markets [18][19] - Google launched "Gemini Enterprise" to compete with Microsoft and OpenAI, aiming to commercialize its AI investments [20] New AI Tools and Services - Amazon introduced "Quick Suite," an updated AI tool aimed at enhancing automation in office software, while Salesforce launched "Agentforce IT Service" to challenge ServiceNow in IT service management [21][22]

【文/李知睿】 关键矿产: 全球秩序变迁的"战略锚点" 百年未有之大变局下，产业升级、技术变革与地缘政治的交织，正重塑全球资源治理格局。关键矿产（如锂、钴、镍、石墨、稀土等）的战略价值持续凸 显——既是新能源汽车、动力电池、储能设备、半导体芯片等新质生产力的"核心原料"，也是各国实现"碳中和"目标的刚需资源。国际能源署（IEA）预 测，为实现2050年全球净零排放目标，锂、钴、镍的需求量将分别增长40倍、20倍、10倍，供需矛盾与争夺强度将持续升级。 作为全球重要的经济体与碳中和目标的主要推动者，欧盟长期面临关键矿产领域的"三重困境"： 一是，资源高度依赖外部。欧盟本土已探明储量不足全球1%，80%以上的锂依赖智利、阿根廷，60%以上的钴依赖刚果（金），90%以上的稀 土加工依赖中国。 二是，加工能力薄弱。欧盟在关键矿产精炼和深加工环节短板明显，电池级锂和镍的加工能力仅能满足自身约25%的需求。 三是，回收体系不完善。欧盟动力电池回收率不足15%，远低于25%的目标。 新冠疫情和俄乌冲突暴露了欧盟战略资源供应的脆弱性，促使其将关键矿产提升到前所未有的战略高度。 2024年5月，欧盟正式施行《关键原材料法案》（ ...

We're here in Detroit, Michigan. We're at Slate Automotive, and this is what we're looking at. It's a lowcost modular SUV.People can buy directly from the company, customize it any which way they want. They can do a pickup, they can do a sport utility vehicle. [Music] We're launching a platform called Slate University on the website that has all of the DIY videos to break them into very small and easy steps.America [Music] needs an affordable vehicle. We're going to be offering them that solution. [Music] W ...

Stellantis’ overhaul is sparking worries among French unionized workers that operations in that country will lose out in new CEO Antonio Filosa’s push to get the struggling carmaker back on track https://t.co/SyOGc7KFzh ...

Stellantis's third-quarter deliveries climbed 13%, led mostly by sales in North America https://t.co/NnYA8TBA2x ...

Ah, the stock market. That glorious, fickle beast, currently scaling peaks previously thought mythical. One might assume such lofty valuations are built on bedrock foundations of stable policy and predictable governance. One would, of course, be hilariously mistaken. Welcome to the era of the Trump market, where every tweet is a policy paper, every announcement a potential seismic event, and consistency is merely a quaint, forgotten relic of a bygone economic age.Just this week, the market has been treated ...