Market Overview - The S&P 500 experienced a modest increase of 0.6%, recovering from earlier losses, indicating a slight reinvigoration in the market [70][72] - Major indices showed green across the board, suggesting a broad-based rally despite low trading volume [70][72] Economic Indicators - U.S. industrial production and business equipment orders data were released, providing a positive outlook ahead of the upcoming GDP report, which indicated a respectable growth of 2.7% for the previous year [4][3] - Concerns over inflation have resurfaced, with the Federal Reserve's recent minutes suggesting that the inflation fight is ongoing, and the Fed is recalibrating its policy towards a neutral stance [6][7] Technology Sector Insights - Big tech stocks have faced skepticism from investors, particularly regarding their valuations after a significant selloff in software stocks [2][3] - Apple has been noted for its relatively low capital expenditures compared to its peers, positioning it well amidst the current AI-driven market dynamics [60][61] Investment Strategies - Wellington Management is expanding its private markets team, focusing on investments in companies before they go public, particularly in biotech and climate technology [38][41] - The firm has been building capabilities in private assets for retail investors, indicating a strategic shift towards private market investments [39][42] AI and Semiconductor Market - The AI sector is experiencing a correction, with discussions around the need for discipline in evaluating the value of different players in the market [73][75] - Taiwan's semiconductor industry is highlighted as a critical player, with significant growth in exports and a strong competitive advantage in advanced manufacturing [78][80]

Year to date, shares of electric-car maker Tesla (NASDAQ: TSLA) are down more than 8%. This poor performance is despite CEO Elon Musk's confirmation in a post on X this week that the company expects to begin selling steering-wheel-free all-electric Cybercabs for less than $30,000 before 2027. In addition, he recently doubled down on his prediction that the company will begin producing this two-seat car in April. And this isn't the only potential catalyst for the stock. The company is steadily ramping up ...

Carvana (NYSE:CVNA) Q4 2025 Earnings call February 18, 2026 05:30 PM ET Company ParticipantsErnie Garcia - CEOMark Jenkins - CFOMeg Kehan - VP of Investor RelationsConference Call ParticipantsBrian Nagel - Equity Research AnalystChris Pierce - Equity Research AnalystDaniela Haigian - Equity Research AnalystJeff Lick - Equity Research AnalystJoe Spak - Equity Research AnalystJohn Babcock - Equity Research AnalystLee Horowitz - Equity Research AnalystMarvin Fong - Equity Research AnalystRajat Gupta - Equity R ...

油车能耗受驾驶方式影响极大，不良习惯可能让油耗飙升20%以上，掌握以下技巧就能精准控油。 驾驶习惯上，首要原则是"平稳匀速"。起步时避免猛踩油门，转速控制在2000转以内，缓慢提速至目标 速度，减少发动机高负荷运转；行驶中保持经济时速，多数油车的经济时速在60-90公里/小时，此时发 动机热效率最高，油耗最低。遇到红绿灯、拥堵路段提前预判，松油门滑行减速，而非频繁急刹车，既 减少刹车片磨损，又能避免燃油浪费。此外，减少空挡滑行，现代油车电喷系统在带挡滑行时会自动断 油，空挡滑行反而会持续喷油，增加油耗。 用车细节藏着不少省油关键。定期检查胎压，胎压低于标准值会增加轮胎滚动阻力，每低0.1bar，油耗 约上升0.5%，建议每周检查一次，保持车辆标注的标准胎压。清理后备箱及车厢内无用重物，每增加 100公斤负载，油耗会上升5%-8%，长期携带的备胎、工具外，其余杂物及时清理。保养方面，按时更 换机油并选用适配型号，机油黏度不当会增加发动机阻力；空气滤芯堵塞会导致进气不足，燃烧不充 分，建议每万公里检查清理，必要时更换。另外，加油无需追求"满箱"，加到油箱80%左右即可，减少 车辆自重，同时避免燃油挥发浪费。 2 ...

Core Insights - Tesla Inc.'s brand value has reportedly declined significantly, with investor Ross Gerber stating that it has become negative due to a shift in focus from electric vehicles (EVs) to autonomy and robotics by CEO Elon Musk [1][2] Brand Value Concerns - Gerber expressed that Tesla's brand value has deteriorated to a negative level, suggesting that the company would benefit from selling its EV business to Rivian Automotive Inc. to improve sales [2] - Other investors, including Cathie Wood of ARK Invest, have echoed concerns regarding the decline in Tesla's brand image, attributing it to Musk's political activities [3] Rivian's Position - Gerber has praised Rivian as a leader in the U.S. EV market, highlighting the upcoming R2 Crossover SUV, which is expected to be priced around $45,000 for the base model [4] - The R2 has been spotted undergoing cold-weather testing in Alaska and was seen charging at a Tesla Supercharger station [5] Tesla's Production Plans - Tesla's Cybercab is set to begin production in April, with Musk confirming a significant change in its manufacturing process [6]

Core Viewpoint - US stocks are experiencing their worst start to the year since 1995, while global markets are performing significantly better, with the rest of the world up approximately 8% since the beginning of the year compared to the US being flat or slightly down [1][2]. Market Performance - The US market is up 11% over the past year, while the rest of the world has seen a rise of roughly 30% [3]. - US stocks are trading at a price-to-earnings premium of about 40% over global counterparts, making them more expensive to hold while performance lags [3]. Sector Concentration - The US market is heavily weighted towards technology, which is causing investors to seek diversification in international equities that are less concentrated in this sector [4]. Geopolitical Factors - Geopolitical risks, including issues related to Greenland, Venezuela, and the Trump administration's tariff regime, are contributing to a significant performance gap between the US and global markets [5]. Investor Sentiment - Investors are beginning to consider reallocating assets abroad, particularly towards regions like Europe, which may offer more upside potential due to their recent underperformance [6][8]. Japan's Investment - Japan is emerging as a favored investment destination, with a recent announcement of a $36 billion investment in the US, primarily in the energy sector, as part of a larger $550 billion trade agreement [9][11]. - This investment includes a significant natural gas plant in Ohio, aligning with Japan's need for energy imports and reducing reliance on China [10][12]. Earnings Growth - The majority of outperformance for non-US markets in 2025 was attributed to multiple expansion rather than earnings growth, highlighting a need for fundamental improvements to sustain this trend [15][16]. - US earnings growth is significantly outpacing that of other regions, indicating that returns from outside the US are largely driven by valuation adjustments rather than earnings [16]. Sector Analysis - There are pockets of strength in sectors such as data center expansion and power in Europe, but overall performance may not be as broad as indicated by multiple expansions [17]. - High-quality companies in sectors like semiconductors and industrials are trading at multiples comparable to their US peers, challenging the narrative of Europe being undervalued [18]. Emerging Markets - Emerging markets, particularly in Asia, such as Korea and Taiwan, are showing exceptional earnings growth and total return potential, leading to a significant overweight in these regions within investment portfolios [20][21].

Core Viewpoint - Carvana reported significant growth in fourth-quarter profit and revenue, driven by strong demand for used vehicles amid rising living costs and tariff impacts [1] Group 1: Financial Performance - Overall revenue increased by approximately 58% to $5.6 billion in Q4 2025 compared to the same period in the previous year, surpassing analysts' expectations of $5.26 billion [1] - Quarterly net income rose to $951 million from $159 million year-over-year [1] - The company reported a quarterly profit per share of $4.22 based on 226 million Class A shares [1] Group 2: Market Context - The growth in Carvana's performance is attributed to heightened demand for preowned vehicles as consumers face higher living costs [1] - The company experienced a remarkable year, with its shares more than doubling in 2025 and its entry into the S&P 500 [1]

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Group 1: Apple Car Keys Feature Expansion - Apple is expanding its car keys wallet feature with Toyota now supporting the tool, joining 13 other carmakers [1][2] - Toyota has been added to Apple's back-end database for vehicle brands that can support the car key feature, which allows drivers to lock/unlock and start their vehicles using their phones [3] Group 2: CarPlay and AI Integration - Apple plans to allow third-party AI chatbots to operate within its CarPlay interface, moving away from the current system where only Siri is available [4][8] - This change is in response to user demand for more versatile voice-control options beyond Siri's capabilities, which are limited to music, messaging, and navigation [8] Group 3: Mobile Wallet Adoption Trends - Recent research indicates a surge in mobile wallet adoption, with 31% of shoppers using them weekly, up from 14% in August 2024, largely driven by Apple Wallet [9] - Apple Pay has seen a significant increase, with 16% of shoppers using it in stores in the past week, doubling from 8% in 2024 [9] - Competitors like Google Pay, PayPal, and Cash App are rapidly increasing their in-store usage, narrowing the gap with Apple Pay despite it maintaining the largest user base [10]

Sen. Elizabeth Warren (D-Mass.) has slammed Tesla Inc. (NASDAQ:TSLA) for failing to pay any federal income taxes in 2025. Does That Seem Fair To You? In a post on the social media platform X on Monday, Warren expressed her criticism of the Elon Musk-led EV giant. "Does that seem fair to you?" she said in the post, sharing an image that said that Tesla had paid "$0.00" in Federal income taxes last year. Does that seem fair to you? pic.twitter.com/OL6PlfKTPy Don't Miss: Warren's claims are backed by The ...