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Nvidia Completes $5 Billion Strategic Investment in Intel

December 29, 2025 1:35 pm
Key Moments Nvidia invested $5 billion in Intel common stock under a September private placement agreement. The purchase covered more than 214.7 million Intel shares at a fixed price of $23.28 per share. U.S. antitrust regulators cleared the investment earlier in December, and the transaction was disclosed in a Monday filing. Transaction Overview Nvidia has […] Read more

Chip Wilson Reportedly Mounts Proxy Challenge to Reshape Lululemon Board

December 29, 2025 1:09 pm
Key Moments Lululemon Athletica founder Chip Wilson has initiated a proxy campaign targeting changes to the company’s board. The effort follows the recent exit of CEO and board member Calvin McDonald from the apparel maker. The Wall Street Journal reported the move, citing unnamed individuals said to be familiar with the situation. Founder Steps Up […] Read more

U.S. Equity Futures Ease as Year-End Rally Pauses in Thin Trade

December 29, 2025 10:51 am
Key Moments U.S. stock index futures traded lower in early Monday dealings after a strong advance in equities late in the year. S&P 500 Futures declined 0.2% to 6,966.0 points, Nasdaq 100 Futures fell 0.4% to 25,759.25 points, while Dow Jones Futures were little changed at 49,014.0 points by 05:30 ET (10:30 GMT). Recent gains […] Read more

Mirae Asset Targets Majority Control of Korbit in Strategic Crypto Push

December 29, 2025 9:57 am
Key Moments Mirae Asset Financial Group is in talks to acquire a combined 92% stake in South Korean crypto exchange Korbit from NXC and SK Planet. The deal could value the stake at 100-140 billion won ($70-98 million), according to sources. This move follows a trend of traditional financial firms entering crypto markets, after deals […] Read more

Analysts See Risks for BP Shares Despite $6 Billion Castrol Cash Injection

December 29, 2025 9:37 am
Key Moments BP agreed to sell a 65% stake in its Castrol lubricants business to Stonepeak. The deal values Castrol at $10 billion and generates about $6 billion in net proceeds. Bank of America warned that BP’s share price could fall more than 10% and cut 2027+ EPS estimates by roughly 5% following the deal. […] Read more

Jefferies Upgrades 2026 Toy Sector Outlook, Highlights Power of Enthusiast Fan Bases

December 29, 2025 8:50 am
Key Moments Jefferies projects a constructive setup for the toy industry in 2026, citing macro tailwinds and a stronger entertainment release slate. Hasbro remains Jefferies’ preferred name, with its 2026 EPS estimate raised to $5.21 and price target increased to $95. Mattel and Spin Master show mixed prospects, with Jefferies cautious on Mattel’s top-line trajectory […] Read more

Bitcoin Edges Toward $90,000 as Rate-Cut Expectations Underpin Risk Appetite

December 29, 2025 8:12 am
Key Moments Bitcoin traded 2.2% higher at $89,663.6 by 02:07 ET (07:07 GMT), after briefly moving above the $90,000 mark. Expectations for further U.S. Federal Reserve interest rate reductions in 2026 have supported demand for risk assets, including cryptocurrencies. Altcoins posted modest gains, with Ethereum up 2.7% to $3,018.92 and XRP advancing 1.5% to $1.90. […] Read more

Asian Markets Diverge as Taiwan Tensions Rise and Precious Metals Attract Safe-Haven Flows

December 29, 2025 6:59 am
Key Moments Asian equity benchmarks moved in different directions in thin holiday trading, with South Korea’s Kospi jumping 1.9% while Japan’s Nikkei 225 slipped 0.2%. China conducted joint air, navy, and rocket drills around Taiwan, prompting Taipei to raise its alert level and intensifying cross-strait tensions. Gold slipped 0.4% to $4,535.50 per troy ounce, while […] Read more

Tesla Faces Q4 Delivery Shortfall as Post-Subsidy Demand Slows

December 23, 2025 3:09 pm
Key Moments Analysts at New Street Research and UBS see Tesla (NASDAQ:TSLA) fourth-quarter deliveries coming in below the roughly 440,000 consensus estimate. U.S. demand is expected to weaken sharply after the expiration of a $7,500 EV tax credit, with one analyst projecting U.S. deliveries down about 75,000 units quarter-on-quarter. China and Europe are expected to […] Read more

Morgan Stanley Sees Samsung’s Memory Boom Powering Fresh Upside Into 2026

December 23, 2025 2:02 pm
Key Moments Samsung Electronics has surged 108% year-to-date; however, Morgan Stanley still expects a “very strong 2026.” The bank forecasts “very strong 4Q25 prelims on January 8,” led mainly by rising memory profits. Memory profits could grow 310% in 2026, with DRAM and NAND prices driving earnings toward KRW100 trillion. Brokerage Flags Strong Setup Despite […] Read more