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Khac Phu Nguyen
Bitcoin Faces $14B Options Expiry as Geopolitics Cloud Price Direction
Quarterly rollover removing 40% of positions may lift volatility as Middle East tensions and ETF flow sensitivity weigh on outlook.
Stocks:
BTC-USD
6 hours ago
Khac Phu Nguyen
Business Services
Car-Rental Stocks Jump as TSA Delays Lift Demand, Avis Surges 17%
Airport congestion tied to a government shutdown drives travelers toward rental cars, boosting Hertz traffic and lifting car-rental stocks.
Stocks:
HTZ
CAR
6 hours ago
Khac Phu Nguyen
Vehicles & Parts
Tesla Cuts 2026 Delivery Outlook to 1.69 Million Units
Analysts lower expectations from 1.75 million as recovery in EV demand appears slower despite projected year-over-year growth.
Stocks:
TSLA
6 hours ago
Khac Phu Nguyen
Wall Street Bonus Pool Hits Record $49.2B as Average Pay Rises 6%
Trading strength and M&A rebound drive second straight record year, lifting average bonuses to $246,900.
6 hours ago
Khac Phu Nguyen
Retail - Cyclical
Meituan Posts 15.1 Billion Yuan Loss as Delivery Losses May Narrow
Revenue reached 92.1 billion yuan, while management sees sequential improvement in per-order losses amid regulatory pressure on price competition.
Stocks:
MPNGY
6 hours ago
Khac Phu Nguyen
Beverages - Alcoholic
Pernod Ricard Explores Brown-Forman Deal as Shares Jump 21%
Early discussions emerge as spirits makers face weaker demand and shifting consumer trends across premium alcohol categories.
Stocks:
PRNDY
BF.B
6 hours ago
Asset Management
Corebridge and Equitable Holdings Announce Strategic Merger
Stocks:
CRBG
EQH
6 hours ago
Khac Phu Nguyen
Banks
Mortgage Rates Hit 6.38%, Highest Since September 2025
Freddie Mac data shows a fourth straight weekly rise, with higher borrowing costs and war-driven uncertainty weighing on spring housing demand.
Stocks:
FMCC
KBH
6 hours ago
Khac Phu Nguyen
Retail - Cyclical
Macy's Rolls Out AI Assistant as Users Spend 4.75x More Online
New “Ask Macy's” tool powered by Google Gemini shows higher spending among users during recent testing across digital platforms.
Stocks:
M
6 hours ago
Khac Phu Nguyen
Software
Pony AI Posts First Profit as Moore Threads Stake Surges 425%
Quarterly profit driven by investment gain as revenue rises 20% and global robotaxi expansion continues
Stocks:
PONY
GOOG
LYFT
UBER
6 hours ago
Khac Phu Nguyen
Oil & Gas
Cnooc Reports 122.1B Yuan Profit as Oil Prices Drop 15%
Lower crude prices offset record production, with earnings missing expectations despite output reaching 777.3 million barrels.
Stocks:
CEO
6 hours ago
Khac Phu Nguyen
Software
Uber, Pony AI Begin Driverless Testing in Croatia, Target European Expansion
Driverless robotaxis in Zagreb could support rollout across additional European cities and markets.
Stocks:
PONY
UBER
6 hours ago
Nauman Khan
Software
Salesforce Stock Climbs After U.S. Labor Dept. Adopts AI Contact Center
CRM Shares Rise as Department of Labor Rolls Out Agentforce AI Platform
Stocks:
CRM
6 hours ago
Khac Phu Nguyen
Retail - Cyclical
Asian Chip Stocks Lead as Fund Beats 96% of Peers on AI Bet
Robeco Emerging Stars fund leans into South Korea and Taiwan chipmakers, citing resilient AI demand and strong pricing power amid geopolitical risks.
Stocks:
NPSNY
HXSCL
TCEHY
6 hours ago
Khac Phu Nguyen
H&M Sales Miss as Revenue Falls 1%, Shares Drop Up to 6.6%
First-quarter sales declined to 49.6 billion kronor, missing forecasts as weak consumption and currency effects weighed on performance.
6 hours ago
Khac Phu Nguyen
Retail - Cyclical
Moonshot AI Weighs Hong Kong IPO as $18 Billion Valuation Emerges
Early-stage IPO discussions come alongside potential $1 billion fundraising and continued investor demand for AI exposure.
Stocks:
BABA
TCEHY
GS
6 hours ago
Khac Phu Nguyen
Samsung, SK Enforce Energy Curbs as Korea Faces 70% Oil Import Risk
Major conglomerates introduce vehicle limits and power reductions amid rising Middle East supply disruptions
7 hours ago
Khac Phu Nguyen
Asia-Europe Airfares Surge Up to 560% Amid Gulf Disruptions
Ticket prices spike sharply as war-driven airspace closures, fuel costs, and capacity constraints push fares higher through October.
7 hours ago
Khac Phu Nguyen
South Korea Announces $3.3 Billion Bond Buyback Amid Iran War Volatility
Government plans two-tranche buyback and debt redemption as yields rise and markets price in over 100 basis points of rate hikes.
6 hours ago
Khac Phu Nguyen
Gold Falls 15% as Central Banks Reassess $4.3 Trillion Reserves
Recent selling pressure and slower purchases suggest a shift toward a more balanced gold market amid rising fiscal demands.
Stocks:
GLD
6 hours ago
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