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Khac Phu Nguyen
US Pushes Basel to Rewrite Crypto Rules as Stablecoins Crash the Banking Gates
Washington's stablecoin revolution is forcing global regulators to rethink the toughest capital rules in modern finance
Stocks:
BTC-USD
5 hours ago
Khac Phu Nguyen
ECB Holds Fire as Inflation Stays Stubborn -- Is a 2028 Shock Coming?
Sticky core inflation, tariff tremors, and a 2028 twist could reshape the eurozone's rate-cut timeline.
8 hours ago
Faizan Farooque
Interactive Media
Meta Platforms Plans $30 Billion Bond Sale to Fund AI Expansion
Move marks company's largest debt offering amid record spending on AI infrastructure
Stocks:
META
9 hours ago
Renato Neves, CFA
Drug Manufacturers
Hims & Hers Q3 Preview: Growth Faces a Confidence Test
Investors eye GLP-1 updates, margin execution, and a path to renewed momentum.
Stocks:
HIMS
9 hours ago
Renato Neves, CFA
Software
Palantir Q3 Preview: Can $1B Repeat?
Investors eye reaccelerating AI growth and a demanding valuation.
Stocks:
PLTR
9 hours ago
Khac Phu Nguyen
America's Secret Growth Engine? AI Is Quietly Propping Up the Entire Economy
No official GDP data? No problem--AI spending may be doing the heavy lifting while Washington stays stuck.
10 hours ago
Faizan Farooque
Retail - Cyclical
Amazon Shares Jump as Cloud Growth and Outlook Beat Expectations
AWS revenue climbs 20% while retail and advertising strengthen margins
Stocks:
AMZN
10 hours ago
Khac Phu Nguyen
Semiconductors
Nvidia Just Bet $1 Billion on Nokia--Is This Europe's AI Revenge Play?
The fallen phone king may be rising again--with Nvidia's chips, AI ambitions, and a sudden Wall Street re-rating.
Stocks:
NVDA
NOK
10 hours ago
Khac Phu Nguyen
The S&P 500's 7,000 Wall Looms: Is the Market's Miracle Run About to Stall?
Traders are piling into options at a single level that could decide how 2025 ends -- boom or burnout.
Stocks:
SPY
TSLA
NVDA
10 hours ago
Faizan Farooque
Drug Manufacturers
Pfizer Faces Off With Novo Nordisk Over Metsera Bid
U.S. drugmaker may leverage political ties as takeover battle intensifies
Stocks:
PFE
10 hours ago
Chemicals
Linde PLC Reports Q3 Earnings: EPS of $4.09 Beats Estimates, Revenue Hits $8.615 Billion
Resilient Performance Amidst Stagnant Industrial Activity
Stocks:
LIN
11 hours ago
Chemicals
LyondellBasell Industries NV Reports Q3 2025 Results: Revenue at $7.73 Billion, EPS Misses Estimates with $(2.77) Loss
Challenging Market Conditions Impact Financial Performance
Stocks:
LYB
11 hours ago
Oil & Gas
Exxon Mobil Reports Q3 Earnings of $1.76 EPS, Revenue at $87.7 Billion, Missing Estimates
Exxon Mobil Corp (XOM) Releases Third-Quarter 2025 Financial Results
Stocks:
XOM
11 hours ago
Insurance
Aon PLC Q3 2025 Earnings: EPS of $2.11 and Revenue of $4.0 Billion Surpass Estimates
Revenue and Earnings Growth Highlight Robust Performance
Stocks:
AON
11 hours ago
Khac Phu Nguyen
France's Inflation Just Crashed Below 1%--What That Means for the ECB and Your Portfolio
With prices plunging and political chaos brewing, investors may be underestimating what's coming next for Europe's second-biggest economy
5 hours ago
Khac Phu Nguyen
Semiconductors
Jensen Huang Eats Fried Chicken--Triggers Stock Frenzy in South Korea
Nvidia CEO's viral Seoul dinner with Samsung and Hyundai chiefs sends chicken and AI stocks into speculative overdrive
Stocks:
NVDA
SSNLF
9 hours ago
Khac Phu Nguyen
Semiconductors
Emerging Markets Just Hit a 10-Month Winning Streak -- First Time Since 1993
Fueled by AI demand, a weaker dollar, and easing trade tensions, EM stocks are staging their biggest rally in years.
Stocks:
TSM
SSNLF
BABA
9 hours ago
Khac Phu Nguyen
Retail - Cyclical
Amazon's $300 Billion Surge Ignites Wall Street as Trump--Xi Truce Lifts Global Markets
Tech giants' blowout earnings and easing U.S.--China tensions could extend the S&P 500's record rally
Stocks:
AMZN
NVDA
AAPL
SPY
9 hours ago
Khac Phu Nguyen
$1.1 Billion Lifeline: Air India's Crash Forces Tata and Singapore Airlines Into Emergency Talks
A deadly Boeing crash, airspace chaos, and evaporating cash--Air India's turnaround could now hinge on urgent owner funding.
10 hours ago
Nauman khan
Semiconductors
AMD Earnings On Watch -- Major Q3 Reveal Coming Next Week
Wall Street Goes All-In on AMD as Critical AI Earnings Showdown Nears
Stocks:
AMD
10 hours ago
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