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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
1 day 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
1 day 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
1 day 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
1 day 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
1 day 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.
1 day 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
1 day 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
1 day 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.
1 day 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.
1 day 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
1 day ago
Khac Phu Nguyen
Retail - Cyclical
Gap Plans 50 China Stores After First Quarterly Breakeven
Expansion across mainland China and Hong Kong follows turnaround under Baozun, with sales growth exceeding 20% last year
Stocks:
GAP
1 day ago
Khac Phu Nguyen
Interactive Media
Memory Chip Stocks Drop 6% as Google Unveils AI Efficiency Algorithm
Google's TurboQuant could cut memory use sixfold, raising questions on AI-driven chip demand despite ongoing supply constraints.
Stocks:
GOOG
SSNLF
HXSCL
MU
WDC
1 day ago
Khac Phu Nguyen
Travel & Leisure
Pop Mart Slides 9.7% as Analysts Cut Forecasts After Growth Miss
Revenue rises 185% but misses estimates as analysts flag slowing momentum and high reliance on Labubu
Stocks:
PMRTY
1 day ago
Khac Phu Nguyen
Thailand Raises Fuel Prices Up to 22% as Subsidy Strain Deepens
Gasoline rises 14%--22% and diesel jumps 18% after government moves to curb Oil Fund deficit.
1 day ago
Aerospace & Defense
Karman Space and Defense Reports Strong Q4 Revenue Growth, Raises FY26 Guidance
Stocks:
KRMN
1 day ago
Khac Phu Nguyen
Japan 2-Year Yield Hits 1.32% as BOJ Hike Bets Build
Markets price up to 89% chance of a Bank of Japan rate move as inflation pressures rise.
1 day ago
Nauman Khan
Dow Drops 200 Points, Nasdaq and S&P 500 Falls 1% as Middle East Ceasefire Hopes Fade
Wall Street Pulls Back, Oil Resumes Surge as Iran Rejects U.S. Diplomacy
Stocks:
SPY
DIA
MU
SNDK
MLKN
1 day ago
Nauman Khan
Interactive Media
Why Meta Stock Is Sinking Today
Meta Stock Sinks as Jury Slaps $375 Million Penalty in Landmark Addiction Case
Stocks:
META
1 day ago
Nauman Khan
Semiconductors
Nvidia Shares Fall 3% Amid $1 Billion Crypto Revenue Allegations
Nvidia Slapped With Class-Action Lawsuit Over $1 Billion Crypto Revenue Cover-Up
Stocks:
NVDA
1 day ago
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