FMP
Mar 25, 2025 6:21 AM - Parth Sanghvi
Tesla's European Sales Slump Highlights Growing Competition and Brand Challenges
Tesla’s European performance took a significant hit in February, with new car registrations in the EU, EFTA, and the UK falling 40.1% year-on-year to 16,888 units. This steep decline saw the automaker’s market share shrink from 2.8% a year earlier to just 1.8%. The slump—mirroring similar performanc...
Mar 25, 2025 6:20 AM - Parth Sanghvi
Asian Markets Maintain a Narrow Range Amid Tariff Optimism and Mixed Economic Signals
Most Asian stocks extended recent gains on Tuesday as investors digested reports that President Donald Trump’s April 2 tariffs will be less severe than initially feared. This has provided some relief for risk-averse markets, even as lingering uncertainty over the scope of the targeted tariffs—expect...
Mar 25, 2025 6:19 AM - Parth Sanghvi
Cognizant Accelerates AI Adoption with NVIDIA Collaboration
Cognizant (NASDAQ:CTSH) is driving forward its AI transformation, unveiling a suite of advancements built on NVIDIA AI that aim to boost the cross-industry adoption of artificial intelligence. During its recent announcement, Cognizant detailed five key focus areas for its AI initiatives: Enterpri...
Mar 25, 2025 6:18 AM - Parth Sanghvi
Alibaba Chair Warns of a Potential Bubble in AI Datacenter Construction
At the recent HSBC Global Investment Summit in Hong Kong, Alibaba Chair Joseph Tsai raised concerns about a growing bubble in the construction of datacenters dedicated to artificial intelligence. Tsai warned that the rapid pace of new AI-linked infrastructure may soon outstrip actual demand for the ...
Mar 25, 2025 6:18 AM - Parth Sanghvi
Trump’s Tariff Plans Ease, Asian Markets Brace for Impact
Reports indicate that U.S. President Donald Trump could unveil a more targeted tariff plan on April 2—eschewing broad, industry-wide measures for a selective approach aimed at approximately 15 countries with significant trade imbalances. This development has provided some relief for Asian markets, w...
Mar 25, 2025 6:17 AM - Parth Sanghvi
UBS Sees Superior Risk-Reward in U.S. AI Stocks Over Chinese Counterparts
UBS analysts believe that U.S. AI stocks offer a notably superior risk-reward profile compared to their Chinese peers. The report cites several key factors driving this view, including greater monetization opportunities, robust free cash flow generation, and a significantly larger addressable market...
Mar 25, 2025 6:16 AM - Parth Sanghvi
UBS Encourages Buying U.S. Equities at 10% Pullback
UBS analysts are urging investors to take advantage of the recent equity pullback in the U.S., noting that historical data shows buying the S&P 500 at a drawdown of around 10% has delivered superior absolute and risk-adjusted returns. According to Head CIO Global Equities Ulrike Hoffmann-Burchardi, ...
Mar 25, 2025 6:16 AM - Parth Sanghvi
Bitcoin’s Strong Fundamentals Meet Technical Challenges, While Gold Outperforms
Cantor Fitzgerald analysts have noted that despite an exceptionally strong fundamental case for Bitcoin—boosted by increased corporate adoption and favorable regulatory developments—technical indicators suggest potential headwinds ahead. Analyst Brett Knoblauch pointed out that Bitcoin may need to r...
Mar 25, 2025 6:15 AM - Parth Sanghvi
JPMorgan and Walmart Team Up to Accelerate Embedded Payments
JPMorgan Chase and Walmart are partnering to enhance payment processing for merchants on Walmart’s expansive marketplace platform. This collaboration aims to streamline cash flow management for over 100,000 sellers that collectively offer more than 700 million items—from beauty and clothing to elect...
Mar 25, 2025 6:14 AM - Parth Sanghvi
Oil Prices Steady Amid Tariff Developments and Global Trade Concerns
Oil prices remained relatively unchanged on Tuesday as investors weighed the impact of newly announced U.S. tariffs on countries importing Venezuelan oil and grappled with an uncertain global demand outlook. Key Highlights: Tariff Impact: Both Brent crude and U.S. West Texas Intermediate (WTI...
