Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Brussels is set to issue new antitrust charges against Microsoft over concerns that the software giant is undermining competitors to its videoconferencing app Teams, as EU regulators continue to target the market dominance of big…
The below is an excerpt from a recent edition of Bitcoin Magazine Pro, Bitcoin Magazine’s premium markets newsletter. To be among the first to receive these insights and other on-chain bitcoin market analysis straight to your inbox, subscribe now. We’re Looking For The Next Top Bitcoin Fund Manager! Bitcoin Magazine Pro in partnership with Samara…
Phynart Studio Investment Thesis I recommend selling the shares of Companhia Siderúrgica Nacional (NYSE:SID). The Brazilian steel industry is suffering from the large supply of Chinese steel in the domestic market. Additionally, there is no Government action to protect the national industry, this is due to the importance of China as Brazil’s trading partner. Domestic…
Sundry Photography Recap In our last article on Coupang (NYSE:CPNG), we highlighted Coupang’s strong position in logistics as a key factor in driving its market share growth. Additionally, we observed robust growth in Taiwan, surpassing the growth seen in South Korea post-Rocket launch. Yet, we believe that Coupang’s stock was trading within its fair value…
gt29/iStock via Getty Images This article series aims at evaluating ETFs (exchange-traded funds) regarding past performance and portfolio metrics. Reviews with updated data are posted when necessary. IUSG strategy iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG) started investing operations on 07/24/2000 and tracks the S&P 900 Growth Index. It has 470 holdings, a 12-month trailing…
BAY ISMOYO/AFP via Getty Images Preface We’re coming out of the Lunar New Year holidays, which began February 10th, including 8 days of official holidays. This year, there are 240 million people traveling across regions to their natal towns and villages, and many more traveling within a region, for over 470 million trips – China…
Top view of laptop with text Elasticsearch, which is Elastic’s flagship data product. Maria Vonotna/iStock via Getty Images Elastic N.V. (NYSE:ESTC), often underestimated within the AI sector, boasts a stellar product. Nevertheless, following a 50% surge in price since the last earnings report, coupled with less optimistic signals from other software peers and heightened competition,…
VCG/Visual China Group via Getty Images Luckin Coffee (OTCPK:LKNCY) is a Chinese coffee chain founded in 2017 with a digital-first business model that had been rapidly growing to overtake Starbucks (SBUX) before accounting fraud issues led to bankruptcy. Since 2022, they have been rebuilding trust under new management. So far, things have been looking relatively…
Sundry Photography In our previous analysis of Oracle Corporation (NYSE:ORCL), we found that while its historical revenue growth was flat over five years, it has promising opportunities in the cloud market. Although its database management popularity declined, we still saw it as a leader among competitors. However, we expected Oracle’s growth to be slower than…
PlebLab is hosting TopBuilder, a three month-long hackathon starting in January and ending in March. The application deadline is January 13th, so if you’re reading this now and wish to apply, get to it today. The hackathon will take place across three roughly month-long rounds, where they are judged against milestones they have set for…
Michael M. Santiago/Getty Images News Back in October, I upgraded Etsy (NASDAQ:ETSY) to “Buy,” nothing that while the stock had been pummeled this year, that the company had made progress increasing the number of active buyers on its platform, as well as gaining traction in international markets. With the stock up over 25% since then,…
BalkansCat Investment Thesis At $144 a share, nearly 61% down from its all-time high (ATH) of $374, Estée Lauder (NYSE:EL) might seem like a tempting bargain. The dramatic pullback might lead some investors to believe the worst is over. However, the potential for further risk remains significant, and it’s worth reiterating that caution is still…
Sundry Photography In our previous analysis of Qorvo (NASDAQ:QRVO) stock, we believed the company’s significant exposure to its Asian customers (55% of revenue) and supported its growth prospects, especially in the mid-market 5G smartphones with a 77% market share. We believed the company’s commitment to 5G positioned it favorably for expansion, with a projected 7.6%…
In conclusion of the inaugural Bitcoin Alpha Competition, Samara Alpha Management and Bitcoin Magazine Pro selected Animus Technologies, a Los Angeles-based digital assets fund, as the victor in what was a “breakthrough moment” for the fund manager. As winner of the competition, Animus was awarded $1 million in seed capital and access to Samara Alpha’s…
Maria Vonotna Listen below or on the go on Apple Podcasts and Spotify Rob Isbitts and Matthew Tuttle discuss focusing on the Fed, Magnificent Seven earnings and why a little bit of bullishness may be warranted (0:25). Loving and hating earnings season (8:30) and bonds becoming really good competition for stocks (14:00). Transcript Rob Isbitts:…
Jean-Luc Ichard Investment Thesis: I take the view that Nestle faces significant obstacles to growth going forward, particularly with price competition in the French market set to increase. In a previous article back in February, I made the argument that Nestle (OTCPK:NSRGY) would see modest growth in the short to medium-term, as higher costs had…
AITO, Deepal, AVATR, IM Motors, HiPhi, Rising Auto, Voyah, Polestar and Hongqi. Chinese EV brands Robert Way/iStock Editorial via Getty Images The Polestar (NASDAQ:PSNY) brand may be familiar to investors of a certain age who recall that it was created as a racing enterprise and then acquired by Sweden-based Volvo Cars in 2015. Volvo by…
In the world of finance, Bitcoin has emerged as a game-changer. This novel virtual form of money has the potential to revolutionize the global economy and transform the way the world conducts transactions. However, as with any disruptive innovation, the intersection of strategic competition and digital currencies raises crucial questions and challenges. To shed light…
4kodiak/iStock Unreleased via Getty Images Amazon (NASDAQ:AMZN) has recently announced that it will launch limited ads for Prime Video in early 2024. Members looking for an ad-free option will have to pay an extra $2.99 per month. Most of the streaming players including Netflix (NFLX) and Disney (DIS) have also hiked their subscription plans. This…
Circle revealed that it is actively pursuing partnerships to promote the adoption of USD Coin. Prominent Stablecoin issuer Circle is demonstrating its commitment to adaptability and resilience as it faces renewed competition from unexpected players. As non-crypto giants such as PayPal Holdings Inc (NASDAQ: PYPL) enter the field, Circle’s CEO Jeremy Allaire revealed in an…
The competition, which has a submission deadline in July next, will allow tech enthusiasts add to crypto innovation in India. India is looking to launch a new web browser that allows people to digitally sign documents using crypto tokens. According to an official press release, the Ministry of Electronics and Information Technology (MeitY) launched the…
Gemini launched its derivative platform Gemini Foundation in May in the heat of the regulatory tension in the United States. As part of efforts to attract new users to its platform, crypto derivatives exchange Gemini Foundation is set to host its first-ever trading competition next month. The move comes amid Gemini recording a massive decline…