Global EV leader Tesla $Tesla Motors(TSLA)$ reported record-breaking deliveries of 497,100 vehicles in Q3 2025, up 7.4% YoY, marking its best quarter ever. Revenue grew 12%, reversing several quarters of slowdown. Yet, right after the results, Tesla’s stock plunged 6% after-hours before rebounding to close up over 2% as broader market sentiment improved. Q3 Highlights: Strong Revenue, Weak Profitability Tesla’s $Tesla Motors(TSLA)$ Q3 results were a mixed bag — record revenue, but profits slumped sharply. Total revenue reached $28.1 billion, up 12% YoY, far exceeding Wall Street’s sub-5% expectations. The surge was largely driven by pre-expiration demand ahead of U.S. EV tax-credit changes — a one-time pu

Starting from last Friday, global markets have once again fallen under the shadow of a renewed U.S.–China trade war after former President Trump threatened to impose new tariffs on Chinese goods. Then last night, with U.S. equities opening sharply lower across the board, Fed Chair Jerome Powell delivered a pivotal speech—sending strong signals of upcoming rate cuts and the end of balance sheet reduction—helping reverse the market’s steep intraday losses. The Escalation of U.S.–China Trade Tensions The latest round of trade friction began last week when China’s Ministry of Commerce announced tighter export controls on five additional rare earth metals, expanding upon the seven already restricted since April. Earlier, Beijing had also moved to restrict the export of specialized equipment use

This Monday, OpenAI completely dominated the U.S. capital markets with its highly anticipated 2025 Developer Day (DevDay). Interestingly, Sam Altman didn’t focus on showcasing new model iterations this time. Instead, he revealed a much broader and more strategic roadmap — one that positions ChatGPT as the core of a new “AI operating system” and introduces a landmark partnership with AMD. Together, these moves signal that OpenAI’s full-stack AI ecosystem is quickly taking shape, and the AI landscape is starting to shift. Everything OpenAI announced at DevDay 2025: Agent Kit, Apps SDK, ChatGPT, and more | ZDNET From ChatGPT to an “AI Operating System” This year’s Dev Day wasn’t about model upgrades — it was about a leap from product to platform. The main updates included: Apps SDK – Dev

Intel $Intel(INTC)$ has been getting “all hands on deck” support lately. In just a few short weeks, the company secured three massive investments from the U.S. government, SoftBank, and NVIDIA — a combined $15.9 billion, arguably the largest “lifeline” ever injected into a semiconductor company. This huge cash infusion not only relieves Intel’s financial stress but also brings NVIDIA on board as a strategic partner. The big question: can Intel use this capital and cooperation to pull off a full-blown turnaround? Intel’s Struggles: From Industry King to Underdog The past few years have been brutal for Intel. Lagging process technology, shrinking CPU market share, massive financial losses — all of this sent the once-dominant chipmaker into a tailspi

At its September FOMC meeting, the Federal Reserve cut interest rates by 25 basis points, bringing the target range down to 4.25%, right in line with market expectations. Fed Chair Jerome Powell called this move a “risk-management cut.” With the job market cooling and new job creation dropping, the risks of a weaker labor market now outweigh the risk of inflation re-accelerating. The vote was 11-1, with the lone dissent coming from newly appointed Governor Stephen Miran – a Trump ally – who argued for a 50-basis-point cut, in line with the White House’s wishes. But the latest dot plot shows that Fed officials are far from unified on the path ahead. At the same time, the Fed raised its GDP growth outlook, signaling that the economy’s resilience is the foundation for a gradual, measured rate

From Powell’s dovish speech at Jackson Hole to the sharp slowdown in August payrolls and the softer CPI print, rate-cut expectations have gone from cautious to aggressive. Markets are now almost fully pricing in back-to-back cuts over the next few meetings. This Thursday’s FOMC meeting is the big one — not only will we get the September rate decision, but also the updated dot plot. And history tells us: when everyone is positioned on the same side, even a small surprise can trigger big market swings. The Data Behind the Cuts: A Warning Sign Markets are treating a September cut as a near certainty. Fed funds futures put the odds of a 25-bp cut at 96%, basically a done deal. But this round of easing isn’t happening because inflation is already at target — it’s happening because the labor mar

Earlier this week, the U.S. Bureau of Labor Statistics released back-to-back August PPI and CPI reports. After July’s PPI surprise spike, August came in unexpectedly soft. Meanwhile, CPI ticked up slightly but was very much in line with expectations. Combined with Jerome Powell’s dovish-leaning comments at Jackson Hole and last Friday’s very weak nonfarm payrolls report, analysts have turned more aggressive in their expectations for the Fed’s rate-cutting path over the next few months. August PPI and CPI at a Glance On Thursday, ahead of the U.S. market open, August PPI showed an unexpected drop: down 0.1% month-on-month versus expectations for a 0.3% rise. Year-on-year, PPI grew 2.6%, well below the prior reading and consensus of 3.3%. Core PPI (ex-food and energy) grew 2.8% y/y, missing

Oracle $Oracle(ORCL)$ , the world’s second-largest software company and a major cloud player, dropped its Q1 FY26 earnings after the bell on Tuesday (covering the quarter ended August 31). While revenue and profit came in slightly below expectations, demand tied to the “Stargate” project sent Oracle’s cloud infrastructure orders through the roof. The result? Oracle’s stock price soared 36% in a single day — its biggest one-day gain since 1992 — pushing the company’s market cap close to the $1 trillion club. Oracle’s rapid rise may also be signaling that the balance of power in the AI industry is starting to shift. Source: investor.oracle.com Oracle at a Glance Oracle is a global leader in enterprise software and cloud solutions, best known for its

On Friday, the U.S. Bureau of Labor Statistics reported that nonfarm payrolls rose by just 22,000 in August, way below the expected 75,000, while the unemployment rate ticked up to 4.3%. This continues the near-stall in job growth we’ve seen since April and adds to worries that the labor market is clearly losing momentum. After the release, markets quickly priced in a Fed rate cut in September, with odds of a November cut climbing to about 70%. Source: U.S. Bureau of Labor Statistics Labor Market Keeps Cooling Healthcare added about 31,000 jobs, which partially offset cuts in federal government employment, as well as mining, quarrying, and oil & gas. Social assistance also added jobs. But manufacturing dropped 12,000, including a 15,000 decline in transportation equipment due to strike

On Tuesday during London trading hours, Britain’s long-term borrowing costs surged to their highest levels since 1998, putting UK bonds at the center of a global selloff. The move was driven by several factors: deep worries about the UK economy, rising bond yields worldwide, and aggressive government spending plans across major economies. The UK’s 30-year gilt yield jumped to 5.68% on Wednesday, marking the second day in a row of fresh 27-year highs. The 10-year yield climbed another 3 basis points to 4.78%. At the same time, the pound slid as much as 1.5% against the U.S. dollar to 1.33355. European equities sold off in tandem: Germany’s DAX dropped 2.22%, the FTSE 0.91%, France’s CAC40 0.70%, and the Euro Stoxx 50 1.47%. Source: TradingView A Global Bond Market Selloff The turbulence in

On September 2, gold prices $ETFS Physical Gold(GOLD.AU)$ smashed another all-time high. Backed by rising expectations of Fed rate cuts and growing worries about central bank independence, precious metals have extended their multi-year rally and just got another leg up. With U.S. markets closed on Monday, spot gold surged during Tuesday’s Asian session—jumping 0.9% to nearly $3,510/oz, breaking the previous April peak. So far this year, gold has already gained more than 30%, making it one of the best-performing commodities of 2025. Powell’s dovish tone, steady PCE, and rate-cut bets fuel gold Gold has always been the go-to safe haven in times of political and economic turmoil—especially in a low-rate environment. This year, Trump’s escalating t

This past August was one of the most important periods of the year for the Australian share market. It’s when listed companies release a flood of their full-year FY25 or half-year results. This time around, boosted by rising expectations for rate cuts and a generally upbeat reporting season, the ASX 200 $S&P/ASX 200(XJO.AU)$ surged to an all-time high, briefly breaking above the 9000 mark. That milestone came just 13 months after the index cracked 8000 in July 2024. Source: TradingView The Big Drivers of the ASX 200 The ASX 200 $S&P/ASX 200(XJO.AU)$ is the benchmark index for Australian equities, made up of the 200 largest companies on the exchange by market cap. It represents around 80% of th

NVIDIA just released a set of earnings that, on paper, looked like a “beat across the board.” Revenue and EPS topped analyst forecasts, gross margin held strong, and the buyback program was boosted significantly. But despite all that, the stock dropped nearly 4% after hours, slipping from $181 to $175, and the market paid close attention. Source: Google Finance So why would the hottest company in the AI era stumble right after posting such strong numbers? The answer lies in more than just slowing growth in its core data-center business. Investors are asking the bigger question: when expectations are already maxed out and valuations stretched, can NVIDIA still keep delivering the “future” everyone has priced in? The Monopoly on AI Compute Power Right now, NVIDIA is the undisputed king of AI

Today, Coles $COLES GROUP LTD(COL.AU)$ , one of Australia’s two supermarket giants, released its FY2025 results. The solid and resilient earnings sent its share price soaring more than 8%, breaking through the record high it set back in May. So why did this set of numbers spark such a big move? And now that the stock has jumped, what does this mean for Coles’ investment outlook? FY2025 Performance For the year ended June 2025, Coles reported revenue up 3.6% (on a 52-week comparable basis). Supermarkets: Sales grew 4.3%, or 5.7% if you strip out the ongoing drag from tobacco. Online sales surged 24.4%. Liquor: Revenue edged up 1.1%, with online sales growing 7.2%. On profitability: Adjusted EBITDA rose 10.7%, while adjusted EBIT climbed 6.8%. The

At the Jackson Hole central banking conference, Fed Chair Jerome Powell delivered remarks that markets widely took as a dovish signal. He said that with the balance of risks shifting, monetary policy may need some adjustment. That comment immediately fueled bets on a September rate cut: traders lifted the odds from 75% to nearly 90%. Still, behind all the optimism, there are unresolved issues—divisions inside the Fed, mixed economic data, and political pressures—so a September cut is far from a done deal. Powell’s Dovish Tone and the Shift in Risk Balance Powell pointed out that the U.S. economy has held up well under tight policy: the labor market is close to full employment, inflation has come down sharply though still above target. But he stressed that the balance of risks has shifted—s

Before the ASX opened today, Aussie fast-casual Mexican chain Guzman y Gomez (GYG) $Guzman y Gomez Ltd(GYG.AU)$ released its FY2025 annual report. On paper, the results looked strong, yet the stock tanked nearly 20% right after the announcement. GYG has been one of Australia’s fastest-growing food brands in recent years. Since its IPO in June 2024 at A$22, the stock had more than doubled to above A$45. After today’s drop, shares are now back to around A$22, almost touching IPO levels. So why the big sell-off after such strong numbers? And is this crash a fresh opportunity or a red flag? Company Snapshot GYG $Guzman y Gomez Ltd(GYG.AU)$ is an Australian fast-casual chain focused on healthier, customiza

Pop Mart’s $POP MART(09992)$ latest earnings report has shaken up the entire industry. The Chinese toy company, best known for blind boxes like Labubu, reported first-half 2025 revenue of RMB 13.88 billion (US$1.93 billion), surging 204% year-on-year. Net profit skyrocketed 397% to RMB 4.57 billion — a growth curve that most retailers can only dream of. The main driver behind this explosive growth is the rise of Labubu, the sharp-toothed, long-eared anti-hero character that has transformed from a niche symbol into a global trend. With higher pricing and stronger margins overseas, Labubu has significantly boosted the company’s profitability. Source：Google Finance Plush Toys Up Nearly 1300% If there’s one phenomenon to define the first half of 2025

Today, CSL $CSL LIMITED(CSL.AU)$ , the largest healthcare giant on the Australian stock market, released its latest earnings report and announced a major restructuring plan. While the results were broadly in line with expectations, the restructuring still triggered a nearly 17% plunge in the company’s share price on the day. Where is the market panic coming from, and what impact could this restructuring have on the company’s long-term outlook? Source: Google Finance CSL Overview CSL Ltd is Australia’s largest healthcare company and a global leader in biopharma. It’s the flagship stock in the ASX healthcare sector, focusing on the R&D and commercialization of innovative biopharmaceuticals. The company has three main divisions: CSL Behring – s

After delivering an impressive Q2 earnings report that sent its share price soaring to an intraday high of $189, Circle (CRCL) staged a “roller-coaster” performance the very same day—sliding 6% after hours. Behind this move were two opposing forces: the long-term boost from strong business growth and the short-term drag from a new share offering. In this piece, we’ll break down everything from the earnings highlights and business model to its partner ecosystem and the real reasons behind the after-hours drop. Q2 Earnings Highlights Circle kept up its rapid growth in Q2 2025. USDC circulation jumped 90% year-over-year to $61.3 billion and climbed further to $65.2 billion by August 10, showing continued strong demand for stablecoins. Total revenue and reserve income rose 53% to $658 million,