📈 Stocks / Finance

Nvidia’s Valuation Advantage Over Palantir

The Motley Fool

Nvidia (NVDA) and Palantir (PLTR) have both surged on AI demand, but valuation tilts the scales. Nvidia trades at 26x forward earnings, while Palantir’s multiple stands at 171. Despite both firms’ strong growth, Nvidia’s AI infrastructure dominance and lower valuation make it the better buy.

Tesla's 2025 Outlook Hinges on FSD and AI Bets

Investors

Tesla's Q4 earnings fell short of expectations, with EPS at $0.73 and gross margins declining. Musk remains bullish on AI and FSD, projecting 'epic' growth in 2026-2028. Analysts trimmed 2025 EPS estimates to $2.90, down 12.4%. TSLA fell below its 50-day MA, but optimism around FSD's June 2025 rollout bolstered sentiment.

Labor Market Weakness Could Drive Fed Rate Cut

Yahoo Finance

Wall Street analysts suggest the labor market, not inflation, may be the key to another Fed rate cut in 2025. With hiring rates near decade lows and unemployment benefits rising, a labor slowdown could force the Fed’s hand. Citi’s Stuart Kaiser sees a rising jobless rate as the ‘key macro data’ shaping policy.

🪙 Crypto

XRP Drops Amid SEC Uncertainty as Bitcoin Struggles Below $100K

FX Empire

XRP fell 5.8% as traders reacted to the SEC’s reassignment of top litigator Jorge Tenreiro, fueling speculation that the agency may drop its Ripple appeal. Bitcoin slipped to $96,668, weighed down by fading hopes of US government BTC purchases. ETF inflows slowed, adding to concerns over BTC’s near-term trajectory.

🌎 Global Economy

Trump 2.0 and the Next Phase of US-China Economic Conflict

First Post

Trump's second term is poised to intensify US-China economic tensions, with tariffs, AI competition, and supply chain control at the forefront. The US trade deficit with China remains high, while China’s $980B trade surplus fuels strategic rivalry. Trump's proposed tariffs on semiconductors, metals, and pharmaceuticals could escalate the trade war further.

🟢 Augury Analysis

TSM Stock Analysis: Tiawan Semiconductor’s Growth, Risks, and Investment Potential

AuguryInvest.app

Investors in the semiconductor space have been closely following Taiwan Semiconductor Manufacturing Company (NYSE: TSM). As the backbone of the AI revolution, TSM is integral to companies like Apple (AAPL) and Nvidia (NVDA).

In this TSM stock analysis, we’ll explore its growth drivers, valuation, risks, and whether it deserves a place in your portfolio.

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