📈 Stocks / Finance

Nvidia’s Valuation Faces Scrutiny Ahead of Q4 Earnings

Yahoo Finance

David Bahnsen of The Bahnsen Group remains bearish on Nvidia (NVDA) ahead of its Q4 earnings, citing its extreme valuation premium relative to AI peers and the S&P 500. He challenges the notion of Nvidia’s dominance, arguing that market multiples assume ‘them never having competition,’ which he sees as unrealistic.

Buffett's Berkshire Holds Record Cash, Posts Strong Profits

Inc

Warren Buffett’s latest shareholder letter highlights Berkshire Hathaway’s record $334.2B cash position and a ninth consecutive quarter as a net seller of equities. Operating profits surged 71% to $14.5B, while insurance underwriting rose 302%. Despite holding cash, Buffett remains bullish on long-term equity investments.

Fed's Sensitivity to Inflation and Jobs Guides Rate Expectations

Reuters

Research from the San Francisco Fed shows investors expect the central bank to react 'strongly and systematically' to inflation and labor market shifts. Weaker economic data has reinforced bets on two rate cuts in 2025, with futures pricing the first in June and a second as early as October.

🪙 Crypto

Crypto Liquidations Surge as Market Declines

Decrypt

Crypto markets saw a sharp downturn, with Bitcoin and Ethereum leading $686M in liquidations. BTC fell over 2% to $93,417, while ETH dropped nearly 8% to $2,584 amid fallout from Bybit’s $1.4B hack. Solana plunged 12% in a day, fueled by meme coin volatility and the Libra scandal. OKX’s $500M DOJ settlement added further pressure.

🌎 Global Economy

Euro Pulls Back as German Coalition Talks Begin

CNBC

The euro retreated from a one-month high as markets shifted focus to Germany’s coalition talks after Friedrich Merz’s election win. Uncertainty over the ‘debt brake’ rule and defense spending weighed on sentiment. The dollar index edged up to 106.61, while concerns over U.S. growth and tariffs added to market volatility.

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