📈 Stocks / Finance

Nvidia stock drops 20% as China pressures mount

The Street

Nvidia shares are down 20% YTD after tightened U.S. export restrictions, a $5.5B H20 chip write-off, and Huawei’s launch of rival AI chips. China’s escalating trade war and rising tariffs further threaten Nvidia’s revenue in the region.

Tesla's Long-Term Strategy Centers on Autonomy and Cost Leadership

Yahoo Finance

Tesla's Q1 2025 results show a shift toward autonomy, affordability, and production innovation. Despite near-term dips, initiatives like cheaper models and faster manufacturing aim to deepen Tesla’s competitive moat and drive long-term free cash flow growth.

Morgan Stanley Advises High-Quality Cyclicals as S&P 500 Stalls

Market Watch

Morgan Stanley sees the S&P 500 range-bound between 5,000–5,500 and advises investors to favor quality cyclical stocks like NOV, Kinder Morgan, and Nike, which have priced in a slowdown. A tariff deal, lower yields, and labor market stability are key upside triggers.

🪙 Crypto

Trump Era Sparks $8.2B in Crypto M&A Surge

Pymnts

Crypto firms announced 88 deals worth $8.2B in early 2025, nearly tripling 2024’s total. Relaxed U.S. regulations, a crypto-friendly SEC chair, and major mergers like Ripple-Hidden Road ($1.25B) are fueling renewed industry optimism.

🌎 Global Economy

Russian Economy Stabilizes Despite Global Turmoil

World Crunch

Russia's economy remains resilient amid Trump's global tariffs and Ukraine war fallout. Boosts from gold reserves offset falling oil revenues. Economic stability hinges on oil prices and war spending, with major risks tied to prolonged global recession and conflict.

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