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- Rivian favored over Lucid as EV stocks diverge on strategy
Rivian favored over Lucid as EV stocks diverge on strategy
5 articles I'm watching carefully
Tyler Dupont ![]() Good morning ๐ Here's the latest news I'm tracking today. |
๐ Stocks / Finance
Rivian favored over Lucid as EV stocks diverge on strategy
Rivian is expected to launch sub-$50K EVs by 2026, positioning it for mass-market growth. Lucid lags on affordability but has a deal to supply 20,000 vehicles to Uberโs robotaxi fleet. With a lower price-to-sales ratio, Rivian is seen as having a clearer investment upside.
Super Micro stock drops 16% after earnings miss, forecast cut
Super Micro fell 16% after missing Q4 earnings and profit forecasts. EPS came in at $0.41 vs. $0.44 expected; revenue hit $5.76B vs. $6B est. Weaker EPS guidance and lingering SEC probe weighed on sentiment, despite stronger-than-expected revenue outlook for FY2026.
Wall Street redefines 'normal' amid sustained high valuations
Strategists argue high valuations may persist as tech earnings and AI growth justify elevated P/E ratios. The S&P 500 trades near a 22.8 forward P/E, close to dot-com highs, but rising earnings and resilient GDP suggest a melt-up risk, not a bubble.
๐ช Crypto
7 crypto traits that predict long-term winners
CryptoNinjas outlines key traits of successful tokens: clear utility, experienced teams, sustainable tokenomics, GitHub activity, real partnerships, strong liquidity, and regulatory awareness. Projects lacking these fundamentals are likely to underperform or fail.
๐ Global Economy
Aging demographics strain fiscal policy across developed nations
An aging population is amplifying debt burdens in Europe, the U.S., and China. Generous pension systems and political resistance to reform have created structural imbalances, with younger workers facing high taxes and limited benefits amid declining fertility and rising life expectancy.