📈 Stocks / Finance

Markets Eye Key Earnings Amid Shifting Sector Leadership

Yahoo Finance

The S&P 500 gained 1.5% last week but failed to break a new high, while the Nasdaq rose 2.6%. Tech stocks no longer dominate, with Meta up 25.8% YTD. Walmart, Booking, and MercadoLibre lead earnings this week, with Nvidia in focus later. The Fed remains firm on rates, citing persistent inflation pressures.

China's AI-Driven Market Surge

Yahoo Finance

DeepSeek’s AI breakthrough has fueled a $1.3 trillion rally in Chinese equities, driving hedge funds back from India amid concerns over its slowing growth. The MSCI China Index, trading at 11x forward earnings, now outperforms India’s at 21x. Analysts see further upside as Beijing signals support for AI-driven expansion.

Meta’s AI-Fueled Stock Surge

Yahoo Finance

Meta’s stock is up 25% YTD, outperforming Big Tech peers struggling with missed earnings. Unlike Amazon, Google, and Microsoft, which invest in AI to attract external customers, Meta’s AI spending directly boosts ad revenue and engagement. Its open-source Llama models add long-term potential, further winning over Wall Street.

🪙 Crypto

Milei Faces Impeachment Threat Over Crypto Token Scandal

CoinDesk

Argentina's President Javier Milei is under impeachment threat after endorsing and then retracting support for the LIBRA token, which crashed 90%, erasing over $4 billion in market cap. Lawmakers cite international embarrassment, while data shows insiders liquidated $87.4 million before the collapse.

🌎 Global Economy

China Defends Yuan Stability Amid Dollar Strength

Yahoo Finance

China’s central bank governor emphasized the yuan’s stability as crucial to global financial markets, contrasting it with the strong dollar driven by Trump’s tariffs. The PBOC has prioritized defending the yuan, delaying monetary easing, but risks persist as deflation and weak consumer demand challenge economic growth.

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