SoFi eyes long-term growth despite 2025 stock slump

5 articles I'm watching carefully

Tyler Dupont
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Good morning 👋

Here's the latest news I'm tracking today.

 📈 Stocks / Finance

SoFi eyes long-term growth despite 2025 stock slump

SoFi shares are down 30% YTD, but the company posted $499M in GAAP net income in 2024 and struck a $5B loan platform deal with Blue Owl. With 10.1M customers and ambitions to be a top-10 bank, it’s betting on brand strength and cross-sell potential for long-term upside.

Microsoft Faces AI Slowdown, Price Target Cut to $480

Citi cut Microsoft’s price target to $480 amid AI infrastructure pullbacks and a broader economic slowdown. Azure growth softened, Q3 guidance missed forecasts, and stock is down 11.8% YTD. Still, analysts view Microsoft as a 'defensive asset' with stable enterprise revenue.

Berkshire Hathaway touted as top Buffett stock during market volatility

Amid a turbulent market, The Motley Fool argues Berkshire Hathaway is the most resilient Buffett holding. With 60+ subsidiaries, $334B in cash, and 15% YTD gains, its diversification and long-term track record make it a standout 'all-weather' investment.

🪙 Crypto

XRP falls 46% from January high amid renewed volatility

XRP is trading at $2.05, down 46% from its January peak of $3.38. The drop follows a short-lived rally tied to pro-crypto political sentiment and SEC developments. Historical trends suggest potential recovery, but current price action reflects broader crypto uncertainty.

🌎 Global Economy

Global Economic Crisis Meets Divided IMF Summit

G7 finance leaders gather in Washington amid escalating trade tensions triggered by Trump’s tariffs. The IMF warns of slowed growth, but unlike 2008, global unity is absent. Disparate national responses and Fed uncertainty raise concerns over future financial stability.

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