After the U.S. market closed today, Tesla $Tesla Motors(TSLA)$ released its latest Q2 earnings report — and the results were undeniably dismal. Both revenue and profits saw significant year-over-year declines, marking the company's steepest quarterly drop in years. However, the stock initially rose slightly in after-hours trading, only to reverse course and fall 4% after Elon Musk issued a rare “pessimistic warning” during the earnings call. Tesla’s $Tesla Motors(TSLA)$ Q2 Financial Performance Tesla's total revenue for the second quarter declined by 12% year-over-year — the company’s biggest quarterly drop since 2012. Key details include: Automotive revenue fell 16% YoY, the second straight quarter of do
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Tesla’s Q2: Cracks in the Core, Cult of the Cybercab
Tesla’s Q2: Cracks in the Core, Cult of the Cybercab
RBA Cuts Rates for the Third Time This Year, Kicking Off a New Easing Cycle
On August 6, the Reserve Bank of Australia (RBA) cut the cash rate by 25 basis points to 3.6%, in line with market expectations. The decision was unanimously approved, marking the restart of the rate-cut cycle after last month’s unexpected pause. This is the third rate cut this year, bringing the total reduction to 75 basis points. While the move was expected, the set of economic forecasts released alongside the decision cast a shadow over Australia’s growth outlook. Source: RBA Productivity Growth Forecast Slashed In its latest quarterly Monetary Policy Statement, the RBA downgraded its medium-term productivity growth forecast from 1% to 0.7%—a 30% cut. This is the first downgrade of this key economic indicator since the COVID pandemic began. The bank even admitted that this new forecast
RBA Cuts Rates for the Third Time This Year, Kicking Off a New Easing Cycle
Coles Surges 8% — Can the Rally Continue?
Today, Coles $COLES GROUP LTD(COL.AU)$ , one of Australia’s two supermarket giants, released its FY2025 results. The solid and resilient earnings sent its share price soaring more than 8%, breaking through the record high it set back in May. So why did this set of numbers spark such a big move? And now that the stock has jumped, what does this mean for Coles’ investment outlook? FY2025 Performance For the year ended June 2025, Coles reported revenue up 3.6% (on a 52-week comparable basis). Supermarkets: Sales grew 4.3%, or 5.7% if you strip out the ongoing drag from tobacco. Online sales surged 24.4%. Liquor: Revenue edged up 1.1%, with online sales growing 7.2%. On profitability: Adjusted EBITDA rose 10.7%, while adjusted EBIT climbed 6.8%. The
Coles Surges 8% — Can the Rally Continue?
Oracle Soars as Orders Surge — AI Industry may Undergo a Dramatic Change
Oracle $Oracle(ORCL)$ , the world’s second-largest software company and a major cloud player, dropped its Q1 FY26 earnings after the bell on Tuesday (covering the quarter ended August 31). While revenue and profit came in slightly below expectations, demand tied to the “Stargate” project sent Oracle’s cloud infrastructure orders through the roof. The result? Oracle’s stock price soared 36% in a single day — its biggest one-day gain since 1992 — pushing the company’s market cap close to the $1 trillion club. Oracle’s rapid rise may also be signaling that the balance of power in the AI industry is starting to shift. Source: investor.oracle.com Oracle at a Glance Oracle is a global leader in enterprise software and cloud solutions, best known for its
Oracle Soars as Orders Surge — AI Industry may Undergo a Dramatic Change
H1 2025 Markets Review: The Truth and Risks Behind the “V-Shaped Rebound”
As the first half of 2025 draws to a close, the global economic landscape has undergone profound changes, and capital markets have experienced intense turbulence under the impact of multiple variables. From the rekindling of trade wars triggered by U.S. tariff policies, to the growing divergence in central bank monetary policies, and the escalation of geopolitical tensions in the Middle East, a series of major events have not only deeply influenced asset prices but also left several unresolved issues that will shape the trajectory of the market in the second half of the year. Faced with growing economic challenges ahead, investors are reassessing the balance between risk and reward. This article takes the U.S. stock market as an example to review the performance of capital markets and macr
H1 2025 Markets Review: The Truth and Risks Behind the “V-Shaped Rebound”
Trump Demands Lip-Bu Tan Resign, Intel Faces New Political Pressure
Intel $Intel(INTC)$ is facing increasing financial pressure—now compounded by political heat. Just yesterday, U.S. President Donald Trump publicly demanded on Truth Social that Intel CEO Lip-Bu Tan resign immediately, citing “serious conflicts of interest.” Trump pointed to Tan’s prior investment ties to China, declaring that “resignation is the only option.” The political attack led to Intel’s stock falling over 3% on the day. Source: Truth Social Why is Trump pushing for Tan’s resignation? The main reason behind Trump’s demand centers on Tan’s deep investment history in China. Before joining Intel, Lip-Bu Tan was the founder and CEO of venture capital firm Walden International, which has invested heavily in China’s tech sector. Public records sh
Trump Demands Lip-Bu Tan Resign, Intel Faces New Political Pressure
Market Outlook for H2 2025: Cautious Optimism Amid Uncertainty
As we head into the second half of 2025, the market is gradually finding direction after a first half marked by policy confusion and geopolitical anxieties. While some risk factors have eased at the margin, uncertainty remains the key theme. This article provides a structured outlook for the coming months through four lenses: tariff policy, monetary path, U.S. equity valuations, and the credibility of the U.S. dollar. Read more>>H1 2025 Markets Review: The Truth and Risks Behind the “V-Shaped Rebound” Trump’s Tariff Strategy Shifts: Repricing Risk in Focus In H1 2025, President Trump revived his "reciprocal tariffs" rhetoric, reigniting global trade tensions. However, his trademark "high-pressure negotiation" tact
Market Outlook for H2 2025: Cautious Optimism Amid Uncertainty
With multiple fundamental factors providing support, has the turning point for oil prices arrived?
Recently, the international crude oil market has exhibited a series of complex and volatile dynamics, with price movements showing a dual characteristic of short-term strength and medium-to-long-term pressure under the interplay of multiple factors.Since June, although the overall increase in oil prices has been limited, the continuous upward trend has drawn widespread market attention. Now that the market has fully digested the earlier expectations of an OPEC+ production increase, can the sustained rally truly shift the prevailing pessimism or alter the medium-to-long-term outlook? Short-Term Bullish Factors Support Oil Price Rebound The recent resilience in oil prices is primarily driven by three short-term bullish factors: First, escalating geopolitical tensions in the Middle East have
With multiple fundamental factors providing support, has the turning point for oil prices arrived?
UK Bonds, Currency, and Stocks Slump — Is a U.S. Market Pullback Next?
On Tuesday during London trading hours, Britain’s long-term borrowing costs surged to their highest levels since 1998, putting UK bonds at the center of a global selloff. The move was driven by several factors: deep worries about the UK economy, rising bond yields worldwide, and aggressive government spending plans across major economies. The UK’s 30-year gilt yield jumped to 5.68% on Wednesday, marking the second day in a row of fresh 27-year highs. The 10-year yield climbed another 3 basis points to 4.78%. At the same time, the pound slid as much as 1.5% against the U.S. dollar to 1.33355. European equities sold off in tandem: Germany’s DAX dropped 2.22%, the FTSE 0.91%, France’s CAC40 0.70%, and the Euro Stoxx 50 1.47%. Source: TradingView A Global Bond Market Selloff The turbulence in
UK Bonds, Currency, and Stocks Slump — Is a U.S. Market Pullback Next?
Ceasefire Already in the Market Charts
On the evening of June 23 (local time), Iran launched 19 missiles at the U.S. Al-Udeid Air Base in Qatar in retaliation—but the strike ended with “zero casualties,” a symbolic gesture more than an escalation. What was once seen as a potential tipping point in the Middle East abruptly deescalated within 48 hours, as former U.S. President Donald Trump announced a ceasefire deal between Iran and Israel, declaring that “the time for peace has come.” Yet, it appears that the markets had already priced in the likelihood of a swift resolution shaped by the strategic calculations of the U.S., Iran, and Israel. “Theatrical Retaliation” and a Logic of De-escalation Throughout the 12-day conflict, Iran adopted a “strike and talk” pattern—retaliating one day, expressing willingness to negotiate the ne
Ceasefire Already in the Market Charts
Gold Hits New Record: Spot Price Breaks Above $3,500 Again!
On September 2, gold prices $ETFS Physical Gold(GOLD.AU)$ smashed another all-time high. Backed by rising expectations of Fed rate cuts and growing worries about central bank independence, precious metals have extended their multi-year rally and just got another leg up. With U.S. markets closed on Monday, spot gold surged during Tuesday’s Asian session—jumping 0.9% to nearly $3,510/oz, breaking the previous April peak. So far this year, gold has already gained more than 30%, making it one of the best-performing commodities of 2025. Powell’s dovish tone, steady PCE, and rate-cut bets fuel gold Gold has always been the go-to safe haven in times of political and economic turmoil—especially in a low-rate environment. This year, Trump’s escalating t
Gold Hits New Record: Spot Price Breaks Above $3,500 Again!
$15.9 Billion Lifeline: Three Giants Bet on Intel’s Comeback
Intel $Intel(INTC)$ has been getting “all hands on deck” support lately. In just a few short weeks, the company secured three massive investments from the U.S. government, SoftBank, and NVIDIA — a combined $15.9 billion, arguably the largest “lifeline” ever injected into a semiconductor company. This huge cash infusion not only relieves Intel’s financial stress but also brings NVIDIA on board as a strategic partner. The big question: can Intel use this capital and cooperation to pull off a full-blown turnaround? Intel’s Struggles: From Industry King to Underdog The past few years have been brutal for Intel. Lagging process technology, shrinking CPU market share, massive financial losses — all of this sent the once-dominant chipmaker into a tailspi
$15.9 Billion Lifeline: Three Giants Bet on Intel’s Comeback
GameStop's 30% Plunge: How Close Is the Meme-to-Bitcoin Transformation?
A nearly 30% plunge in two days — how far is $GameStop(GME)$ from completing its transformation from meme stock to Bitcoin platform?Over just two trading days, GameStop (NYSE: GME) has plunged 27%, becoming one of the worst-performing U.S. stocks in that span. The sharp decline was triggered by its latest earnings report followed closely by news of another convertible debt offering. Why did these announcements lead to such a drastic sell-off? Once the flagship of the meme stock craze and a battlefield for retail investors against Wall Street short-sellers, GameStop has undergone a dramatic strategic transformation in recent years. But how exactly has its investment thesis evolved?GameStop: From Past to PresentGameStop was originally a traditional v
GameStop's 30% Plunge: How Close Is the Meme-to-Bitcoin Transformation?
The Rise of ’Labubu’: Can Pop Mart Build a Global "IP Empire"?
In recent months, a quirky and "ugly-cute" collectible toy character named Labubu has taken global social media by storm. Long queues have formed outside Pop Mart stores in cities like Tokyo, New York, and London, with sales even temporarily suspended in South Korea due to overcrowding. Limited-edition Labubu figures have fetched over a million RMB at auctions, and numerous celebrities have voluntarily promoted it on social media. Behind this frenzy is Pop Mart $POP MART(09992)$ , a Chinese toy company that has transformed from a niche player into a global pop culture phenomenon. Labubu series At the same time, Pop Mart’s stock—listed in Hong Kong—has become one of the most watched in the capital markets. Its share price has tripled this year, ri
The Rise of ’Labubu’: Can Pop Mart Build a Global "IP Empire"?
Can Palantir’s 7x Rally in a Year Really Be Justified?
Palantir $Palantir Technologies Inc.(PLTR)$ released its latest Q2 earnings yesterday, and the stock surged nearly 8% after the report. Over the past 12 months, Palantir's share price has skyrocketed more than 600%, making it one of the top-performing stocks in the entire U.S. market. So what exactly did this latest earnings report reveal? Why has the stock been on such a tear? And more importantly—has the valuation already priced in too much? Source: Google Finance Palantir’s Journey: From Covert Ops to AI Platform Powerhouse Palantir Technologies $Palantir Technologies Inc.(PLTR)$ is a U.S.-based software company that helps clients integrate data, decision-making, and operations at scale. Its software p
Can Palantir’s 7x Rally in a Year Really Be Justified?
After "Liberation Day," U.S. inflation data for May remained mild, fueling expectations of a Federal Reserve rate cut in September.
U.S. May Consumer Price Index (CPI) Rises Below Expectations for the Fourth Consecutive Month The May CPI data came in below expectations across the board. The annual CPI rose by 2.4%, lower than the market forecast of 2.5%; core CPI increased by 2.8% year-on-year, also below the expected 2.9%; and the monthly core CPI rose by just 0.1%, under the forecasted 0.3%. These figures have further eased market concerns about runaway inflation and reinforced expectations that the Federal Reserve may begin cutting interest rates in September. However, while overall price pressures remain manageable, the Trump administration's tariff policies could still exert upward pressure on inflation, allowing the Fed to maintain a relatively hawkish stance in the short term. Energy Prices Continue to Decline,
After "Liberation Day," U.S. inflation data for May remained mild, fueling expectations of a Federal Reserve rate cut in September.
U.S.-Vietnam Tariff Deal Lands Softly, but Bigger Trade Shocks Loom Next Week
During last night’s U.S. trading session, Donald Trump announced that the U.S. had reached a trade agreement with Vietnam. Since the onset of the U.S.-China trade war, many multinational brands have shifted their manufacturing bases to Vietnam, making the country the world’s second-largest manufacturing hub after China. This U.S.-Vietnam agreement has become one of the most closely watched trade developments recently. With the July 9 deadline for the current tariff suspension fast approaching—and Trump repeatedly stressing there will be no extension—investor focus has once again shifted to “trade friction” as a key macro variable. The new deal with Vietnam has become a window through which to observe shifts in policy direction and market logic. This article analyzes the deal’s implications
U.S.-Vietnam Tariff Deal Lands Softly, but Bigger Trade Shocks Loom Next Week
MP Materials Soars as U.S. Rare Earth Strategy Accelerates
As global competition over strategic resources intensifies, rare earth elements—vital to high-tech and defense industries—have become a key battleground in the race for geopolitical dominance. Recently, MP Materials’ stock $MP Materials Corp.(MP)$ surged following a strategic investment by the U.S. Department of Defense. Behind this rally lies not only improved company fundamentals, but also a broader battle to reshape global rare earth supply chains. As the U.S. pushes to reduce reliance on foreign sources, resource exporters like Australia are also benefiting, signaling a quiet shift in the global rare earth landscape. Why Did MP Materials $MP Materials Corp.(MP)$ Surge? The U.S. Department of Defense's Str
MP Materials Soars as U.S. Rare Earth Strategy Accelerates
After Multiple Roller Coasters, Can Hims & Hers Still Deliver on the “Weight Loss Drugs + Subscription Healthcare” Story?
In 2024, one of the most volatile U.S. stocks was Hims & Hers Health $Hims & Hers Health Inc.(HIMS)$ , a direct-to-consumer telehealth platform. In just six months, the company's stock went through several rounds of doubling and halving. At its peak, some even dubbed it the “Netflix of digital healthcare.” However, this Monday, the stock plunged 35% from recent highs. What kind of company is Hims & Hers, and why is its stock so volatile? More importantly—does its business model reflect real growth, or is it a speculative illusion? Source: Gurufocus What Does Hims & Hers Do? Hims & Hers is a telehealth platform that connects patients with licensed medical professionals through virtual consultations, then sells prescription drugs
After Multiple Roller Coasters, Can Hims & Hers Still Deliver on the “Weight Loss Drugs + Subscription Healthcare” Story?
Tesla Enters a New Cycle: The Ambition and Uncertainty Behind Its Low-Key Robotaxi Launch
Last Sunday, Tesla $Tesla Motors(TSLA)$ launched its first Robotaxi pilot project in Austin, Texas. Although the initial rollout was modest—featuring just about 10 Model Y vehicles equipped with FSD (Full Self-Driving) software instead of the previously announced Cybercab—the cars operated within a designated area, accompanied by safety drivers. The first group of riders, carefully selected by Tesla, only had to pay a fixed shareholder fare of $4.20. Despite the low-key nature of the launch, this milestone marks Tesla's long-awaited delivery on a promise years in the making. It is widely regarded as a critical inflection point, signaling the company’s entry into its next strategic phase. Source: X Tesla Finally Delivers on Its Robotaxi Pledge As e
Tesla Enters a New Cycle: The Ambition and Uncertainty Behind Its Low-Key Robotaxi Launch
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