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JPMorgan stock dives after 2026 cost warning: is this the red flag investors feared?
Invezz· 2025-12-10 05:05
JPMorgan stock (NYSE: JPM) tanked nearly 5% on Tuesday after the bank's consumer banking chief warned that 2026 expenses will reach $105 billion. Wall Street wasn't pricing in this magnitude of expens... ...
Will Pfizer's YaoPharma deal deliver a powerful new oral obesity pill?
Invezz· 2025-12-10 04:30
Pfizer is rolling the dice again on an oral obesity pill. The pharmaceutical giant signed an exclusive global license agreement with YaoPharma, a subsidiary of China's Fosun Pharma. ...
Jim Cramer says CVS stock may be the only first-class healthcare name we have
Invezz· 2025-12-10 02:41
Famed investor Jim Cramer says he "salutes†DaviCVSd Joyner after CVS Health (NYSE: CVS) raised its profit guidance for 2026 – reinforcing the new management's turnaround plan is starting to bear frui... ...
Twenty One Capital slides 25% in NYSE debut
Invezz· 2025-12-10 01:39
Twenty One Capital began trading on the New York Stock Exchange under the ticker XXI and fell 25% early in its first day, trading at about $10.50. The New York listing follows the completion of the co... ...
Gold's short-term shine: geopolitical risk and EU reserve plans drive favourable outlook
Invezz· 2025-12-10 01:22
Gold will remain favourable in the short term due to the uncertainties in the geopolitical environment around the world. The ongoing EU plans regarding frozen Russian reserves serve as a further comp... ...
5 defensive stocks traders are buying before the Fed rate-cut decision
Invezz· 2025-12-10 01:18
With the Federal Reserve set to announce its final policy decision of 2025 on Wednesday, investors are rotating into defensive positions. More than the rate-cut possibility (which is around 90% as per... ...
Jeremy Siegel expects a ‘hawkish cut' from Fed on Dec 10
Invezz· 2025-12-10 00:54
The Federal Reserve is set to announce its next interest rate decision on December 10, a meeting that comes amid unusual uncertainty. With official economic data releases disrupted by the government shutdown, policymakers are relying on older reports and private surveys to gauge the health of the economy. ...
Why Tesla stock is making a comeback on Tuesday after Monday's fall
Invezz· 2025-12-10 00:47
特斯拉股价与市场表现 - 特斯拉股价周二上涨1.5%至446.35美元,表现优于美国主要股指,标普500指数和道琼斯工业平均指数分别上涨0.1%和0.2% [1] - 股价上涨主要受市场对其全自动驾驶技术进展的新乐观情绪推动 [1] - 尽管全球销售数据喜忧参半,特斯拉年初至今股价仍上涨9% [7] 全自动驾驶技术进展 - Piper Sandler分析师指出,特斯拉的全自动驾驶技术发展可能比许多投资者意识到的更快 [1] - 根据与FSD社区追踪器创建者的讨论,特斯拉“非常接近实现无监督的全自动驾驶”,关键性能数据有显著改善 [2] - 追踪器的主要指标“关键脱离间隔里程”在10月发布FSD v14.1.x后显示出“超过20倍的改善”,从前一版本的441英里提升至“9200+英里”,这是四年数据收集以来最大的连续改进 [2] - 来自奥斯汀的补充数据支持这一改善趋势,数据显示“每4万英里发生一次碰撞”,按每年行驶1.3万英里计算,这意味着配备FSD的汽车可以“约3年不发生碰撞” [3] - 追踪器数据显示“脱离间隔超过9000英里”,与奥斯汀的发现高度吻合,强化了特斯拉正接近自动驾驶性能主要阈值的观点 [3] - 越来越多的证据出现在特斯拉的关键时刻,公司持续将FSD定位为其长期战略的核心支柱 [4] 全球销售表现 - 在印度市场,VinFast在2025年11月销售了291辆电动汽车,显著超过特斯拉的48辆,突显了VinFast自进入印度市场以来的加速速度 [5] - 塔塔汽车仍是印度市场主导的电动汽车厂商,当月交付了6,153辆,远超特斯拉和其他竞争对手 [6] - 在中国市场,特斯拉11月销量表现疲软,仅售出略超7.3万辆汽车,同比下降近1% [6] - 截至11月,特斯拉在中国市场已销售约53.7万辆汽车 [6] - 为避免在中国市场出现首次年度销量下滑,特斯拉需要在12月交付12万辆汽车,但鉴于上海工厂月度峰值产量约为10万辆,这一目标被认为不太可能实现 [7] 公司估值 - 公司股票继续以较高的估值倍数交易,未来12个月预估市盈率约为205倍,而一年前约为120倍 [8]
Nvidia stock slips on Tuesday: why are analysts divided over NVDA's next big catalyst?
Invezz· 2025-12-09 23:22
Nvidia stock (NASDAQ: NVDA) slipped into the red on Tuesday as Wall Street wrestles with competing views on what will move the company next. While US President Trump greenlighted H200 chip sales to Ch... ...
Microsoft makes its biggest Asia move: $17.5B to transform India into an AI powerhouse
Invezz· 2025-12-09 22:21
公司投资计划 - 微软公司宣布将在未来四年内向印度投资175亿美元 [1] - 该投资是公司在亚洲地区有史以来规模最大的单笔投资 [1] 行业战略布局 - 公司首席执行官萨提亚·纳德拉表示,此次巨额投资旨在押注印度的人工智能未来 [1]