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Trump's Second Term Troubles: Tariffs, Inflation Fears, and Plunging Confidence

Trump's second term starts with a whimper as approval ratings and business sentiment drop due to tariff concerns and inflation fears.

BYD and DeepSeek Partnership Threatens Tesla's Autonomous Dominance

China's BYD teams up with DeepSeek to challenge Tesla's autonomous technology dominance.

Tesla Put Spreads Seen as Lucrative Opportunity as Stock Weakens

Tesla shares have tumbled 30% since mid-December, creating a potential trading opportunity for investors looking to buy put spreads. Despite the recent rout, Tesla shares are still the most expensive next to expected profits among mega-cap technology firms, suggesting further room for a potential downside.

Coca-ColaBeats Estimates, Gains Ground on PepsiCo

Coca-Cola surpasses Q4 estimates, outperforming rival PepsiCo with strong revenue and earnings growth, driven by higher pricing and increased unit case volume.

Tesla Stock Tumbles 28% as Investors Shift Focus to Fundamentals

Tesla (TSLA) has seen a 28% stock decline in less than two months, making it the worst performer among the "Magnificent Seven" tech stocks. Analysts cite concerns about Tesla's sales in overseas markets, damage to its brand due to CEO Elon Musk's association with President Trump, and the impact of Trump's tariffs on the company's costs. Tesla's fourth-quarter EPS missed estimates, and analysts are marking down earnings estimates for 2025 and 2026.

US Power Consumption to Hit Record Highs in 2025 and 2026

U.S. power consumption is projected to reach record highs in 2025 and 2026, driven by increased demand from data centers and the growing use of electricity for heating and transportation.

Big Tech AI Spending: A Green Light for the Stock Market

Big Tech Spending Spree on AI Signals Strength for Stock Market: Arm CEO Haas

The Case for a (Surprising) Summer Rate Hike

A rate hike from the Federal Reserve could come as a shock to the markets this summer, as the US economy is already running at a healthy 3% Gross Domestic Product (GDP) growth pace, supported by high stock prices and strong spending. If inflation accelerates as tariffs take hold, the first rate hike from the Fed could come at its mid-June meeting. More may follow, which could surprise a market that has settled into the view of the Fed standing pat on rates this year.

SLB Reorganizes, Cuts Workforce Amid Cautious Spending

Oilfield service giant SLB is reorganizing and cutting its workforce, with a new focus on performance and cost-saving initiatives amid market concerns.

Phillips 66 Shares Jump on Elliott Investment Stake, Restructuring Demand

Phillips 66 jumps 4% on Elliott stake report