Analysis

Meta delivered Q4 2024 revenue of $48.39B (+21% YoY) and net income of $20.84B (+49%) on strong ad performance.

One of those challengers was PDD Holdings (NASDAQ: PDD), the parent company of Chinese e-commerce platform Pinduoduo and the fast-expanding Temu.

March 21 (Reuters) - Beijing's criticism of Hong Kong conglomerate CK Hutchison's move to sell its ports business is a precursor to heightened political scrutiny of major Chinese business divestments involving American buyers, analysts say.

TradingKey - Defensive stocks are seen as "safe havens" during economic downturns because their products or services maintain stable demand regardless of economic cycles. Warren Buffett’s investment success is largely attributed to his preference for defensive blue-chip stocks.

TradingKey - Broadcom Inc. (AVGO) has become a leader in semiconductor and infrastructure software through AI-driven expansion and acquisitions. On the basis of rising revenues tied to AI, healthy margins, and aggressive cash generation, Broadcom presents a compelling investment case to investors.

TradingKey - The US Federal Reserve has just concluded its regular Federal Open Market Committee (FOMC) meeting from 18-19 March. While there were no huge surprises on the interest rate front, and the stock market actually rose, there were some insights into specific concerns that investors had befo

TradingKey - It’s been a large ride upwards for Chinese technology stocks so far in 2025. The Hang Seng TECH Index, which tracks 30 of the largest Chinese technology stocks listed in Hong Kong, has soared by 35% so far this year.

TradingKey - However, analysts believe cruise stocks could be an exception. Over the past seven days through Monday, Royal Caribbean Group has gained nearly 6%, Carnival Corp. rose 4.7%, and Norwegian Cruise Line Holdings increased 3.8%.  

By Katrina Hamlin HONG KONG, March 19 (Reuters Breakingviews) - Xpeng’s 9868.HK smart cars are starting to look a lot less special. The Chinese electric-car maker built its brand on the back of years of investing in sophisticated assisted driving systems rivalling those of Elon Musk's Tesla T...

NVIDIA’s Q4 FY25 revenue surged 78% YoY to $39.3 billion, with data center sales up 93% to $35.6 billion, driven by hyperscaler AI adoption. NVIDIA's 2025 GTC conference was a grand showcase of the company's technological ambitions, further establishing it as the leader in AI, computing, and...

TradingKey – The rapid development of artificial intelligence (AI) technology has shifted the spotlight from proprietary models like ChatGPT to open-source alternatives like DeepSeek in just a few years. Capital markets are now pricing in a new AI cycle: the transition from the AI hardware era to...

Our valuation estimates its intrinsic worth at $75–$87 billion, suggesting meaningful upside potential from its current market cap of $50 billion. While risks such as regulatory uncertainty and crypto market volatility remain, Coinbase’s diversified revenue streams and strong execution capabilities

With growth further moderating and too many headwinds hitting the margins we would likely see stagnant to negative growth in earnings, which makes the current share price of $85.00 less attractive.

TradingKey - It has been a 2025 to celebrate so far for Chinese tech investors are China’s technology giants ride a wave of investor optimism. That’s in stark contrast to the huge sell-off happening in the US right now.

HONG KONG, March 18 (Reuters Breakingviews) - Chinese retail investors appear to be regaining some of their long-lost risk appetite in local stocks. That should be a welcome sign that efforts to restore confidence in the economy are finally having an impact. On closer look, however, the recent equit

TradingKey - PayPal is a leading digital payment platform that acts as an intermediary in the payment process, connecting merchants and consumers. Trusted brand with 434M users, 90M on Venmo, driving $1.68T TPV with strong cross-border reach.Boosted by e-commerce, mobile payments, emerging markets,

Faces consumer spending slowdown, regulatory pressures (e.g., UnionPay), BNPL/mobile payment competition, forex volatility, and Trump-led de-globalization risks.

March 18 - U.S. equity markets are facing severe headwinds in early 2025, while Chinese equities rally, leaving global investors – structurally underweight China since 2021 – scrambling to adjust. This divergence underscores a critical question: Are Chinese stocks an effective hedge against fading U

TradingKey - Occidental Petroleum Corporation (OXY.N) was founded in 1920 and is headquartered in Houston, Texas, USA.   The company has launched an asset divestiture plan to de - leverage. The growth in high - quality oil and gas production generates cash flow for debt repayment and dividend growth

TradingKey - Surging electricity demand driven by AI data centers, electrification, and industrial growth exacerbates US power market tightness. DeepSeek’s  efficiency gain may reduce per-unit power consumption, yet Jevons Paradox sustain long-term power demand resilience.