L1 Capital International Fund released its Q4 2025 investor letter, reporting a 2.2% quarterly return and detailing its new position in Salesforce, citing AI concerns and growth moderation as factors in the stock's decline.
L1 Capital International Fund released its Q4 2025 investor letter, reporting a 2.2% quarterly return and 9.8% annual return. The letter highlighted Jacobs Solutions Inc., noting the firm increased its position after viewing share price weakness as unjustified.
Nu Holdings stock rose 62% in 2025 and 364% over three years. The company reported 42% revenue growth in Q3 2025 and expects 31% growth in 2026, with 127 million customers across Brazil, Mexico, and Colombia.
L1 Capital's International Fund released its Q4 2025 investor letter, reporting a 9.8% annual return and highlighting Taiwan Semiconductor Manufacturing Company as a top holding.
Salesforce shares continue to decline amid AI competition fears, despite CEO Marc Benioff's strengthened ties with the Trump administration and the company's AI initiatives showing growth.
Nvidia, Microsoft, and Apple have each reached a $4 trillion market capitalization in 2025, driven by AI and cloud computing dominance.
Meta Platforms cuts over 1,000 jobs in its Reality Labs division, shifting focus from the metaverse to AI wearables and phone features, causing related crypto tokens to slide.
Savings account rates have fallen since 2024 Federal Reserve cuts, with top rates around 4% APY from banks like SoFi, Barclays, and Valley Direct as of January 15, 2026.
Money market account rates are still high despite recent Federal Reserve rate cuts, with top accounts paying over 4% APY. The national average stands at 0.58%.
Zillow reports average 30-year fixed mortgage rate at 5.94%, with 15-year fixed at 5.39%. Freddie Mac typically reports slightly higher rates. Rates vary by location and loan type.
U.S. Solana ETFs attracted $23.57 million on Wednesday, the highest in four weeks, as Bitcoin trades near $97,000. Analysts note potential momentum but caution on broader altcoin weakness and network pressures.
The 50/30/20 budgeting rule allocates after-tax income into needs, wants, and savings categories, offering a straightforward framework for personal finance management.
China's crude oil imports hit record highs in 2025 and December, with significant stockpiling activity noted. New storage capacity is being added, supporting global oil prices.
Saks Global, a luxury department store conglomerate, filed for bankruptcy protection in January 2026, marking one of the largest retail collapses since the COVID-19 pandemic.
President Trump's first year saw increased oil and gas production through licensing reforms and tariff exemptions, but oversupply and steel tariffs create challenges.