Nu Holdings Files for US National Bank Charter
Nu Holdings, Latin America's leading digital bank, has applied for a US national bank charter with the OCC, aiming to expand operations across all 50 states.
US Stocks Rebound as TSMC Outlook Boosts AI Hopes
US stocks opened higher Thursday, recovering from losses after TSMC's strong profit and outlook lifted AI-related shares. Major indexes rose, with the Nasdaq leading gains. Oil and silver prices fell amid geopolitical developments.
Investment Firm Reports Quarterly Decline Amid Market Gains
JB Global Capital's Q4 2025 investor letter reveals an 8.9% decline, citing a sharp drop in Alibaba, while discussing Amazon's valuation risks and the fund's long-term strategy.
Fitch Analyst Warns Fed Independence Erosion Could Harm US Credit Rating
Fitch's top sovereign analyst says a major erosion of the Federal Reserve's independence would be negative for the U.S. credit rating, with the dollar's global currency status being the most critical issue.
TSMC Reports Strong December Revenue Ahead of Quarterly Results
TSMC's December revenue rose 20.4% year-over-year, exceeding analyst forecasts. The company's 2025 revenue grew 31.6%, outpacing the semiconductor market. TSMC is expanding capacity to meet demand, including for Nvidia's H200 chips, with quarterly results due Jan. 15.
HIVE Digital Reports Strong Bitcoin Production and AI Expansion
HIVE Digital Technologies reported October 2025 Bitcoin production of 289 BTC, up 147% year-over-year, and is expanding into AI data centers.
Golar LNG Stock Gains Amid Analyst Support and Argentina Charter
Golar LNG's stock rose to $38.59 on Jan 12 after a rebound from election pressures, with Goldman Sachs and Citi issuing buy ratings. The company secured a 20-year FLNG charter in Argentina on Oct 23, reducing political risk.
JB Global Capital Reports Quarterly Decline Amid Alibaba Drop, Initiates Clorox Position
JB Global Capital's Q4 2025 investor letter reveals an 8.9% decline, driven by Alibaba, but a strong full-year return of 67.5%. The fund initiated a position in The Clorox Company at $104 per share.
Obamacare Enrollment Deadline Arrives Amid Stalled Subsidy Talks
The deadline to sign up for Obamacare plans arrives with lawmakers deadlocked over reviving subsidies. Over 20 million Americans face premium surges, and enrollment is already down significantly.
Alexandria Real Estate Equities Cuts Dividend Amid Life Science Sector Downturn
Alexandria Real Estate Equities slashed its dividend by 45% as structural headwinds in the life science industry, including funding declines and lab space oversupply, pressure tenant revenues and property cash flows.
Oakmark Fund Outperforms Benchmarks in Fourth Quarter 2025
Oakmark Equity and Income Fund reported strong Q4 2025 results, outperforming its benchmark index. The fund highlighted Alphabet Inc. as its top performer, citing strong earnings and AI leadership.
Marex Group Shares Trade at $38.99 as Bullish Thesis Highlights Valuation
Marex Group plc shares traded at $38.99 on January 13. A bullish thesis from MOI Global Equity Research notes its P/E ratios and growth driven by organic initiatives and M&A.
Investors Turn to Cryptocurrency Amid Economic Uncertainty
Some investors view cryptocurrency as a hedge against inflation and a portfolio diversifier, citing Bitcoin's fixed supply and independence from traditional systems, despite its volatility and uncertain long-term hedging ability.
Enlight Renewable Energy Shares Surge on Strong Quarterly Results
Enlight Renewable Energy Ltd (ENLT) reported a 46% year-over-year revenue increase and a 33% rise in net profit to $32 million for Q3, prompting management to raise full-year guidance. The stock reached a 52-week high above $40 and is up roughly 125% year to date.
Array Technologies Shares Show Valuation Gap Amid Turnaround
Array Technologies' stock trades at $10 with a forward P/E of 10.99, despite a sharp operational recovery from 2024 losses to 2025 growth, with revenue nearing $1.28B and shipment volumes up 74%.