Articles in this Cluster
15-11-2025
CNBC's Jim Cramer believes that Nvidia's earnings report next week is crucial for the market's direction. He thinks a strong report could ignite a rally, not just a bounce, as Nvidia is at the heart of the AI revolution. Cramer also notes that the Federal Reserve's messaging next week will be important, particularly if Fed President John Williams signals peaked inflation or softened labor data, which could justify future rate cuts. Other earnings reports from retailers like Home Depot, TJX, Target, and Lowe's will also be watched, but Nvidia's report is seen as the key event.
Entities: Jim Cramer, Nvidia, Jensen Huang, Federal Reserve, John Williams • Tone: positive • Sentiment: positive • Intent: inform
15-11-2025
Dan Sundheim's hedge fund, D1 Capital, has made new investments in AI-linked stocks during the third quarter, including Nvidia, Meta Platforms, Broadcom, and Synopsys. The fund also increased its stakes in Applovin and Reddit. Meanwhile, it decreased its holdings in financial stocks such as Bank of America, Capital One Financial, and Apollo Global Management. The AI trade has been volatile in November, with the newly invested stocks experiencing losses. Despite this, D1 Capital's holdings in Applovin and Reddit remain significant, with the latter benefiting from its new AI-powered advertising tools.
Entities: Dan Sundheim, D1 Capital, Nvidia, Meta Platforms, Broadcom • Tone: neutral • Sentiment: negative • Intent: inform
15-11-2025
Former Chinese finance minister Lou Jiwei warns that China's property market slump will continue to hinder economic growth for the next five years. Lou calls for expansionary fiscal and monetary policies, as well as structural reforms, particularly to the household registration system (hukou), to counteract the sector's persistent headwinds. The property market downturn has dampened consumption growth and reinforced deflationary pressures. While Lou does not see the real estate sector as a source of systemic risk, he believes proactive policy is necessary to mitigate its impact on the economy.
Entities: Lou Jiwei, China, Beijing, Caixin Summit, hukou • Tone: neutral • Sentiment: negative • Intent: inform
15-11-2025
Singapore's Temasek Holdings, a sovereign wealth fund, has invested in two Chinese autonomous driving companies, WeRide and Pony.ai, as part of its strategy to boost its China tech holdings. The investment, made in the third quarter, reflects Temasek's focus on forward-looking technologies. WeRide and Pony.ai, both of which went public in the US in 2024, have also started trading their shares in Hong Kong. Temasek has a history of investing in autonomous driving companies and has a total of US$29 billion of investments in US securities, with about US$2 billion in 16 US-listed Chinese stocks.
Entities: Temasek Holdings, WeRide, Pony.ai, China, Singapore • Tone: neutral • Sentiment: positive • Intent: inform