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Jan 18, 2025
State-owned SEPI proposes to replace Telefonica CEO
By Inti Landauro and Andres Gonzalez MADRID (Reuters) - State-owned investment fund SEPI has proposed to replace Telefonica (NYSE:TEF)'s Chief Executive Jose Maria...
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Jan 18, 2025
Tesla's role in the increasingly embodied AI world
-- As artificial intelligence transitions from digital interfaces to physical applications, Tesla Inc (NASDAQ:TSLA) is looking at a rapidly expanding frontier,...
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Jan 18, 2025
5 key trends, 3 secular themes and 10 top software stocks to own for 2025: BofA
-- Tech stocks have wobbled into the start of the new year, but the US software sector remains inexpensive and is set to ride the third major tech cycle as consumer...
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Jan 18, 2025
Is the Treasury sell-off over? Capital Economics weighs in
- While US Treasury yields are expected to fall over the rest of 2025, the yield curve could nonetheless continue to steepen, according to analysts at Capital...
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Jan 18, 2025
Here's why JPMorgan says investors should stay underweight emerging market stocks
- Emerging market stocks have underperformed for a fourth straight year, bringing the cumulative lag to their developed market peers since 2019 to 45%, according to...
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Jan 18, 2025
How could global warming impact the travel industry?
-- Climate change is poised to significantly reshape the travel industry, affecting destinations, costs, and demand patterns, UBS said. UBS highlighted the growing...
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Jan 18, 2025
Are China tariff risks priced in emerging markets?
-- Escalating U.S.-China tensions could trigger new tariffs, with EMs potentially bearing the brunt rather than China itself, according to UBS. Chinese export prices...
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Jan 18, 2025
Why you should avoid Ericsson stock in 2025, Bernstein
-- Telecom equipment supplier Ericsson (ST:ERICb) faces a challenging 2025 as demand uncertainty and competitive pressures cloud its outlook, Bernstein said,...
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Jan 18, 2025
Online Travel industry outlook for 2025: Which stocks to buy
-- The online travel industry enters 2025 with mixed prospects, with analysts at Barclays (LON:BARC) forecasting a more challenging environment ahead.  While 2024...
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Jan 18, 2025
US stock market: Q4 earnings season preview
-- UBS forecasts the S&P 500 to see an 8.4% year-over-year increase in earnings per share (EPS) for the fourth quarter of 2024. Despite appearing slower than the...
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