China’s OpenAI Challengers Show Modest Revenues as They Head Toward IPOs
Key TakeawaysPowered by lumidawealth.com MiniMax and Zhipu AI revealed relatively small revenue bases ahead of potential Hong Kong IPOs. Both firms...
Gold and Silver Break Records as Rate-Cut Bets and Geopolitics Supercharge the Rally
Key TakeawaysPowered by lumidawealth.com Gold and silver surged to record highs, marking their strongest annual performance in over four decades. Markets...
Lululemon’s Crossroads: Can Operational Discipline Revive a Fading Brand?
Key TakeawaysPowered by lumidawealth.com Elliott Investment Management has taken a ~$1 billion stake and is pushing for a more operations-focused CEO....
Chicago’s Property Tax Shake-Up Shifts $500 Million Burden From Downtown to Homeowners
Key TakeawaysPowered by lumidawealth.com A reassessment shifted about $500 million in property taxes from downtown commercial properties to homeowners. Average homeowner...
Mortgage Rates Are Falling — But America’s Housing Market Is Still Frozen by the Lock-In Effect
Key TakeawaysPowered by lumidawealth.com 54% of US mortgage holders have rates at or below 4%, creating a powerful incentive to stay...
House Lawmakers Propose Crypto Tax Safe Harbors to Bring Digital Assets Closer to Wall Street Rules
Key TakeawaysPowered by lumidawealth.com A bipartisan House draft proposes a tax safe harbor for small stablecoin transactions and new rules for...
AI Data Centers Are Turning “Safe” Utility Bonds Into a Bigger Supply, Bigger Politics Trade
Key TakeawaysPowered by lumidawealth.com US utilities issued a record $158B of bonds in 2025 (+19% YoY) as AI-driven power demand accelerates....
Inside Disney and OpenAI’s $1B Deal: From IP Defense to “Join Tech”
Key TakeawaysPowered by lumidawealth.com Disney licensed 200+ characters to OpenAI’s Sora and invested $1B in OpenAI equity, with no cash changing...
China’s Rare-Earth Magnet Exports to the US Slip Despite Trade Truce
Key takeawaysPowered by lumidawealth.com US-bound rare-earth magnet exports fell 11% month-on-month in November to ~582 tons. The decline comes despite a...
Crypto Chaos Jolts Hedge Funds in Worst Year Since the 2022 Crash
Key takeawaysPowered by lumidawealth.com Directional crypto hedge funds are down ~2.5% in 2025, their worst performance since the 2022 crypto winter....
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