America’s Chip Restrictions Are Biting in China
Key Takeaways Powered by lumidawealth.com Acute shortages of AI chips in China have forced Beijing to intervene in how Semiconductor Manufacturing...
Three AI Megadeals Redefine Wall Street’s Playbook
Key Takeaways Powered by lumidawealth.com Tech giants like Meta, OpenAI, and xAI are using hybrid financing structures blending private equity, project...
Watchdog Firings Expose Probe Into Fannie Mae Chief Bill Pulte
Key Takeaways Powered by lumidawealth.com Fannie Mae investigators examined whether FHFA Director Bill Pulte improperly accessed mortgage records of Democratic officials....
The Fed’s December Cut Is Now a Toss-Up
Key takeaways Powered by lumidawealth.com Deep divide: After back-to-back 25 bp cuts (Sep, Oct) to 3.75%–4.00%, officials are split on a...
SoftBank Group Corp. Unloads Entire NVIDIA Corp. Stake Ahead of Massive AI Investment Push
Key Takeaways Powered by lumidawealth.com SoftBank sold its entire stake in Nvidia for $5.8 billion, signaling a shift in its AI...
Dollar Carry Trades Poised to Outperform Global Stock Markets
Key Takeaways Powered by lumidawealth.com The U.S. dollar is regaining global investor appeal, challenging the “Sell America” narrative. Dollar carry trades—borrowing...
US Government Shutdown Nears End as Senate Passes Deal
Key Takeaways Powered by lumidawealth.com The U.S. government’s record 41-day shutdown is expected to end this week. The Senate approved a...
What America’s Longest-Tenured Employees Reveal About the Evolution of Work
Key Takeaways Powered by lumidawealth.com A small group of U.S. employees have spent over five decades with the same companies, witnessing...
China’s new rare-earth export control plan targets U.S. military supply chain
Key Takeaways Powered by lumidawealth.com China plans a “validated end-user” (VEU) system to allow faster export approvals for verified civilian buyers...
Anthropic vs. OpenAI: the financial split
Key takeaways Powered by lumidawealth.com Profit path: Anthropic targets breakeven in 2028; OpenAI projects ~$74B operating loss in 2028 and profitability...
Premium insights to help you invest beyond the ordinary. Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser