"Prepare for possibilities and probabilities, not calling one course of action, since I've never seen anyone call it."
— Jamie Dimon
Talking Points
Broadcom
Broadcom’s shares hit a record high this week as investors boosted bets on its AI potential. A gain of over 3% on Wednesday erased all losses from the late-October tech sell-off. While the broader market rebound helped, the main catalyst was a report that
Meta
and others to sell its Tensor Processing Unit AI chips. PZ Cussons PZ Cussons raised its full-year profit guidance on Thursday, supported by strong price and volume-driven growth in Africa. The consumer goods group, whose brands include Imperial Leather and Carex, expects like-for-like revenue to grow about 9% in the first half of financial 2026. The market responded positively, with the share price rising after the update. Molten Ventures Molten Ventures, a UK venture capital firm backing fast-growing European tech companies, reported strong quarterly results on Tuesday. The company exceeded growth and realisation targets, delivering solid financial results, and maintaining a healthy balance sheet, contributing to the overall positive market reaction. Tullow Oil Tullow Oil warned that its 2025 production will be at the lower end of guidance as it struggles to refinance its heavy debt burden and awaits overdue payments from the Ghanaian government. The shares have fallen nearly 80% over the past year. Despite asset sales and progress in Ghana, natural decline and delayed payments are straining cash flow, making refinancing essential.
In the Charts
Pic of the Week
It has been an incredibly volatile period for cryptocurrency investors. For much of the last 5 years Bitcoin and the Nasdaq Composite have been highly correlated, but that correlation has broken down in recent weeks with a much sharper drop in the price of Bitcoin. Aside from retail sellers getting jittery, the downward pressure has been accelerated by c rypto-hoarding companies selling in an attempt to prop up their falling share prices as the recent craze for “digital asset treasury” businesses unravels. While the Bitcoin price improved a little bit on Thursday, some analysts are predicting a continuation of the recent rout. One thing is clear: Bitcoin belongs firmly in the "speculative investment" category for the moment.
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