1. The first trading day of 2025 got off to a rough start, with the NASDAQ and S&P extending their losing streaks to five consecutive sessions, hampered by steep declines for Apple and Tesla.

Tesla released its Q4 delivery numbers, missing expectations compared to the prior year, which resulted in a 6% drop in its stock price. Blame slowing demand, aging models, and discount deals that trimmed margins. Maybe the days of unlimited hype and minimal competition are over.

Despite the setback, analysts remain optimistic about Tesla’s ambitious vision for AI and autonomous technology. They argue that a temporary slump in sales is insignificant when you're focused on building the future.

2. When Tesla is having an off-day, Uber goes up.

The fight for domination in the self-driving industry continues. Who will win? The cars or the platform?

3. Strategists that missed the 2024 gains, have all turned bullish for 2025.

Of course, they are still warning about a more volatile year for stocks as uncertainty surrounding Federal Reserve rate cuts and a new Donald Trump administration loom ahead.

4. Semiconductors have traded sideways over the past few months, consolidating into an increasingly tighter range.

As the wedge pattern nears its end, a breakout or breakdown seems likely in the coming weeks.

But today, the semiconductor sector gained 1.8%, with Nvidia up +3.0% and adding 100 billion market cap!

Barron’s is saying the stock should win again this year, as betting against it is “like betting against Microsoft and Intel during the early days of the PC revolution or Apple after the iPhone’s release.”

5. Among thematic ETFs, the year's outperformers were the Mag-7 and other ETFs that focus on technology. The big losers were ETFs that bet on clean energy and marihuana.

6. The S&P 500 price-to-book ratio has now surpassed the peak of the Dot Com Bubble.

7. Homeownership rates vary drastically across Europe, reflecting differences in culture, policies, and economic dynamics.

Countries like Romania and Slovakia boast some of the highest homeownership rates, exceeding 90%, while Germany, despite being a high-GDP country, has one of the lowest rates of homeownership in the Eurozone at under 50%.

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