1. Trump stock euphoria starts to fade?

Perhaps the most crucial question for markets: How serious is Trump about tariffs, which are widely regarded as inflationary and could reach their highest level since the 1930s if delivered as promised?

2. Time to buy US bonds?

UBS Wealth Management believes that the selloff in US Treasuries around the US elections has “gone too far,” and that the market may be underpricing the risk of interest-rate cuts by the Federal Reserve in the coming months.

3. The “oracle of Omaha” doesn’t claim to be an expert at market timing, but he knows when stocks are expensive.

4. The Department of Justice is calling for Google to sell its Chrome browser to put an end to its search monopoly.

The proposed break-up would “permanently stop Google’s control of this critical search access point and allow rival search engines the ability to access the browser that for many users is a gateway to the internet.”

5. The UK is “a very good place to hide” and a diversification versus concentrated US markets.

“Britain ranks among the major countries least exposed to potential US tariffs and derives about 28% of its revenues from the US, allowing it to benefit from dollar strength.

Valuations are cheap, while dividend and free cash flow yields are high. Also, interest rates and bond yields look set to fall.”

All that has spurred Societe Generale and UBS to move UK equities to an overweight stance, joining Goldman Sachs and JPMorgan strategists, who already have bullish calls on Britain. “We can see that the UK outperforms when defensives outperform,” says UBS strategist Andrew Garthwaite, who is overweight defensive stocks.

6. Is 2025 the year of solid-state battery powered EVs?

The development of such batteries is currently limited by the capacity to produce battery-grade lithium metal.

Earlier this year, China formed a coalition of solid-state battery players, including CATL and Nio, though has yet to assert the level of dominance it holds in the traditional lithium ion industry.

7. There is a universe beyond data center chips and Nvidia.

Essentially, the semiconductor industry can be broken into two segments: Design & Manufacturing.A company that designs semiconductors but doesn’t manufacture them is considered a fabless firm.A company that only does manufacturing, based on the designs provided by fabless firms, is called a foundry.

Semiconductor manufacturing is the most complex process on the planet.

Foundries are at the center of the manufacturing process, most of which are in Taiwan.

Those foundries use a variety of tools in the process, mostly made by 5 companies: Applied Materials, ASML, Tokyo Electron, KLA Corporation, and Lam Research.

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