Morning News: February 6, 2025

Silicon Valley Leans Into ‘Lethal’ Tech While Europe Waits on a Defense Plan

Trump Flashes Newfound Imperialist Streak in White House Return

Trump Should Learn From Helsinki, Not Yalta, on Foreign Policy

Bessent Explains Trump. It Won’t Be the Last Time

Hawkish BOJ Board Member Calls for Potentially Faster Rate Hikes

Bank of England Cuts Interest Rates as British Economy Weakens

Northern Ireland Worries About Fallout From Transatlantic Trade War

King Dollar Won’t Follow Trump’s Tariff Playbook

Data Hoarders Are Rushing to Save Vanishing US Health Records

Friday’s Jobs Report Will Be Confusing. Here’s How to Make Sense of It.

US Jobs Will Get Marked Down, But Not as Much as Once Feared

US Banks Raise Equity to Jumpstart Deals, Bolster Balance Sheets

Societe Generale Shares Jump After Results Beat Expectations

SocGen Says It Won’t Follow Wall Street Out of Climate Alliance

Pimco Is Falling Behind as Private Credit Booms

Exiled From Goldman Sachs, a Fallen Star Finds His Next Act

Could the Trade Fight Take a Bite Out of Apple?

Conoco Quarterly Net Income Fell, Expects 2025 Production Growth

TotalEnergies Hails Power Profit as Rivals Pull Back on Renewables

Can Nissan Survive Without Honda’s Helping Hand?

Honeywell to Break Up After Pressure From Activist Elliott

Peloton Posts Profit Beat and Raises Guidance, Shares Surge

The Heist of 100,000 Eggs in Pennsylvania Becomes a Whodunit that Police Have Yet to Crack

Orange Juice Makers Are Desperate for a Comeback

Philip Morris Beats Estimates as Demand for Zyn Pouches Surges

$62,000 for the Super Bowl. $1 Million for Formula 1. How Much Would You Pay for a Sporting Event?

Be sure to follow me on Twitter.

Posted by on February 6th, 2025 at 7:03 am


The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.