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FinanceStellantiselectric vehiclesEV writedown

Stellantis Takes a $26 Billion Hit on Its EV Retreat — And the Entire Auto Industry Should Be Paying Attention

Stellantis sent shockwaves through global automotive markets on Friday when it disclosed a staggering €22 billion ($26 billion) charge tied to a sweeping business overhaul — the largest such writedown in the company's brief history. Shares of the Jeep and Ram parent company cratered 23.6% on the New York Stock Exchange to $7.28, hitting a fresh 52-week low and erasing roughly $6.5 billion in market capitalization in a single session. Trading volume surged to 91.1 million shares, more than six times the daily average of 14.1 million. The charge, which CEO Antonio Filosa described as the cost of "over-estimating the pace of the energy transition," marks a decisive turning point not just for Stellantis but for the entire Western auto industry's approach to electrification. Coming on the heels of Ford's $19.5 billion and General Motors' $7.1 billion in EV-related writedowns, Stellantis's announcement brings the combined EV retreat bill for Detroit's Big Three to more than $52 billion. It's a sobering reckoning for an industry that bet heavily on an electric future that consumers have been slower to embrace than boardrooms anticipated — even as Chinese rivals like BYD surge ahead with the very technologies Western automakers are now abandoning.

February 8, 2026Read Analysis

NewsJapan electionSanae TakaichiLDP landslide

Japan's Sanae Takaichi Wins Landslide Election Victory, Cementing Power as Country's First Female Prime Minister

Japan's ruling Liberal Democratic Party stormed to a decisive victory in Sunday's snap election, exit polls projected, delivering Prime Minister Sanae Takaichi the commanding mandate she sought just four months after becoming the country's first female leader. The LDP and its coalition partner, the Japan Innovation Party, were projected to win between 300 and 366 of the 465 seats in the House of Representatives, according to projections from broadcaster NHK and major Japanese newspapers, far exceeding the 233-seat threshold for a simple majority. The result represents a stunning reversal of fortune for a party that appeared to be in terminal decline less than a year ago. Under Takaichi's predecessor, Shigeru Ishiba, the LDP lost its parliamentary majority in both chambers amid public fury over a slush fund scandal and the rising cost of living. Now, buoyed by what Japanese commentators have dubbed 'Sana-mania,' Takaichi has transformed the party's prospects through a potent combination of nationalist rhetoric, populist spending promises, and a social media savvy that has captivated younger voters in particular. Yet the landslide also arrives freighted with enormous challenges. Japan faces a deteriorating relationship with China, persistent inflation that has eroded real wages for years, a weakening yen, and government debt exceeding twice its GDP — the heaviest burden of any advanced economy. How Takaichi wields her new supermajority will shape not only Japan's domestic trajectory but the broader geopolitical balance in the Indo-Pacific.

February 8, 2026Read Analysis

FinanceAmazon capexAI infrastructure investmenttechnology sector profitability

Amazon's $200B AI Wager: The Market Crashes Down on Big Tech's Profitability Math

Amazon's revelation of a $200 billion capital expenditure plan for 2026 sent shockwaves through Wall Street on February 5, triggering an 11% after-hours plunge and raising a uncomfortable question investors had been reluctant to ask: At what point does aggressive AI infrastructure spending destroy shareholder value? The announcement, coming just one day after Alphabet revealed its own $180 billion capex guidance, marks a critical inflection point in the technology sector's AI arms race—one where the winners are becoming increasingly unclear. With Amazon stock down more than 8% on the revelation and the broader tech sector roiling with doubt, the market is finally demanding answers about profitability timelines and return-on-investment metrics that Silicon Valley has largely avoided.

February 6, 2026Read Analysis

FinanceNVIDIAQ4 2025 earningsdata center revenue

NVIDIA Q4 2025: $39.3 Billion in Record Revenue Powered by Blackwell's Explosive Ramp and Data Center Dominance

NVIDIA delivered a blockbuster fourth quarter in fiscal 2025, reporting record revenue of $39.3 billion—up 78% year-over-year—and smashing analyst expectations on both the top and bottom lines. The results underscore the company's unassailable position at the center of the global AI infrastructure buildout, a multi-year supercycle that shows no signs of abating despite mounting concerns about valuation sustainability in the sector. What makes this quarter particularly significant is the unprecedented success of Nvidia's Blackwell architecture, which generated $11 billion in sales in its first quarter—the fastest product ramp in the company's history—signaling that the next generation of AI capabilities is commanding immediate and massive customer investment from cloud hyperscalers and enterprises worldwide. Fiscal 2025 as a whole proved transformative for the world's most valuable semiconductor company, with full-year revenue reaching $130.5 billion, a stunning 114% increase from the prior year. GAAP earnings per share doubled to $2.94, while non-GAAP EPS climbed 130% to $2.99, reflecting not just top-line growth but substantial operating leverage as the company scales production of AI accelerators. However, beneath the headline numbers lies a more nuanced story: gross margins compressed notably as Blackwell ramp-up costs and supply-chain inefficiencies pressure profitability, while forward guidance suggests the company expects sustained momentum into 2026—though at a slightly slower growth rate than 2025's torrid pace. Investors and analysts have overwhelmingly embraced the results, with 17 out of 18 analysts maintaining "buy" ratings and the stock rising 4% in extended trading following the announcement. Yet the quarter also exposes emerging challenges that will define NVIDIA's trajectory over the next 12-24 months: intensifying competition from AMD and custom silicon efforts by hyperscalers, margin compression from manufacturing scaling complexities, and the fundamental question of whether AI infrastructure spending can sustain the capital intensity that current consensus pricing assumes.

February 6, 2026Read Analysis

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