May 23, 2025

I recently came across news about investor Christopher Tsai, who focuses on investment opportunities despite market volatility. He follows advice from Charlie Munger and stresses understanding business value when making decisions. Tsai’s portfolio returned 23% last year and is flat this year, with top holdings in Tesla, QXO, Apple, Amazon, and Markel Holdings.

OpenAI launched Stargate UAE in a deal worth up to $20 billion with G42, following its acquisition of hardware startup io, for $6.5 billion. AT&T; acquired Lumen’s consumer fiber business for $5.75 billion, marking the third major U.S. telecom consolidation in a week. Venture capital deals, private equity transactions, and fundraising activities were also highlighted in the financial sector news.

There is a theory suggesting index funds may be illegal, arguing that asset managers reducing competition between companies with common owners could lead to higher prices for consumers. Discussions on tariffs impact on companies and their disclosure to investors, as well as small Chinese companies turning to cryptocurrencies to stay on U.S. exchanges, are also prevalent. The complex intersection of finance, politics, and regulatory frameworks poses challenges for companies and investors in today’s environment.

News also covers the impact of Trumpcoin on stock prices and the value of founding a tech startup as a resume booster. Long-term bond yields have surged globally due to fiscal policy fears, with companies like Deutsche Bank cutting exposure to tariff risks. Stories of successful quant powerhouse building in Taiwan and a senior banker facing a DOJ probe, along with Apple, Tesla, and Nvidia shares trading as digital tokens on a crypto exchange, add to the mix of financial news for the day.

Stay Well!