Sandeep Rao

1 week ago | seekingalpha.com | Sandeep Rao

Apr. 13, 2025 12:43 AM ET, , , , , , , , , , , SummaryPresident Trump's re-election prompts demands for increased European military spending, with the EU planning significant budget increases, despite economic challenges and resistance from member states. The "NATO" ETF offers a balanced investment approach, featuring a mix of U.S. and European defense stocks, potentially benefiting from both increased Western military spending and tariff war restrictions.

2 weeks ago | seekingalpha.com | Sandeep Rao

Apr. 07, 2025 2:28 PM ET, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , SummaryPresident Trump announced sweeping tariff hikes on April 2, 2025, citing inflated claims of foreign tariffs on U.S. goods as justification. Discussions swirl around the "Mar-a-Lago Accord," which was originally posited as the roadmap to weaken the U.S. dollar to boost manufacturing.

1 month ago | seekingalpha.com | Sandeep Rao

Mar. 25, 2025 11:57 AM ET, , , , , , , , , SummaryBaidu's earnings show a 9% rise in net income and 16% increase in earnings per ADS, despite a 4% revenue decline. The company's "Core" segment, focusing on AI and cloud services, saw positive net income growth, while streaming services faced revenue and net income losses.

1 month ago | seekingalpha.com | Sandeep Rao

Mar. 20, 2025 4:24 PM ET, , , , , , , , , , , , , , , , , , , SummaryDeepSeek's public access to its large language model, DeepSeek-R1, showcases AI advancements through open-source collaboration, rivaling OpenAI in chemistry, mathematics, and coding tasks. Despite not being fully open-source, DeepSeek's "open-weight" approach marks progress compared to other LLM providers, highlighting the importance of open-source development.

1 month ago | seekingalpha.com | Sandeep Rao

Mar. 11, 2025 4:59 PM ET, , , , , , , , SummaryXPeng Inc. has seen a 99% stock increase in 2025, driven by potential breakthroughs in FY 2024 earnings due on March 18. Despite flat vehicle sales, higher average selling prices and reduced costs have led to a significant reduction in net loss relative to revenue. Investor conviction in XPeng is stronger in Hong Kong, with daily traded volumes 2.3 times higher than in the U.S. in 2025.