Business

Earnings, Energy, and the AI Economy’s New Friction Points

Paolo Trulli

— 2 min read
Dark navy background with subtle world map, gold and white financial chart lines, arrows, and bar graphs, featuring the text ‘The Loonie Letter.'

1. Solar and Loan Growth Lead the Earnings Parade

First Solar (FSLR) reported robust Q3 revenue and margins despite supply-chain friction, while Axos Financial (AX) posted strong loan expansion and a smooth Verdant acquisition.
→ Takeaway: Capital-intensive sectors are proving resilient; energy transition and fintech lending remain two of the best hedges against rate uncertainty.
📖 finance.yahoo.com

2. Policy Eases in Asia

Hong Kong’s finance chief confirmed local banks will mirror the U.S. Fed’s rate cut, easing pressure on households and small business loans (SCMP).
Meanwhile, Mitsubishi Electric released first-half results showing stability in its automation and infrastructure divisions (Yahoo Finance).
→ Takeaway: Monetary relief and industrial durability are keeping Asia’s recovery intact—even as China’s PMI lags.

3. Global Diversification Re-Emerges as the Smart Trade

Experts at Mint Horizons urged Indian investors to go global or risk underperformance, citing GIFT City as a launchpad for international access (LiveMint).
Across the Atlantic, Dr. Kingsley R. Chin spotlighted professionals leveraging self-directed retirement portfolios to preserve independence amid inflation pressures (Yahoo Finance).
→ Takeaway: The retail wave is maturing—global diversification is back in vogue.

4. Britain’s AI-Market Dilemma

UK Chancellor Rachel Reeves wants citizens to invest more in equities just as analysts warn that AI stocks may be entering bubble territory (Politico EU).
→ Takeaway: Policy is chasing participation at the peak; the smarter investors are watching cash-flow multiples, not hype cycles.

5. Finance Meets Intelligence

GoodData introduced AI-native data intelligence tools for banks, bringing compliant automation to balance sheets (USA Today).
Coinbase posted $437 million in quarterly profit, up nearly 6× year-over-year, as crypto trading rebounded (News Futunn).
→ Takeaway: From Web3 to Wall Street, AI-driven and data-driven finance are finally converging.

6. The Side Notes

  • Raspberry Pi CFO Richard Boult announced his 2026 departure (Investing.com).
  • Interim Finance Committee approved $30 million in food-bank aid in Nevada (KOLO TV).
  • S$15 million Gift of Impact will advance finance education at SMU Singapore (PR Newswire).
    → Takeaway: Beneath the headlines, leadership changes and philanthropy still shape the culture of capital.

Bottom Line:
Markets are digesting optimism with caution. AI may be powering earnings, but discipline—not dopamine—is driving long-term returns.

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