- Tesla requires suppliers to avoid China-made parts for US cars, WSJ reports Reuters
- Scott Supports General Motors Move to Cutoff Chinese Parts Supply Floridian Press
- Tesla Requires Suppliers To Avoid Made-In-China Parts For US Cars- WSJ TradingView
- Top 5 stories of the week: GM looks to reduce parts from China; Honda’s EV strategy backfires Automotive News
- Exclusive | Tesla Requires Suppliers to Avoid Made-in-China Parts for U.S. Cars The Wall Street Journal
Category: 3. Business
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Tesla requires suppliers to avoid China-made parts for US cars, WSJ reports – Reuters
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Xi’s article on developing new quality productive forces to be published
BEIJING, Nov. 15 — An article by Xi Jinping, general secretary of the Communist Party of China (CPC) Central Committee, on promoting the development of new quality productive forces in light of local conditions will be published on Sunday.
The article by Xi, also Chinese president and chairman of the Central Military Commission, will be published in this year’s 22nd issue of the Qiushi Journal, a flagship magazine of the CPC Central Committee.
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Buffett acquires $4.9 Billion Stake in Google parent Alphabet
Berkshire Hathaway Chairman Warren Buffett
| Photo Credit:
SCOTT MORGANWarren Buffett’s Berkshire Hathaway Inc. acquired 17.9 million shares of Google parent Alphabet Inc. during the third quarter, while further trimming its holdings in Bank of America Corp. and Apple Inc.
Berkshire’s Alphabet stake, representing 0.31% of the outstanding shares, was worth about $4.9 billion as of Friday’s market close, according to a regulatory filing.
Shares of Alphabet rose 1.6% to $280.86 in extended trading at 4:28 p.m. in New York.
Buffett, 95, who plans to step down as chief executive officer at year-end, has been finding ways to deploy some of Berkshire’s cash pile, which rose to a record $382 billion at the end of the quarter. The Omaha, Nebraska-based conglomerate recently reached a deal to buy Occidental Petroleum Corp.’s petrochemical business for $9.7 billion and acquired a $1.6 billion stake in UnitedHealth Group Inc.
Berkshire trimmed its Apple stake by 15%, leaving it with a holding valued at $60.7 billion at the end of the quarter. The Cupertino, California-based iPhone maker still accounts for almost a quarter of Berkshire’s equity portfolio.
The conglomerate sold 37.2 million Bank of America shares, leaving it with a 7.7% stake in the Wall Street firm.
Berkshire also exited its position in US home builder D.R. Horton Inc.
More stories like this are available on bloomberg.com
Published on November 15, 2025
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Odd Lots: Citi’s Dirk Willer on How You Know When the Bubble Is Over
Odd Lots: Citi’s Dirk Willer on How You Know When the Bubble Is Over
According to Dirk Willer, the Global Head of Macro Strategy at Citigroup, we are definitely in bubble territory. Per his research, the stock market has been in a bubble since May. Unlike many people, whose definitions of bubbles are a bit more vague or a bit more based on sentiment, Dirk’s work focuses on precise timing and price indicators that distinguish bubbles from mere booms. Furthermore, he argues that when the bubble first forms, the correct move historically is to buy into it and then just accept that you’ll never nail the top perfectly. On this episode, we talk about his overall approach as well as the signs of when the bubble has come to an end. We also talk about current parallels to the dotcom bubble, why gold has had such a monster year, and the signs from the Treasury market that make the US look increasingly like an emerging market.
Nov 15, 2025
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Aurigny and Loganair step in to rescue passengers
Airlines have stepped in to offer “rescue flights” for Blue Islands passengers after the company’s collapse.
The Jersey-based operator, which employed about 100 staff, announced on Friday it had ceased trading and cancelled all bookings.
Aurigny and Loganair have said they are putting on extra flights to their schedules to help Blue Islands customers.
Loganair said it was putting on flights from Jersey to Guernsey, Exeter, Bristol and Southampton along with Guernsey to Southampton from Sunday, while Aurigny has added flights for the Southampton to Guernsey and Guernsey to Jersey routes “initially until Wednesday”.
Both airlines said special fares were being put on the flights to assist passengers who needed to travel on any of the affected routes.
A Loganair statement said: “We understand this will be a worrying time for those hoping to travel to and from Jersey and in response we’re starting operations from Sunday 16 November.”
An Aurigny spokesperson said the airline was “deeply saddened” about Blue Islands ceasing trading.
“Following the announcement that Blue Islands has entered administration, Aurigny is taking immediate action to assist Blue Islands customers across the Channel Islands,” the spokesperson added.
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Media titans Google, Disney face off at ten-yard line-Xinhua
by Julia Pierrepont III
LOS ANGELES, Nov. 15 (Xinhua) — “Disney is prepared for a challenging battle,” said Disney CFO Hugh Johnston in a CNBC interview Thursday, referring to the YouTube TV blackout of Disney-owned networks, including ESPN and ABC.
“This is a disaster,” football addict Chuck H. told Xinhua Friday. “While these gigantic companies duke it out for every last dime, the sports fans and the athletes are the ones who suffer.”
Now in its second week, the blackout — though Alex Sherman of CNBC delivered potential good news on Friday night, saying a deal “could happen soon” — has left more than 10 million subscribers cut off from some of television’s most essential channels just as the NFL season heads toward the playoffs and the Super Bowl.
The standoff between Disney and Google, which began on Oct. 30, has hardened into a protracted battle of attrition, with both sides signaling they are prepared to hold out indefinitely.
What began as a dispute over carriage fees — the payments streaming distributors make to carry a company’s channels — has grown into a high-stakes test of leverage in the rapidly shifting media landscape.
Disney CEO Bob Iger said during the company’s earnings call Thursday that Disney’s goal was to remain available to viewers without interruption, but that it could not accept a deal that undervalued its content.
Google, which owns YouTube TV, has accused Disney of seeking higher rates than major competitors such as Comcast and Charter.
Analysts estimated the blackout is costing Disney about 30 million U.S. dollars per week — roughly 4 million dollars per day — in lost revenue. The absence of ESPN and ABC from YouTube TV’s lineup has already dented ratings and advertising income.
For Google, the fallout includes customer frustration and potential cancellations. Surveys suggest nearly one in four subscribers is considering leaving or has already canceled the service, despite YouTube TV offering a one-time 20-dollar credit to ease the impact.
At the core of the dispute lies a familiar pay-TV conflict: price. Google contends Disney is pushing for an unprecedented rate hike that would “reset” the market, while Disney argues it is merely asking for “fair rates.”
Subscribers have already missed two “Monday Night Football” broadcasts, multiple college football matchups, and weeks of ABC primetime programming. While some fans have turned to antennas or other streaming platforms, many remain stuck in uncertainty.
“I might cancel both Disney and YouTube TV!” irate subscriber Tyler B. told Xinhua. “I’m not getting my fan fix!”
The timing is particularly challenging. Disney is pushing toward profitability in its streaming division and preparing to launch a standalone ESPN streaming service next year, making every lost dollar significant.
Google, meanwhile, faces mounting consumer backlash that threatens the trust it has cultivated since YouTube TV launched in 2017 as a cheaper, more flexible alternative to cable.
Behind the corporate statements lie the hard realities of sports economics. Sports broadcasting is the most expensive content in television, and rights fees continue to soar.
When distributors resist rising fees, blackouts follow — but when they eventually settle, subscription prices often increase. For viewers, it is a lose-lose scenario: either lose access to key channels or pay more to restore them.
For now, fans remain the primary collateral damage. College football weekends and “Monday Night Football” broadcasts — traditionally moments of shared excitement — have instead become sources of anger and inconvenience.
Both sides understand the stakes. Disney needs YouTube TV’s reach to maintain its position in U.S. streaming households. Google needs Disney’s content to keep sports fans engaged. While the blackout may eventually be resolved, the underlying tensions suggest future clashes are inevitable — a symptom of an industry struggling to adapt to its own transformation.
Until then, millions of viewers remain on the sidelines, refreshing their apps and waiting for the next kickoff to return to their screens. ■
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Blackstone Secured Lending Stock: Q3 Earnings Support Continued Resilience (NYSE:BXSL) – Seeking Alpha
- Blackstone Secured Lending Stock: Q3 Earnings Support Continued Resilience (NYSE:BXSL) Seeking Alpha
- Blackstone Secured Lending: Has The Era Of NAV And Dividend Growth Ended? Seeking Alpha
- Blackstone Secured Lending Fund (BXSL) Reports Q3 Earnings: What Key Metrics Have to Say Yahoo Finance
- Trustee’s Bold Move: Major Investment in Blackstone Secured Lending Fund TipRanks
- Blackstone Secured Lending Fund to Issue Quarterly Dividend of $0.77 (NYSE:BXSL) MarketBeat
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Alstom (ENXTPA:ALO) Valuation in Focus After Recent Share Price Gains
Alstom (ENXTPA:ALO) shares have shown some movement recently, with the stock delivering a 4% gain in the past day and 13% in the past week. Investors may be watching these changes for early signs of shifting momentum or trends in the stock’s valuation.
See our latest analysis for Alstom.
Alstom’s recent rally stands out against a backdrop of more modest moves earlier this year, with the 1-year total shareholder return at just over 4%. While fresh momentum is evident in the last week, this follows a tougher multi-year stretch for shareholders.
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With Alstom’s shares rising and a recent uptick in revenue and net income, the question for investors is clear: is there real value left to uncover here, or has the market already priced in all the future growth?
The consensus narrative’s fair value estimate of €23.06 is just under Alstom’s latest close at €23.69, suggesting little upside in the eyes of analysts right now. The story behind that estimate combines future growth drivers, operational improvements, and optimism around Alstom’s project pipeline, balanced by caution regarding legacy challenges.
The company is conducting industrial restructuring to optimize its manufacturing setup, which aims to enhance operational efficiency and potentially improve net margins and earnings. Significant future opportunities lie in Alstom’s strong order pipeline, especially in Europe, the Middle East, and Asia Pacific, with €200 billion expected in orders over the next three years, which could enhance revenue.
Read the complete narrative.
What’s the quantitative backbone for this call on Alstom? Analysts have run the numbers on revenue trajectories, margin expansion, and some big earnings assumptions to frame their target. Wondering how bold their scenario is, and what key variable makes or breaks this price? Read the full narrative and uncover the forecast that drives this valuation.
Result: Fair Value of €23.06 (OVERVALUED)
Have a read of the narrative in full and understand what’s behind the forecasts.
However, persistent supply chain issues and the weight of low-margin legacy contracts could quickly change the outlook for Alstom’s growth story.
Find out about the key risks to this Alstom narrative.
If you want to dig into the numbers yourself or have a different view on the future, you can quickly piece together your own story in just a few minutes using our tools. Do it your way.
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Assessing Valuation After Recent Share Price Pullback
Evolv Technologies Holdings (EVLV) has seen some movement in its share price recently, leaving investors wondering how the current valuation compares to past performance. A quick look at recent returns raises some interesting points for consideration.
See our latest analysis for Evolv Technologies Holdings.
After a rapid run-up earlier this year, Evolv Technologies Holdings is now experiencing a noticeable pullback with the share price down 27.4% over the past month. Still, momentum remains positive in the bigger picture, as the year-to-date share price return stands at 51.1% and the 1-year total shareholder return is a remarkable 132.6%. This underscores strong long-term performance even as some recent gains have cooled off.
If Evolv’s volatility has you wondering what else could offer big upside, consider broadening your search and discover fast growing stocks with high insider ownership
With the stock now trading 35% below analyst targets after steep gains and brisk growth, investors must ask if Evolv Technologies Holdings is undervalued at these levels or if the market has already priced in its future potential.
The most widely followed narrative suggests Evolv Technologies Holdings’ fair value sits comfortably above the last close of $6.00. This makes the current markdown look compelling against future expectations. Investors have noticed the gap between ambitious growth plans and the company’s discounted share price, which sets the stage for a deeper look at what is fueling these forecasts.
The company’s pivot away from channel/distribution sales to more direct subscription and direct purchase models raises ARR per unit and enhances customer relationships. This is expected to drive higher recurring revenues, improved gross profit dollars, and greater pricing power over time.
Read the complete narrative.
Want to see what’s behind this valuation surge? The narrative hinges on expansion into new sectors, bigger recurring revenue streams, and an aggressive profit margin rebound. Intrigued? Find out which bold projections could be turning aggressive price targets into reality, but only if you explore the full story.
Result: Fair Value of $9.50 (UNDERVALUED)
Have a read of the narrative in full and understand what’s behind the forecasts.
However, substantial upfront costs and any slowdown in customer expansion could quickly put pressure on profitability and cast doubt on bullish analyst projections.
Find out about the key risks to this Evolv Technologies Holdings narrative.
If you have a different angle or want to dig into the numbers yourself, you can craft a personalized outlook for Evolv Technologies Holdings in just a few minutes, so why not Do it your way
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Evaluating Valuation Following Major U.S. 3D Printing Expansion and New Certifications
Proto Labs (PRLB) has ramped up its U.S. manufacturing footprint, unveiling a major expansion in Raleigh to meet growing demand for metal 3D-printed parts. The move brings upgraded capacity and specialized industry certifications.
See our latest analysis for Proto Labs.
While Proto Labs’ manufacturing expansion is making headlines, investors have already seen some momentum, with a robust 25% year-to-date share price return and an impressive 29% total shareholder return over the past year. These gains suggest that confidence may be building around the company’s future prospects following its strategic moves, even if long-term results remain mixed.
If Proto Labs’ latest growth push has you curious about what other innovators are gaining ground, why not explore See the full list for free. as your next discovery opportunity?
With expansion-driven optimism, a positive one-year total return, and a stock price still trading below analyst targets, the key question is whether Proto Labs offers genuine value or if growth prospects are already reflected in the current share price.
Proto Labs’ most widely followed narrative places fair value at $53.33, nearly 9% above the last close of $48.50. The gap is drawing attention to what is driving analyst conviction in upcoming growth and margins.
Ongoing investments in sales enablement, marketing, and optimization of fulfillment channels are improving customer experience and wallet share, evidenced by higher revenue per customer (+11% y/y) and increased cross-platform adoption (+44% y/y), which points to future top-line growth and improved earnings quality.
Read the complete narrative.
Curious which growth levers analysts believe will catapult Proto Labs above today’s stock price? One critical bet here is not just revenue expansion, but a transformation in profitability and market reach that could surprise skeptics. Catch the underlying math and market logic fueling the fair value, just one click away.
Result: Fair Value of $53.33 (UNDERVALUED)
Have a read of the narrative in full and understand what’s behind the forecasts.
However, ongoing weakness in European manufacturing and reliance on a handful of large accounts could undermine Proto Labs’ anticipated growth if these trends worsen.
Find out about the key risks to this Proto Labs narrative.
On the other hand, Proto Labs trades at a steep price-to-earnings ratio of 77.4x. This is much higher than the US Machinery industry average of 24.1x and the peer group’s 32.8x. The fair ratio suggests the market could eventually move toward 32.8x, highlighting valuation risk if expectations reset.
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