Streetbeat News

Geopolitical

CBRS

Cerebras Systems, an AI chipmaker, is experiencing prolonged delays in its IPO due to a pending national security review by CFIUS involving a $335 million investment from UAE-based G42. The review is complicated by G42's past ties to China's Huawei and the transition between presidential administrations, creating uncertainty for the company's public listing.

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March 25, 2025 | 10:30 am

BIDU

Baidu is developing large language models despite limited resources caused by US export restrictions. The company is working to advance its AI capabilities within the constraints of current geopolitical technology limitations.

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March 25, 2025 | 10:15 am

BA

NOC

The US Navy is expected to announce this week the winner of its F/A-XX next-generation carrier-based stealth fighter contract, a program potentially worth hundreds of billions over its lifetime. Boeing, Northrop Grumman, and initially Lockheed Martin have been competing for the contract, which is part of the military's strategy to counter China's growing assertiveness in the Indo-Pacific region.

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March 25, 2025 | 9:30 am

BTCUSD

NEO-USD

ZIL-USD

China is considering lifting its cryptocurrency ban and potentially launching a strategic Bitcoin reserve, signaling a major shift in its digital asset stance. This move could inject significant liquidity into Chinese blockchain tokens and altcoins, with experts predicting a potential market rally.

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March 25, 2025 | 9:30 am

USDIDR

The USD/IDR currency pair is approaching historic highs last seen during the 1998 Asian Financial Crisis. Bank Indonesia has actively intervened in spot currency and bond markets to stabilize the Rupiah, which is experiencing significant depreciation due to political uncertainty, government spending concerns, and potential capital outflows.

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March 25, 2025 | 9:00 am

FXE

The Euro (EUR) is experiencing a fourth consecutive session of decline due to tariff uncertainties. OCBC's FX analysts suggest potential short-term downside risks, with support levels around 1.0700/20 and resistance at 1.0950/70. Despite near-term challenges, positive catalysts like potential Ukraine peace deal and defense spending expectations could provide underlying support.

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March 25, 2025 | 9:00 am

DOGE

Dogecoin experienced a significant rally in 2024, driven by political developments and Elon Musk's involvement, but fundamental issues like limited adoption and unlimited supply continue to challenge its long-term value proposition. The cryptocurrency, which peaked at $0.73 in 2021, has since declined substantially and currently trades around $0.17.

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March 25, 2025 | 8:45 am

GLD

SLV

Michele Schneider from MarketGauge.com suggests the market is highly sensitive to headline risks, with potential significant movements driven by geopolitical tensions, tariffs, and economic uncertainties. She maintains a bullish stance on precious metals like gold and silver, while expressing caution about cryptocurrency markets.

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March 25, 2025 | 8:00 am

BNO

CVX

USO

Crude oil markets are experiencing volatility due to new U.S. tariffs on Venezuelan energy exports, potential sanctions on Iranian crude, and OPEC+ output plans. Natural gas and oil prices are fluctuating amid constrained supply risks and uncertain macroeconomic conditions.

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March 25, 2025 | 7:30 am

USO

President Trump has issued an order to impose a 25% 'secondary tariff' on countries purchasing oil and gas from Venezuela, effective April 2. This move is part of a broader strategy to increase economic pressure on Venezuela, with additional levies expected to be unveiled on the same day.

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March 25, 2025 | 7:30 am