🥰 Meta gave Nvidia butterflies

Motorola-owner Lenovo announced plans to take on Apple and Samsung | Meta and Nvidia might've formed a beautiful partnership | [Finimize](   TOGETHER WITH   Hi {NAME}, here's what you need to know for January 20th in 3:15 minutes.   🍕 Finimized over a fresh pizza selection at [Gustarium]( in Florence, Italy (🌤 15°C/59°F) Today's big stories - Chinese tech firm Lenovo formed plans to get once-iconic Motorola phones back in vogue - This could be the year for stock market debuts, so you’ll want to know how to scout the potential stars – [Read Now]( - Meta seems set to write some colossal checks, and they’ll be going straight to Nvidia’s account The Razr’s Edge [The Razr’s Edge] What’s going on here? Chinese tech giant Lenovo designed plans to make [Motorola]( the third-biggest smartphone brand, presumably missing the ability to snap a phone shut after an argument. What does this mean? Motorola was the “it” brand back in the 90s, holding 17% of the mobile phone market in the palm of its hand, fittingly. For comparison, Apple and Samsung – today’s two biggest smartphone brands – have around 20% each in their grasp. But ever since diamanté flip phones started being swapped for minimalist smartphones, Motorola’s share has slipped to just 4%. Brand-owner Lenovo, though, believes a focused push could more than double that, according to its plans to propel Motorola to the third-place spot within three years. Stranger things have happened: low-rise jeans are back in style. Why should I care? For markets: An Apple a day... Investors clearly don’t see Apple falling out of favor anytime soon. By paying a pretty penny for the company’s shares, they’ve sent the tech goliath’s valuation to a height barely seen for the last 20 years. Generally, investors obsess over a stock for one of two reasons. Either the company’s tipped for a fast and furious growth, like market stand-out Nvidia, or it’s expected to plod on at a slower but reliable rate. So with Wall Street predicting that Apple will increase profit by a steady and comfortable 8% over the next couple of years, and with a reputation folk feel comfortable betting a mortgage on, it’s no wonder investors are splashing out to stock up. Zooming out: The market’s due an upgrade. Investors ought to be careful, mind you. Motorola’s DynaTACs – a nine-inch-tall cell phone that wrangled half an hour of talk time after a ten-hour charge – had Wall Street traders entranced in the 80s, before Nokia came along with more pocket-sized brick phones, à la Jurassic Park. So Apple and Samsung devices might seem irreplaceable at the moment, but history does have a habit of repeating itself. You might also like: [US productivity has a new spring in its step.]( Copy to share story: [( 🙋 [Ask a question](mailto:questions@finimize.com?body=Ask us a question: Where are you writing from? Let us know and we'll mention it when we reply.&noapp=true&subject=The Razr’s Edge&utm_campaign=daily-global-20-01-2024&utm_source=email) Analyst Take It’s Going To Be A Hotter Year For IPOs: Here’s How To Make The Most Of It [It’s Going To Be A Hotter Year For IPOs: Here’s How To Make The Most Of It]( [Photo of Stéphane Renevier] Stéphane Renevier, Analyst Let’s face it: the past two years have been a cold spell for [initial public offerings](. With interest rates on the rise – thanks to the Federal Reserve’s battle against inflation – investors’ enthusiasm for [stock debuts]( had all but frozen over. But now, with those rate hikes mostly behind us, the market looks to be [warming up]( again. That’s today’s Insight: [how to find the potential stars among this year’s debuts](. [Read or listen to the Insight here]( SPONSORED BY IG Five investments for 2024 Investors have locked in their predictions for 2024: lower inflation and milder interest rates. But if the last year has taught us anything, it’s that the unpredictable events – war, illness, company collapses, and political stances – are the ones that move markets. That’s why [IG]( thinks the last couple of years should be a lesson we don’t forget: look into interesting, fresh opportunities, sure, but keep [an eye on stocks that have performed well in the past](. Just remember that past performance is not an indicator of future returns. And IG’s whittled down those proven opportunities for you, assessing the performance of many stocks to highlight [the ones that kept investors happy last year](. [Check out the five stocks that IG thinks could come out on top this year](. DisclaimerYour capital is at risk. 69% of retail investor accounts lose money when trading spread bets and CFDs with this provider. You should consider whether you can afford to take the high risk of losing your money. [Find Out More]( When you support our sponsors, you support us. Thanks for that. Peaking Arrangement [Peaking Arrangement] What’s going on here? Forget seeking dinner dates and expensive presents: Nvidia might’ve found a fruitful, rewarding partnership in Meta’s artificial intelligence [project](. What does this mean? Meta’s no stranger to making extravagant purchases, pouring billions into big bets like the metaverse as if it was handing over $6 for a coffee. Well this year, Meta’s chosen Nvidia’s chips – the type that can power AI systems – as its latest fascination. In a bid to steal a march on other high-tech competitors, Meta indicated that it’ll be buying 350,000 top-of-the-line chips. They don’t come cheap, though: in fact, they’re swapping hands for up to $40,000 on the second-hand market. And even if Nvidia charges Meta half of that, the deal could make the chipmaker close to $10 billion in revenue from Meta alone this year. Why should I care? For markets: Budgeting pays off – except this time. Meta’s spending habit hasn’t gone unchecked. Against the threat of a recession, the company slimmed down the funds it funnels into visionary projects, focusing instead on lowering costs to maximize profit. That discipline paid off – literally: Meta’s profit margin and stock price both benefitted. But this spree will be given a pass. Investors are more sold on AI’s potential than they ever were with the metaverse, so they’ll likely overlook the break in frugality if it means owning a chunk of a potential AI trailblazer. Zooming in: Gossip can be valuable. It’s not every day that investors get eyes on companies’ detailed spending plans. And they’ll be especially glad the release centered around Nvidia: the chipmaker ran the stock market last year and is tipped by analysts to double its revenue this year, so investors are looking for any clues that could support or undermine that prediction. If Meta does go through with those plans, it won’t take too many more Meta-sized orders for Nvidia to live up to expectations. You might also like: [Nvidia blew the doors off in 2023. Here’s what this year might be like.]( Copy to share story: [( 🙋 [Ask a question](mailto:questions@finimize.com?body=Ask us a question: Where are you writing from? Let us know and we'll mention it when we reply.&noapp=true&subject=Peaking Arrangement&utm_campaign=daily-global-20-01-2024&utm_source=email) 💬 Quote of the day “When you try to be everything to everyone, you accomplish being nothing to anyone.” – Bonnie Gillespie (an American actress and columnist) [Tweet this]( SPONSORED BY SWISSBORG Bitcoin’s big break The approval of [bitcoin ETFs]( will likely be the catalyst for a new flood of crypto investors. After all, the first gold ETF made the precious metal a lot more accessible, and sparked an increase in demand that never really faded away. So this news is practically a beacon for investors who are interested in crypto, but put off by the effort of direct investments. Plus, the timing’s right: many see bitcoin as [a decent inflation hedge](. What’s more, as the artificial intelligence trend keeps building onto itself, major institutions will be more likely to [embrace blockchain technologies]( – and bitcoin is the first coin they’ll come across. The last piece of the puzzle: the famed [bitcoin halving]( event takes place in April, which makes the digital currency more scarce and as a result, historically pulling up its price. [Get The Details]( When you support our sponsors, you support us. Thanks for that. 🎯 On Our Radar 1. Now it’s personal. [$18 Big Macs]( are a representation of modern American inequality. 2. You need a lot of time and knowledge to be a value investor. Well, unless you have a [digital assistant to do the heavy lifting for you](.* 3. Working together works. A decent office [makes all the difference](. 4. Active ETFs are evolving fast. Find out how the right ones could help you [beat the market](.** 5. Sophie Ellis Bextor is back on the dancefloor. Saltburn took us all [back to 2001](. **Your capital is at risk. 69% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you can afford to take the high risk of losing your money. When you support our sponsors, you support us. Thanks for that. SPONSORED BY HEALTHWORDS.AI [HEALTHWORDS.AI]( When you support our sponsors, you support us. Thanks for that. 🌍 Finimize Live 🤩 Coming Up Soon... All events in UK time. 📈 [Investing Beyond Stocks And Bonds](: 5pm, February 1st ❤️ Share with a friend Thanks for reading {NAME}. If you liked today's brief, we'd love for you to share it with a friend. You stay classy, {NAME} 😉 We’d love to hear your thoughts. [Give feedback]( Want to advertise with us too? 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