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Stocks Jump on U.S. and China trade talks, Tesla's EU market share craters, New Hampshire embraces Bitcoin, Palantir slides on weak global demand, and India shrugs off cross-border tensions. Plus, timeless investing wisdom from Warren Buffett.

Grab your Iced Latte and let’s get into it. 👇️ 

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Markets

📈 U.S. & China Set for Trade Talks in Geneva
Top U.S. and Chinese officials will meet in Switzerland this weekend for high-stakes trade talks that could mark the first real attempt to ease a tariff-heavy standoff rattling global markets. Treasury Secretary Scott Bessent and trade chief Jamieson Greer are set to sit down with China’s He Lifeng, aiming to unwind duties that have soared over 100%. News of the meeting lifted U.S. futures and Asian stocks, with hopes pinned on Switzerland’s neutral ground offering a path to economic de-escalation.

🔋 Tesla Drops After 37% EU Share Loss
Tesla’s grip on Europe is slipping fast, April sales in Germany nosedived 46% year-over-year, UK numbers cratered 62%, and the company’s EU market share plummeted from 2.9% to just 1.8%, a brutal 37% drop. It’s clear that European buyers are shifting gears, favoring local and Chinese rivals

‼️ New Hampshire OKs First U.S. Bitcoin Reserve Law
New Hampshire just made Bitcoin history. On May 6, 2025, Governor Kelly Ayotte signed House Bill 302, officially authorizing the state to stash up to 5% of its funds in Bitcoin, making it the first U.S. state to build a Strategic Bitcoin Reserve. The law kicks in 60 days from signing.

🪖 Palantir Slips on Global Weakness
Palantir tumbled 12% Tuesday after investors looked past strong overall revenue and zeroed in on slumping international sales, with Europe leading the decline. The company’s overseas commercial revenue dropped 5% year-over-year to $142M, missing expectations, and Europe’s share of Palantir’s business fell from 16% to 10%. CEO Alex Karp bluntly summed it up: “Europe doesn't get AI yet.”

🇮🇳 Why Indian markets are undeterred by attack in Pakistan
Geopolitical jitters aren’t shaking investor confidence in India, as markets brushed off cross-border strikes in Pakistan to focus on the country’s robust economic story. Analysts point to strong fundamentals, resilient demand, and recent trade wins, like a newly sealed U.K. deal and potential U.S. pact, as reasons India remains a top emerging market bet.

Investing

Warren Buffet Investing Advice

In Ben Carlson’s recent blog post, he does a great job highlighting Warren Buffett’s timeless wisdom on long-term investing.

In a world where the median investor spends just six minutes researching a stock and flips it within months, Buffett stood out by holding businesses like American Express (since 1964) and Coke (since 1988) for decades. His success, compounding at 19.9% annually for over 60 years, wasn’t driven by predictions, but by temperament and patience.

As Buffett said, “Nobody knows what the market will do tomorrow… but they spend all their time talking about it.” The key? Extend your time horizon, ignore the noise, and stay in the game long enough for compounding to do the heavy lifting.

Read the full blog post for more on Buffett’s Investing advice.

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