Wi-Fi Everestā, ugunsmūri Lhasā: Tibetas interneta revolūcijas iekšienē

Credicorp, Peru’s leading financial services group listed on the NYSE (BAP), hosted its 2025 Investor Day in New York to celebrate 30 years on the NYSE and map its long‑term growth. Chairman Luis Enrique Romero cited a 14.1% annual total shareholder return since listing and outlined four strategic pillars: Purpose, Innovation, Culture and Talent, and Governance. CEO Gianfranco Ferrari and CIO Francesca Raffo explained a shift to a data‑driven, ecosystem‑led model and a scalable digital payments platform via Yape, now serving over 18 million people. The event emphasized financial inclusion, talent development, and margin discipline as Credicorp seeks to outperform peers and shape the future of finance in Latin America.

Quantum-Si (NASDAQ: QSI) shares fell nearly 5% on Friday as investors priced in potential dilution after the company filed a shelf registration with the SEC. A shelf filing signals an intent to raise capital over time and could allow up to $300 million through securities such as Class A common stock, preferred stock, debt, rights, or units. With a market cap around $336 million, any significant equity sale could dilute existing shareholders. The document is intentionally broad and provides few specifics on timing, size, or instrument type, so the market reacted to uncertainty. While Quantum-Si focuses on protein sequencing, the lack of concrete fundraising details has cooled sentiment until more information emerges.

US stock markets fell sharply after President Trump announced tariffs on Chinese imports, with the Dow down about 1%, the S&P 500 sliding 0.8%, and the Nasdaq near 2% lower. By close, the S&P 500 had shed about 2.7% on the day, wiping out roughly $1.65 trillion in value. The move comes amid China’s export controls and a broader risk-off mood. The piece also revisits October’s reputation as a volatile, crash-prone period, citing historical drops in 1929, 1987, and 2008—and notes October has also produced notable gains, underscoring swings rather than a single direction. The takeaway: October remains a volatile month for US stocks, where headlines and macro shocks can spark fast moves in the Dow, S&P 500, and Nasdaq.

Navios Maritime Partners (NMM) has dipped about 10% in the past month as shipping markets remain volatile. After a 9.6% 90-day gain, the stock’s 1-year TSR sits at -28%, while the 5-year TSR is near 597%, underscoring cyclicality and patience. With the closing price around $43.94 and a fair value estimate of about $66.5, investors weigh whether this is an undervalued shipping leader or already baked-in optimism. The bull case rests on selling older ships, funding newbuilds, and locking in long-term charters to bolster predictable cash flows and asset values, potentially dampening earnings volatility. Risks include weak freight markets or oversupply in containerships. Readers are invited to explore scenarios and the assumptions behind the upside and the three potential rewards.

The major averages sold off after President Trump's tariff threats, with the Dow down about 870 points (roughly 1.9%), the S&P 500 off around 2.7%, and the Nasdaq down about 3.5%. The VIX jumped as fear returned and the small-cap Russell 2000 fell. Only consumer staples managed a gain on the day, while tech was the weakest group, sliding around 4%. Energy, financials, and materials also slid more than 2%. Mega-caps like Amazon and Tesla led losses in the Nasdaq, with AMD among the notable drags. Roblox bucked the trend by trading in the green, while semiconductors and software remained weak. Outside the US, China stocks logged sizable losses on the tariff headlines. Traders eye the session's closing prints for the market takeaway.