Wealth Management News & Insights – January 25, 2025

Wealth Management News & Insights

AI Is Causing a Memory Shortage, The Best and Worst Airlines of 2025, Tracking Freezing Temperatures in the U.S.

 

 

 

Primary Sources

  • A Business that Scales With the Value of Intelligence: We launched ChatGPT as a research preview to understand what would happen if we put frontier intelligence directly in people’s hands. What followed was broad adoption and deep usage on a scale that no one predicted. [OpenAI]
  • Official Milano Cortina 2026 Olympic Schedule: View the competition schedule for the winter Olympics in Milano and Cortina. [Olympics]

 

Financial Markets

  • Private-Credit Investors Are Cashing Out in Droves: Redemptions by individual investors in funds soared at end of 2025 after performance declined, reviving questions about suitability. [WSJ]
  • Intel Returns to Losses as Supply Shortages, Spending Weigh on Q4 Results: The troubled chip maker has seen its shares rise with AI demand, new investors but revenue sagged 3.9% year-over-year to $13.7 billion. [WSJ]
  • Procter & Gamble Earnings Top Estimates, But Shrinking Demand Weighs On Sales: Procter & Gamble on Thursday reported mixed quarterly results as demand for its Gillette razors and Pampers diapers fell. [CNBC]
  • GE Aerospace Revenue Rises on Surge in Orders: But after multiple years of robust growth for the jet-engine maker’s aftermarket parts and servicing business, it now expects the business’ growth to slow in 2026. [WSJ]
  • AI Is Causing a Memory Shortage – Why Producers Aren’t Rushing to Make a Lot More: Sandisk, Western Digital, Seagate and Micron need to keep undershooting demand. [WSJ]

 

Retirement Planning

  • New Rules for 401(k) ‘Catch-Up’ Contributions in 2026: Older high-income workers who make contributions beyond the standard amount will have to put that extra money into a Roth 401(k). That may lower their take-home pay. [NYT]

 

 

The charts above show Zelle’s growing popularity between Q4 2022 and Q4 2025, as customers are moving away from cash and checks toward digital payments.

 

Business Strategy

  • The Best and Worst Airlines of 2025: The winner has spent billions improving its operations—while navigating a corporate shake-up and revising its strategy. [WSJ]
  • Netflix’s Advertising Strategy Shift is Starting to Pay Off: Netflix jumped into the advertising business later than its media peers, but its strategy shift is starting to pay off. [CNBC]
  • Capital One Strikes $5.15 Billion Deal for Fintech Brex: Deal would give credit-card issuer access to technology used by thousands of companies for corporate credit cards. [WSJ]
  • Amazon Hits Back at Walmart With a New Megastore – It Won’t Be Easy: Amazon plans a 225,000 square-foot store in Orland Park, Illinois, significantly larger than average Walmart or Target stores. [Barron’s]
  • Disney Dominated the 2025 Box Office – Here’s How It Could Keep the Crown in 2026: Box office ticket sales in the United States and Canada rose about 4% in 2025 to $9.05 billion. [CNBC]

 

Life & Work

  • Oscar Nominations 2026: ‘Sinners’ Dominates With 16 Nods, ‘One Battle After Another’ Follows With 13: Both films were nominated for best picture at the 2026 Academy Awards, along with “Frankenstein,” “Bugonia,” “Hamnet,” “Marty Supreme,” “Sentimental Value,” “Train Dreams,” “F1” and “The Secret Agent.” [Variety]
  • The Great Graduate Job Drought: Economic uncertainty and the arrival of AI have brought a reduction in entry-level roles, with potentially disastrous consequences for young people. [FT]
  • Americans Travel the World Only to Wind Up in Costco: Fans skip the Louvre and other tourist attractions to buy bulk souvenirs and find out if the hot dog is different; ‘It ranks right up there with the temples.’ [WSJ]
  • Tracking Freezing Temperatures in the U.S.: Freezing temperatures are forecast across many areas of the contiguous United States over the next week, according to data from the National Oceanic and Atmospheric Administration. [NYT]
  • 36 Hours in Park City, Utah: Thirty miles from Salt Lake City in Utah’s Wasatch Mountains, the former silver-mining hub turned sporty mecca of Park City is already well known to the skiers who tackle the slopes at sprawling Park City Mountain Resort, the country’s biggest ski area, and Deer Valley, known for its luxurious amenities. [NYT]

 

 

The chart above shows streaming vs. non-streaming share of US TV viewing time. Streaming has overtaken traditional TV, becoming the primary way Americans consume TV.