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China’s Luckin Coffee opens its first high-end store

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Starbucks CFO on financial outlook for 2026 and beyond

Chinese coffee giant Luckin opened its first flagship with premium drinks as the company takes on Starbucks Reserve.

Luckin Coffee

BEIJING — China’s Luckin Coffee is taking direct aim at Starbucks‘ high-end roastery chain with a new flagship store in the country’s south that sells premium drinks.

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It’s Luckin’s first major departure from its original strategy of operating budget-priced coffee kiosks – a move that helped the company overtake Starbucks in terms of the number of storefronts in China.

Now, with the U.S. company selling off most of its struggling China business to a local investment firm, Luckin is proving it’s more than made a comeback from fraud allegations in 2020 that forced it to delist from the Nasdaq.

The Chinese company on Sunday officially opened its two-floor Luckin Coffee Origin Flagship in Shenzhen on the border with Hong Kong.

In contrast to Luckin’s typical offerings priced at roughly $1 or $2 for an Americano or latte, the flagship store has nudged prices slightly higher for a range of pour-over and cold brew coffee drinks. Customers can choose beans from Brazil, Ethiopia or China’s Yunnan province, as Luckin taps into the geographical sourcing “origin” theme popular with Starbucks and other coffee companies.

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The new store also sells several specialty drinks such as a “tiramisu latte” with a pastry on top, according to posts on Chinese social media platform Xiaohongshu. Users have started posting about 1 to 3 hour waits for the drinks since the store’s soft launch on Jan. 20.

Starbucks CFO on financial outlook for 2026 and beyond

The 420-square-meter (4,521 square feet) store signals how intense the competition in China has become for Starbucks. Back in 2017, the U.S.-based coffee giant chose Shanghai for its second-ever Reserve Roastery “megastore,” after launching the premium store concept in Seattle three years earlier.

But as coffee has taken off in China, traditionally a tea-drinking market, Starbucks has run into a slew of competitors from boutique cafes to chains such as Cotti Coffee and Manner — which often sell drinks at half the price as Starbucks.

Luckin reported revenue of $1.55 billion for the three months ended Sept. 30, 2025, a nearly 48% increase from a year earlier.

That’s just for the company’s self-operated stores, which account for well over half of Luckin’s China locations and most of its handful of overseas stores. The new Shenzhen location is billed as Luckin’s 30,000th store. The company reported a total of 29,214 stores worldwide as at Sept. 30.

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Pictured here is the second floor of Luckin’s new flagship in Shenzhen, China, that officially opened on Feb. 8, 2026.

Luckin

In contrast, Starbucks has just over 8,000 stores in China and around 16,900 in the U.S., its biggest market.

The Seattle-based coffee giant reported a 6% year-on-year increase in China net revenue to $831.6 million for the three months ended Sept. 28. Comparable same-store sales, a standard industry metric, was just 2%, but improved to 7% for the quarter ended Dec. 28.

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Starbucks did not share China net revenue for the latest quarter. The company expects to close a deal in the spring to sell 60% of its China business to Boyu Capital, while retaining a 40% stake. When the deal was announced in November, Starbucks said it values its China business at $13 billion, including future licensing fees.

Luckin, whose shares still trade over-the-counter in the U.S., had a market value of around $10.46 billion as of Thursday.

Re-listing and expansion plans

Late last year, Luckin’s CEO Jinyi Guo hinted at plans to re-list the company in the U.S. He did not specify a date. Founded in late 2017, the company achieved a $2.9 billion valuation just 18 months later and listed on the Nasdaq in May 2019. But about a year later, Luckin said it discovered much of its 2019 sales were fabricated, leading to the stock’s delisting.

The Chinese coffee company continued to operate many of its stores — and kept its name and logo.

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Luckin also jumped to attract consumers through a slew of timely collaborations — with premium spirits brand Moutai, the Minions cartoon characters and the hit video game Black Myth: Wukong just days after it surged in popularity.

What sets Luckin apart has been its ability to build a robust pool of private user traffic through its smartphone ordering app, said Mingchao Xiao, founder of Zhimeng Trends Consulting. Rather than placing orders with a counter clerk, Luckin customers select and pay for drinks directly through an app.

China’s coffee market is still in a period of rapid change, Xiao said. He added that young consumers today are more willing to try different experiences, and seek emotional fulfillment, which can be met through cross-industry brand collaborations.

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Like many Chinese companies, Luckin is also ramping up its global expansion.

Last summer, Luckin opened its first U.S. stores in New York City. It debuted its 10th store in the city on Feb. 6.

Luckin also has 68 stores in Singapore after it entered the market nearly three years ago, and 45 jointly operated locations in Malaysia.

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Advanced Micro Devices (AMD) Stock: Aletheia Capital Projects 63% Rally on AI Infrastructure Boom

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AMD Stock Card

Key Highlights

  • Aletheia Capital maintains Buy recommendation on AMD with $330 price objective
  • Server CPU revenues expected to expand at 45% CAGR through 2028
  • Data center business projected to surge from $17B in 2025 to $77B by 2028
  • Company has evolved into comprehensive AI compute solutions provider
  • CEO Lisa Su joins Trump administration’s science and technology advisory council

Advanced Micro Devices ($AMD) continues to attract bullish sentiment from Wall Street analysts, with Aletheia Capital maintaining its Buy recommendation and establishing a $330 price objective for the chipmaker. Trading at $201.99, the stock presents substantial appreciation potential based on the firm’s analysis.


AMD Stock Card
Advanced Micro Devices, Inc., AMD

The investment case from Aletheia focuses heavily on AMD’s positioning within the emerging agentic AI landscape. The research firm contends that central processing units — rather than solely graphics processing units — represent the optimal semiconductor architecture for agent-based computational tasks, positioning AMD favorably to capitalize on this shift.

Aletheia’s financial projections anticipate AMD’s server CPU business will achieve a remarkable 45% compound annual growth rate spanning 2025 through 2028. This aggressive expansion forecast forms the foundation of the firm’s optimistic outlook.

Regarding data center operations, the analyst firm forecasts revenue climbing from $17 billion in 2025 to $58 billion by 2027, ultimately reaching $77 billion in 2028. This trajectory represents approximately 4.5-fold growth over a three-year period.

Aletheia employed a sum-of-the-parts methodology to derive its $330 valuation. For comparison, InvestingPro’s Fair Value analysis places AMD at $225.24, which still exceeds current trading levels.

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The company delivered 34% revenue growth over the trailing twelve months. This performance validates the thesis that AMD is capturing increased market share within the AI computing sector.

Aletheia’s perspective on AMD has broadened beyond viewing the company as merely an alternative GPU supplier. The firm now characterizes AMD as a “comprehensive AI compute provider” — terminology that underscores the company’s strategic transformation.

However, the firm acknowledged several risk factors including end market demand volatility, execution challenges, and geopolitical uncertainties. These considerations carry significant weight given current macroeconomic conditions.

Wall Street Consensus Strengthens

Wolfe Research similarly maintains an Outperform stance on AMD with a $300 price objective. The firm emphasized AMD’s conviction in its AI accelerator development timeline and sustained server market traction.

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Seaport analyst Jonathan Golub observed that semiconductor sector valuations, including AMD’s multiple, have contracted since July. He interprets this compression as creating attractive entry opportunities.

Corporate Updates and Strategic Moves

AMD and Celestica unveiled the Helios rack-scale AI platform designed for data center infrastructure applications. This collaboration capitalizes on Celestica’s engineering and production expertise.

The company also finalized a multi-year licensing arrangement with Adeia Inc. This agreement provides AMD access to Adeia’s semiconductor intellectual property library while settling all pending legal disputes between the parties.

CEO Lisa Su secured an appointment to President Trump’s Council of Advisors on Science and Technology. This role positions her among influential leaders guiding U.S. technology and scientific policy direction.

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AMD communicated concerns regarding its client computing and gaming divisions due to escalating memory component costs. These segments have demonstrated weaker performance relative to the robust data center business.

InvestingPro designates AMD as a “prominent player in the Semiconductors & Semiconductor Equipment industry.” The stock declined 0.87% during the trading session at time of publication.

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Oil Price Prediction: Trading Oil With Crypto? Is It Time to Long Oil?

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Oil just posted its biggest monthly price gain, and traders are watching both the oil and crypto positions before making any prediction.

Brent crude oil just posted its biggest monthly price gain on record, 51% since the opening day of the month, and crypto traders are watching both the oil chart and their crypto positions simultaneously before making any prediction.

Bitcoin rebounded 2% intraday to $67,000 even as oil shockwaves rattled equities, raising a question active traders are increasingly asking: is the real opportunity in oil, crypto, or something built on top of both narratives? The answer depends heavily on what happens in the Strait of Hormuz over the next 72 hours.

Brent closed Friday at $112.57 per barrel, up from $72.48 on February 27, the day before the US-Israeli strike on Iran, and briefly tagged $119.50 intraday, its highest since June 2022. BloombergNEF estimates 9 million barrels per day have been knocked offline by the conflict, with Iran all but closing the Strait of Hormuz, through which roughly one-fifth of global oil and gas normally flows.

A coordinated 400-million-barrel emergency reserve release on March 11 barely dented the rally. Trump’s 10-day ultimatum to Iran to reopen the strait was met by a rising oil price and falling stock markets, not exactly the negotiating leverage the White House projected.

Total crypto market capitalization has reached $2.4 trillion despite the macro turbulence, suggesting digital assets are absorbing the geopolitical shock. The macro correlation between Treasury yields, risk assets, and crypto is tightening, and oil is now the single most consequential variable in that equation.

Discover: The best crypto to diversify your portfolio with

Oil Price Prediction: Will Oil Blast Pass $200?

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WTI crude surged above $110 per barrel on March 9 and has held elevated since, with 10-year futures still pricing around $57 per barrel, a signal that markets expect eventual normalization but have no timeline for it.

Oil just posted its biggest monthly price gain, and traders are watching both the oil and crypto positions before making any prediction.
Brent Crude Oil, TradingView

Bitcoin is currently trading in a defined $62,000–$73,000 channel. Resistance sits at $73,000, tested and rejected recently; support is intact at $62,000. The brief touch of $74,000 before the pullback signals buyers are present at highs, but conviction is thin.

Rising import prices, up 1.3% in February, combined with oil above $110, are the inputs feeding that rate-hike probability. Watch Tuesday’s API Crude Oil Stocks and ADP Employment data as the next directional catalysts.

Once the Strait of Hormuz opens for business, oil will likely start to normalize. Is this the time to long oil? The answer lies more in geopolitics right now, not much in chart structure.

Discover: The best pre-launch token sales

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Bitcoin Hyper is Targeting A movement Similar to Oil

BTC at $67,000 inside a known range is a respectable position, but at this market cap, the asymmetric upside that early crypto cycles delivered is structurally compressed.

The Iran deadline extension is already weighing on risk assets, and spot BTC traders are essentially betting on a macro resolution they cannot control. For traders hunting for leverage on the Bitcoin ecosystem without the channel ceiling, the infrastructure layer is where some rotation is happening.

Bitcoin Hyper ($HYPER) is positioning as the first Bitcoin Layer 2 with Solana Virtual Machine (SVM) integration, combining Bitcoin’s security model with sub-Solana-speed execution and low-cost smart contracts.

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The presale has raised $32 million at a current price of just $0.0136, with 36% staking rewards live for early participants. The core pitch: Bitcoin’s programmability problem (slow transactions, high fees, no native smart contracts) gets a direct fix, while the security layer stays intact.

Research Bitcoin Hyper before the presale window closes.

This article is not financial advice. Crypto assets are highly volatile. Do your own research before investing.

The post Oil Price Prediction: Trading Oil With Crypto? Is It Time to Long Oil? appeared first on Cryptonews.

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Here’s Why Bitcoin Analysts Say BTC Price Will Bottom at $40K

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Here’s Why Bitcoin Analysts Say BTC Price Will Bottom at $40K

Bitcoin (BTC) buyers made a tepid comeback on Monday, pushing BTC price to its intraday high of $67,860. Analysts said that Bitcoin remains in a bear market, with several metrics pointing to a potential bottom below $50,000.

Key takeaways:

  • Bitcoin price turns $70,000 into resistance, clearing the path for a deeper correction.

  • Bitcoin’s short-term holder realized price bands moved lower, with a potential bottom around $46,000.

  • Historical retracement levels and a bear flag breakdown point to $39,000–$41,000 as the final low for BTC price this cycle.

Bitcoin’s “path of least resistance” is downward

Data from TradingView captured ongoing BTC price gains, up 1.5% on the day to trade at $67,750, as $69,000-$70,000 became new resistance.

BTC/USD 1-hour chart. Source: Cointelegraph/TradingView

Analyzing Bitcoin’s price action on lower time frames, Telegram trading resource Technical Crypto Analyst said losing the $68,000-$69,000 support “confirms short-term bearish momentum,” adding:

“Unless price quickly reclaims $69K–$70K, the path of least resistance remains downward toward the $65K demand zone.”

Related: Worst six months since 2018? Five things to know in Bitcoin this week

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“Great bounce upwards, but nothing confirmed as of yet on Bitcoin,” MN Capital founder Michael van de Poppe said in a Monday post on X.

It “all depends on macroeconomic events; however, I’d rather see a breakout above $71K for confirmation,” he added.

“On the other hand, a classic little sweep to $65K just before the push upwards would signal that we’re going to get that momentum.”

BTC/USD four-hour chart. Source: X/Michael van de Poppe

Analyst Kyle Chassé said that with the Fear and Greed index still in the “extreme fear zone” and the order books showing more shorts than longs, the market leans “towards more downside.”

Crypto fear and greed indeed. Source: X/Kyle Chassé

Where will the Bitcoin price bottom?

Bitcoin’s 46% drawdown from its $126,000 all-time high has seen the cost basis of short-term holders (STH) — the average price of entities who have held BTC for less than 155 days — drop from $113,500 to $83,200.

“​​This is a sign that the pricing for a potential bottom has also moved lower,” said CEO and founder at Alphractal Joao Wedson in an X post on Monday.

Similarly, the lower line of the STH realized pricing bands (blue line) has also moved “even lower, which could confirm that Bitcoin may form a bottom around $50K or slightly below,” Wedson added.

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The chart below shows that Bitcoin bottomed out just below the lower band of the STH realized price during the 2022 bear market. 

Bitcoin STH realized price bands. Source: Alphractal

Analyst Willy Woo said that the bear market bottom for Bitcoin could be between its realized price, currently at $54,000, and the Cumulative Value-Days Destroyed (CVDD), now at $45,500.

“Old school onchain models suggest a BTC bottom between $46K-54K. ”

Bitcoin pricing models. Source: X/Willy Woo

The CVDD measures the cumulative value of “Coin Days Destroyed” (long-term holders selling) relative to the market’s age, creating a rising “floor” price during bear markets. 

Crypto analyst Crypto Jelle said Bitcoin’s bear market lows have historically formed between the 0.618 and the 0.786 retracement levels, which are at $57,600 and $39,000, respectively.

BTC/USD weekly chart. Source: X/Jelle

As Cointelegraph reported, the current “last stages” of the bear market are producing predictions of as low as $41,000, based on a bear flag breakdown.