CHONGQING, CHINA - NOVEMBER 03: In this photo illustration, an Amazon logo is displayed on a smartphone screen with an OpenAI logo in the background on November 3, 2025 in Chongqing, China. OpenAI and Amazon have signed a $38 billion deal to run OpenAI's systems on Amazon's cloud services. (Photo by Li Hongbo/VCG via Getty Images)VCG via Getty ImagesAmazon stock has decreased by approximately 10.7% over the last week, driven by concerns regarding decelerating AWS growth, increased competition in the cloud s ...

Facade of Chipotle Mexican Grill with glass storefront and small outdoor tables, San Francisco, California, August 14, 2025. (Photo by Smith Collection/Gado/Getty Images)Gado via Getty ImagesChipotle Mexican Grill (NYSE: CMG) has decreased by 49% year-to-date—and a significant portion of this decline has occurred recently, with the stock dropping 27% in just the past month. This selloff signifies dwindling traffic, concerns over persistent margin pressure due to rising labor and food costs, and a wider shif ...

TOPSHOT - Nvidia CEO Jensen Huang delivers a keynote address at the Consumer Electronics Show (CES) in Las Vegas, Nevada on January 6, 2025. Gadgets, robots and vehicles imbued with artificial intelligence will once again vie for attention at the Consumer Electronics Show, as vendors behind the scenes will seek ways to deal with tariffs threatened by US President-elect Donald Trump. The annual Consumer Electronics Show (CES) opens formally in Las Vegas on January 7, 2025, but preceding days are packed with ...

CHONGQING, CHINA - JULY 27: In this photo illustration, a person holds a smartphone displaying the logo of SoFi Technologies Inc. (NASDAQ: SOFI), a U.S.-based online personal finance company offering banking, lending, and investment services, with the company's blue dot-grid logo visible in the background, on July 27, 2025 in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)Getty ImagesSOFI stock embodies a contradiction: robust operational performance alongside high valuation multiples. Foll ...

The NVIDIA logo is displayed on a mobile phone with a visual digital background in this photo illustration in Brussels, Belgium, on November 18, 2025. (Photo by Jonathan Raa/NurPhoto via Getty Images)NurPhoto via Getty ImagesGoogle’s Capital Expenditures Are SoaringWall Street began 2025 with expectations that Alphabet (NASDAQ:GOOG), Google’s parent company, would allocate about $60 billion in capital expenditures.February: Google astonished everyone by providing a guidance of $75 billionMid-year: Increased ...

CANADA - 2025/09/15: In this photo illustration, the Circle Internet Group logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesCircle Internet Group (NYSE:CRCL) stock has experienced a challenging month, decreasing by approximately 40 percent and currently trading around $76. This is a significant adjustment, but it’s important to note that the stock was initially priced at $31 during its remarka ...

The frenzy to finance AI's data centers and GPUs is jamming bond markets. As issuance surges, capacity limits designed to ensure diversification and reduce risks could turn the boom into a credit contagion.The AI boom has lifted markets to one record high after another. Investors are piling in. Companies are building data centers at a feverish pace. Bankers, jaws agape, are drooling over the fees only a once in a generation debt binge can provide. But the buildout comes with risks that ordinary people rarel ...

Consumer products manufactured by Kimberly-Clark. (Photo Illustration by Scott Olson/Getty Images)Getty ImagesOver the last few years Washington tried to micromanage the economy—and the results speak for themselves. When regulators second-guess business decisions, slow-walk mergers and erect new barriers to growth, innovation doesn’t just stall; it starts to reverse.That’s exactly what happened under the Biden administration’s increasingly aggressive approach to corporate mergers. Instead of viewing M&A as ...

Core Perspective - FuboTV's lawsuit against Disney, Fox, and Warner Bros. Discovery (WBD) regarding the Venu Sports platform has transitioned into a merger with Disney's Hulu + Live TV, potentially reshaping the competitive landscape of live TV streaming [2][8][14] Legal Context - FuboTV initiated a federal antitrust lawsuit in early 2024 to block the launch of Venu Sports, arguing it would dominate the live sports market and harm independent competitors [3][4] - A U.S. District Court granted a preliminary injunction in August 2024, siding with Fubo and blocking Venu's launch, affirming concerns about competition and trade restrictions [5][6] Merger Details - On January 6, 2025, Fubo and Disney announced plans to merge FuboTV with Hulu + Live TV, with Disney owning 70% of the new entity while Fubo's leadership would manage operations [6][10] - The merger combines approximately 6.2 million subscribers from both platforms, enhancing Fubo's content offerings and financial stability [8][9] Strategic Implications - The merger allows Fubo to leverage Disney's resources, improving its competitive position against major streaming services like Amazon Prime and Netflix [14] - Hulu + Live TV benefits from Fubo's sports distribution expertise, enhancing its live event streaming capabilities [10][12] Financial Aspects - Disney will provide Fubo with a $220 million cash payment and a $145 million term loan as part of the merger agreement [10] - The merger aims to create a more efficient distribution of sports rights and improve overall competitiveness in the streaming market [11][14] Consumer Impact - The combination of Fubo and Hulu + Live TV is expected to offer consumers a richer live streaming experience with more sports and potentially more affordable bundles, although it raises concerns about market consolidation [15]

Market Overview - Major indexes remained flat for the week ending November 14, continuing the weakness observed in November, with the small cap Russell 2000 retreating from its late October peak [1] - The tech-heavy Nasdaq also showed similar trends, indicating a broader market stagnation [1] Performance of Key Stocks - Among the "Magnificent 7," three stocks (NVIDIA, Microsoft, Apple) performed well, while the other four (Amazon, Meta, Tesla, Google) experienced losses last week [4] - Notably, five of the Magnificent 7 reached their peaks between October 28 and November 11, suggesting a potential plateau in their performance [4] Economic Indicators - The Bureau of Labor Statistics (BLS) has lost 25% of its staff, leading to uncertainty in the release of key economic data, including the jobs report for September and potentially the October inflation report [5] - The Federal Reserve is expected to have limited information for its December meetings, with market odds for an interest rate reduction now around 50%, down from 95% a month ago [6] Labor Market Conditions - Private sector data indicates a loss of over 11,000 jobs per week in October, with job cuts reported at 153,000, marking a 183% increase from September [10] - The unemployment rate is anticipated to rise to 4.5%, up from 4.3% in August [10] Consumer Sentiment and Spending - The University of Michigan's Consumer Sentiment Index fell to 50.3 in November, the second lowest in the series' history, indicating consumer distress [13] - Concerns about job security are high, with nearly 23% fearing job loss over the next five years and 43% in New York fearing loss within the next year [13] Credit Market Trends - Credit card delinquencies are at record highs, with 5.33% of outstanding balances now 30+ days past due, the highest level since 2014 [10] - Student loan delinquencies have reached 14%, reflecting broader financial strain among consumers [11] Economic Growth Projections - With consumption accounting for 70% of GDP, Q4 GDP growth is expected to be slight, and Q1 could potentially show negative growth if current conditions persist [14] - Financial markets appear to be pausing after significant gains over the past two years, possibly awaiting the realization of AI-related profits [15]