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Morning Brief: Trump doubles pharma tariffs, TikTok's executive order, Asian markets react
Invezz· 2025-09-26 04:18
Core Viewpoint - US President Donald Trump's recent executive actions and trade policies have caused significant volatility in global markets, particularly through the introduction of new tariffs and the divestiture of TikTok in the US [1] Group 1: Trade Policies - New tariffs have been imposed on pharmaceuticals, furniture, and heavy trucks, impacting various sectors and potentially leading to increased costs for consumers and businesses [1] - The trade moves are part of a broader strategy that may affect international trade relations and supply chains [1] Group 2: Market Reactions - Global markets experienced a sharp decline in response to the announcement of these trade measures, indicating investor concerns over the potential economic impact [1] - The volatility in markets reflects uncertainty surrounding the future of trade policies and their implications for different industries [1]
Oracle, Silver Lake and MGX set to anchor TikTok USA deal: report
Invezz· 2025-09-25 19:01
Oracle, Silver Lake, and Abu Dhabi's MGX will emerge as the lead investors in TikTok's US operations under a proposed restructuring of the short-video app, reported CNBC, citing sources. The deal is d... ...
Opendoor shares surge after Jane Street discloses nearly 6% stake
Invezz· 2025-09-25 18:21
Opendoor Technologies (NASDAQ: OPEN) shares rallied on Thursday after trading firm Jane Street Group disclosed a significant passive stake in the residential real estate platform. The move added momen... ...
Why is Cipher Mining stock slipping despite $3 billion AI hosting deal
Invezz· 2025-09-25 16:45
Core Insights - Cipher Mining Inc has entered into a significant $3 billion artificial intelligence hosting agreement with Fluidstack, marking a major development in the AI hosting sector [1] - The agreement spans a duration of 10 years and includes financial support from Google, indicating strong backing and confidence in the partnership [1] Company Summary - Cipher Mining Inc is positioning itself as a key player in the AI hosting market through this landmark agreement, which could enhance its operational capabilities and market presence [1] - The collaboration with Fluidstack and financial backing from Google may provide Cipher Mining with a competitive edge in attracting clients and scaling its services [1] Industry Summary - The AI hosting industry is witnessing significant investments and partnerships, as companies seek to leverage advanced technologies for enhanced performance and efficiency [1] - The involvement of major tech players like Google in AI hosting agreements underscores the growing importance and potential of this sector in the broader technology landscape [1]
Bitcoin miner Cipher secures $3B Google-backed AI hosting deal
Invezz· 2025-09-25 16:22
Group 1 - Google has taken a 5.4% equity stake in Cipher Mining, enhancing its investment in AI infrastructure [1] - Cipher Mining is recognized as one of the largest publicly traded Bitcoin mining companies [1]
Robinhood stock price has surged: time to buy or sell?
Invezz· 2025-09-25 16:03
Core Insights - Robinhood's stock price has experienced a significant uptrend this year, reaching an all-time high of $129.67, which represents a 229% increase from its starting point [1] Company Performance - The stock price surge indicates strong growth momentum for Robinhood, suggesting positive market sentiment and investor confidence in the company's future prospects [1]
Google faces prospect of second EU fine under landmark tech rules: report
Invezz· 2025-09-25 16:03
Core Points - Alphabet Inc.'s Google is facing a potential second financial penalty under the European Union's Digital Markets Act (DMA) as regulators in Brussels prepare a draft decision [1] Group 1 - Google is bracing for regulatory scrutiny and possible financial penalties due to the enforcement of the DMA [1]
Nvidia-OpenAI deal means surge in power demand – why isn't it lifting OKLO stock
Invezz· 2025-09-25 15:13
OKLO opened more than 10% down on Thursday morning as investors reassessed the company's valuation and the possibility of it starting to generate revenue in the near term. The stock also fell after Mi... ...
H&M targets Brazil, India, as weak Europe demand and US tariffs pressure sales
Invezz· 2025-09-25 15:12
Core Insights - H&M is intensifying its focus on emerging markets due to a slowdown in consumer spending in Europe and the impact of tariffs on demand in the United States, which is its second-largest market [1] Group 1 - The company is responding to changing market conditions by shifting its strategy towards emerging nations [1] - Consumer spending in Europe is declining, prompting H&M to seek growth opportunities elsewhere [1] - Tariffs in the United States are affecting demand, leading H&M to diversify its market presence [1]
Oracle shares slide as analyst questions AI cloud deal economics
Invezz· 2025-09-25 14:30
Oracle Corp. is facing renewed investor scrutiny after a sharp selloff in its shares this week, fueled by concerns that the company's highly touted artificial intelligence partnership with OpenAI may ... ...