Group 1 - Nvidia Corp. shares increased to $190.16 in overnight trading after announcing a non-exclusive licensing agreement with AI chip startup Groq, which covers its inference technology [1][1][1] - Dynavax Technologies Corp. shares surged 38.2% to close at $15.38 following Sanofi's announcement to acquire the vaccines company [1][1][1] - Sobr Safe Inc. shares jumped 82.3% to close at $2.37 after announcing definitive agreements to issue 1.29 million shares of common stock at $1.55 per share in a private placement [1][1][1] Group 2 - Davis Commodities Ltd. reported revenue of $95 million for the six months ending June 30, a 42.1% increase from $66.9 million a year earlier, but shares fell 8.9% to close at $0.24 [1][1][1] - Biohaven Ltd. disclosed that its Phase 2 proof-of-concept study of BHV-7000 in major depressive disorder did not meet its primary endpoint, with shares gaining 3% to close at $10.81 [1][1][1]

Market Performance Leading into the Holiday - The S&P 500 advanced 0.3% (22.26 points) to close at 6,932.05, while the Dow Jones Industrial Average climbed 0.6% (288.75 points) to end at 48,731.16, and the Nasdaq Composite edged up 0.2% (51.46 points) to reach 23,613.31 on December 24, 2025 [2] - The Russell 2000 index of smaller companies rose 0.3% to 2,548.08, reflecting a year of significant growth with the S&P 500 up 17.8%, the Dow up 14.5%, and the Nasdaq up 22.3% for the year [2] - Positive market sentiment is largely driven by optimism surrounding advancements in artificial intelligence (AI) and expectations regarding the Federal Reserve's interest rate policy [2] Upcoming Market Events and Economic Outlook - The Federal Reserve cut the federal funds rate by 25 basis points to a range of 3.5%–3.75%, the lowest since 2022, amid signs of a cooling labor market [3] - Major Wall Street firms anticipate further easing in 2026, with forecasts of 50 to 75 basis points of additional rate cuts expected primarily in March and June [3] - Key economic data releases, including the December 2025 Consumer Price Index (CPI) report on January 13, 2026, and updates on GDP growth, are anticipated to influence market sentiment and the Fed's future decisions [4] Major Stock News and Corporate Developments - Dynavax Technologies (DVAX) surged 38.2% following Sanofi's announcement to acquire the company for $2.2 billion [5] - Nike (NKE) shares gained 4.6% after Apple CEO Tim Cook purchased approximately $3 million worth of Nike shares [5] - Intel (INTC) shares dipped 0.5% due to reports that Nvidia ceased testing Intel's 18A chip manufacturing process, highlighting competition in the semiconductor industry [5] - Novo Nordisk (NVO) climbed 7.3% after receiving FDA approval for its GLP-1 pill for weight management [5] - Huntington Ingalls Industries (HII) saw a 0.3% rise amid reports of new U.S. government battleship plans [5] - ServiceNow (NOW) shares fell 1.5% after announcing the acquisition of cybersecurity startup Armis for $7.75 billion [9] - ZIM Integrated Shipping Services (ZIM) surged 5.8% as its board evaluates potential acquisitions, indicating possible expansion in the shipping sector [9]

Market Overview - U.S. stock markets closed on December 25th, 2025, for the Christmas holiday, following a strong trading session on Christmas Eve where major indexes reached record highs [1] - The S&P 500 rose 0.3% to close at 6,932.05, and the Dow Jones Industrial Average climbed 0.6% to 48,731.16, both marking new all-time highs [2] - The Nasdaq Composite increased by 0.2% to 23,613.31, while the Russell 2000 index of smaller companies rose 0.3% to 2,548.08 [2] Sector Performance - Nearly all eleven S&P sectors closed higher on Christmas Eve, with the Financials Select Sector SPDR rising 0.9%, indicating strong performance in the financial sector [3] - The Consumer Staples Select Sector SPDR slipped 1.1%, contrasting with the overall market strength [3] - Year-to-date performance shows significant gains in technology, communications, industrials, financials, and healthcare sectors, driven by investor sentiment around artificial intelligence and the Federal Reserve's easing stance [3] Economic Indicators - The U.S. Bureau of Economic Analysis reported a third-quarter 2025 GDP growth rate of 4.3%, supported by increases in consumer spending, exports, and government spending [5] - The Personal Consumption Expenditures (PCE) price index rose to 2.8%, indicating persistent inflation, which presents a challenge for the Federal Reserve [5] Major Stock Developments - Nike shares jumped 4.6% after Apple CEO Tim Cook purchased nearly $3 million worth of Nike stock, providing a boost to the company [6] - Dynavax Technologies saw a significant surge in stock price following Sanofi's announcement to acquire the vaccine maker [6] - Nvidia's stock rose 3% on December 23rd but ended down 0.3% on December 24th due to conflicting news regarding its semiconductor production process [6] - Marvell Technology's stock rose 3.4%, and Novo Nordisk climbed 7.3% after FDA approval of its GLP-1 pill for obesity treatment [10] - ServiceNow shares fell 1.5% after announcing the acquisition of cybersecurity startup Armis for $7.75 billion [10]

Core Viewpoint - Dynavax Technologies Corp. is set to be acquired by Sanofi for $2.2 billion, leading to a significant increase in its stock price by 38.19% to $15.38 on the announcement day [1][5]. Group 1: Acquisition Details - Dynavax has officially entered into an agreement with Sanofi to acquire all outstanding shares at a price of $15.50 each, representing a premium of approximately 39% over its closing price on December 23 [2]. - The acquisition will enhance Sanofi's presence in adult immunization, particularly through Dynavax's adult hepatitis B vaccine, Heplisav-B, which offers a two-dose regimen that provides faster seroprotection compared to traditional three-dose vaccines [3]. Group 2: Vaccine Portfolio and Development - The acquisition includes Dynavax's shingles vaccine candidate (Z-1018), currently in phase 1/2 clinical development, along with other vaccine pipeline projects [4]. - Dynavax's CEO emphasized that joining Sanofi will leverage global scale and expertise to maximize the impact of their vaccine portfolio, addressing significant public health needs [5].

Market Overview - The U.S. stock market closed on December 25, 2025, for Christmas, following a week where major indices reached all-time highs, with normal trading resuming on December 26, 2025 [1] - On Christmas Eve, the S&P 500 rose 0.3% to close at 6,932.05, marking a year-to-date increase of over 17%, while the Dow Jones Industrial Average climbed 0.6% to 48,731.16, and the Nasdaq Composite edged up 0.2% to 23,613.31, contributing to a 21.6% year-to-date advance [3] Futures and Premarket Activity - Futures contracts for major indices were down approximately 0.1% on December 24, 2025, despite a positive sentiment indicated by a slight gain of 0.09% in the US500 index on December 25, reaching 6,938 points [2] Economic Outlook - Key economic indicators to watch include the Federal Reserve Bank of New York's Staff Nowcast on December 26, followed by reports on international trade, pending home sales, and manufacturing surveys on December 29 [4] - The Federal Reserve recently trimmed its benchmark interest rate to a range of 3.5%-3.75%, with analysts expecting rates to remain steady at the January meeting due to mixed economic data [5] Corporate Highlights - Dynavax Technologies saw a 38.2% surge in shares following Sanofi's announcement of a $2.2 billion acquisition [6] - Nike's stock rose 4.6% after Apple CEO Tim Cook purchased nearly $3 million worth of Nike shares [6] - Nvidia shares dipped 0.3% on Christmas Eve but have a year-to-date return of 30.2%, briefly surpassing a $5 trillion market cap in October [10] - Microsoft achieved a 15.6% gain in 2025, with shares trading near $485, leveraging its partnership with OpenAI [10] - ServiceNow confirmed a $7.75 billion acquisition of Armis, although its stock experienced an 11.5% pullback recently [10] - Caterpillar Inc. saw over 60% growth in 2025, driven by its Energy & Transportation segment [10] - Goldman Sachs shares increased by 61% in 2025, identifying potential buying opportunities in the tech sector for 2026 [10] - Eli Lilly shares climbed 40% this year, while Novo Nordisk shares fell nearly 40% due to competition in the weight-loss medication market [10] - Marvell Technology Inc. gained 3.4% on the Nasdaq on December 24 [10] Commodity Markets - Gold and silver futures reached new all-time highs, with gold at $4,555 and silver at $72.75 per ounce [10] - WTI crude oil futures remained stable, trading near $58.40 per barrel [10]

Group 1: Acquisition Details - Sanofi will commence a cash tender offer to acquire all outstanding shares of Dynavax Technologies at $15.50 per share, representing approximately $2.2 billion in total equity value [2] - The offer price reflects a 39% premium over Dynavax's closing price on December 23 and a 46% premium over its three-month volume-weighted average price as of December 23 [2] - The Dynavax board has unanimously approved the transaction [4] Group 2: Product and Pipeline - The acquisition includes HEPLISAV-B, an adult hepatitis B vaccine available in the U.S., which is administered in two doses over one month, unlike the traditional three-dose schedule [3] - Sanofi's Executive Vice President of vaccines stated that Dynavax enhances Sanofi's adult immunization presence by adding differentiated vaccines [3] Group 3: Regulatory and Financial Aspects - The acquisition is subject to regulatory approvals, including antitrust review under the Hart-Scott-Rodino Antitrust Improvements Act, and other customary conditions [5] - Sanofi intends to fund the acquisition with available cash [6] - Dynavax was advised by Centerview Partners LLC and Goldman Sachs & Co. LLC during the transaction [6] Group 4: Stock Performance - Shares of Dynavax surged 38.19% in regular trading on Wednesday, closing at $15.38, before slightly tapering to $15.37 in after-hours trading [1] - The stock has a market capitalization of $1.81 billion and has gained 18.04% over the past 12 months and 55.98% over the last six months [7] - Currently, the stock is trading at 98.3% of its 52-week range, indicating it is near its highs, which reinforces bullish sentiment [8]

Group 1 - Sanofi announced an agreement to acquire Dynavax Technologies for approximately $2.2 billion in cash, with the deal approved by Dynavax's board [1] - The acquisition price is set at $15.50 per share, representing a 39% premium over Dynavax's closing price of $11.13 on December 23 [1] - The transaction is expected to be completed in the first quarter of 2026 and will be funded using Sanofi's existing cash reserves, with no impact on its 2025 financial performance [1] Group 2 - This acquisition marks Sanofi's second vaccine-related purchase in 2025, following the $1.5 billion acquisition of UK biotech company Vicebio and a potential $9.5 billion deal for BluePrint Medicines [2] - The move aims to diversify Sanofi's business and reduce reliance on its flagship asthma drug Dupixent [2] - The backdrop of this acquisition includes significant changes in U.S. vaccine policy, with criticism from U.S. Health Secretary Robert Kennedy leading to budget cuts for vaccine research and changes in CDC leadership [2]

Market Overview - Wall Street experienced a modest rally with the S&P 500 closing up 0.2%, marking a year-to-date gain of 17% [1] - The Dow Jones Industrial Average rose 0.6% to 48,731.16, while the S&P 500 closed at 6,932.05 and the Nasdaq increased by 0.22% to 23,613.30 [1] Nike Inc. - Nike's stock surged 4.64% to close at $60, with an intraday high of $60.58 and a low of $58.88; the 52-week range is between $82.44 and $52.28 [1] - CEO Tim Cook purchased 50,000 shares of Nike at an average price of $58.97, totaling nearly $3 million, increasing his stake to approximately $6.0 million [2][3] - Nike reported second-quarter revenue of $12.43 billion and earnings per share (EPS) of 53 cents, exceeding estimates, but warned of potential low single-digit revenue decline in the third quarter due to a $1.5 billion annualized tariff headwind and ongoing weakness in China [3] Omeros Corporation - Omeros shares increased by 75.54% to close at $15.36, with an intraday high of $17.65 and a low of $13.92; the 52-week range is $17.65 to $2.95 [4] - The FDA approved Omeros' Yartemlea for treating transplant-associated thrombotic microangiopathy, with studies showing complete response rates of about 61%-68% and 100-day survival rates of roughly 73%-74% [5] Micron Technology Inc. - Micron's shares rose 3.77% to close at $286.68, reaching an intraday high of $289.30 and a low of $277.25; the 52-week range is $289.30 to $61.54 [6] - The company reported first-quarter revenue of $13.64 billion and adjusted earnings of $4.78 per share, driven by its role in artificial intelligence infrastructure, with projected growth in high-bandwidth memory from $35 billion in 2025 to $100 billion by 2028 [7] Intel Corporation - Intel's stock dipped 0.52% to close at $36.16, with an intraday high of $36.17 and a low of $34.95; the 52-week range is between $44.01 and $17.67 [8] - A report indicated that Nvidia paused testing Intel's 18A manufacturing process for advanced AI chips, impacting Intel's efforts to attract major foundry customers [9][10] Dynavax Technologies Corporation - Dynavax shares jumped 38.19% to close at $15.38, with an intraday high of $15.49 and a low of $15.38; the 52-week range is $15.49 to $9.20 [11] - Sanofi announced its acquisition of Dynavax for about $2.2 billion, adding a marketed adult hepatitis B vaccine to its portfolio, with a planned payment of $15.50 per share, representing a 39% premium [12]

大家早上壕！ 先看海外要闻： 200亿收购AI芯片初创Groq？英伟达否认：只是达成推理技术许可。 OpenAI考虑在ChatGPT内植入广告。 报道：三星、SK海力士上调明年HBM3E价格，涨幅近20%。 报道：三星电子放缓DDR4停产进程，将与客户签署不得取消或更改的长期协议。 马斯克预测美国经济18个月内实现两位数增长，AI成关键驱动力。 赛诺菲拟22亿美元收购美国疫苗商Dynavax，加码成人疫苗布局。 俄罗斯计划未来十年在月球建成核电站。 国内重大事件汇总： 美股5连阳，道指收涨0.6%、纳指收涨0.22%、标普500收涨0.32%；苹果、Meta、微软、亚马逊至多收涨0.53%，特斯拉、谷歌A、英伟达则至多 收跌0.32%。 美国上周首申21.4万人，较前值小幅回落。 点评：国泰海通证券认为，数字人民币解决了传统跨境支付效率慢、成本高、安全性受限等问题，且我国移动支付生态成熟，微信支付、支付宝 占据90%以上第三方支付市场，为数字人民币推广提供天然优势。随着国际运营中心落地，三大业务平台将构建安全高效的跨境支付"中国方 案"，2030年跨境支付场景下数字人民币交易规模乐观预期可达162.4万亿元。 ...

A healthcare titan wants to buy the biotech's vaccines.Shares of Dynavax Technologies (DVAX +38.19%) popped on Wednesday after the vaccine maker struck a deal to be acquired by Sanofi (SNY +0.08%). As of 3:00 p.m. EST, Dynavax's stock price was up more than 38%. An appealing offer for Dynavax's investorsUnder the terms of the deal, Sanofi will begin a tender offer to purchase Dynavax's stock for $15.50 per share in cash. That values the biotech at roughly $2.2 billion, a premium of 39% compared to its closi ...