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Wall Street Breakfast Podcast: Novartis Puts $12B On Table
Seeking Alpha· 2025-10-27 10:54
Getty Images Listen below or on the go via Apple Podcasts and Spotify Avidity (RNA) stock surges on $12B Novartis (NVS) deal. (00:29) Bessent unveils Fed chair finalists before year-end decision. (01:21) HSBC faces $1.1B loss from Madoff fraud ruling, stock falls. (02:03) This is an abridged transcript. We begin with an update to a story we told you about on Wall Street Brunch with Kim Khan. Avidity Biosciences (NASDAQ:RNA) is up 42% in premarket action after Novartis (NYSE:NVS) agreed to buy the bio ...
Wall Street Breakfast Podcast: Novartis Puts $12B On The Table
Seeking Alpha· 2025-10-27 10:54
Getty Images Listen below or on the go via Apple Podcasts and Spotify Avidity (RNA) stock surges on $12B Novartis (NVS) deal. (00:29) Bessent unveils Fed chair finalists before year-end decision. (01:21) HSBC faces $1.1B loss from Madoff fraud ruling, stock falls. (02:03) This is an abridged transcript. We begin with an update to a story we told you about on Wall Street Brunch with Kim Khan. Avidity Biosciences (NASDAQ:RNA) is up 42% in premarket action after Novartis (NYSE:NVS) agreed to buy the bio ...
New Strong Buy Stocks for Oct. 27: AEO, COF, and More
ZACKS· 2025-10-27 09:56
Core Insights - Five stocks have been added to the Zacks Rank 1 (Strong Buy) List, indicating strong potential for investment Company Summaries - **American Eagle Outfitters (AEO)**: This specialty retailer of casual apparel, accessories, and footwear has seen a 42.3% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - **Capital One Financial (COF)**: This financial services company has experienced a 13.4% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - **General Motors (GM)**: As one of the world's largest automakers, GM has seen a 7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3] - **Crescent Energy Company (CRGY)**: This independent oil and natural gas company has experienced a 5.7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3] - **Pebblebrook Hotel Trust (PEB)**: This hotel investment company has seen a 5.6% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [4]
相亲市场正在抛弃金融男?从月薪8万到团购套餐,下午茶也要AA制
Sou Hu Cai Jing· 2025-10-27 09:46
出品|搜狐财经 作者|汪梦婷 过去一年,一首名为"Man In Finance"的歌曲席卷全网,歌词描述了一位女性的择偶标准——在金融业工作,拥有信托基金,身高195cm的蓝眼睛男性。 这首歌发布后大受欢迎,在各社交平台引起诸多二次创作,随后演变成一场针对金融男的大型声讨。有网友们将其总结为"外表精致,内心算计,油嘴滑 舌,不主动不拒绝不负责",引起广泛共鸣,吐槽金融男甚至成为一种自媒体起号策略。 从婚恋市场的"白马股",跌到被避雷的"ST",金融男面临的"价值重估",实则是行业周期变化的缩影。数据显示,近三年证券行业薪酬连续下滑,投行 男"人均百万"早已成为历史,其风评也随着各种花边新闻一路走低。 一叶知秋,截至2025年6月底,证券行业登记从业人员数量为32.91万人,相较于2022年巅峰时期的35.42万人,三年间减少了2.51万人,降幅约7%。 光环褪去,金融男相亲被"避雷" 降薪潮、强监管、宏观经济转型等多重压力下,金融男的"精英光环"无疑失色不少,而曾经被光环遮蔽的缺点,越发令人难以忍受。 "线上聊天必带一句今日股市情况,微信全是隔天回复。见面约在人均300-400的饭馆,点了巴掌大份的糖醋小排、 ...
Why Avidity Biosciences Shares Are Trading Higher By Around 42%; Here Are 20 Stocks Moving Premarket - American Resources (NASDAQ:AREC), Strive (NASDAQ:ASST)
Benzinga· 2025-10-27 08:53
Shares of Avidity Biosciences Inc (NASDAQ:RNA) rose sharply in pre-market trading after the company agreed to be acquired by Novartis AG (NYSE:NVS).Holders of Avidity common stock will receive $72.00 per share in cash at closing, representing a premium of around 46% over Avidity’s closing share price on Oct. 24.Avidity Biosciences shares surged 42.1% to $69.85 in the pre-market trading session.Here are some other stocks moving in pre-market trading.GainersClick Holdings Limited (NASDAQ:CLIK) gained 173% to ...
Stocks rally, safe-havens retreat on trade deal optimism
Yahoo Finance· 2025-10-27 08:47
Core Insights - Global stocks experienced a rebound, driven by easing trade tensions between China and the U.S., marking a positive start to a week filled with central bank meetings and major earnings reports [1][2]. Group 1: Trade Developments - Top economic officials from China and the U.S. outlined a trade deal framework for Presidents Trump and Xi to consider, which could halt further U.S. tariffs and Chinese export controls on rare earths [2]. - The positive sentiment from trade discussions led to significant stock gains in Asia, with South Korea, Taiwan, and Japan reaching record highs [3]. Group 2: Market Reactions - U.S. stock futures surged, with Nasdaq futures increasing by 1% and S&P 500 futures rising by 0.7%, reflecting investor optimism regarding the trade truce [4]. - The Chinese yuan strengthened to a one-month high against the dollar at 7.1091, indicating market confidence in the trade negotiations [5]. Group 3: Economic Indicators - The People's Bank of China set the official midpoint rate at 7.0881 per dollar, the strongest since October 15, 2024, suggesting potential for further yuan appreciation if a trade deal is finalized [6]. - Safe-haven assets like gold and U.S. Treasury prices declined, with gold falling 1.3% to $4,058 an ounce and the 10-year bond yield rising by 3.1 basis points to 4.027% [7]. Group 4: Upcoming Events - Investor attention is shifting towards central bank meetings scheduled in Japan, Canada, Europe, and the United States this week, which could influence market dynamics [8].
Global Markets React to Trade Hopes, Central Bank Commentary, and Geopolitical Shifts
Stock Market News· 2025-10-27 08:38
Key TakeawaysReserve Bank of Australia (RBA) Governor Michele Bullock highlighted Australia's strong employment market outcomes compared to other nations, alongside satisfying progress in curbing inflation.OPEC+ is reportedly maintaining its current oil production strategy, with no intention to pivot until a more significant decline in global oil prices occurs.Copper prices are nearing record highs, buoyed by optimism surrounding an anticipated trade deal between the United States and China, which is expect ...
The Prompt Economy Has Arrived. Now Comes the Hard Part
PYMNTS.com· 2025-10-27 08:00
Core Insights - The article emphasizes that agentic AI will provide value only when companies redesign workflows around outcomes rather than tasks and rethink human and AI collaboration [1][3] Group 1: Agentic AI Systems - Agentic AI is described as a "team of digital colleagues" capable of autonomous reasoning and coordination, which can transform fragmented operations into seamless workflows [3][4] - Successful implementation requires appointing "mission owners" to define goals, empowering AI agents, and structuring work around results instead of departments [3][4] - Three imperatives for building agentic AI systems include designing around outcomes, unlocking data silos through shared business logic, and developing responsible governance frameworks [4][3] Group 2: Security in Agentic Commerce - Cloudflare is collaborating with Visa and Mastercard to create a trust framework for AI agents in digital payments, ensuring secure transactions [5][6] - The proposed system uses cryptographic protocols to authenticate AI agents, allowing merchants to recognize legitimate agents without confusion [6][7] - Cloudflare plans to integrate these protocols into its Agent SDK, facilitating secure transactions while complying with payment network requirements [8][6] Group 3: Financial Institutions and Agentic AI - UBS positions agentic AI as a foundational shift in business evolution, embedding autonomous intelligence into its operations [9][10] - The bank is restructuring its operating model to manage AI agents responsibly, with IT teams overseeing autonomous systems through defined permissions and compliance [11][10] - UBS has established an Agentic AI Center of Excellence to coordinate innovation and ensure ethical deployment across various teams [12][11]
Stock markets trade higher mirroring sharp rally in global peers on hopes of U.S. Fed rate cuts
The Hindu· 2025-10-27 06:50
Market Overview - Benchmark indices Sensex and Nifty rebounded in early trade on October 27, 2025, reflecting a sharp rally in global markets due to a softer-than-expected U.S. inflation report, which has reignited hopes of Fed rate cuts [1] - The 30-share BSE Sensex climbed 272.7 points to 84,484.58, while the 50-share NSE Nifty increased by 88.55 points to 25,883.70 [1] Sector Performance - Major gainers from the Sensex firms included Tata Steel, Bharti Airtel, Reliance Industries, State Bank of India, HDFC Bank, and NTPC [2] - Conversely, Infosys, Bharat Electronics, Kotak Mahindra Bank, and Bajaj Finance were among the laggards [2] Global Market Sentiment - The global market construct is bullish, with indices like Dow Jones, Nikkei, and Kospi reaching record highs, indicating positive sentiment and declining trade tensions [3] - Foreign Institutional Investors (FIIs) purchased equities worth ₹621.51 crore on October 24, 2025 [3] Economic Indicators - A softer-than-expected U.S. inflation report has increased optimism for Fed rate cuts, alongside prospects of a U.S.–China trade deal and potential U.S. tariff cuts on Indian imports to 15–16% [4] - Global oil benchmark Brent crude rose by 0.23% to $66.09 a barrel [4] - On October 24, 2025, the Sensex fell by 344.52 points or 0.41% to settle at 84,211.88, while the Nifty declined by 96.25 points or 0.37% to 25,795.15 [4]
Heartless. Victor Chang Cardiac Institute and the Israel lobby
Michael West· 2025-10-27 05:55
Core Viewpoint - The article discusses the suspension and subsequent exclusion of Professor Peter Macdonald from the Victor Chang Cardiac Research Institute (VCCRI) following controversial comments he made at a community forum, raising questions about the influence of pro-Israel lobbyists on the institute and the implications for academic freedom and research integrity [2][4][26]. Group 1: Background on Professor Macdonald - Professor Peter Macdonald developed the 'Heart in a Box' technology at VCCRI and has been a key researcher since 1994 [2][4]. - He was suspended for seven weeks after suggesting potential involvement of Israel's intelligence agency in antisemitism attacks during a community forum [2][4]. Group 2: Institutional Response - VCCRI CEO Professor Jason Kovacic condemned Macdonald's comments as contrary to the institute's mission, despite the comments not mentioning Jewish or Israeli individuals [4][6]. - The VCCRI has faced calls for retraction of statements made against Macdonald, which were described as unfounded [5][6]. Group 3: Influence of Pro-Israel Lobby - The article highlights the significant influence of pro-Israel lobbyists and wealthy donors, such as the Packer and Lowy families, on VCCRI's governance and operations [8][10][11]. - The board of VCCRI includes members with strong ties to pro-Israel organizations, raising concerns about the potential impact on research and academic freedom [18][19][24]. Group 4: Implications for Research and Transparency - The exclusion of Macdonald from his research lab for nearly two months raises questions about the transparency and fairness of the investigation process at VCCRI [26][27]. - The article questions whether the influence of pro-Israel advocates compromises the integrity of a publicly funded research institute [27][26].