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The Market’s Wild Ride: Trump’s Latest Policy Pings and Portfolio Puzzles
Stock Market News· 2025-09-24 18:01
Market Overview - Major indices experienced a slight correction after reaching record highs, with the Dow Jones Industrial Average down 0.2% to 46,292.78, the Nasdaq Composite down 1% to 22,573.47, and the S&P 500 down 0.6% to 6,656.92 [2] - By Wednesday morning, the market rebounded slightly, with the S&P 500 up 0.1%, the Dow gaining 152 points (0.3%), and the Nasdaq rising 0.1%, indicating ongoing market optimism [2] Tariff Impacts - President Trump's announcement of a $100,000 fee for new H-1B visa petitions negatively impacted the Indian IT sector, causing the Nifty IT index to drop over 5% [3] - JPMorgan economists estimate that this could reduce immigrant work authorizations by 5,500 per month, primarily affecting tech firms and Indian workers [3] - The US imposed a 50% tariff on Indian shrimp imports, leading to a 0.9% drop in India's Sensex and a 0.85% drop in the Nifty [4] - The semiconductor sector is facing uncertainty due to a threatened 100% tariff on non-US manufactured chips, causing mixed reactions among chip stocks [5] Company-Specific Developments - Build-A-Bear Workshop shares rose over 60% despite facing tariff costs of under $11 million for fiscal year 2025, indicating strong consumer demand [6] - Disney shares fluctuated due to political drama involving late-night host Jimmy Kimmel, with the stock down 5.3% over the past month despite a recent recovery [11] - Lithium Americas saw a significant increase of 87.6% following reports of potential US government ownership stake [11] - Alibaba's stock jumped nearly 9% after announcing increased investment in AI infrastructure, leading a rally in Chinese tech stocks [11] Geopolitical Influences - President Trump's shift in stance on Ukraine positively affected European defense stocks, with the aerospace and defense index surging 1.1% and individual stocks like BAE Systems and Rheinmetall seeing gains [8] - Speculation around Trump's upcoming meeting with President Xi in South Korea has injected optimism into trade-sensitive sectors, although no immediate market data was tied to this news [9] Sector Reactions - The pharmaceutical sector remains on alert for potential cost-reduction plans from Trump, which could impact pricing strategies [10] - The energy sector performed well, with the Energy Select Sector SPDR advancing 1.7% and individual companies like Diamondback Energy and Phillips 66 gaining 3-4% [11]
What Should You Do With WBD Stock At $19?
Forbes· 2025-09-24 14:10
Group 1 - Warner Bros. Discovery (WBD) stock has increased by 62.3% over 21 trading days, driven by speculation of a cash acquisition bid from Paramount and Skydance, supported by the Ellison family [1] - Positive analyst sentiment has contributed to the stock's upward momentum, with some analysts setting price targets significantly above WBD's current trading price [1] - WBD is a $48 billion company with $38 billion in revenue, currently trading at $19.56, with a revenue growth of -3.7% over the last 12 months and an operating margin of 2.5% [8] Group 2 - WBD's stock has historically performed worse than the S&P 500 during economic downturns, evaluated based on the extent of decline and recovery speed [5] - The stock experienced an 88.5% drop from a peak of $77.27 on March 19, 2021, to $8.87 on December 28, 2022, compared to a 25.4% decline for the S&P 500 [10] - The highest price WBD stock reached since its low was $19.61 on September 22, 2025, and it currently trades at $19.56 [10]
Hollywall Entertainment, Inc., to Change its Name to HWAL Inc., as Corporate Focus Expands to Acquiring and Operating Real World Assets
Accessnewswire· 2025-09-24 14:05
LAS VEGAS, NV / ACCESS Newswire / September 24, 2025 / Hollywall Entertainment Inc., (OTCID:HWAL) (the "Company"), a technology, media and entertainment content and intellectual property holding company, will change its name to HWAL Inc., as its corporate focus expands to acquiring, incubating, and operating what have recently become referred to as "Real World Assets." As recently announced, the Company reached a settlement with a lender that resolved pending litigation between them in the State of Nevada. ...
Paramount Skydance still hasn't submitted a buyout bid for Warner Bros Discovery — and here's why
New York Post· 2025-09-24 11:00
Core Insights - Paramount Skydance is considering a buyout offer for Warner Bros. Discovery, but has not yet formally approached the company due to concerns about CEO David Zaslav potentially leveraging the situation to attract other bidders [1][5][9] - The anticipated buyout could initiate merger discussions valued at over $50 billion, supported by the financial backing of Larry Ellison, who has a net worth of $370 billion [2][4] - The Ellisons are strategizing on how to approach Zaslav to avoid a hostile bid, with potential outreach to media mogul John Malone, a significant shareholder in Warner Bros. Discovery [5][6][7] Company Strategies - Zaslav is reportedly in the process of restructuring Warner Bros. Discovery into two separate units: one for streaming and studio operations, and another for cable properties, aiming to maximize value through potential sales [10][19] - Zaslav has received interest in the streaming and studio segment from companies like Netflix and Amazon, indicating a competitive landscape for Warner Bros. Discovery [11][13] - The company has engaged Goldman Sachs to assist in exploring strategic options, including the potential sale of its divisions [13][19] Financial Context - Zaslav is aiming for a share price closer to $40, while the Ellisons' reported bid of $22 to $24 per share is considered too low by Zaslav [11][18] - Wall Street analysts have begun to raise their price targets for Warner Bros. Discovery, influenced by speculation surrounding the Ellisons' buyout intentions [17][18]
A股午评 | 科创50半日大涨近5% 芯片产业链集体爆发 地产股走强
智通财经网· 2025-09-24 03:54
Market Overview - The market opened lower but rebounded, with the Shenzhen Component and ChiNext Index rising over 1%, and the Sci-Tech 50 Index increasing nearly 5% [1] - As of the midday close, the Shanghai Composite Index rose by 0.63%, the Shenzhen Component by 1.11%, and the ChiNext Index by 1.76% [1] - The trading volume in the Shanghai and Shenzhen markets reached 1.41 trillion yuan, a decrease of 288.5 billion yuan compared to the previous trading day [1] Sector Performance Semiconductor Sector - The semiconductor industry chain saw a collective surge, with over 20 stocks hitting the daily limit, including Jiangfeng Electronics and Zhangjiang Hi-Tech [2] - Notable performances included Changchuan Technology and Shengmei Shanghai reaching historical highs [2] - The market outlook for semiconductor equipment is positive, with expectations for increased market share for domestic equipment companies by the second half of 2025 [2] Real Estate Sector - The real estate and rental sectors experienced a rebound, with stocks like Yucheng Development and Shanghai Lingang hitting the daily limit [3] - Recent policy changes in cities like Shanghai and Suzhou aimed at stimulating housing consumption have contributed to this rebound [3] - The National Bureau of Statistics indicated that while the real estate market has faced fluctuations, the decline in sales and prices has narrowed, suggesting a stabilization trend [3] Oil and Gas Sector - Oil and gas stocks were active, with stocks like Zhun Oil and Tongyuan Petroleum seeing significant gains [3] - WTI crude oil futures rose by 1.81% to $63.41 per barrel, while Brent crude futures increased by 1.6% to $67.63 per barrel [3] Film and Entertainment Sector - The film and cinema sector rebounded, with Bona Film Group hitting the daily limit and other companies like Light Media and Huayi Brothers also seeing gains [4] - The recent success of the film "731," which grossed over 1 billion yuan in its first four days, has positively impacted the market [4] Institutional Insights - CITIC Securities emphasizes the importance of sector rotation and suggests focusing on individual stocks rather than indices, recommending investments in low-position sectors [5][6] - Guotai Junan believes that the Chinese stock market is poised for further growth, driven by capital market reforms and improved investor returns [7] - Guotai Securities notes that the potential for low-position stocks to rebound is increasing, with a focus on cyclical stocks and global pricing resources in the upcoming quarter [8]
X @BBC News (World)
BBC News (World)· 2025-09-23 22:55
Bollywood stars fight for personality rights amid deepfake surge https://t.co/V2LDuaTPWA ...
Paramount to tap former Trump official to join legal team
New York Post· 2025-09-23 17:07
Core Insights - Makan Delrahim, a former top official in the Trump Administration, is in advanced discussions to join Paramount Global in a significant legal role [1] - Delrahim has been a partner at Latham & Watkins, leading the firm's global antitrust and competition practice, and was a key advisor on the $8.4 billion Skydance-Paramount merger [2] - His appointment may indicate that Paramount is preparing for more major transactions, including a potential acquisition of Warner Bros. Discovery [3] Company Strategy - The potential acquisition of Warner Bros. Discovery would face significant antitrust challenges from the DOJ and FTC, particularly regarding competition in news, film, and streaming markets [4] - Delrahim's expertise in antitrust law positions him to navigate these regulatory hurdles effectively [4]
Jim Cramer Discusses Reports Of Paramount Skydance (PSKY) Acquiring Warner Bros.
Yahoo Finance· 2025-09-23 16:06
We recently published 12 Hot, Cold & Stable Stocks Jim Cramer Recently Discussed. Paramount Skydance Corp. (NASDAQ:PSKY) is one of the stocks Jim Cramer recently discussed. Paramount Skydance Corp. (NASDAQ:PSKY), like Warner Bros., has been in the news this month as media reports have suggested that the firm is interested in acquiring the latter. Like Warner Bros., the firm’s shares have also gained since the reports surfaced. They have gained 18% over the past month. Cramer has discussed the deal in deta ...
Jimmy Kimmel to return to TV, Nvidia's $100B investment in OpenAI
Youtube· 2025-09-23 14:36
Group 1: Market Movements - Stock futures showed slight movements after a strong rally, with tech stocks leading the charge, particularly chip stocks following Nvidia's announcement of a $100 billion investment in OpenAI [1][5][8] - The S&P 500 reached its 28th record close, indicating continued momentum in the market [5][13] - Gold prices are on track for their best month since 2020, with a year-to-date rally exceeding 40%, marking the best annual gain since 1979 [2][15][16] Group 2: Federal Reserve Insights - Fed Chair Jerome Powell is set to speak, with investors looking for clues on the Fed's future rate cut decisions, especially after recent cautious comments from policymakers [3][21][22] - There is a divergence among Fed members regarding the need for further rate cuts, with some advocating for caution while others push for more aggressive cuts [23][49] Group 3: Nvidia and OpenAI Deal - Nvidia's plan to invest $100 billion in OpenAI aims to build a significant AI infrastructure, with mixed reactions from analysts regarding its implications for Nvidia's stock [8][9][11] - The investment has driven Nvidia's stock close to record highs, positively impacting other tech stocks, including TSMC [11][12][13] Group 4: Gold Market Dynamics - Gold is nearing $3,800 per ounce, with significant net inflows into ETFs indicating strong demand from both retail and institutional investors [15][17][18] - The decline of the US dollar, down more than 10% year-to-date, has contributed to the rise in gold prices, with predictions of gold reaching $4,000 by mid-2026 [18][19][20] Group 5: Company Earnings and Performance - AutoZone reported its fifth consecutive earnings miss, with an adjusted EPS of $48.71, falling short of Wall Street estimates [32] - Irststead shares surged after a court ruling allowed construction to resume on its wind farm project, countering previous efforts to halt it [33]
Fed's Miran says interest rates much too high, Nvidia plans $100B in OpenAI data centers
Youtube· 2025-09-22 21:06
Group 1: Federal Reserve Insights - Newly installed Fed Governor Steven Myron argues that current interest rates are too high, suggesting they should be approximately 2 percentage points lower to avoid higher unemployment [12][13][15] - Myron voted for a 50 basis point rate cut in the last FOMC meeting, indicating a preference for more aggressive monetary easing [13][14] - Other Fed officials express mixed views, with some supporting rate cuts while others caution against inflation risks [17][18] Group 2: Nvidia's Investment in AI - Nvidia plans to invest up to $100 billion in OpenAI to build data centers, which will significantly enhance AI infrastructure [3][65] - This investment is expected to create 10 gigawatts of new AI data center capacity, reinforcing Nvidia's position in the AI economy [65][66] - Nvidia's stock rose nearly 4% following the announcement, contributing to record highs in major indices [5][63] Group 3: Oracle's Strategic Moves - Oracle's stock increased by 5% after announcing a leadership change and plans to lead a consortium for TikTok's US assets [35][36] - The company is positioned for growth driven by AI, with a focus on becoming a key player in the hyperscaler market [38][40] - Oracle's dual CEO structure aims to balance applications and infrastructure, potentially enhancing its operational efficiency [41][45] Group 4: Gold and Crypto Market Trends - Gold prices have surged 40% year-to-date, with expectations for continued bullish trends amid a lower dollar and Fed easing [85][87] - In contrast, cryptocurrencies like Bitcoin and Ethereum are experiencing declines, attributed to seasonal volatility and market dynamics [88][89] Group 5: Google's Legal Challenges - Google faces a new antitrust trial focusing on its advertising practices, with the government seeking to loosen its control over the ad exchange market [92][96] - The outcome of this case may be influenced by recent rulings regarding Google's search business, highlighting the evolving regulatory landscape [93][96]