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Novo Nordisk's new obesity pill, Alphabet's data center deal, the end of EV euphoria and more in Morning Squawk
CNBC· 2025-12-23 12:46
Group 1: Novo Nordisk and Obesity Treatment - Novo Nordisk received FDA approval for the first-ever obesity treatment pill, set to launch early next year at a starting dose of 1.5 milligrams for $149 per month [7] - The approval is seen as a landmark decision that could expand access for patients suffering from obesity [1] - Following the news, shares of Novo Nordisk surged by 7%, while competitor Eli Lilly's shares fell by over 1% as it attempts to launch its own obesity pill [7] Group 2: Paramount and Warner Bros. Discovery - Paramount Skydance secured the backing of billionaire Larry Ellison in its bid for Warner Bros. Discovery, addressing concerns about financing from WBD's board [2][3] - WBD investors face a decision to either accept a sale to Netflix or tender their shares to Paramount, with potential implications for shareholder value [3] Group 3: Alphabet and Data Center Acquisition - Alphabet announced its acquisition of data center company Intersect for $4.75 billion in cash, which includes assuming its debt, aimed at enhancing data center capacity [5] Group 4: Janus Henderson Acquisition - Trian Fund Management and General Catalyst are set to acquire asset manager Janus Henderson for $49 per share, valuing the company at approximately $7.4 billion, with shares rising over 3% following the announcement [6] Group 5: Electric Vehicle Market Trends - The initial excitement around electric vehicles (EVs) has diminished, with legacy automakers now prioritizing traditional trucks and SUVs over EVs due to unmet demand expectations [9][10] Group 6: Instacart Pricing Strategy - Instacart announced the end of its AI-driven pricing tests after consumer concerns about price discrepancies for identical items, indicating a shift in its pricing strategy [11][12]
Hull Tactical US ETF Announces Estimated 2025 Capital Gains Distribution
Benzinga· 2025-12-23 12:30
CHICAGO, Dec. 23, 2025 /PRNewswire/ -- The Hull Tactical US ETF (HTUS) has announced an estimated distribution with an ex-date and record date of December 26th, 2025. The payable date will be December 31st, 2025.Short-TermCapital Gain ($per share)Long-TermCapital Gain ($per share)TotalDistribution ($per share)Distribution PerShare (%) *$1.57$2.61$4.189.49 %This information is not intended as tax advice, investors should consult a tax advisor. Final distribution amounts are subject to change.The Fund's share ...
Britain’s Top CEOs Predict the Biggest Challenges of 2026
Insurance Journal· 2025-12-23 11:29
Group 1: Economic Outlook and Challenges - CEOs of major UK companies anticipate a new wave of challenges in 2026, influenced by Chancellor Rachel Reeves' tax-raising budget and economic conditions [1] - Key concerns include trust issues related to artificial intelligence, increased cyberattacks, and the need for cost-cutting measures [1][2] - The hospitality sector is particularly vulnerable, with rising employer taxes posing risks to survival and potential job losses [6][16] Group 2: Industry-Specific Insights - The asset management sector emphasizes the need for the UK to invest in itself to attract foreign capital and improve productivity through AI [2] - Telecommunications companies expect AI to significantly enhance customer experience, with a focus on balancing technology with personalized human care [10] - The gambling industry faces challenges from higher taxes but remains optimistic about potential benefits from the 2026 FIFA World Cup [16][17] Group 3: Cybersecurity and Resilience - Cybersecurity remains a critical concern, with predictions of increased cybercriminal activity following past attacks on major companies [2][15] - Businesses are urged to shift from a panic mindset to one of resilience, recognizing cybersecurity as a board-level imperative [15] Group 4: Mining and Commodities - The mining sector anticipates a continued rise in precious metals prices due to supply shortages and demand for safe-haven assets [18] - Companies in this sector are focusing on cost reduction to maximize profit margins amid favorable price conditions [19] Group 5: Housing Market - The housing sector is expected to see ongoing momentum in planning reforms, but challenges such as regulatory burdens and deposit barriers for first-time buyers remain [21]
BlackRock Declares Bitcoin ETF as “Top 3” Investment Theme Despite Price Uncertainty
Yahoo Finance· 2025-12-23 10:47
buy bitcoin, bitcoin, bitcoin purchase,Bakkt Holdings. Photo by BeInCrypto Bitcoin’s price action has remained volatile in recent sessions, with recovery attempts struggling to gain traction. BTC has attempted to stabilize after recent pullbacks, yet demand from exchange-traded fund investors appears uneven.  Despite this hesitation, BlackRock continues to highlight Bitcoin as a core long-term allocation, signaling confidence that extends beyond short-term price swings. Bitcoin Seems To Be A BlackRock F ...
Trian, General Catalyst to acquire Janus Henderson in $7.4bn deal
Yahoo Finance· 2025-12-23 08:46
Core Viewpoint - Janus Henderson Group is set to be acquired by Trian Fund Management and General Catalyst Group Management in an all-cash deal valued at up to $7.4 billion [1] Group 1: Acquisition Details - Trian currently owns 20.6% of Janus Henderson's outstanding shares and has had board representation since 2022 [1] - Shareholders of Janus Henderson, excluding those shares owned by Trian, will receive $49 per share, representing an 18% premium over the closing price on October 24, 2025 [2] - The acquisition is expected to close in mid-2026, pending regulatory approvals and shareholder consent [3] Group 2: Management and Operations - After the acquisition, Janus Henderson will operate as a private company under the existing management team led by CEO Ali Dibadj [3] - The company will maintain its primary offices in London and Denver [3] Group 3: Strategic Implications - CEO Ali Dibadj expressed confidence that the partnership will enhance investment in product offerings, client services, technology, and talent [4] - The transaction reflects the commitment of Janus Henderson employees to the company's strategy of protecting and growing its core business [5] Group 4: Special Committee and Financing - A Special Committee of independent directors was established to evaluate the acquisition offer, which was unanimously recommended and approved by Janus Henderson's board [6] - The acquisition will be financed by investment vehicles managed by Trian and General Catalyst, along with support from a group of investors including Qatar Investment Authority and MassMutual [6][7]
Trian, General Catalyst Scoop Up Janus Henderson for $7.4 Billion
Yahoo Finance· 2025-12-23 05:01
In the asset management world, big fish are eating smaller fish. Sometimes that smaller fish is a very large marlin. Trian Fund Management and General Catalyst agreed yesterday to buy Janus Henderson for $7.4 billion. They’ll pay an 18% premium for Janus’s shares compared to what they were trading at before the deal went public. The deal, which is expected to close in the middle of next year, will take Janus, and its $484 billion in managed assets, off the NYSE. Trian and General Catalyst said going priv ...
广发基金设立私募股权投资基金
Sou Hu Cai Jing· 2025-12-23 02:47
12月23日,广发基金官网公告,根据中国证券监督管理委员会《关于核准广发基金管理有限公司设立私 募股权投资基金管理子公司的批复》(证监许可〔2025〕2103号),广发基金管理有限公司获准设立全 资子公司——瑞晨股权投资基金管理(广东)有限公司,子公司注册地为广东省珠海市,注册资本为1 亿元人民币,业务范围为私募股权投资基金管理。 瑞晨股权投资基金管理(广东)有限公司已完成工商注册并取得营业执照,将在通过广东证监局现场检 查后实际开展业务。 ...
湖南国资、工银投资等新设海洋产发基金,出资额30亿
Sou Hu Cai Jing· 2025-12-23 01:45
Group 1 - Hunan Jin Furong Gaichuang Aerospace and Marine Industry Development Fund Partnership (Limited Partnership) has been established with a total investment of 3 billion yuan [1] - The fund's business scope includes private equity investment, investment management, and asset management activities [1] - The fund is co-funded by Hunan Zhanshin Industry Development Fund Partnership (Limited Partnership) and ICBC Financial Asset Investment Co., Ltd. [1] Group 2 - The executing partner is Hunan Gaoxin Zongheng Asset Management Co., Ltd. and ICBC Capital Management Co., Ltd. [2] - The fund is registered in Changsha, Hunan Province, with a business duration until December 19, 2025 [2] - The fund's main operating location is at No. 360, Dongfeng Road, Kaifu District, Changsha City, Hunan Province [2]