⚠️🚯↪️🔂⬅️


Jim Cramer:

"own Nvidia, don't trade it."

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🦺👓🕶🥽🥼

🇯🇵 Bank of Japan says the economy survived President Trump's tariffs.


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⚠️🚯↪️🔂⬅️

Paramount Skydance crashes Netflix’s deal with a hostile $30/shr all-cash bid for WBD

Backed by new equity + $54B debt, $PSKY is trying to blow up $NFLX’s $27.75/shr cash+stock offer with ~$18B more cash to $WBD holders.

Paramount would keep WBD intact and merge HBO Max with Paramount+.

President Trump has publicly flagged antitrust concerns over the Netflix–WBD merger, warning the deal “could be a problem.”

✅ $WBD +5.9% ➜ rip
✅ $PSKY +4.1% ➜ pop
🔴 $NFLX −4.4% ➜ selloff

The market is pricing in a live bidding war.


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🦺👓🕶🥽🥼

🇺🇸 President Trump says immediate rate cuts is a requirement for the next Fed Chair.


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🦺👓🕶🥽🥼

President Trump has rated the current state of the U.S. economy as "A+++++".


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⚠️🚯↪️🔂⬅️

🇮🇳 Microsoft $MSFT to invest $17.5 billion in India.


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⚠️🚯↪️🔂⬅️

🇺🇸 Trump Greenlights Nvidia’s H200 Sales to China

President Trump says he spoke with President Xi and approved the sale of Nvidia’s H200 chips to China.
He also says 25% of revenue will be paid to the United States and the same approach will apply to AMD, Intel and others.

The reaction is massive.

📈 For months Nvidia had been forecasting zero China revenue. One of their largest markets vanished overnight when the trade war escalated. Today that market is returning and Nvidia has already added more than 200B USD in market cap.

🐈 Before the trade war, Nvidia controlled around 95% of the entire AI chip market in China. If export restrictions keep easing, the upside becomes obvious.

This is a major pivot point for US chip giants.
Jensen Huang just won again.


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China is preparing to limit access to Nvidia’s, $NVDA, H200 AI chips even though President Trump cleared them for export.

Regulators are weighing a stricter approval system that would require buyers to prove domestic chips aren’t sufficient for their needs.


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JOLTS Job Openings (Oct)

7.67M actual vs 7.12M expected

A hotter print than the market wanted.

Labor demand is still stronger than forecasts suggested, which works against the narrative of easing wage pressure and a smooth dovish path.

More openings mean employers are still competing for workers, and that can keep wage growth sticky.
Not the clean cooldown the Fed would prefer.


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