Morning Brief

Morning Brief

Release Date

Nouvel Episode

Fed’s final 2025 cut, Netflix’s $72B Warner Bros deal, Apple shake-up

US markets are quiet ahead of the Federal Reserve’s final decision of the year, with traders widely expecting a quarter-point “hawkish cut” and a fresh dot plot showing only one more cut penciled in for 2026. Chair Jerome Powell’s press conference and the scope of any dissents wi ...  Afficher plus

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Fed’s final 2025 cut, Netflix’s $72B Warner Bros deal, Apple shake-up

US markets are quiet ahead of the Federal Reserve’s final decision of the year, with traders widely expecting a quarter-point “hawkish cut” and a fresh dot plot showing only one more cut penciled in for 2026. Chair Jerome Powell’s press conference and the scope of any dissents wi ...  Afficher plus

Nvidia wins China approval, Paramount launches $108B hostile bid, Fed’s ‘hawkish cut’ arrives

US markets open slightly lower as investors brace for the Fed’s final 2025 meeting and a wave of high-stakes corporate news. Nvidia (NVDA) scored a major win after the U.S. approved sales of its H200 AI chip to China, allowing Nvidia to reclaim billions in lost business while sen ...  Afficher plus

Fed cut on deck, Oracle and Broadcom test AI trade, Buffett era winds down

US stocks are little changed to start the week as investors wait on the Federal Reserve’s rate decision and a fresh read on the AI boom from Oracle and Broadcom. Futures point to a modestly higher open, with the Russell 2000 attempting to break out, while bond volatility and the ...  Afficher plus

Netflix’s $72B Warner Bros deal, key PCE print, Apple exec exodus

US markets open little changed as investors digest a blockbuster media deal and brace for delayed inflation data. Netflix (NFLX) has agreed to buy the studio and streaming assets of Warner Bros. Discovery (WBD) in a $72 billion cash-and-stock deal, scooping up HBO, Max, and iconi ...  Afficher plus

AI race tilts toward Google, jobs data weakens, Macy’s cautious on holiday

US markets open mixed as fresh data shows the labor market cooling, and investors reassess where the AI boom is headed next. ADP reported that private employers shed 32,000 jobs in November, versus expectations for a gain of 10,000, with companies with fewer than 50 workers cutti ...  Afficher plus