The Exchange Kimberly-Clark to Buy Kenvue, Tech Deal Frenzy and Palantir's Potential 11/3/25
Nov 3, 2025
In this engaging discussion, David Faber, a seasoned business journalist, breaks down Kimberly-Clark's massive $48.7B acquisition of Kenvue, highlighting the deal's strategic implications and expected synergies. Sima Modi, a reporter at the NYSE, dives into the anticipated earnings for Palantir, discussing its revenue prospects and growth in international markets. The hosts also touch on Amazon's groundbreaking partnership with OpenAI and Microsoft's cloud deals, painting a vivid picture of the current tech landscape.
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Kimberly‑Clark’s Strategic Kenvue Play
- Kimberly-Clark will buy Kenvue aiming for $2.1B in synergies and to boost its multiple closer to peers like P&G.
- The deal value fell due to Kimberly-Clark stock decline and reputational pressure on Kenvue from Tylenol controversy.
OpenAI Diversifies Compute Beyond Microsoft
- OpenAI signed a $38B compute deal with AWS to access hundreds of thousands of NVIDIA GPUs across multiple U.S. sites.
- The deployment is live and expected to reach full capacity by next year, easing OpenAI's compute bottleneck.
Cloud Wars: Plenty Of Room At The Table
- Multiple cloud providers can coexist as OpenAI reduces concentration risk and seeks vertical control.
- OpenAI appears to be building a vertical stack from chips to applications to increase margins and strategic control.