Stock Movers Cadence Soars, DuPont Jumps, Newmont declines
Jul 3, 2025
This discussion dives into the stock market with Cadence poised for gain thanks to new US-China chip design regulations. DuPont's potential asset sales are examined as a strategy for growth. Meanwhile, Newmont experiences a slight decline, reflecting a mix of market uncertainty and changing financial forecasts. Tune in for insights into the factors influencing these trends and how they shape investment decisions.
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US-China Chip Software Lift Boosts Cadence
- The US lifting export license requirements for chip design software in China benefits companies like Cadence.
- This change reverses a recent decline in revenue exposure to China and supports strong sales growth potential.
DuPont Attracts Private Equity Bids
- Private equity firms show strong interest in buying $2 billion of DuPont assets, including Kevlar.
- Analyst upgrades and bids suggest potential shifts or retention of some brands are still undecided.
Newmont Gold Faces Mixed Factors
- Newmont Gold stock declines slightly despite UBS raising its target price from $60 to $68.
- A modest Q2 EBITDA decline is expected amid rising gold prices, though core asset performance may lift gold output.