Stock Movers Kenvue Soars on M&A; Dell and Iren jump on Deal; MMC Downgrade
Nov 3, 2025
Kenvue is soaring after Kimberly-Clark announced a massive cash and stock acquisition worth $48.7 billion, causing Kimberly-Clark shares to drop significantly. Dell is on the rise thanks to Iren's lucrative $9.7 billion cloud contract with Microsoft, alongside a $5.8 billion deal to buy GPUs from Dell. Meanwhile, Marsh & McLennan faces scrutiny as Bank of America downgrades its rating, anticipating limited growth. Tune in for insights on these market movers!
AI Snips
Chapters
Transcript
Episode notes
Monitor M&A Headlines For Sharp Premarket Moves
- Watch M&A headlines closely because announced deals can cause rapid, opposite moves in acquirers and targets.
- React quickly to premarket moves to manage positions when cash-and-stock transactions are reported.
Big Cash-and-Stock Deal Moves Both Stocks
- Kimberly-Clark agreed to buy Kenvue in a cash-and-stock deal valuing Kenvue at about $48.7 billion.
- Kenvue jumped as much as 35% premarket while Kimberly-Clark fell roughly 16% on the announcement.
Follow The Supply Chain In AI Deals
- Track counterparties in AI infrastructure deals since suppliers benefit from large cloud contracts downstream.
- Consider exposure to equipment vendors like Dell when cloud providers or customers announce major GPU purchases.