The Rundown Larry Ellison Backs Paramount’s Bid for WBD, Nvidia to Ship H200 Chips to China by February
Dec 22, 2025
Investors are watching for a Santa Claus rally as the year wraps up. Larry Ellison's $40 billion guarantee boosts Paramount's bid for WBD. NVIDIA plans to restart shipments of its H200 AI chips to China, igniting demand. Rocket Lab celebrates landing its largest contract ever, worth $816 million. Meanwhile, Honeywell faces a hefty $470 million settlement from litigation. Lastly, the new Avatar movie saw a disappointing box office start despite strong international interest.
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Year-End Rally Could Push Markets To Records
- The S&P 500 and Nasdaq are within 1% of all-time highs after a volatile Q4 and could hit records with a Santa Claus rally.
- The Santa Claus rally historically averages a 1.3% gain across the last five trading days of December plus the first two of January.
Ellison Co-Signs Paramount Bid
- Zaid compares Paramount's initial bid to a kid claiming rich parents can cover rent without a co-signer.
- Larry Ellison now legally co-signs a $40 billion guarantee, making the bid far more credible to Warner Boards and investors.
Personal Guarantee Changes Takeover Dynamics
- Larry Ellison personally guarantees $40 billion in equity and breakup damages to back Paramount's hostile bid.
- Warner Brothers Discovery stock reacted positively, jumping about 4% in pre-market trading.