Stock Movers Nvidia Wins Trump’s Approval; Paramount Ups Warner Bros. Bid; Toll Brothers Falls
Dec 9, 2025
Nvidia secures Trump's approval to ship its H200 AI chips to China, rekindling a crucial business relationship. Paramount launches a $30 per share hostile takeover bid for Warner Bros., massively overshadowing Netflix's lower offer. Meanwhile, Toll Brothers faces a hiccup as its 2026 delivery guidance falls short of analyst expectations, despite a stronger quarter. The podcast dives into the entertaining drama of Hollywood bids and the fluctuating real estate market, mixing business insights with the latest market moves.
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Nvidia Gains Conditional China Access
- President Trump allowed Nvidia to sell H200 chips to China with a 25% surcharge and approval conditions.
- Bloomberg's Lisa Mateo notes China may still limit access to protect self-sufficiency, complicating the deal.
Hostile Bid Fuels Antitrust Concerns
- Paramount Skydance launched a $30-a-share hostile bid for Warner Bros. Discovery backed by banks and sovereign funds.
- Lisa Mateo highlights both the Paramount and Netflix approaches raise major antitrust questions and political scrutiny.
Paramount's Bigger, Broader Offer
- Paramount's offer values Warner Bros. far above Netflix's proposal and covers the entire company, not just studios.
- Lisa Mateo and Bloomberg note the president's involvement could influence the outcome and add uncertainty.