Stock Movers Merck Drops, Walmart Falls, Nvidia Shares Set for Decline Ahead of Earnings
Nov 14, 2025
Christine Aquino, a Bloomberg markets reporter, dives into the recent drop in Merck shares following its $9.2 billion acquisition of Cidara Therapeutics. She also discusses Walmart's leadership shift as CEO Doug McMillon prepares to retire, raising questions about the retailer's future strategy. Lastly, Christine sheds light on Nvidia’s stagnant shares ahead of its earnings report, noting a pattern of post-earnings selling pressure. Tune in for insider insights that shed light on the current market dynamics!
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Nvidia Earnings Often Spark Post-Report Selling
- NVIDIA's earnings often trigger post-report selling, especially 3–5 days after results.
- Bloomberg Intelligence expects another beat and will focus on GB300 demand and hyperscaler capital spending.
GB300 Demand And Hyperscalers Are Key For NVDA
- Analysts expect beats for fiscal third quarter and stronger guidance driven by GB300 chip demand.
- Hyperscaler capital spending and GB300 uptake will be key figures in next week's report.
Merck Pays Up For First-In-Class Flu Play
- Merck agreed to buy Cidara Therapeutics for $9.2 billion, paying $221.50 per share in cash.
- The deal positions Merck into a potential first-in-class flu treatment as it offsets losses in the cancer patent space.