Stock Movers Kimberly-Clark Sinks, Nvidia Higher, Microsoft Jumps on IREN Deal
Nov 3, 2025
Nora Melinda, a Bloomberg reporter and market analyst, dives into major stock movements, highlighting Kimberly-Clark's $40 billion acquisition of Kenvue, which shocked investors and led to a share plunge. She discusses how Amazon's $38 billion deal to provide Nvidia's GPUs for OpenAI has boosted Nvidia's stock, while Microsoft secures a $9.7 billion agreement with IREN for AI computing capacity, propelling their shares higher. Insightful commentary sheds light on how these significant deals shape the market landscape.
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Kimberly‑Clark Deal Triggers Major Market Reaction
- Kimberly-Clark shares plunged after agreeing to buy Kenvue for roughly $40 billion as investors digested the deal.
- The combined company would generate about $32 billion in revenue and overtake Unilever as the No.2 health and wellness seller behind P&G.
AWS Signs Massive OpenAI GPU Deal
- Amazon Web Services signed a seven‑year, $38 billion deal to give OpenAI access to hundreds of thousands of NVIDIA GPUs.
- The pact boosted Amazon shares and signals huge ongoing demand for NVIDIA compute from AI firms.
Microsoft Secures Renewable AI Capacity
- Microsoft signed a roughly $9.7 billion, five‑year deal with IREN for AI computing capacity and prepaid 20%.
- The agreement gives Microsoft access to NVIDIA systems at renewable‑powered data centers in Texas operated by IREN.