Wall Street Breakfast Ubisoft cracks next level with Tencent
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Nov 24, 2025 Tencent's massive $1.3 billion investment in Ubisoft's Vantage Studios opens up exciting prospects for popular franchises like Assassin’s Creed and Far Cry. Meanwhile, Trump is rumored to unveil a plan aimed at reducing health care costs through innovative savings programs. Michael Burry stirs curiosity with his new Substack, promising insights that could shake the market. Plus, the hosts discuss trending stocks and the rapid rise of Alibaba's Qwen app, which just hit 10 million downloads. It's an intriguing blend of gaming, finance, and health care news!
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Tencent Deal Revalues Ubisoft Studio
- Tencent's $1.3 billion investment lifts Vantage Studios' valuation and boosts Ubisoft's stock sharply.
- Ubisoft keeps full control while Tencent will hold 26.32% to help pay down debt and accelerate transformation.
Trump's Plan Targets ACA Premium Surges
- The Health Care Price Cuts Act aims to prevent ACA premium spikes as subsidies phase out and could affect ~22 million people.
- The proposal includes removing zero-premium subsidies, creating deposit incentives for cheaper plans, and routing savings into government-backed HSAs.
Michael Burry's Substack Debut
- Michael Burry launched a Substack named Cassandra Unchained and posted two pieces within hours of going live.
- The Substack promises Burry's focused analyses on markets, stocks, and historical patterns with potential warnings on AI and hyperscalers.