Stock Movers Nvidia Chips in China; Paramount Ups Warner Bid; Home Depot Cautious
Dec 9, 2025
Nvidia's chip sales are heating up as Trump permits H200 model exports to China, but with a hefty surcharge. Meanwhile, the Hollywood landscape is shifting, with Paramount launching a hostile bid to acquire Warner Bros. for $30 a share. In retail news, Home Depot is cautiously forecasting next year's performance, signaling concerns about a slow housing market. Finally, Toll Brothers reports disappointing results, indicating ongoing struggles in the housing sector.
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NVIDIA-China Access Is Conditional
- President Trump approved NVIDIA to ship the H200 AI inference chip to China with a 25% surcharge.
- Chinese regulators may still limit access, showing ongoing policy back-and-forth that clouds NVIDIA's China opportunity.
Paramount Bid Backed By Cash-Heavy Investors
- Paramount launched a hostile $30-per-share bid for Warner Bros. Discovery valued at $108.4 billion including debt.
- Middle East funds pledging equity agreed to forego governance rights, which boosted investor sentiment for Paramount shares.
Home Depot Is Guarded On Housing Recovery
- Home Depot issued cautious preliminary guidance citing a challenging U.S. housing market heading into next year.
- The company still outlined a recovery scenario with up to 5% sales growth if the housing market rebounds.