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Sep 17, 2025 • 4min

Nvidia China Ban; New Fortress Soars; Workday Upgrade

Nvidia faces setbacks as China's internet regulator halts orders for its RTX Pro 6000D, sparking market concern. Meanwhile, New Fortress Energy is on the rise, buoyed by a lucrative $4 billion liquefied natural gas deal with Puerto Rico. Workday enjoys a boost following analyst upgrades and a comprehensive review of its strategic improvements. The podcast delves into how these developments reflect the ever-shifting landscape of stock market dynamics.
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Sep 17, 2025 • 5min

Nvidia China Ban; Baidu Jumps; Eli Lilly Lower

Nvidia faces a stock price drop after China orders a halt to its RTX Pro 6000D chip sales. Meanwhile, optimism surges for Baidu as its stock jumps 40% thanks to potential in AI chips, surpassing the struggles of its online ads. In the pharmaceutical sector, Eli Lilly's shares fall amid Novo Nordisk's strategy to personalize obesity treatment, affecting market dynamics. The contrasting fortunes of these companies reflect the shifting landscape in tech and healthcare.
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Sep 17, 2025 • 4min

Novo Nordisk Rises, Centrica Gains, Inditex Up

The podcast dives into exciting stock movements, starting with Novo Nordisk, which received a buy upgrade, becoming the top pick in the obesity sector. Centrica also gets a boost with an overweight rating, indicating strong potential from upcoming projects. Meanwhile, Inditex stands out as UBS raises its rating to buy, thanks to a strong start to the autumn-winter fashion season. These strategic upgrades suggest promising growth trajectories for these companies in a competitive market.
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Sep 16, 2025 • 6min

Hershey Rises, Hims & Hers Drops, Warner Bros. Discovery Falls

Hershey's stock surged after analyst upgrades highlighted improving market trends and strong pricing power, paving the way for potential growth. Hims & Hers faced a setback as the FDA issued a warning over misleading health claims, causing shares to drop. Meanwhile, Warner Bros. Discovery plummeted following a downgrade amid shaky merger rumors with Paramount, raising concerns about media consolidation and regulatory scrutiny. The episode digs into the complexities of stock market fluctuations and investment strategies.
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8 snips
Sep 16, 2025 • 7min

Closing Bell: Oracle Pops on TikTok News, Ralph Lauren Falls, The New York Times Stock Down

Oracle's stock soared as news broke of a potential acquisition of TikTok's US operations, with high-profile investors backing the move for a safer social media platform. Meanwhile, Ralph Lauren's shares tumbled as the company projected stagnant revenue growth. The New York Times faced stock declines, grappling with significant legal challenges. The episode also delves into interest rate predictions and their implications for investments, along with fluctuating stocks in the tech and pharma sectors, including Moderna and Tesla.
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Sep 16, 2025 • 3min

Oracle Climbs, United Airlines Down

Oracle's shares are on the rise thanks to promising developments in TikTok negotiations, which could reshape its U.S. operations. The potential collaboration with a consortium of investors shines a light on the delicate U.S.-China tech relationship. Meanwhile, United Airlines faces a downturn, but its CEO suggests that increasing travel demand points to an economic rebound. The airline industry serves as a real-time barometer for national economic health, giving investors a glimmer of hope amidst challenges.
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Sep 16, 2025 • 3min

Oracle Soars, Hershey Feeling Sweet, Warner Bros Discovery surges

Oracle is making moves with a potential TikTok cloud deal, expected to finalize soon. Meanwhile, Hershey has been upgraded to a 'Buy' by Goldman Sachs, promising exciting growth due to strong market trends. On the flip side, Warner Bros Discovery has seen its stock downgraded, raising concerns for investors. The episode also discusses broader investment opportunities and the importance of staying updated on market shifts. Tune in for insights that could affect your portfolio!
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Sep 16, 2025 • 3min

President Trump Sues NYT, Oracle Climbs, Webtoon Partners with Disney

President Trump is taking The New York Times to court with a hefty defamation lawsuit, claiming they've been unfairly critical. Meanwhile, Oracle's stock is on the rise as they might play a key role in TikTok's continued operation in the U.S. In a surprising move, Webtoon partners with Disney to create a digital comics platform, boosting their shares significantly. The podcast also delves into broader financial trends, focusing on strategic partnerships and the influence of AI innovations in the investment sector.
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Sep 16, 2025 • 5min

Tesla Investigation; Oracle Higher on TikTok Talks; Webtoon-Disney

The podcast dives into Tesla's ongoing investigation by US regulators over faulty door handles that may trap children inside. It also discusses Oracle's stock boost thanks to reports of potential involvement in a US-TikTok deal amid vital trade talks. Meanwhile, Dave & Buster's faces a drop in shares after disappointing earnings, contrasting with Webtoon Entertainment’s stock surge after Disney's investment and strategic partnership to launch a new digital platform for comics.
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Sep 16, 2025 • 4min

Oracle Higher on TikTok Talks; Hershey Double Upgrade; Webtoon-Disney

Oracle's stock surged amid speculation it could play a role in a U.S. TikTok deal, as high-level talks between U.S. and Chinese officials gain attention. Hershey's stock is rising thanks to a Goldman Sachs upgrade, highlighting its strong pricing power and market trends. In contrast, Dave & Buster's is struggling after reporting disappointing earnings that led to lowered analyst forecasts. Meanwhile, Webtoon saw a significant jump in stock value following news of its partnership with Disney to launch a new digital platform for its comics.

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