January 5, 2026 10:07 am
Key Moments BlueScope said it received an indicative takeover proposal at A$30.00 per share from a consortium of SGH Limited and Steel Dynamics. Under the plan, SGH would first acquire all BlueScope shares. Then, BlueScope’s North American businesses would be sold to Steel Dynamics. The board is reviewing the offer, which follows three earlier attempts […]
Read moreJanuary 5, 2026 7:32 am
Key Moments Major U.S. stock index futures posted only small moves. Meanwhile, markets reacted to a U.S. military operation in Venezuela and the capture of President Nicolas Maduro. At the same time, energy markets and broader risk assets came under scrutiny. The U.S. signaled a “safe and orderly transition” in Venezuela. However, officials downplayed the […]
Read moreDecember 30, 2025 3:14 pm
Key Moments Warner Bros Discovery is likely to reject Paramount Skydance’s revised $108.4 billion hostile takeover bid, CNBC reports. Larry Ellison reportedly provided a $40.4 billion personal guarantee to backstop equity financing for the Paramount offer. Paramount kept its all-cash offer at $30 per share while increasing the regulatory reverse termination fee and extending the […]
Read moreDecember 30, 2025 2:59 pm
Key Moments Molina Healthcare shares rose more than 3% at Tuesday’s open after Michael Burry highlighted the stock on his Substack. Burry argued Molina is set to remain profitable in Medicaid in 2026 while many competitors could face losses. After a decline of more than 43% this year, Burry said the stock looks inexpensive and […]
Read moreDecember 30, 2025 12:42 pm
Key Moments Baird reiterates Tesla, Inc. (NASDAQ:TSLA) at Outperform and aims to “own TSLA into the new year” as a core portfolio position. The firm maintains a $548 price target on TSLA, grounded on approximately 70x its 2030 EBITDA estimate discounted back to year-end 2026. Baird’s updated model removes prior Model 2 delivery expectations and […]
Read moreDecember 30, 2025 10:13 am
Key Moments Mizuho called Samsung its most attractive long idea for next year, suggesting the stock “could be a total home run.” Additionally, the firm highlighted a potential shift in AI hardware toward LPUs and broader use of GDDR, LPDDR, and SRAM, which could expand the AI memory market. Furthermore, Mizuho cited Samsung’s leadership in […]
Read moreDecember 30, 2025 9:17 am
Key Moments Meta announced plans to acquire Manus, a Chinese-founded AI startup valued at $2 billion to $3 billion, according to a source. Earlier this year, Manus launched what it described as the world’s first general AI agent, claiming it outperforms OpenAI’s DeepResearch. Meta plans to integrate Manus’s technology into Meta AI and other consumer […]
Read moreDecember 30, 2025 8:56 am
Key Moments Meta announced plans to acquire Manus, a Chinese-founded AI startup valued at $2 billion to $3 billion, according to a source. Earlier this year, Manus launched what it described as the world’s first general AI agent, claiming it outperforms OpenAI’s DeepResearch. Meta plans to integrate Manus’s technology into Meta AI and other consumer […]
Read moreDecember 30, 2025 7:55 am
Key Moments The U.S. government has issued annual licenses for Samsung Electronics (KS:005930) and SK Hynix (KS:000660) to ship U.S.-made chipmaking tools to their China plants in 2026, according to Reuters. A new U.S. export control regime will require yearly reviews of semiconductor equipment exports to China, replacing broader, longer-term waivers. SK Hynix shares gained […]
Read moreDecember 30, 2025 7:37 am
Key Moments Nvidia (NASDAQ:NVDA) is up 40% year-to-date as of 29 December, outperforming the S&P 500’s 17.8% gain. The average 12-month analyst price target of $261 implies a £5,000 investment could rise to about £6,850, assuming stable exchange rates. Nvidia enters 2026 with a $500bn order backlog for its Blackwell and upcoming Rubin systems and […]
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