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Wednesday, December 10

Noteworthy US mega-cap moves today: Microsoft Corp (MSFT) -1.6%. 

Global equity markets are trading mixed as investors await the outcome of the Federal Reserve's monetary policy meeting, where a rate cut is widely anticipated. Recent economic data, including lower-than-projected increases in the Employment Cost Index and mixed inflation figures, have contributed to cautious sentiment regarding future monetary policy.

The U.S. Bureau of Labor Statistics released several key inflation metrics today, with the Consumer Price Index (CPI) rising by only 0.3% month-over-month, below expectations of a 0.4% increase. This lower-than-expected figure may signal easing inflation pressures and could influence the Fed's decision-making process regarding interest rates moving forward.

In Europe, equity indices are generally lower as market participants react to comments from European Central Bank officials indicating a cautious approach to future monetary policy adjustments. The prevailing sentiment reflects concerns about persistent inflationary pressures and their potential impact on economic stability across the region as traders prepare for upcoming central bank announcements.

Bitcoin (BTC/USD) [-0.7%]
Bitcoin (BTC/USD) has decreased by 0.7% since Tuesday, coinciding with expectations of a quarter-point interest rate cut from the Federal Reserve. Mixed economic signals from China reveal a 0.7% year-on-year rise in consumer inflation alongside a 2.2% drop in producer prices, contributing to potential volatility in the cryptocurrency market. On social media, Standard Chartered's revised projection for Bitcoin to reach $500,000 by 2030 and Michael Saylor's advocacy for Bitcoin banking in the Middle East have garnered attention. Notably, corporate Bitcoin holdings surged significantly this year, with American Bitcoin holdings valued at $393 million. Recent developments include PNC's launch of Bitcoin trading for private banking clients and the CFTC's approval of a pilot program for using Bitcoin as margin collateral. Ethereum (ETH/USD) has also declined slightly, reflecting broader market sentiment that may be influencing Bitcoin's current price movement.

WBD | +2.3% | +1.6B
Warner Bros Discovery Inc | Movies & Entertainment
Warner Bros Discovery Inc shares have risen significantly, closing at $28.26 on December 9, 2025. This uptick coincides with reports of Paramount CEO David Ellison meeting with Warner Bros. Discovery shareholders, where he presented a $108 billion all-cash hostile bid, seen as a more attractive alternative to Netflix's $82.7 billion cash-and-stock offer. Investors reportedly left the discussions with a favorable view of Paramount's proposal due to its simplicity and potential for quicker regulatory approval. The deadline for shareholders to respond to Paramount's offer is January 8, 2026, while Warner Bros.' board must respond by December 22, 2025. Concurrently, social media discussions highlighted that money manager Mario Gabelli is likely to tender his clients' WBD shares to Paramount Skydance, potentially igniting a bidding war for the company.

MSFT | -1.5% | -55.2B
Microsoft Corp | Systems Software
Microsoft Corp is trading down with the sector. At the same time, it has announced a substantial $17.5 billion investment in India, aimed at enhancing AI infrastructure and expanding cloud capacity over the next four years. This commitment follows an earlier pledge of $3 billion, expected to be deployed by the end of 2026. The investment aligns with broader trends as major tech firms, including Amazon, ramp up their presence in India's AI landscape. Concurrently, Microsoft is set to invest over $5.4 billion in Canada over the next two years to bolster its AI infrastructure and Azure Local cloud offering. Despite this positive news, Microsoft’s stock has dropped by 1.6% in premarket trading, reflecting overall market volatility, as the Nasdaq 100 Index has also seen a slight decline. Social media discussions highlight historical performance trends for MSFT, noting its trading history and potential for a short-term rally.

SATS | +3.7% | +983.0M
EchoStar Corp | Alternative Carriers
EchoStar Corp has received an upgrade to "Overweight" from Morgan Stanley, with the price target raised to 110 from 82. This upgrade was reported shortly before the stock experienced a notable increase in premarket trading, rising by approximately 5%. Analysts at Morgan Stanley noted that as a seller of spectrum, EchoStar's shares could be insulated from or even benefit from heightened competition among U.S. wireless carriers. Additionally, discussions on social media highlighted that the stock had risen by around 4% overnight, coinciding with news about SpaceX's plans to go public in 2026 at a valuation of 1.5 trillion, surpassing earlier estimates.

MRVL | +1.8% | +21.0B
Marvell Technology Inc | Semiconductors
Marvell Technology Inc. has launched its Golden Cable initiative, designed to accelerate the development of active electrical cable (AEC) solutions for hyperscaler AI deployments. This program provides validated designs, advanced firmware, and engineering support, facilitating faster market entry for high-performance AECs. The AEC market is expected to grow significantly, from $644 million in 2025 to $1.4 billion by 2029, driven by increasing AI infrastructure needs. Despite concerns about potential business losses from Amazon and Microsoft, CEO Matt Murphy confirmed that no business has been lost, with major customer engagements on track for substantial growth starting in 2026. Concurrently, social media discussions reflect sentiments regarding Marvell's price movement, highlighting a recent acquisition of Celestial AI as a strategic advantage in high-speed networking for AI accelerator super clusters.

CHWY | +3.2% | +494.7M
Chewy Inc | Other Specialty Retail
Chewy Inc. reported its third-quarter fiscal 2025 results, with net sales increasing by 8.3% to $3.12 billion and net income reaching $59.2 million. The company achieved an adjusted earnings per share (EPS) of $0.32, exceeding the analyst estimate of $0.13. Gross margin improved to 29.8%, reflecting a 50 basis point increase year-over-year. Adjusted EBITDA rose to $180.9 million from $138.2 million a year earlier, with the adjusted EBITDA margin expanding by 100 basis points to 5.8%. Chewy also raised its full-year revenue guidance to a range of $12.58 billion to $12.60 billion, in line with consensus estimates. Social media discussions highlighted these earnings figures, although there were reports of CHWY's stock being down over 6%. Additionally, Chewy has shown heightened sensitivity to inflation-related events in the U.S., reacting significantly to changes in economic conditions.

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