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ImageReddit’s bet on RedditorsReddit is the latest company set to test the uncertain I.P.O. market, after the unprofitable social media company built around an avid community of newshounds, cryptocurrency devotees and reality TV fans filed to go public. The company is seeking a valuation of at least $5 billion and DealBook sifted through its prospectus to figure out its pitch to investors. demand that’s fueling a global stock market rally. But whether that’s enough to push Reddit to become profitable is a big question hanging over the listing.
Persons: Reddit, Google that’s Organizations: Google Locations: newshounds, A.I
supercycleFor now, Nvidia is living up to the lofty title that Goldman Sachs bestowed on it this week — “the most important stock on planet Earth” — after its blowout earnings report. Markets are looking up today, as are investors’ and governments’ hopes for the artificial intelligence boom, as strong demand for the chipmaker’s products suggest that there’s more room for the trend to run. Nvidia is up 13 percent in premarket trading after results that surpassed high analyst expectations (and spurred a torrent of exuberant memes). Jensen Huang, the company’s C.E.O., said that Nvidia was seeing a “tipping point” in demand for A.I.
Persons: Goldman Sachs, , Jensen Huang Organizations: Nvidia
The Chips Riding on Nvidia
  + stars: | 2024-02-21 | by ( Andrew Ross Sorkin | Ravi Mattu | Bernhard Warner | ) www.nytimes.com   time to read: +1 min
Investors brace for “fireworks”The stock price of the chip giant Nvidia has marched steadily higher over the past year and a half, propelled by investors’ hopes that artificial intelligence is truly transformative technology — and by their hope that the company’s high-end semiconductors will continue to power that technology. But in recent days, the company became the third most valuable listed company in the U.S., only to slump back to fifth. Its shares will face another big test on Wednesday, when Nvidia announces its latest quarterly earnings, with billions in investor capital on the line. After seeing the stock more than double since May on the back of huge demand for Nvidia’s chips, investors are wondering if it’s close to peaking. Opinion on Wall Street appears divided: Bloomberg reports that options traders have piled into both put options, whose value rises as a stock’s price falls, and call options.
Persons: , Brace, ” Jim Reid Organizations: Nvidia, Bloomberg, Deutsche Bank Locations: U.S
Challenges, and opportunities, for a financial megadealCapital One’s $35.3 billion takeover to buy Discover Financial Services will create a colossus in the fast-growing credit card industry and a more powerful force in the payment networks that underpin the consumer economy. That will almost surely invite tough scrutiny from a Washington that is increasingly skeptical of big financial mergers. But continuing scrutiny of the two biggest payment networks in the U.S., Visa and Mastercard, may complicate the regulatory math. The deal: Capital One agreed to pay 1.0192 of its shares for each share of Discover, a roughly 26 percent premium to Friday’s trading prices. If completed, the transaction would become a giant among credit card lenders, with Bloomberg estimating that the combined company would outstrip JPMorgan Chase and Citigroup in U.S. card loan volume.
Organizations: Discover Financial, Visa, Mastercard, Capital, Bloomberg, JPMorgan Chase, Citigroup, U.S Locations: Washington, U.S
Wall Street’s Climate Retreat
  + stars: | 2024-02-16 | by ( Andrew Ross Sorkin | Ravi Mattu | Bernhard Warner | ) www.nytimes.com   time to read: +1 min
But few foresaw JPMorgan Chase and State Street quitting Climate Action 100+, a global investment coalition that has been pushing companies to decarbonize. All told, the moves amount to a nearly $14 trillion exit from an organization meant to marshal Wall Street’s clout to expand the climate agenda. Representative Jim Jordan, the Ohio Republican who compared the coalition to a “cartel” forcing businesses to cut emissions, called for more financial companies to follow suit. JPMorgan said it had built an in-house sustainable investment team to focus on green issues. And BlackRock will maintain some ties to the coalition: It has transferred its membership to an international entity.
Persons: Wall, Jim Jordan, Brad Lander, they’re Organizations: JPMorgan Chase, State, Ohio Republican, JPMorgan Locations: BlackRock, Brad Lander , New York
Elon Musk continues his flight from “the First State”Another Elon Musk-led company has moved its home base from Delaware as the tech billionaire continues to criticize the state after a judge there voided his nearly $56 billion payday at Tesla. Moving the incorporation of SpaceX, Musk’s privately held rocket giant, to Texas will help bolster the Lone Star State’s standing with business. Musk is making good on his threat to pull out of the state. It comes shortly after he relocated the incorporation of Neuralink, his brain implant company, to Nevada. Musk endorsed that view, writing that having a Delaware incorporation is a “guarantee of spurious litigation.”
Persons: Elon Musk, Elon, Musk’s, Tesla, Organizations: Tesla, SpaceX, Lone Star Locations: Delaware, Texas, Neuralink, Nevada, America
Dunkin' ad: Worth the price tag?
  + stars: | 2024-02-15 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDunkin' ad: Worth the price tag? CNBC's Andrew Ross Sorkin, Becky Quick and Joe Kernen discuss the Super Bowl commercial from Dunkin', and whether it was worth the price tag.
Persons: Dunkin, Andrew Ross Sorkin, Becky Quick, Joe Kernen Organizations: Dunkin
“No landing”Markets are still on edge after Tuesday’s hot inflation report, as Wall Street suddenly and sharply discounted the odds of imminent interest rate cuts. It has also poured cold water on the belief among many investors that the U.S. economy will achieve a “soft landing.”Why so gloomy? The Consumer Price Index report, which came in above economists’ forecasts, is a stark reminder of the challenges that the Fed faces in bringing down inflation to its 2 percent target. Even after excluding volatile energy and food prices, inflation is holding roughly steady and is well above where the central bank feels comfortable. Shelter costs, including rents, also rose above expectations, and “supercore inflation,” a measure the Fed closely follows that includes common “services” expenditures — like haircuts and lawyer fees — rose 4.3 year-on-year, its highest level since May, according to Deutsche Bank data.
Organizations: Deutsche Bank Locations: U.S
A Crucial Inflation Report Card
  + stars: | 2024-02-13 | by ( Andrew Ross Sorkin | Ravi Mattu | Bernhard Warner | ) www.nytimes.com   time to read: +1 min
Inflation back in the spotlightAn S&P 500 on a five-week winning streak. And growing consumer and business optimism. Cooling inflation, which would stoke investor hopes that the Fed would soon lower borrowing costs. The prospects of that economic ideal will be tested on Tuesday with the release of fresh Consumer Price Index data. reading of 2.9 percent for January on an annualized basis, its smallest gain since April 2021.
Persons: it’s Organizations: Fed Locations: U.S
How Big Was the Big Game?
  + stars: | 2024-02-12 | by ( Andrew Ross Sorkin | Ravi Mattu | Bernhard Warner | ) www.nytimes.com   time to read: +1 min
scores bigIn many ways, the N.F.L. couldn’t have asked for a better outcome for the Super Bowl. The game was a place to see and be seen. Yes, Swift arrived in time from Japan to cheer on her boyfriend, the Chiefs star Travis Kelce. And A-list celebrities like Jay-Z, Beyoncé and LeBron James were spotted at Allegiant Stadium in Las Vegas.
Persons: couldn’t, Usher, Taylor Swift, Swift, Travis Kelce, Jay, LeBron James, Elon Musk —, Tim Cook, Jack Dorsey Organizations: Super, Kansas City Chiefs, Chiefs, Elon, Apple, Twitter Locations: Japan, Las Vegas
Grading Biden’s Signature Law
  + stars: | 2024-02-09 | by ( Andrew Ross Sorkin | Ravi Mattu | Bernhard Warner | ) www.nytimes.com   time to read: +1 min
In the past 24 hours, President Biden has taken questions (and heat) on his age, memory and mental fitness. Big questions still hang over the law, which many Americans appear not to know exists. And can the law survive a potential Trump second term? One reason: There’s huge demand for the credits and subsidies created by the law for building solar, hydrogen and nuclear energy projects, as well as discounts for buying electric vehicles. (An analysis by Goldman Sachs last fall showed that the law led to about $282 billion in investment and roughly 175,000 jobs in its first year.)
Persons: Biden, Goldman Sachs Organizations: Trump, Congressional, Office
Shares in Disney are up more than 7 percent in premarket trading on Thursday, after the entertainment giant released blockbuster quarterly earnings and made a string of headline-grabbing announcements. (Taylor Swift! In short, the House of Mouse bolstered its case against the activist investor Nelson Peltz, who is seeking two board seats. The question is whether that will be enough to definitively fend off the financier. The company also broke with precedent by giving profit guidance, forecasting that its full-year per-share earnings would increase at least 20 percent compared with 2023.
Persons: Taylor Swift, Nelson Peltz, Disney Organizations: Disney
Nelson Peltz, founding partner and CEO of Trian Fund Management, speaks with CNBC's Andrew Ross Sorkin on July 17, 2013 in New York. Are you not entertained, Nelson Peltz? Both Disney's higher profits, and string of content and partnership announcements, appeared to form a direct rebuttal to Peltz's concerns about the company. It was hard to keep up with Disney's announcements this quarter:ESPN finally set a launch date for its direct-to-consumer service: August or fall of 2025. It's only logical that the mountain of announcements came this quarter, given activist pressure from Trian and Blackwells Capital.
Persons: Nelson Peltz, CNBC's Andrew Ross Sorkin, Peltz, Jay Rasulo, Michael Froman, Maria Elena Lagomasino, Bob Iger, CNBC's Julia Boorstin, Iger, Boorstin, Taylor, Trian, Disney Organizations: Trian Fund Management, Disney, CNBC, ESPN, Epic Games, Warner Bros . Discovery, Fox, Blackwells, Disney Board Locations: New York, Trian
WeWork’s founder is trying to buy itAdam Neumann shot to fame by turning WeWork into a cultural and business phenomenon, before being ousted from the work space operator in dramatic fashion. But for the past several months, he has been trying to buy the now-bankrupt business — with the help of the hedge fund mogul Dan Loeb, DealBook is the first to report. Neumann’s new real estate company Flow Global is pushing WeWork to consider its takeover approach, according to a letter his lawyers sent to WeWork’s advisers on Monday. Flow which has already raised $350 million from the venture capital firm Andreessen Horowitz, disclosed in the letter that Loeb’s Third Point would help finance a transaction. Flow has sought to buy WeWork or its assets, as well as provide bankruptcy financing to keep it afloat.
Persons: Adam Neumann, Dan Loeb, DealBook, Andreessen Horowitz Organizations: Flow
Official figures show that growth is solid, jobs are plentiful and wages are climbing, and yet voters are mostly feeling down and giving President Biden little credit. Friday’s jobs data is adding to that split-screen view, with economists pointing out red flags in an otherwise sterling report. Employers added 353,000 jobs last month, almost double economists’ forecasts, and an additional 100,000 via revisions in previous months. Average hourly wages rose, too. For a start, wintry weather shrank the average workweek to 34.1 hours in January.
Persons: Biden, Bill Adams Organizations: Employers, Comerica Bank Locations: U.S
When the cryptocurrency exchange FTX declared bankruptcy about 15 months ago, it seemed few customers would recover much money or crypto from the platform. Well, it turns out, FTX lawyers told a bankruptcy judge this week that they expected to pay creditors in full, though they said it was not a guarantee and had not yet revealed their strategy. The surprise turn of events is raising serious questions about what happens next. Among them: What does this mean for the lawsuits FTX has filed in an attempt to claw back billions in assets that the company says it’s owed? Will the possibility that customers could be made whole be raised at Bankman-Fried’s sentencing?
Persons: FTX, John Ray III, , we’re, Sam Bankman, it’s Locations: Bankman
The big stakes of Musk’s outsize pay dealAn unusual pay package that Tesla devised in 2018 helped make Elon Musk the world’s wealthiest individual. The backstory: In 2018, Tesla set out 12 milestones tied to market capitalization, revenue and profit targets that Musk needed to reach to qualify for a stock package that is now worth over $50 billion. Experts thought it would be impossible to hit. Yet Musk — who told Andrew at the time that Tesla would hit a $1 trillion market cap within a decade — pulled it off. Shareholders sued, however, arguing that the plan was devised unfairly, with Musk essentially creating his own pay package with the help of allies on the Tesla board.
Persons: Tesla, Elon, , Andrew Organizations: Shareholders Locations: Delaware
Tech giants are set to report quarterly earnings, starting on Tuesday with Alphabet and Microsoft. Wall Street is expecting good news, including more progress on artificial intelligence. The cuts aren’t as widespread as last year, when hundreds of thousands of jobs were eliminated. About 100 companies have cut 25,000 positions this year, according to Layoffs.fyi. By comparison, more than 1,000 companies eliminated about 260,000 last year.
Organizations: Tech, Microsoft, Activision Blizzard, Google
What next for Evergrande’s creditors? A Hong Kong court on Monday ordered the liquidation of Evergrande, the heavily indebted Chinese property giant. The company’s dissolution raises questions about fairness for overseas creditors — which could have wider implications for foreign businesses operating in China. But as the economy slowed, property sales plummeted, and Chinese regulators began clamping down on excessive leverage and speculation. The judge presiding over Evergrande’s bankruptcy case has now called time after two years of talks.
Persons: Evergrande Organizations: Hong, Monday Locations: Hong Kong, Evergrande, China
Ukrainian President Volodymyr Zelenskyy speaks with CNBC's Andrew Ross Sorkin at the World Economic Forum Annual Meeting in Davos, Switzerland on Jan. 16th, 2024. The Zelenskyy family income fell almost threefold between 2021 and 2022, according to the declaration on the presidential website. In particular, in 2021, the process of registering 22 trademarks, which began long before his election as President of Ukraine, was completed," the president's first-ever public declaration of income said. In 2022, the Zelenskyy family income fell to 3.7 million hryvnias due to the "temporary termination of lease agreements on the territory of Ukraine as a result of the beginning of Russia's full-scale aggression." The family's cash balance at the end of 2022 dropped by almost 1.8 million hryvnias, the declaration said, while its asset, real estate and vehicle ownership was unchanged over the two years.
Persons: Volodymyr Zelenskyy, CNBC's Andrew Ross Sorkin, Zelenskyy Organizations: EU Locations: Davos, Switzerland, Ukraine, Russia
The Russian Defense Ministry said Wednesday that missiles fired from across the border brought down the transport plane that it said was taking the POWs back to Ukraine. Local authorities in Belgorod, which borders Ukraine, said the crash killed all 74 people onboard, including six crew members and three Russian servicemen. Kyiv has neither confirmed nor denied that its forces downed a Russian military transport plane that day, and Russia's claim that the crash killed Ukrainian POWs could not be independently verified. An International Committee of the Red Cross spokesperson in Ukraine urged Russia on Friday night to return the bodies of any POWs who might have died in the plane crash. While Ukraine and Russia regularly exchange the bodies of dead soldiers, each trade has required considerable preparation, Vlasenko said.
Persons: Volodymyr Zelenskyy, CNBC's Andrew Ross Sorkin, Moscow, Kyrylo, Budanov, Mykola Oleshchuk, Oleksandr Vlasenko, Vlasenko, Vladimir Putin, Putin Organizations: Russian, Wednesday, Ukraine's, Staff, Kyiv, Russian Defense Ministry, Local, Social, International Committee, Red Cross, U.S, Free, Radio Liberty, Red Cross Media Locations: Davos, Switzerland, Ukraine, Russia, Ukrainian, Russia's Belgorod, Belgorod, Russian, Kyiv, Moscow, Free Europe, thoughtlessness, St . Petersburg
The F.T.C. Takes on A.I. Deals
  + stars: | 2024-01-26 | by ( Andrew Ross Sorkin | Ravi Mattu | Bernhard Warner | ) www.nytimes.com   time to read: +1 min
deals in the cross hairsTech giants like Microsoft, Amazon and Google have sought an edge in the artificial intelligence race by investing in innovative start-ups like OpenAI and Anthropic. But that strategy is drawing more attention, as the F.T.C. joins international counterparts in scrutinizing those deals. It’s the latest effort by the agency to check the power of Big Tech, but raises questions about whether it also will impede the ability of start-ups to raise needed cash. The big question: Do these deals hinder competition?
Persons: Sam Altman, OpenAI’s Organizations: Tech, Microsoft, Google, Big Tech
download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read previewFormer Disney CFO Gary Wilson has slammed Bob Iger's approach to succession planning. This story is available exclusively to Business Insider subscribers. Iger's return has been marred by multiple setbacks, with Disney struggling to land hits at the box office last year. Representatives for Iger did not immediately respond to a request for comment from Business Insider sent outside regular business hours.
Persons: , Gary Wilson, Bob Iger's, Iger, Wilson, Bob Chapek, Jay Rasulo, Tom Staggs, Chapek, Iger's, Disney's, Andrew Ross Sorkin Organizations: Service, Disney, Business, Wall Street, Marvel, Marvel Studios, The New York Times, Business Insider
Tesla Tumbles as Growth Slows
  + stars: | 2024-01-25 | by ( Andrew Ross Sorkin | Ravi Mattu | Bernhard Warner | ) www.nytimes.com   time to read: +1 min
Tesla plungesElon Musk and Tesla shareholders are at a crossroads. Shares are down roughly 8 percent on Thursday in premarket trading after Wednesday’s lackluster year-end results. He asked investors to look beyond 2024, predicting a “major growth wave” fueled by a low-cost Tesla model that will be built partly in Austin, Texas, and Mexico. The latest stock fall comes after Tesla reported that fourth-quarter profit nearly doubled to $7.9 billion — largely thanks to a one-time tax break. The company also declined to give detailed full-year guidance, but said it expected sales growth to be “notably slower.”
Persons: Tesla, Elon Organizations: Tesla Locations: North America, Europe, China, Austin , Texas, Mexico
Trump marches onAs widely expected, Donald Trump handily won the New Hampshire Republican primary, defeating Nikki Haley by double digits. That has left anti-Trump donors and the broader business community glimpsing an increasingly likely future: The former president will become the Republican nominee, and stands a good shot of winning in November. Haley said she would fight on, arguing last night that “this race is far from over.” But the former South Carolina governor will head to her home state — she’s skipping the Nevada caucuses on Feb. 8 — badly trailing Trump in polls there, with many of her Palmetto State colleagues having endorsed her opponent. A growing number of Republicans are now suggesting that she should drop out: Senator John Cornyn of Texas, a senior G.O.P. lawmaker, said that his party needed “to unite around a single candidate.”
Persons: Trump, Donald Trump, Nikki Haley, Haley, John Cornyn of, Organizations: New Hampshire Republican, Trump, Republican, South, Palmetto State Locations: South Carolina, Nevada, John Cornyn of Texas
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