JPMorgan eyes $20B acquisition as Zscaler plummets 30% on in-line guidance.
Tesla-SpaceX merger chatter, Robinhood unleashes AI trading agents, PSKY’s $110B WBD bid.
NVDA $500B Taiwan, BA 737 production lift, AMZN AWS margins, MRVL preview.
#JPMorgan #Zscaler #Robinhood #Nvidia #SpaceX #Boeing #ParamountSkydance #StockMarketLive
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Chapters:
0:00:00 – Stream Open
0:15:53 – GE Aerospace Guides To High End: Spare Parts Demand Accelerates (GE)
0:31:44 – Dimon Talks Crypto: JPMorgan On The Hunt For A $20B Deal (JPM)
0:43:30 – Tesla Sliding On The Daytrade (TSLA)
0:52:25 – Nvidia Chip Comparison: Same Story Playing Out (NVDA)
1:15:07 – Trade Desk Pulse: Holding The Initial Position Off The Lows
1:30:22 – Amazon Pops On Semi-Analysis AWS Margin Call (AMZN)
1:34:44 – Xiaomi SU7 Aside: China EV Reality Check
1:56:58 – Pakistan Negotiation Test Hits The Tape
2:10:57 – Tesla-SpaceX Merger Chatter: Suppliers Treat Musk System As One Customer (TSLA)
2:21:35 – Robinhood Hands The Keys To AI Trading Agents (HOOD)
2:25:10 – Paramount Skydance Eyes $110B WBD Bid (PSKY, WBD)
2:28:11 – Zscaler Beats But Guides In Line: Acceleration Reset (ZS)
2:34:08 – Boeing Lifts 737 Production From 42 To 47 Jets, Eyes 63 (BA)
2:43:40 – Amazon Pours £15B Into Britain, On Pace For £40B By 2027 (AMZN)
2:49:10 – Nvidia’s $500B Taiwan Supplier Bet: Jensen Doubles Down On TSMC (NVDA)
2:56:48 – Marvell Earnings Preview: Street Wants $0.75 And $2.40B (MRVL)
3:00:08 – Closing Thoughts: Mariano Rivera And The Catastrophe Watch
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