Sondre Flateraaker @Flaten: "Today’s Market News – December..."

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Today’s Market News – December 5, 2025 Asian markets traded mixed, with Japan lagging as 10-year JGB yields climbed to their highest level since 2007, pressuring the Nikkei. South Korea outperformed on strong tech momentum after Samsung unveiled its Galaxy Z TriFold device, while China saw renewed interest in domestic semiconductors as GPU-maker Moore Threads surged over 500% on its Shanghai debut. A Reuters survey showed economists unanimously expect the RBA to hold rates unchanged through all of 2026. Taiwan and Japan issued a rare joint warning over China’s naval activity, citing more than 100 Chinese vessels operating across regional waters. Europe opened firmer with autos and industrials leading on upgraded growth forecasts. In the U.S., futures ticked higher as markets leaned into an expected Fed cut next week, while Congress prepared tighter AI-chip restrictions under the SAFE CHIPS Act and approved the rollback of drilling limits in Alaska. Defense & Energy $PSN.US (Parsons Corporation) – Selected for the $3.5B CTRIC IV threat-reduction contract, reinforcing leadership in national security programs. $LDOS (Leidos Holdings Inc) – Continues partnership with Hawai‘i’s regulators to support energy resiliency and decarbonization. $EQNR (Equinor ASA-ADR) – Announces two new Sleipner-area discoveries totaling 30–110M barrels recoverable. $NFE (New Fortress Energy Inc.) – Receives final approval for Puerto Rico’s seven-year gas-supply agreement. Technology $BIDU (Baidu, Inc.-ADR) – Kunlunxin prepares Hong Kong IPO following a funding round valuing it at ¥21B. $NET (Cloudflare) – Resolves overnight outages across major platforms and financial services. $NFLX (Netflix, Inc.) – Will acquire Warner Bros Discovery’s studios and streaming assets in an $82.7B deal. $PLTR (Palantir Technologies Inc.) – Expands its Northslope partnership, naming it the first “Palantir Vanguard: Elite” member. $CRM (Salesforce Inc) – AstraZeneca adopts Agentforce Life Sciences for global customer engagement. $SNAP (Snapchat Inc) / $RBLX (Roblox Corp.) – Blocked by Russian regulator Roskomnadzor. OPENAI – Signs MOU for a A$7B AI supercluster campus in Sydney with NextDC. Healthcare $BMY (Bristol-Myers Squibb Co) – FDA approves Breyanzi for relapsed/refractory marginal zone lymphoma. $VNDA (Vanda Pharmaceuticals Inc) – FDA lifts partial clinical hold on tradipitant protocol. Financials $MKTX (Marketaxess Holdings Inc) – November credit volumes up 17.6% YoY. $WBS (Webster Financial Corporation) – HSA Bank acquires Secure Inc. to expand emergency-savings offerings. Consumer $XHR (Xenia Hotels & Resorts Inc) – QTD RevPAR +5.6%, Total RevPAR +8.1%, limited shutdown impact. $TSLA (Tesla Motors, Inc.) – Launches lower-priced Model 3 Standard in Europe at €37,970. Industrials $ITT (ITT Inc) – Acquires SPX FLOW for $4.775B in cash and equity. $KNF (Knife River Corp) – Wins $112M Texas “Big 6” highway paving project. $PAC (Grupo Aeroportuario del Pacífico SAB de CV) – November domestic passenger traffic +3.5% YoY. $LUV (Southwest Airlines Co) – Cuts FY25 EBIT outlook to $500M, citing IT outages and higher fuel costs. Insider Activity Buys: SGI, GRND, WMG, TH, GLP Sells: Broad selling across MO, MTSI, WDAY, DDOG, FIGR, ACMR, MOD, NVDA and others. Upgrades & Downgrades Upgrades: ALB, CMC, HUM, U, CRPAY, MP, RBRK, CIEN Initiations: FHTX, INSM, UAL, PAY Downgrades: BP Notables Moore Threads rallies 500% on Shanghai IPO. RBA seen holding rates unchanged through 2026. China deploys over 100 naval vessels across regional waters. NATO integrates Nordic nations under JFC Norfolk. SAFE CHIPS Act aims to harden AI-chip export controls. Fed cut odds for December near 87%. Full breakdown available down below! www.patreon.com/posts/todays-market-5-145135082?utm_medium=clipboard_copy&utm_source=copyLink&utm_campaign=postshare_creator&utm_content=join_link

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