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Fed’s October Cut Sets a Cautious Path to December

The Fed cut rates by 25 basis points in October but signaled caution amid patchy economic data and internal divisions. With a government shutdown delaying key reports, policymakers remain split on further easing, making a December rate cut uncertain and highly data-dependent.
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Adobe to Buy Semrush for $1.9 Billion, Paying $12 a Share

Adobe has announced a $1.9 billion all-cash acquisition of Semrush at $12 per share, aiming to enhance its marketing cloud with Semrush’s SEO and competitive intelligence tools. The deal, approved by both boards and backed by major shareholders, highlights Adobe’s strategic focus on AI-driven brand visibility and marketing solutions.
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JPMorgan Is Writing the Biggest Checks Again. Here’s the Twist for Private Credit.

JPMorgan is dominating corporate lending by securing major deals like the $8 billion Skechers acquisition and a $17.5 billion Warner Bros. Discovery commitment. This resurgence signals banks are reclaiming market share from private credit, intensifying competition and potentially compressing pricing for top-tier borrowers.
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All Eyes on Nvidia: Options Price a $320 Billion Swing as AI Test Nears

Nvidia’s upcoming earnings report is seen as a crucial indicator for the AI-driven market rally, with investors watching for signals on AI demand, supply chain resilience, and policy risks. Options pricing suggests major volatility, making the event pivotal for both Nvidia and the broader tech sector.
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Here’s the twist: BlackRock’s bitcoin ETF just saw its biggest one‑day exit

BlackRock's iShares Bitcoin Trust (IBIT) saw a record $523 million single-day outflow on Nov. 18, marking its fifth straight day of redemptions amid a broader bitcoin price slide. With $1.26 billion in monthly outflows and a 19% quarterly drop, IBIT's size amplified market stress signals for crypto investors.
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Abu Dhabi’s Big Bitcoin ETF Bet, Then the Slide: What the Timing Shows

Abu Dhabi Investment Council tripled its stake in BlackRock’s iShares Bitcoin Trust before Bitcoin’s sharp November 2025 selloff, highlighting early institutional positioning ahead of a $1 trillion crypto market wipeout. Record ETF outflows and volatile price swings underscore the sector’s fragility despite growing sovereign interest.
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Brookfield’s $10B AI Fund Aims to Rewire the Global Compute Economy

Brookfield has launched a $10 billion global AI infrastructure fund, with Nvidia and KIA as founding investors, aiming to scale up to $100 billion in assets across energy, data centers, and compute. This initiative positions private capital at the heart of AI-era infrastructure, influencing where compute capacity and jobs will concentrate globally.
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Follow the money: General Atlantic’s $96 million bet on SmartHR — and what it signals for Japan

General Atlantic has made its first growth equity investment in Japan by acquiring a $96 million minority stake in SmartHR from Coral Capital. The deal signals GA’s entry into the Japanese market, highlights a strategic partnership for SmartHR’s expansion, and comes amid yen volatility, impacting cross-border deal dynamics.
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Target pares outlook after Q3 slump, leans on $5B store-and-digital push

Target's Q3 2025 saw a 2.7% drop in comparable sales and a 1.5% revenue decline, with profits narrowing amid cautious consumer demand. The company is investing $1 billion more in 2026 for store upgrades and digital growth, while digital sales and advertising revenue rose. Leadership changes and cost cuts aim to balance growth and efficiency.
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Easing Russia Supply Fears and US Stock Build Pressure Oil Prices

Oil prices fell as US crude and product inventories rose significantly, reinforcing oversupply concerns despite European diesel margin strength and resumed Russian port operations. Risk-off sentiment across global markets further pressured crude, with traders now focusing on upcoming official US inventory data and macro headwinds.
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OBR November 2025 headroom: UK meets fiscal rules with a wider buffer
OBR November 2025 headroom shows the UK meeting its fiscal rules with improved margins versus March, driven mainly by policy-led revenue gains such as tax threshold freezes. While the current budget surplus and debt targets for 2029–30 are forecast to be met, the OBR probability 59 percent highlights ongoing vulnerability to economic shocks.
November 2025 oil prices swing: Peace hopes collide with oversupply reality
The November 2025 oil prices swing reflects the interplay between Ukraine–Russia peace talks and a well-supplied market, with prices rebounding after initial declines as traders weighed potential sanctions relief and ongoing supply growth. JPMorgan and IEA forecasts point to continued oversupply into 2026–2027, keeping price rallies subdued.
Kohl’s to appoint Michael Bender CEO: board poised for Monday decision
Kohl’s to appoint Michael Bender CEO is expected as early as Monday, formalizing his interim leadership after a year of executive upheaval. The board’s decision, following a thorough search, highlights a preference for stability and continuity, with Bender’s extensive retail experience seen as a key asset for the company’s future direction.

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