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AI’s Rally vs. AI’s Reality: Nvidia Moves Markets, the Public Hits Pause

The AI boom is reshaping global markets, with stocks like Nvidia causing volatility while investors bet on both AI and rate cuts. Public sentiment, however, is uneasy—most people fear AI's effects on jobs and privacy, fueling calls for regulation. This gap between market optimism and societal concern shapes policy and future market trends.
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Doug Manchester’s Six‑Day, $28 Million Villa Nafissa Deal, Explained

Villa Nafissa, a standout 39-acre estate in Rancho Santa Fe, sold for $28 million in one of San Diego’s priciest, fastest ultra-luxury home deals. Driven by a high-profile buyer’s decisiveness, the transaction closed in just six days—an exceptional pace for such marquee assets.
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Compass’s Quiet‑to‑Loud Listing Playbook, Explained

Compass is rolling out a three-phase listing strategy for home sales, starting with private exposure, then a Compass-exclusive spotlight, and finally a public launch. This approach aims to give sellers flexibility, agents more control, and challenge Zillow’s dominance, but it also raises concerns over transparency and fairness in real estate sales.
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Canada’s Inflation Slows to 2.2% in October: Gasoline and Groceries Lead the Cooldown

Canada's inflation cooled to 2.2% year-over-year in October 2025, mainly due to lower gasoline and food prices, while shelter and core inflation remained elevated near 3%. The Bank of Canada is expected to hold policy steady as markets welcomed the cooling data, but persistent service inflation may complicate the path to the 2% target.
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The Quiet $20 Billion Bet: Wall Street Veterans, Washington, and Argentina’s Pre‑Election Calm

This article examines how a $20 billion U.S.-backed currency swap, crafted by Wall Street veterans and U.S. Treasury officials, temporarily stabilized Argentina's volatile peso ahead of key elections. It analyzes the mechanics, signaling, and political implications of the intervention, emphasizing that credibility and rapid response mattered most for market confidence.
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Healthcare Briefing: White House Cost Push, J&J’s $3.05B Halda Buy, Inflation-Hedge ETFs, and Trial Disruptions

This roundup covers major healthcare sector moves: the White House plans new cost-cutting measures, Johnson & Johnson acquires Halda Therapeutics for $3.05B, Milliman files for healthcare inflation ETFs, NIH grant cuts disrupt hundreds of trials, Novo Holdings trims its ConvaTec stake, and Siemens Healthineers reviews its Diagnostics unit.
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The SEC Just Paused Most 14a‑8 No‑Action Letters. Here’s the twist.

The SEC is scaling back its responses to shareholder proposal exclusion requests for the 2025–2026 proxy season, citing resource constraints. Staff will only weigh in on state-law grounds and will no longer evaluate most other requests, shifting responsibility to companies and courts and potentially raising the stakes for both issuers and activists.
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PhysicsWallah lists at a 33% premium; valuation briefly tops $5.1 billion

PhysicsWallah's IPO marks the first Indian edtech listing since sector turbulence, debuting with a 33%–31% premium and robust institutional interest but muted retail demand. As the company sets a $5.1 billion intraday valuation, its success will depend on operational delivery and market confidence beyond the opening surge.
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New World Development’s Bond Exchange Sets Up US$1.3 Billion Debt Cut

New World Development launches a major debt exchange to reduce $1.3 billion in obligations amid Hong Kong's tough property market. The deal, targeting perpetual securities and senior notes, offers substantial haircuts and aims for immediate deleveraging and improved liquidity while extending new bond incentives.
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Big Tech’s AI Debt Sparks CDS Demand; Saba Steps In

As Big Tech ramps up debt to fund AI investments, lenders are increasingly using credit default swaps (CDS) to hedge against credit risk. Demand for protection has pushed CDS prices for companies like Oracle and Alphabet to two-year highs, signaling heightened caution as AI capex intensifies.
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UK Budget 2025 inflation impact: OBR points to modest 2026 disinflation as taxes rise
The UK Budget 2025 inflation impact is projected to modestly reduce inflation in 2026, with the OBR estimating a 0.3 percentage point drop in CPI, though inflation remains above target until 2027. Temporary policy measures, such as energy bill support and fuel duty cuts, drive the short-term effect, while the tax burden rises to historic highs by 2030–31.
Burt Meyer dies at 99: Toy design pioneer behind Lite-Brite and Rock ‘Em Sock ‘Em Robots
Burt Meyer dies at 99 is confirmed by multiple sources, including his son and major news outlets. This obituary highlights Meyer’s legacy as the creator of iconic toys like Lite-Brite and Rock 'Em Sock 'Em Robots, his career milestones, and his influence on generations of play and design.
Oil prices recover Nov 26 from one-month lows: rate bets steady Brent, WTI
Oil prices recover Nov 26 after falling to one-month lows, with Brent and WTI edging higher as traders weigh rate-cut expectations against ongoing geopolitical and supply risks. The article analyzes the factors behind the modest rebound, including Ukraine peace talks, U.S. inventory data, and medium-term oversupply forecasts.

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