Federal Reserve rate cut

final.CNBC’s Investing Club recap notes that U.S. stocks rose on expectations of a 25‑bp Fed rate cut, with the S&P 500 above its 50‑day MA. Nvidia may sell H200 GPUs to approved Chinese buyers, potentially yielding $25‑30 bn annual revenue. Linde’s CEO bought $1 m of shares, signaling confidence. Costco lagged Walmart, trading below its 200‑day MA amid margin pressure. Cramer highlighted CVS, Toll Brothers, Marvell, Campbell Soup and PepsiCo, keeping long positions in Home Depot, Nvidia, Linde and Costco. Club alerts enforce 45‑minute and 72‑hour delays to curb front‑running.

Paramount Skydance launched a hostile $30‑per‑share all‑cash bid for Warner Bros. Discovery, outbidding Netflix’s $27.75 cash‑and‑stock offer, sending Paramount shares up 9% and WBD up 4.4%. Meanwhile, the U.S. approved Nvidia’s H200 AI chips for export to selected foreign customers with required U.S. revenue repatriation, nudging its stock higher. Major U.S. indexes fell as investors priced in a ~90% chance of a 25‑basis‑point Fed rate cut at the year‑end meeting, warning of a 2‑3% equity pullback if the cut is missed. Private‑credit markets are now mirroring high‑yield bonds, raising underwriting‑standard concerns.

Paramount Skydance launched a $30‑per‑share all‑cash hostile bid for Warner Bros. Discovery, outbidding Netflix’s $27.75 offer, sending both stocks higher. Nvidia received U.S. clearance to ship its H200 AI chips to approved Chinese customers, with part of earnings required to return to the U.S. Markets remain cautious ahead of the Fed’s likely 25‑bp rate cut; equities slipped despite tech gains. Berkshire Hathaway announced a leadership reshuffle, and Ray Dalio urged investors to bet on solid AI moats. China posted a $1‑trillion trade surplus in November.