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Business Analysis News 26 December 2025 - 2 January 2026

Amazon’s 2026 FBA rule kicks in as analysts turn bullish on AWS rebound

Amazon’s 2026 FBA rule kicks in as analysts turn bullish on AWS rebound

NEW YORK, Jan 2, 2026, 07:15 ET Amazon.com (AMZN.O) has stopped offering prep and item labeling for U.S. Fulfillment by Amazon shipments as of Jan. 1, shifting tasks such as labeling and packaging back to sellers. Fulfillment by Amazon, or FBA, is the paid service where Amazon stores, packs and ships products on behalf of third-party merchants. Amazon said the change applies across its U.S. network and that shipments created before Jan. 1 can still receive prep, while later shipments that arrive without required preparation may lose eligibility for certain reimbursements. Supply Chain Dive The move viewed as significant for
2 January 2026
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Reddit stock slips late as insider sale disclosure and AI-search thesis stay in focus

Reddit stock slips late as insider sale disclosure and AI-search thesis stay in focus

NEW YORK, December 31, 2025, 3:56 PM ET — Regular session Reddit shares slipped 1.5% to $229.89 in late trade on Wednesday, extending a choppy finish to the year for U.S. growth stocks. The move matters now because trading has thinned into year-end, which can exaggerate price swings, and investors are parsing what artificial intelligence-driven search could mean for platforms that depend on attention and advertising. Reuters For Reddit, those cross-currents are landing alongside new insider-trading disclosures and fresh analyst commentary on how often the company’s content is surfaced by AI chatbots and search tools. A U.S. Securities and Exchange
31 December 2025
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AMD stock today: Shares edge higher as traders eye Lisa Su’s CES keynote

AMD stock today: Shares edge higher as traders eye Lisa Su’s CES keynote

NEW YORK, December 31, 2025, 11:58 ET — Regular session Shares of Advanced Micro Devices rose about 0.3% to $215.92 in late-morning trading on Wednesday. The stock has ranged from $213.61 to $217.54 so far in the session. The move comes with investors squaring year-end positions and looking ahead to near-term catalysts in early January, including AMD’s scheduled appearance at the CES tech show in Las Vegas. AMD AMD heads into the close of 2025 after a sharp run that has shifted attention toward what comes next in the AI chip race. MarketWatch reported the stock has gained about 78%
31 December 2025
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Meta stock today: META slips after Reuters scam-ad “playbook” report as Manus AI deal stays in focus

Meta stock today: META slips after Reuters scam-ad “playbook” report as Manus AI deal stays in focus

NEW YORK, December 31, 2025, 11:57 ET — Regular session Meta Platforms shares dipped on Wednesday after a Reuters investigation said internal documents showed the Facebook and Instagram owner developed a “global playbook” to fend off pressure to crack down on scammers and delay tougher checks on advertisers. Meta was down 0.4% at $663 by 11:57 a.m. ET, after closing at $665.95 on Tuesday. The documents said Meta estimated universal advertiser verification — an identity check before ads run — could cost about $2 billion to implement and reduce revenue by up to 4.8%, while Google has said it has
31 December 2025
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Applied Materials stock slips as China’s 50% domestic chip-tool rule puts AMAT in the spotlight

Applied Materials stock slips as China’s 50% domestic chip-tool rule puts AMAT in the spotlight

NEW YORK, December 30, 2025, 15:20 ET — Regular session Applied Materials, Inc. (AMAT.O) shares slipped on Tuesday, with investors weighing fresh signs of tougher competition in China for semiconductor equipment makers. The stock was down 1.1% at $260.27 in mid-afternoon New York trade. The stock drew attention after Reuters reported China is requiring chipmakers seeking approval to build or expand fabs to use at least 50% domestically made equipment when adding new capacity. The measure is not publicly documented and is enforced through procurement tenders, people familiar with the matter told Reuters, and authorities can relax the threshold where
30 December 2025
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Lululemon stock today: LULU climbs after founder Chip Wilson kicks off board challenge

Lululemon stock today: LULU climbs after founder Chip Wilson kicks off board challenge

NEW YORK, December 29, 2025, 20:04 ET — Market closed. Lululemon Athletica Inc (LULU) shares gained 1.7% to close at $212.54 on Monday after founder Chip Wilson moved to challenge the board, opening the door to a proxy fight over director seats. Nasdaq+1 The governance clash lands as the athletic-apparel maker searches for its next chief executive after disclosing earlier this month that CEO Calvin McDonald would step down in January without naming a successor. Activist hedge fund Elliott Management has also amassed a stake of more than $1 billion, Reuters reported. Reuters+1 A proxy fight is a campaign to
30 December 2025
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Palantir stock slips in premarket as Karp’s college alternative grabs attention

Palantir stock slips in premarket as Karp’s college alternative grabs attention

NEW YORK, December 29, 2025, 06:45 ET — Premarket Palantir Technologies shares fell $1.76, or 0.9%, to $186.95 in U.S. premarket trading on Monday. The data-analytics company ended Friday at $188.71. (StockAnalysis.com) The move matters because Palantir has been one of 2025’s biggest winners, with its share price up about 150% for the year, leaving the stock more sensitive to shifts in risk appetite in the final sessions of the year. (Investopedia) It also puts a spotlight on valuation. Palantir is trading at roughly 437 times trailing earnings — the stock price relative to the company’s past 12 months of
29 December 2025
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Warner Bros Discovery stock stuck between Netflix deal value and Paramount’s $30 bid as Jan. 21 deadline nears

Warner Bros Discovery stock stuck between Netflix deal value and Paramount’s $30 bid as Jan. 21 deadline nears

NEW YORK, December 29, 2025, 03:21 ET — Market closed Warner Bros. Discovery shares last fell 1.4% to $28.80, leaving the stock wedged between competing takeover prices as investors head into Monday’s session waiting for the next headline in the bidding fight. The gap matters because WBD’s share price has become a running read on whether investors expect a sweeter offer, or whether the company’s board will stick with the deal it has already endorsed. Warner Bros. Discovery IR+1 Paramount Skydance’s hostile bid is structured as a tender offer — a proposal to buy shares directly from shareholders — and
29 December 2025
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Coinbase stock braces for Monday after CEO flags India arrest tied to breach

Coinbase stock braces for Monday after CEO flags India arrest tied to breach

NEW YORK, December 28, 2025, 19:16 ET — Market closed Coinbase Global (COIN.O) Chief Executive Brian Armstrong said a former customer service agent had been arrested in India in connection with a security breach, keeping the U.S. crypto exchange’s shares in focus ahead of Monday’s session. Coinbase shares fell 1.2% in the previous session to $236.90. X (formerly Twitter) The arrest reopens investor attention on an incident that raised questions about insider access to customer-support tools — and the cost of cleaning up after a breach. In a May regulatory filing, Coinbase estimated expenses of about $180 million to $400
29 December 2025
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Nvidia–Groq Deal Explained: The $20B AI Inference Licensing Pact, Talent Grab, and the Antitrust “Hackquisition” Playbook

Nvidia–Groq Deal Explained: The $20B AI Inference Licensing Pact, Talent Grab, and the Antitrust “Hackquisition” Playbook

Nvidia has struck a sweeping deal with AI chip startup Groq that—depending on which headline you saw first—was either the chip giant’s biggest acquisition ever, or something much more unusual: a “non-exclusive” technology licensing agreement paired with a migration of Groq’s top leadership and engineering talent into Nvidia. That distinction isn’t just semantics. It’s the whole story. Groq says it has entered into a non-exclusive licensing agreement for its AI inference technology with Nvidia, and that Groq founder Jonathan Ross and Groq President Sunny Madra, along with additional team members, will join Nvidia as part of the arrangement—while Groq continues
26 December 2025
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Palantir Stock PLTR Drops After Christmas Reopen as Investors Weigh Navy ShipOS Deal, Lofty Valuation and Analyst Targets

Palantir Stock PLTR Drops After Christmas Reopen as Investors Weigh Navy ShipOS Deal, Lofty Valuation and Analyst Targets

NEW YORK — As of 4:32 p.m. ET on Friday, December 26, 2025, U.S. markets have wrapped the regular session, and Palantir Technologies Inc. stock is trading in post-close conditions. New York Stock Exchange Palantir shares were last seen around $188.71, down about $5.43 (‑2.79%) on the day, after swinging between roughly $188.51 and $196.18. The pullback came during a quiet, post‑Christmas session in which major U.S. indexes finished only slightly lower on thin holiday volume, snapping a short winning streak but keeping benchmarks near record territory. Reuters The market backdrop is calm, but Palantir remains volatile While Palantir slipped,
26 December 2025
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Boeing (BA) Stock Today: China Sanctions, Spirit AeroSystems Integration, and 737 MAX Production Ramp Drive the Next Move

Boeing (BA) Stock Today: China Sanctions, Spirit AeroSystems Integration, and 737 MAX Production Ramp Drive the Next Move

NEW YORK — Friday, December 26, 2025 (3:15 p.m. ET) — In a thin, post‑Christmas trading session on Wall Street, The Boeing Company (NYSE: BA) is back in the spotlight as investors weigh a fresh geopolitical headline out of Beijing, the company’s newly completed Spirit AeroSystems acquisition, and the steady (but still closely regulated) push to ramp jet production. Reuters As of 3:15 p.m. ET, Boeing shares were trading at $216.31, down $1.85 (-0.85%) on the day. The bigger market backdrop matters too. Major U.S. indexes were mixed to slightly lower in light volume after the Christmas holiday, with traders
26 December 2025
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Stock Market Today

BAT share price closes near 52-week high as buyback rolls on ahead of results week

BAT share price closes near 52-week high as buyback rolls on ahead of results week

7 February 2026
British American Tobacco shares closed up 1.2% at 4,609 pence Friday, near a 52-week high. The company disclosed further share buybacks and management share purchases ahead of its Feb. 12 full-year results. BAT bought 121,668 shares for cancellation on Feb. 5. Investors await updates on nicotine alternatives and cash returns.
Anglo American share price slips as BofA turns neutral after copper outlook cut

Anglo American share price slips as BofA turns neutral after copper outlook cut

7 February 2026
Anglo American shares closed down 0.75% at 3,435 pence Friday after BofA Global Research downgraded the miner to “neutral” and raised its price target to 3,600 pence. Anglo cut its 2026 copper production guidance and warned of continued weakness at De Beers. The company expects $200 million in charges tied to its Chile copper operations in the second half of 2025.
Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

7 February 2026
Amazon shares fell Friday after the company announced a $200 billion AI infrastructure plan for 2026, exceeding analyst expectations and reviving investor concerns about profitability. Combined 2026 capex flagged by Amazon, Alphabet, Microsoft, and Meta now tops $630 billion. Nvidia, AMD, and Broadcom shares surged on the news, while software and data firms remained under pressure.
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