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Business Strategy News 28 November 2025 - 10 December 2025

Home Depot Stock Today: 2026 Outlook, Housing Warning and New Creator Strategy (Dec. 10, 2025)

Home Depot Stock Today: 2026 Outlook, Housing Warning and New Creator Strategy (Dec. 10, 2025)

The Home Depot, Inc. (NYSE: HD) is back in focus on December 10, 2025, as Wall Street digests a conservative 2026 forecast, a clear warning about the housing market, and a fresh push into creator-led marketing. Around midday on Wednesday, Home Depot stock is trading near $346 per share, up slightly on the session but still roughly 9% lower year to date and about 19% below its 52‑week high of $428.Investing.com+1 With a market cap of about $345 billion, a trailing P/E of ~23.6, and a 2.66% dividend yield, HD remains a premium-priced blue chip under real macro pressure.StockAnalysis+1 At
CVS Health (CVS) Stock Soars in 2025 on New Guidance, AI Push and Clinic Reset – Is the Turnaround Finally Real?

CVS Health (CVS) Stock Soars in 2025 on New Guidance, AI Push and Clinic Reset – Is the Turnaround Finally Real?

New York / Hartford – December 10, 2025 – CVS Health Corporation (NYSE: CVS) is back in Wall Street’s good graces. After a bruising 2024, the stock has staged a powerful rebound in 2025 as management raised its 2025–2026 profit outlook, unveiled an AI‑native engagement platform, and tightened its primary‑care strategy. Shares were trading around $78 per share in midday trading on December 10, up roughly 2% on the day and around 75–80% year to date, far outpacing most large-cap healthcare peers. Reuters+2MarketWatch+2 With a market capitalization close to $100 billion, CVS has reasserted itself as one of the largest
Playboy, Inc. (PLBY) Stock in 2025: First Profit, Licensing Pivot and High‑Risk Upside – What Investors Need to Know Now

Playboy, Inc. (PLBY) Stock in 2025: First Profit, Licensing Pivot and High‑Risk Upside – What Investors Need to Know Now

Date: December 9, 2025 Playboy, Inc. (NASDAQ: PLBY) has quietly turned into one of the more polarizing small‑cap stories on the market. The iconic brand has posted its first quarterly profit since going public, pushed through a radical shift to an “asset‑light” licensing model, won an $81 million arbitration award, and staged a sharp year‑to‑date rally in its share price. At the same time, it still carries heavy leverage, negative free cash flow and a balance sheet that screens as distressed on several metrics.StockInvest+1 As of the latest close, PLBY trades around $2.47 per share, valuing the company at roughly
IBM’s $11 Billion Confluent Acquisition: How Real‑Time Data Supercharges Its AI and Cloud Strategy

IBM’s $11 Billion Confluent Acquisition: How Real‑Time Data Supercharges Its AI and Cloud Strategy

IBM has agreed to acquire data‑streaming specialist Confluent in an all‑cash deal valued at $11 billion, in what is shaping up to be one of the defining AI and cloud infrastructure deals of 2025. The transaction, announced on December 8, 2025, will see IBM pay $31 per share for all outstanding Confluent stock, implying an enterprise value of around $11 billion and marking its largest software acquisition since Red Hat in 2019. IBM Newsroom+1 The move is central to IBM’s pitch that the next phase of enterprise AI will be won not just with large models, but with the plumbing
Jardine Matheson Holdings 2025 Outlook: New CEO, $250m Buyback and Mandarin Oriental Deal Signal a New Era

Jardine Matheson Holdings 2025 Outlook: New CEO, $250m Buyback and Mandarin Oriental Deal Signal a New Era

Jardine Matheson Holdings Limited (Jardine Matheson, SGX:J36; LSE:JAR; OTC:JMHLY) is closing out 2025 in full restructuring mode. A US$4.2 billion bid to take Mandarin Oriental private, a US$250 million share buyback and a leadership change that brings in a private‑equity veteran as CEO are together reshaping how investors view the 193‑year‑old Asian conglomerate. Reuters+2The Business Times+2 On 8 December 2025, Mandarin Oriental International shareholders gather in Bermuda for a court meeting and special general meeting to vote on Jardine Matheson’s scheme of arrangement to acquire the 11.96% of the luxury hotel group it does not already own. The vote, alongside
OpenAI in ‘Code Red’: GPT‑5.2, a $4.6 Billion Australia Bet and an Ads Backlash – Inside a Pivotal 72 Hours (5–7 December 2025)

OpenAI in ‘Code Red’: GPT‑5.2, a $4.6 Billion Australia Bet and an Ads Backlash – Inside a Pivotal 72 Hours (5–7 December 2025)

Over just three days, OpenAI has hurtled through a series of crises and high‑stakes bets: a “code red” scramble to catch Google’s Gemini 3, an accelerated new model called GPT‑5.2, angry users accusing ChatGPT of sneaking in ads, a multi‑billion‑dollar AI campus in Australia, and mounting questions on Wall Street about whether the numbers behind the AI boom actually add up. Here’s what changed for the ChatGPT maker between 5 and 7 December 2025 – and what it signals about the future of OpenAI. 1. ‘Code Red’ and GPT‑5.2: OpenAI Rushes a Response to Google’s Gemini 3 On 5 December, The
Spanish Broadcasting System Q3 2025 Earnings: Profit Doubles as Puerto Rico TV Sale and Cost Cuts Offset 13% Revenue Drop

Spanish Broadcasting System Q3 2025 Earnings: Profit Doubles as Puerto Rico TV Sale and Cost Cuts Offset 13% Revenue Drop

Spanish Broadcasting System (SBS) has turned a tough advertising market into a profitable quarter, using expense cuts, a TV asset sale in Puerto Rico and rapid digital growth to more than double its third‑quarter net income year over year—even as revenue fell double digits. Spanish Broadcasting System+1 Industry trades and the company’s own earnings package, released December 3 and followed by coverage this week from Radio Ink, Radio & Television Business Report (RBR+TVBR) and Radio Online, frame the quarter as a story of aggressive cost discipline and a pivot toward streaming and live events rather than a simple revenue decline.
Accenture (ACN) Stock on December 4, 2025: AI Restructuring, OpenAI Deal and 2026 Forecasts Explained

Accenture (ACN) Stock on December 4, 2025: AI Restructuring, OpenAI Deal and 2026 Forecasts Explained

New York, December 4, 2025 — Accenture plc (NYSE: ACN) is deep into a self‑described “reinvention” built around artificial intelligence at the same time its stock is still well below last year’s peak. On Thursday, Accenture shares were trading around $271.47, giving the company a market capitalization of roughly $168.5 billion, with a trailing P/E ratio of about 22.3 and a dividend yield near 2.4%.Google The stock sits roughly 30%+ below its 52‑week high of $398.35, despite a double‑digit rebound off its lows, reflecting a market that likes the AI story but still worries about growth and restructuring noise.Google+1 Below
EQB to Acquire PC Financial from Loblaw in $800 Million Deal, Creating a New Loyalty-Linked Banking Powerhouse

EQB to Acquire PC Financial from Loblaw in $800 Million Deal, Creating a New Loyalty-Linked Banking Powerhouse

On December 3, 2025, EQB Inc., the parent of digital lender EQ Bank, unveiled a transformative agreement to acquire PC Financial from Loblaw Companies Limited in a deal valued at approximately C$800 million. The transaction will bolt together one of Canada’s fastest‑growing challenger banks with one of its most powerful retail loyalty engines, PC Optimum, in a direct challenge to the dominance of the Big Six banks. Newswire+1 If approved, the transaction will create one of Canada’s largest loyalty‑linked banking ecosystems, serving nearly 3.5 million banking customers and tapping into more than 17 million active PC Optimum members. Newswire+1 Deal
Smiths Group Plc (LON: SMIN) Stock on 3 December 2025: £2bn Smiths Detection Sale, Buybacks and 2026 Outlook

Smiths Group Plc (LON: SMIN) Stock on 3 December 2025: £2bn Smiths Detection Sale, Buybacks and 2026 Outlook

Smiths Group Plc stock is firmly in the spotlight on 3 December 2025 after the FTSE 100 engineer agreed to sell its airport‑security and screening division, Smiths Detection, to CVC Capital Partners in a £2 billion deal – a move that accelerates its transition into a focused industrial engineering group and reshapes the investment story around the shares.Smiths+1 Smiths Group share price today: strong run into the deal In early London trading on 3 December 2025, Smiths Group shares changed hands around 2,474p, up about 1.8% on the day, with a one‑year gain of roughly 38%.FT Markets Over the last 12
Oracle in 2025: AI Cloud Mega‑Deals, New Co‑CEOs and a High‑Stakes Transformation

Oracle in 2025: AI Cloud Mega‑Deals, New Co‑CEOs and a High‑Stakes Transformation

Updated November 28, 2025 Oracle is racing to reinvent itself as an AI infrastructure giant, signing massive cloud deals with OpenAI and Meta, unveiling new AI databases and superclusters, and restructuring its workforce—all while facing mounting debt and fresh security and legal risks. Oracle’s reinvention: from database giant to AI infrastructure heavyweight Oracle Corporation, long known as the company behind the relational database, is in the middle of its most aggressive transformation in decades. In 2025 the company has: The result is a company trying to vault from “traditional enterprise software vendor” into the front rank of AI infrastructure builders—alongside
Unilever PLC Stock on 28 November 2025: JPMorgan Ups Target as Magnum Spin-Off and New Bonds Take Center Stage

Unilever PLC Stock on 28 November 2025: JPMorgan Ups Target as Magnum Spin-Off and New Bonds Take Center Stage

Unilever PLC (LON: ULVR; NYSE: UL) heads into the final weeks of 2025 with its investment story dominated by three themes: a looming Magnum Ice Cream Company spin‑off, fresh euro‑denominated bond issues, and a flurry of bullish analyst calls that clash with more sceptical voices. As of the latest close, Unilever’s London‑listed shares are trading at around 4,520p, barely changed over the past few sessions, while the New York–listed ADR (ticker UL) finished Wednesday, 26 November, at $60.20, down just 0.05% on the day. Yahoo Finance+1 Today, 28 November 2025, the spotlight is squarely on new broker commentary and debt‑market
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Stock Market Today

Rio Tinto stock jumps as Glencore mega-merger is shelved; what to watch next week

Rio Tinto stock jumps as Glencore mega-merger is shelved; what to watch next week

7 February 2026
Rio Tinto’s U.S. shares closed up 2.5% at $93.37 Friday after the company ruled out a merger with Glencore, triggering a six-month “no-bid” lockout under UK takeover rules. Both companies cited disagreements over valuation. Attention now turns to Rio’s Feb. 19 results and iron ore prices, which fell below $100 a tonne amid weak Chinese demand.
iFAST share price drops 3% as markets shut; earnings next week in focus

iFAST share price drops 3% as markets shut; earnings next week in focus

7 February 2026
iFAST shares fell 3.2% to S$9.64 in heavy trading Friday, closing near the day’s low as investors awaited FY2025 results due Feb. 12. The stock is about 13% below its 52-week high. iFAST recently agreed to buy a 30% stake in Financial Alliance for S$19.6 million, pending regulatory approval. Assets under administration stood at S$30.62 billion as of Sept. 30.
Sembcorp Industries share price: what to watch after Friday dip as Feb 25 results near

Sembcorp Industries share price: what to watch after Friday dip as Feb 25 results near

7 February 2026
Sembcorp shares closed at S$6.05 on Friday, down 0.33%, as Singapore’s STI dropped 0.8%. Shareholders approved the A$6.5 billion Alinta Energy takeover on Jan 30, but the deal still faces regulatory and closing conditions. Sembcorp will release FY2025 results on Feb 25 before market open. Trading volume reached about 4.3 million shares.
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