iShares US Consumer Discretionary ETF

Mirabaud Asset Management Ltd reduces Amazon holding

Sound View Wealth Advisors Increases Amazon Stock Holdings

Carroll Investors Inc Significantly Reduces Holdings in Walmart

Allium Financial Advisors LLC reduces Tesla holdings by 51.1%

Tesla begins selling 低价版 Model 3 in Europe

Report shows Tesla's November sales in Japan surged by approximately 70% year-over-year

Amazon Pays 180 Million Euros to Settle Italian Tax and Labor Probes

Research report shows Tesla's deliveries in non-China markets decreased year-over-year in the first ten months of 2025

Tesla Extends China's Model Y Delivery Wait Time to February 2026

Netflix in Exclusive Talks to Acquire Warner Bros. Discovery's Film and Streaming Business

Tesla faces federal probe over door handle safety issue and must respond by December 10

Mixed closing for the Magnificent Seven, Amazon stock falls over 1%

Ark Invest Sells Tesla and Meta Platforms Inc. Stocks

FactSet Announces Collaboration with Amazon to Provide Market Intelligence for Amazon Quick Research

US stocks closed on December 4th, Tesla's stock price rose by more than 1%

Zootopia 2 Continues to Dominate Box Office for 10 Consecutive Days, Grossing Over 3.22 Billion Yuan

Reports indicate Amazon's influence in the US shipping market continues to expand

Amazon Unveils AI Chip to Challenge Nvidia and Google

Tesla's China sales rebounded in November, with a nearly 10% year-over-year increase

Amazon shares fall 1.4%, dragging on broader US stock market performance

SEVEN HILLS RLTY TR COM USD0.001 (S/R 04/12/2025)

SMX Security Matters

Polyrizon

Picard Medical

Synchronoss Tech

PharmaCyte Biotech

Q/C Tech

Rich Sparkle

Tradr 2X Long ASTS Daily ETF

Able View Global

PhonePe, backed by Walmart, is shutting down its Pincode e-commerce app to focus on B2B services for offline merchants. The app, launched in April 2023, struggled in India's crowded market. PhonePe aims to enhance operational efficiency for small retailers and is preparing for a public listing in India. The shift aligns with PhonePe's strategy to grow beyond its payments app dominance.

- PhonePe has decided to shut down its Pincode e-commerce app to refocus on B2B services for offline merchants.  
- The company aims to enhance operational efficiency and visibility for small retailers, having previously launched Pincode in April 2023 to compete in the online retail market.  
- This strategic shift comes as PhonePe prepares for a public listing in mid-2026, following its spin-off from Flipkart.

TechCrunch

Walmart

Walmart-backed PhonePe winds down its Pincode app in yet another e-commerce step back

NFLX

British American Tobacco sold over half its stake in ITC Hotels for 38 billion rupees. Netflix is in talks to buy Warner Bros Discovery’s studios and streaming assets for $28 per share. Paribu acquired a majority stake in CoinMENA, valuing it at up to $240 million.

- British American Tobacco has sold over half its stake in ITC Hotels for approximately 38 billion rupees ($424.70 million).  
- Netflix is in exclusive negotiations to purchase Warner Bros Discovery’s film and television studios, offering $28 per share.  
- Turkish digital asset platform Paribu has acquired a majority stake in CoinMENA, valuing the company at up to $240 million.  

Reuters

British American Tobacco

Netflix

Warner Bros. Discovery

Deals of the day-Mergers and acquisitions

America’s biggest retailer is growing quickly in e-commerce, and it might advance more as it moves to Nasdaq.

Should Walmart really be trading like a tech company?

U.S. equity futures are rising as traders anticipate key inflation data and consumer sentiment reports. Additionally, Netflix is reportedly in exclusive talks to acquire significant assets from Warner Bros Discovery, potentially reshaping the media landscape.

- U.S. equity futures are rising as traders prepare for a delayed inflation report and a new consumer sentiment gauge.  
- Netflix is in exclusive talks to acquire significant assets from Warner Bros Discovery, which may significantly impact the media landscape.  
- These developments are being closely monitored by market participants for their potential economic implications.  

Dow Jones, S&P, Nasdaq, Wall Street futures, markets firm ahead of key US data; reports point to Netflix–Warner Bros talks

AMZN

AMZU

Mirabaud Asset Management Ltd reduced its stake in Amazon.com by 16.9% in Q2, now holding 54,418 shares worth $12,152,000. Despite this, Amazon remains its 5th largest position. Other investors slightly increased their holdings. Insiders sold 82,234 shares worth $19,076,767. Analysts maintain a 'Moderate Buy' rating with a $296.11 average price target. Amazon's stock opened at $229.11, with a 52-week range of $161.38 to $233.00.

- Mirabaud Asset Management Ltd reduced its stake in Amazon.com, Inc. by 16.9%, owning 54,418 shares valued at $12,152,000 after selling 11,088 shares in Q2.  
- Other investors, including Barlow Wealth Partners and Ridgecrest Wealth Partners, also adjusted their positions in Amazon, with institutional investors holding 72.20% of the stock.  
- Amazon reported a strong quarterly performance with $1.95 EPS, exceeding estimates, and analysts maintain a "Moderate Buy" rating with an average price target of $296.11.

Market Beat

Amazon

Direxion Daily AMZN Bull 2X Shares

Mirabaud Asset Management Ltd Lowers Stock Holdings in Amazon.com, Inc. $AMZN

Sound View Wealth Advisors Group LLC increased its holdings in Amazon.com by 2.8% in Q2, owning 89,856 shares worth $19.7M. Other firms like Kingstone Capital and Goldman Sachs also adjusted their positions. Analysts have given Amazon a "Moderate Buy" rating with a consensus target price of $296.11. Amazon's Q3 earnings exceeded expectations with $1.95 EPS and $180.17B revenue.

- Sound View Wealth Advisors Group LLC increased its Amazon.com holdings by 2.8% in Q2, owning 89,856 shares valued at $19.7 million.  
- Other hedge funds also adjusted their positions, with Kingstone Capital Partners raising its stake by over 542,000%, now holding 132.6 million shares worth $29.1 billion.  
- Amazon reported Q3 earnings of $1.95 per share, exceeding estimates, with revenue of $180.17 billion, reflecting a 13.4% year-over-year increase.

Amazon.com, Inc. $AMZN Shares Purchased by Sound View Wealth Advisors Group LLC

COST

Asahi Group Holdings (TSE:2502) postponed its FY2025 financial results release due to a cyberattack disrupting systems and audits. This incident raises concerns about operational resilience and cybersecurity, impacting investor confidence in risk management. The delay may affect the company's investment narrative, focusing on internal controls and capital return timetables. Despite the setback, Asahi's shares might still be overvalued, with varying fair value estimates from investors. The situation highlights the importance of cybersecurity in assessing consumer staples companies' risk profiles.

Simplywall

Target

Costco Wholesale

Kroger

Should Asahi’s Cyberattack‑Driven FY2025 Earnings Delay Require Action From Asahi Group Holdings (TSE:2502) Investors?

Carroll Investors Inc reduced its stake in Walmart Inc. by 85.9% in Q2, owning 2,654 shares worth $258,000. Other investors like Kingstone Capital and Norges Bank increased their positions significantly. Insider sales included SVP David Chojnowski and EVP John D. Rainey. Analysts have given Walmart a "Moderate Buy" rating with a consensus price target of $119.00. Walmart's stock opened at $114.85 with a market cap of $915.68 billion.

- Carroll Investors Inc reduced its Walmart Inc. holdings by 85.9% in Q2, owning 2,654 shares valued at $258,000.  
- Other investors, including Kingstone Capital Partners and Norges Bank, significantly increased their stakes, with Kingstone's ownership rising by 397,264.9%.  
- Walmart's recent earnings report showed a revenue increase of 5.8% year-over-year, with analysts predicting an EPS of 2.55 for the current year.

Carroll Investors Inc Cuts Stock Holdings in Walmart Inc. $WMT

Amazon's Italian Unit Pays $209 Million Compensation to End Probe Into Tax, Labor Practices

marketscreener

Amazon's Italian Unit Pays $209 Million Compensation to End Probe Into Tax, Labor Practices

Netflix has won the bidding war to acquire Warner Bros.' studio and streaming business, including HBO Max and rights to brands like Harry Potter and DC Comics, for $30 a share. The deal, which includes a $5 billion break-up fee, must clear regulatory hurdles. Netflix's bid surpassed those from Comcast, Paramount, Amazon, and Apple. This acquisition marks a significant shift for Netflix, as it will now manage one of Hollywood's largest and oldest studios, including its theatrical business.

- Netflix has won the bidding war to acquire Warner Bros.' studio and streaming business, moving into exclusive deal negotiations.  
- The proposed deal includes a $5 billion break-up fee if regulators block the acquisition, with Netflix offering $30 per share for assets like HBO Max and the rights to major franchises.  
- The acquisition faces regulatory scrutiny, particularly from the Department of Justice, and would require Netflix to adapt to managing a significant traditional studio.

The Verge

Netflix wins the bidding war for Warner Bros.

Warner Bros. Discovery has entered exclusive negotiations with Netflix to sell its film studio and HBO Max streaming service, with Warner Bros.' iconic content providing a strong programming resource for Netflix. Netflix's offer of $30 per share implies an equity valuation of Warner's assets of up to $75 billion, and the combined user base of approximately 450 million will raise significant antitrust concerns

- Warner Bros. Discovery is in exclusive negotiations with Netflix to sell its film studio and HBO Max streaming service, potentially transforming the entertainment industry.  
- Netflix has proposed a $5 billion breakup fee if regulators do not approve the deal, with a bid of $28 per share, surpassing competitors like Paramount Skydance.  
- The acquisition could raise significant antitrust concerns, as it would combine Netflix's user base with Warner Bros.' assets, including popular content like HBO shows.