Chips Lead Earnings, Paramount Merger Frozen, BOJ Signals Faster Hikes

4:475 chapters12 sources

0:004:47

About this episode

Semiconductors drive record 48% of S&P 500 earnings growth, Paramount-Warner Bros. merger paused by federal judge, Bank of Japan signals faster rate hikes as yen hits 40-year low

Chapters

Sources & Citations

X (@KobeissiLetter)

x.com

Semiconductor Earnings: Why 44% of S&P 500 Profit Growth Depends on Chips

cryptodaily.co.uk

Chipmakers' Volatility: S&P 500 Profit Growth, AI Demand, and Market Reassessment - CNBC TV18

www.cnbctv18.com

Chipmakers Surge Amid Earnings Season: A Look at Volatility and Profit Potential, ETTelecom

telecom.economictimes.indiatimes.com

Judge Grants Order To Pause Paramount-WBD Merger

deadline.com

Judge Temporarily Pauses Paramount-Warner Bros. Deal

www.nytimes.com

Paramount-Warner Bros. deal on hold after court ruling

www.latimes.com

Court ruling freezes Paramount-Warner Bros. merger for now

www.npr.org

BOJ Officials Open to Faster Rate Hikes as Yen Weakens and Inflation Risks Rise

www.bloomberg.com

BOJ said to be open to faster rate hike pace, Bloomberg News reports — TradingView/Reuters

www.tradingview.com

Bank of Japan raises rates to 31-year high, flags more to come

www.reuters.com

Japanese yen sinks to 40-year low, keeping intervention risks in focus