Diverse companies like Texas Instruments, Netflix, GM, and Capital One report on their latest financial results, while the semiconductor industry faces a slower recovery, Charter announces layoffs, AWS outages cause widespread disruption, and Warner Bros. Discovery explores a potential sale.

• Texas Instruments Warns of Slower Semiconductor Industry Recovery — Wall Street Journal -
• Cable Giant Charter Lays Off 1,200 Workers — Wall Street Journal -
• ‘KPop Demon Hunters’ Helps Lift Netflix Revenue 17% — The New York Times Business -

• Netflix shares drop as Brazil tax dispute hits profits — Financial Times -
• Capital One Financial Delinquencies Fall, Helping to Lift Revenue, Profit — Wall Street Journal -
• DraftKings to Launch Prediction Markets Platform — Wall Street Journal -
• Warner Bros. Discovery Says It Is Considering a Sale — The New York Times Business -
• Mattel shares slump as sales and earnings hit by tariff timing — Financial Times -
• Amazon, Snapchat, Roblox and Venmo Are Down: A Partial List of the Sites Affected by Outages — The New York Times Business -
• Netflix Revenue and Profit Grow as Ad Business Accelerates — Wall Street Journal -
• Mattel Looks Toward Holiday Season After Order Delays Hurt Third-Quarter Sales — Wall Street Journal -
• GM Shares Surge 15% on Raised Guidance — Wall Street Journal -
• GM shares rally 15% as carmaker lifts profit guidance on lower tariff exposure — Financial Times -
• A Weather Balloon May Have Cracked a United Plane’s Windshield — The New York Times Business -
• OpenAI launches Atlas web browser — Financial Times -
• Mastercard Names Accenture Veteran as New CMO — Wall Street Journal -
• G.M. Raises Profit Forecast on Strong Demand and Lower Tariff Costs — The New York Times Business -
• Danaher Third-Quarter Earnings Rise; Pharma R&D Spend Expected to Rebound — Wall Street Journal -
• L’Oréal chief says Chinese market stabilising as beauty giant eyes more deals — Financial Times -
• L’Oreal’s Sales Growth Picked Up, Fueled by Improvement in Key Markets — Wall Street Journal -
• Adidas Lifts 2025 Views on Rising Sales, Margins — Wall Street Journal -
• Warner Bros. Discovery Explores Sale in Potential Industry Shake-Up — Wall Street Journal -
• Cracker Barrel CEO Explains Short-Lived Logo Change — Wall Street Journal -
• Tech, Media & Telecom Roundup: Market Talk — Wall Street Journal -
• Philip Morris Faces Short-Term Drag from Investments — Wall Street Journal -
• Plane Lands After Pilots Fear Someone Is Trying to Enter Cockpit — The New York Times Business -
• Warner Bros Discovery to launch strategic review after fielding takeover interest — Financial Times -
• RTX Raises Outlook On Growing Demand for Munitions and Missiles — Wall Street Journal -
• What Is AWS, the Amazon Cloud Unit Behind Monday’s Outage? — The New York Times Business -
• GE Aerospace Boosts Guidance as Air-Travel Demand Stabilizes — Wall Street Journal -
• PulteGroup Profit Falls as Housing Market Remains Stalled — Wall Street Journal -
• Halliburton Net Income Slides on Impairment Charges — Wall Street Journal -
• Coca-Cola Profit Boosted by Higher Prices — Wall Street Journal -
• Big Tech’s green pledges threatened by carbon-accounting overhaul — Financial Times -
• 3M Profit Slips as Sales Rise; Full-Year Guidance Boosted — Wall Street Journal -
• Elevance Health Quarterly Profit Climbs as Memberships Slip — Wall Street Journal -
• NBCUniversal Made a $27 Billion Bet on the NBA. Will It Pay Off? — Wall Street Journal -
• ChatGPT Should Make Retailers Nervous — Wall Street Journal -
• Data-Center Power Use to Become Major Antitrust Issue — Wall Street Journal -
• How Depop Captured the Heart of Gen Z — The New York Times Business -
• Amazon’s AWS Disruption Creates Outages for Hundreds of Websites for Hours — The New York Times Business -
• The Day Amazon Broke the Internet for Millions of Americans — Wall Street Journal -
• With SpaceX Behind Schedule, NASA Will Seek More Moon Lander Ideas — The New York Times Business -

The UK's real living wage is set to rise, the Chancellor targets tax partnerships, BoE rate cuts are eyed amid cost of living pledges, and new studies reveal tidal power would increase electricity costs, while discussions on anti-money laundering reforms and a bold plan to close the skills gap continue.

• Developing tidal power would push up UK electricity costs, study finds — Financial Times -
• UK’s ‘real living wage’ to rise almost 7% — Financial Times -
• Reeves vows to clear way for BoE rate cuts with cost of living pledge — Financial Times -

• Chancellor targets tax partnerships in crackdown on wealthy Britons — Financial Times -
• Lawyers and accountants push back against UK anti-money laundering reforms — Financial Times -
• A bold plan to close Britain’s skills gap — Financial Times -
• UK ‘probably did go too far’ with Covid rules, Boris Johnson says — Financial Times -
• UK borrowing hits five-year high — Financial Times -
• Scientists charged too much to come to work in UK, says Royal Society — Financial Times -
• Five staples fuelling UK food inflation as climate risks rise, study finds — Financial Times -

Geopolitical tensions influence EU-China trade talks and the Trump-Putin summit, US tariffs impact Korean Air profits and China's factory lines, the US offers nuclear energy companies weapons-grade plutonium, and a US-Australia deal advances critical minerals ambitions.

• JD Vance calls for ‘patience’ as Gaza ceasefire comes under strain — Financial Times -
• US offers nuclear energy companies access to weapons-grade plutonium — Financial Times -
• EU urges China to agree ‘prompt resolution’ of export curbs — Financial Times -

• Kyiv and European allies prepare Russia peace plan to keep Trump onside — Financial Times -
• Trump and Putin cancel Budapest summit over Ukraine — Financial Times -
• Military briefing: the US naval and special forces build-up off Venezuela — Financial Times -
• The hard task of exiting the populist trap — Financial Times -
• EU to water down climate rules ahead of leaders’ summit — Financial Times -
• Trump-Putin summit in Budapest unsettles Europe — Financial Times -
• Swiss Watch Exports Dragged Lower by Sharp Downturn in U.S. Exports — Wall Street Journal -
• Lockheed Martin Raises Full-Year Profit Outlook on Strong Demand — Wall Street Journal -
• Putin’s mesmeric sway on Trump — Financial Times -
• Korean Air profits plunge 70% on US tariffs and immigration fears — Financial Times -
• U.S., Australia Deal Advances Critical Minerals Ambitions, While Detail Light — Wall Street Journal -
• China Has Another Lever to Pull in Showdown With Trump: Factory Lines — The New York Times Business -
• Tariffs Are Reshaping China’s Trade. This Tanzanian Sees an Opportunity. — The New York Times Business -
• What to make of European optimism — Financial Times -
• EU weighs ban on ethanol in hand sanitiser over cancer fears — Financial Times -
• Modi risks wrath of India’s farmers with Trump trade talks — Financial Times -
• Trump signals backing for Aukus nuclear deal with Australia — Financial Times -
• BHP sees ‘resilient’ commodity demand despite slowdown in China — Financial Times -

Japan's growing interest in private equity, an India IPO boom, and **Blackstone and TPG's $18.3 billion deal to acquire Hologic** reflect a busy M&A landscape, while the US army explores private capital funding and Travis Kelce joins an activist campaign at Six Flags.

• Japan is falling in love with private equity. Can it last? — Financial Times -
• India’s IPO boom has a goldilocks feel — Financial Times -
• Travis Kelce Teams Up With Investor for Activist Campaign at Six Flags — Wall Street Journal -

• Takaichi’s election as prime minister sends Japan stocks to record high — Financial Times -
• Blackstone and TPG in $18.3bn deal to take Hologic private — Financial Times -
• Coca-Cola is ‘winning’ as activists pressure rivals, chief says — Financial Times -
• Blackstone, TPG to Buy Hologic for Up to $18.3 Billion — Wall Street Journal -
• Why the US army wants to work with private capital — Financial Times -
• Coca-Cola Continues Bottling-Network Overhaul With $2.6 Billion Africa Stake Sale — Wall Street Journal -
• CenterPoint Energy to Sell Ohio Gas Distribution Unit for $2.62 Billion — Wall Street Journal -
• FirstFT: US army in $150bn revamp talks — Financial Times -
• US army taps private equity groups to help fund $150bn revamp — Financial Times -
• African e-mobility company to raise $100mn in round led by Afreximbank — Financial Times -
• German banks push private equity funds to retail investors — Financial Times -

The economic scars of a long government shutdown loom, discussions around healthcare subsidies intensify, Trump explores new funding mechanisms during the shutdown, and a proposal to import Argentine beef stirs controversy.

• How Trump Reprogrammed Funds to Pay Some Workers During the Government Shutdown — The New York Times Business -
• How a Long Government Shutdown Could Leave Scars on the Economy — The New York Times Business -
• Health Care: the Showdown Behind the Shutdown — The New York Times Business -

• Trump Hopes Argentina Can Help Bring Down Beef Prices — The New York Times Business -

Andrew Bailey's warnings about the private credit market echo pre-2008 concerns, the Affirm CEO calls for caps on 'buy now, pay later' fees, and a global debate on financial stability unfolds amid calls for a single EU corporate code.

• Andrew Bailey warns ‘alarm bells’ ringing over private credit market — Financial Times -
• The global fight over financial stability — Financial Times -
• Affirm chief executive calls for cap on ‘buy now, pay later’ fees — Financial Times -

• Can the EU propose a single corporate code the market will actually use? — Financial Times -
• When active QT makes sense — Financial Times -
• Deutsche Bank tries to block Ardagh’s $10bn restructuring deal — Financial Times -
• Brazil’s corporate bond market rocked by credit concerns — Financial Times -