Kimberly-Clark’s $48B Mega Merger, OpenAI’s Cloud Shift, and EV Sales Collapse

Money Masters' Market Movers 45

November 05, 2025

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Dear Money Master,

This week, markets were shaken by $86 billion in mega deals. Kimberly-Clark’s $48.7 billion takeover of Kenvue aims to reshape the consumer staples world, uniting Huggies, Kleenex, and Band-Aid under one roof. Meanwhile, OpenAI cut a $38 billion cloud deal with Amazon, signaling a shift away from Microsoft’s shadow and igniting new AI cloud wars.

In Asia, Starbucks sold control of its China operations to Boyu Capital in a $4 billion joint venture, as global giants rethink strategies amid slowing demand.

Back in the U.S., EV sales crashed after federal tax credits expired, Ford, Toyota, and Hyundai all reported steep drops. And in corporate drama, Norway’s $2 trillion sovereign fund rebelled against Elon Musk’s trillion-dollar pay deal, calling it excessive and risky.

On the earnings front, Palantir, Ferrari, and Pfizer beat expectations, while Saudi Aramco’s steady profits underscored resilience despite falling oil prices. 🪙💼

📰 Your Daily Financial Digest - November 5th, 2025

🌍 Economics & Finance:

  1. Kimberly-Clark to Acquire Kenvue in $48.7 Billion Deal 🧴
    The merger combines brands like Huggies, Kleenex, and Tylenol, creating a global consumer-staples powerhouse with ten billion-dollar brands. Kenvue shares jumped while Kimberly-Clark dropped. The deal is set to close in 2026. Read More

  2. Adani Enterprises to Raise $2.8 Billion in Comeback Rights Issue 💰
    The conglomerate aims to rebuild investor trust after the 2023 Hindenburg controversy. Funds will support infrastructure and green energy expansion as Adani repositions itself for growth. Read More

  3. Norway’s $2T Sovereign Fund Rejects Elon Musk’s Trillion-Dollar Pay Package 🚫
    The world’s largest wealth fund voted against Musk’s massive Tesla compensation plan, citing dilution and governance concerns. The rejection adds pressure before the upcoming shareholder vote. Read More

💻 Technology:

  1. OpenAI Signs $38B Cloud Deal with Amazon AWS ☁️
    The AI giant will run workloads on AWS using hundreds of thousands of Nvidia GPUs, marking its first major move away from Microsoft Azure. Read More

  2. Starbucks Partners with Boyu Capital in $4B China Joint Venture ☕
    Boyu will hold a 60% stake, while Starbucks retains brand control and licensing rights. The move values Starbucks’ China operations at $13B, signaling a new phase for its Asian growth. Read More

  3. U.S. EV Sales Plummet as Federal Tax Credits Expire ⚡
    Ford, Hyundai, Kia, and Toyota reported steep October declines, Ford’s EV sales fell 25%, while Toyota sold just 18 all-electric cars. The end of $7,500 incentives has hit demand hard. Read More

💹Earnings:

  1. Palantir Beats Q3 Estimates with Strong AI Demand 🤖
    Earnings of $0.21 per share and $1.18B in revenue topped forecasts, with guidance above expectations. Read More

  2. Saudi Aramco Profit Edges Higher Amid Weak Oil Prices 🛢️
    Q3 net income rose 0.9% to $27.98B, beating expectations. The slight rebound comes despite a 16% YTD drop in crude prices. Read More

  3. Ferrari Posts 7% Revenue Jump, Boosts Outlook 🏎️
    Q3 revenue reached €1.77B, exceeding estimates. CEO Benedetto Vigna reaffirmed Ferrari’s long-term growth roadmap through 2030. Read More

  4. Pfizer Tops Q3 Earnings, Raises Full-Year Profit Guidance 💊
    Cost cuts and solid performance offset weaker sales, pushing EPS to $3–$3.15. A one-time $1.35B licensing charge hit quarterly profit, but the outlook remains strong. Read More

Shoppers are adding to cart for the holidays

Over the next year, Roku predicts that 100% of the streaming audience will see ads. For growth marketers in 2026, CTV will remain an important “safe space” as AI creates widespread disruption in the search and social channels. Plus, easier access to self-serve CTV ad buying tools and targeting options will lead to a surge in locally-targeted streaming campaigns.

Read our guide to find out why growth marketers should make sure CTV is part of their 2026 media mix.

To your financial empowerment, The Money Masters Team

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