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Orsted’s Crash, Netflix’s Crown, and Meta’s $10B Cloud Bet
Money Masters' Market Kickoff Week 35
Dear Money Master,
Orsted shares tumbled 🌬️ after U.S. regulators halted work on its nearly complete offshore wind farm, casting doubt on a multibillion-dollar capital raise. Netflix, meanwhile, scored its first-ever box office crown 🎬 with KPop Demon Hunters, cementing its crossover success beyond streaming. Big Tech also made waves as Meta struck a $10B cloud deal with Google to power its AI ambitions, while cybersecurity firm Netskope filed to go public in a hot IPO market.
On the macro front, Spain continues to outpace its eurozone peers with resilient growth, and the White House signaled that more government equity stakes — like the recent Intel deal — could be coming. Earnings brought more positive surprises, with TJX and Lowe’s topping estimates and raising guidance, while Waymo secured approval to test autonomous rides on New York City streets🚕.
📰 Your Daily Financial Digest - August 25th, 2025
🌍 Economics & Finance:
White House Signals More Equity Stakes in Firms Ahead 🏛️
Economic adviser Kevin Hassett said the U.S. may continue taking ownership stakes in companies, following its Intel investment. The approach reflects Washington’s push to secure critical tech and supply chains. Read More
Spain Leads Eurozone Growth with 2.5% GDP Forecast 💶
Tourism, immigration, and EU funds are powering Spain’s economy, helping it outperform Germany and France. Q2 GDP rose 0.7%, cementing its role as the bloc’s growth outlier. Read More
Singapore Inflation Slows to 0.6%, Lowest Since 2021 📉
Cooling energy and retail prices dragged inflation below forecasts, raising odds of more monetary easing. Core inflation dipped to 0.5%, the weakest in over three years. Read More
💻 Technology:
Orsted Shares Crash 17% After U.S. Halts Offshore Wind Project 🌬️
The U.S. ordered Orsted to stop work on its nearly finished Rhode Island wind farm, endangering billions in investment and its planned €8B rights issue. Read More
Netflix Scores First No. 1 Box Office with ‘KPop Demon Hunters’ 🎬
The animated hit grossed $16–18M in a limited theatrical run, topping Hollywood charts. It marks Netflix’s first-ever box office crown, underlining its shift beyond streaming. Read More
Google Lands $10B Cloud Deal with Meta ☁️
Meta will spend over $10B on Google Cloud over six years, mainly to power AI infrastructure. The deal boosts Google’s position against AWS and Azure, while highlighting Meta’s escalating AI costs. Read More
Netskope Files for IPO Amid Cybersecurity Boom 🔐
The cloud security firm will list on Nasdaq under “NTSK,” reporting 33% ARR growth to $707M. Losses narrowed to $170M as IPO activity in AI and cybersecurity heats up. Read More
Waymo Gets NYC Green Light for Autonomous Ride Testing 🚕
Alphabet’s AV unit received its first New York City permit, allowing up to eight vehicles to test in Manhattan and Brooklyn. The move expands Waymo’s U.S. footprint into the Northeast. Read More
💹Earnings:
Keurig Dr Pepper Buys JDE Peet’s in $18.4B Coffee Deal ☕
The takeover offers a 33% premium to shareholders and could deliver $400M in synergies. The move sets up a future split of its coffee and beverage divisions into separate public companies. Read More
TJX Beats Earnings, Lifts Guidance on Strong Sales 🛍️
The parent of T.J. Maxx and Marshalls posted EPS of $1.10 vs. $1.01 expected, with revenue hitting $14.4B. Strong customer demand allowed it to raise full-year forecasts despite tariff pressures. Read More
Lowe’s Tops Q2 Estimates, Expands Pro Market with $8.8B Deal 🏠
Earnings came in at $4.33 per share, above expectations, while sales hit $23.96B. Lowe’s is acquiring Foundation Building Materials to grow its professional customer base amid weak DIY demand. Read More
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To your financial empowerment, The Money Masters Team
P.S. Stay connected! Don't forget to follow us on social media! 📱🌐
DISCLAIMER: This information is for educational purposes only and does not constitute financial advice. The publisher does not accept any responsibility for any losses incurred as a result of actions taken based on the information provided. Always conduct your own research or consult with a financial advisor before making any investment decisions.