ASML HOLDING

TAIWAN SEMICONDUCTOR MANUFACTURING CO

NVIDIA

INTEL

ASML crosses $500B market cap, joining LVMH and Novo Nordisk as only European companies to reach the milestone. TSMC's $56B capex drives the surge.

ASML Joins $500 Billion Club as Third European Company Ever

Talen Energy

Vistra

Constellation Energy

NRG ENERGY

Talen Energy pays $3.45B for 2.6 GW of gas plants, betting on data center power demand. Deal implies 6.6x EBITDA with 15%+ annual FCF accretion.

Talen Energy Bets $3.45 Billion on AI Power Demand With PJM Gas Plant Acquisition

ELI LILLY &

NOVO NORDISK A S

Sanofi

Disc Medicine

FDA extends Eli Lilly's orforglipron review to April 10, wiping $35B from market cap as Novo Nordisk's oral Wegovy gains three-month head start.

Lilly Stock Drops 4% as FDA Delays Obesity Pill, Handing Novo Crucial Head Start

ADVANCED MICRO DEVICES

APPLIED MATERIALS INC /DE

LAM RESEARCH

$500B US-Taiwan chip deal caps tariffs at 15%, triggers massive semiconductor reshoring. TSMC to build 'giant industrial parks' in Arizona.

US and Taiwan Seal Historic $500 Billion Chip Deal to Reshape Global Semiconductor Map

DEVON ENERGY CORP/DE

Coterra Energy

EXXON MOBIL

CHEVRON

CONOCOPHILLIPS

Diamondback Energy

Devon Energy and Coterra Energy in early merger talks that would create a $44B shale giant. All-stock deal would reshape Permian landscape.

Devon and Coterra Explore $44 Billion Shale Mega-Merger

TAPESTRY

Capri Holdings

Richemont posts record €6.4B Q3 sales as Cartier jewellery surges 14%. China turns positive for second straight quarter. What it means for luxury investors.

Cartier Powers Richemont to Record €6.4B Quarter as China Finally Turns

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