EverHint Stock Market News — February 24, 2026 — Breaking Developments

Executive Summary

Markets staged a Tuesday rebound after Monday's AI-driven selloff, powered by Advanced Micro Devices' blockbuster $60 billion Meta partnership announcement—the chip giant's second mega-deal in as many weeks—and Anthropic's unveiling of 10 new AI plug-ins that eased fears about AI disrupting legacy software platforms. The relief rally lifted technology shares and helped major indices recover from tariff and AI-disruption anxieties, though underlying uncertainty persists around trade policy and the pace of AI transformation. Novo Nordisk's decision to slash U.S. list prices on blockbuster obesity drugs Ozempic and Wegovy sent rival Eli Lilly shares lower while intensifying the weight-loss pharmaceutical arms race. Notable corporate developments included Keysight Technologies surging 24% on raised guidance and strong order momentum, Medtronic's diabetes unit MiniMed filing for a $7.9 billion IPO, and Warner Bros Discovery weighing a sweetened Paramount Skydance bid in an escalating media mega-merger battle.

Sentiment Breakdown

Net Sentiment: +19% Moderately Bullish (cautious optimism as AI disruption fears ease)

Top Market-Moving Headlines (Last 24 Hours)

🟢 Technology - AMD Meta Partnership

• Headline: Advanced Micro Devices secures up to $60 billion AI chip supply agreement with Meta Platforms, marking second major hyperscaler win
• Market Impact: AMD shares surged 14% initially before settling up 9% as company lands transformational Meta deal following similar Microsoft agreement, positioning AMD as credible challenger to Nvidia's AI chip dominance; validates multi-year AI infrastructure buildout thesis and diversifies AMD revenue beyond traditional CPU/GPU markets.

🟢 Technology - Anthropic AI Tools

• Headline: Anthropic unveils 10 new business plug-ins for AI integration, easing software disruption fears and sparking relief rally in enterprise software stocks
• Market Impact: Announcement delivered critical relief to battered software sector after weeks of dystopian AI replacement narratives; partnerships with Intuit, Docusign, and Salesforce demonstrate AI augmentation rather than wholesale disruption model, validating that enterprise software platforms remain essential even as AI capabilities advance.

🟢 Technology - Keysight Surge

• Headline: Keysight Technologies shares jump 24% after company tops Q1 earnings, raises full-year guidance, and reports strong order momentum; BofA upgrades midmorning
• Market Impact: Dramatic rally validates renewed demand for electronic test equipment driven by AI infrastructure buildout, 5G expansion, and semiconductor manufacturing; guidance raise signals sustained technology capital expenditure cycle extending into 2026 despite macro uncertainties.

🔴 Pharmaceuticals - Novo Nordisk Pricing

• Headline: Novo Nordisk plans to slash U.S. list prices of blockbuster diabetes and obesity drugs Ozempic and Wegovy, escalating pharmaceutical pricing war
• Market Impact: Price cut strategy pressures rival Eli Lilly, whose shares slipped 2% on competitive threat; move reflects intensifying GLP-1 market competition as multiple players vie for massive weight-loss drug opportunity; could expand patient access while compressing margins across sector.

🟢 Technology - Software Stock Rebound

• Headline: U.S. software stocks rebound sharply as Anthropic partnerships with Intuit, Docusign, Salesforce ease AI displacement concerns
• Market Impact: Relief rally reverses recent dystopian AI narrative that spooked investors; confirms HSBC and Wedbush analyst views that AI agents will augment rather than replace enterprise software platforms; Intuit up 5%, Docusign up 5% on partnership announcements.

🟢 IPO Market - MiniMed

• Headline: Medtronic's diabetes business unit MiniMed Group files for IPO targeting $7.9 billion valuation, seeking up to $784 million in capital raise
• Market Impact: High-profile healthcare spinoff demonstrates continued IPO market appetite for quality assets despite broader market volatility; diabetes device market benefiting from obesity drug adoption requiring glucose monitoring; validates healthcare technology sector strength.

⚪ Media - Warner Bros Bid

• Headline: Warner Bros Discovery considering sweetened Paramount Skydance bid as media mega-merger bidding war escalates
• Market Impact: Complex three-way media consolidation saga intensifies with revised bids creating uncertainty about final structure and regulatory approval timeline; streaming wars driving consolidation as platforms seek scale economies and content libraries to compete with Netflix and Disney dominance.

🟢 Fintech - Stripe Valuation

• Headline: Stripe valuation jumps to $159 billion in latest employee share sale tender offer, up from prior valuations
• Market Impact: Private market pricing validates fintech giant's continued growth trajectory and positions company as one of world's most valuable private companies; rising valuation supports eventual IPO thesis and demonstrates continued investor appetite for high-quality fintech platforms despite public market volatility.

🔴 Trade Policy - FedEx Lawsuit

• Headline: FedEx sues U.S. government seeking full refund on Trump administration's emergency tariffs paid by shipping giant
• Market Impact: Unprecedented legal challenge to presidential tariff authority creates uncertainty about trade policy implementation and whether courts will constrain executive tariff powers; logistics sector faces margin pressure from tariff costs, prompting aggressive legal response; case could set precedent for corporate tariff challenges.

🟢 Technology - Thomson Reuters AI

• Headline: Thomson Reuters shares surge 12% after announcing one million professionals now use company's AI-powered tools, marking major adoption milestone
• Market Impact: Dramatic stock response validates company's AI integration strategy and demonstrates monetization of generative AI through existing enterprise relationships; legal and financial professionals rapidly adopting AI workflows, creating revenue uplift for established B2B platforms.

🟢 Aerospace - Spirit Airlines

• Headline: Spirit Airlines reaches agreement with lenders to emerge from bankruptcy, securing financing for restructuring completion
• Market Impact: Debt restructuring deal allows ultra-low-cost carrier to exit Chapter 11 protection and continue operations; avoids liquidation scenario that would remove capacity from domestic aviation market; demonstrates willingness of creditors to support airline restructurings given industry's post-pandemic recovery trajectory.

🟢 Energy Infrastructure - Google Power Deals

• Headline: Google signs 20-year power supply agreements with AES and Xcel Energy to secure electricity for expanding data center operations
• Market Impact: Long-term utility contracts highlight critical bottleneck in AI infrastructure buildout—power availability; tech giants competing for scarce electricity capacity to fuel data centers running power-hungry AI workloads; validates utilities and independent power producers as AI infrastructure beneficiaries beyond semiconductor sector.

⚪ Automotive - Ford Recall

• Headline: Ford recalls approximately 413,000 Explorer SUVs in U.S. over rear suspension issue that may cause loss of steering control
• Market Impact: Significant recall volume adds operational costs and reputational pressure to automaker already navigating EV transition challenges and margin compression; suspension defect represents safety liability requiring prompt resolution; recall costs manageable but compounds sector's quality control headwinds.

🔴 Regulatory - California Amazon

• Headline: California seeks court injunction to stop Amazon's alleged stifling of price competition through seller agreements
• Market Impact: State antitrust action intensifies regulatory pressure on e-commerce giant's marketplace practices; claims that Amazon contract provisions prevent sellers from offering lower prices elsewhere could force business model changes if court rules against company; adds to growing regulatory headwinds facing Big Tech platforms.

🟢 Aerospace - Embraer

• Headline: Brazilian planemaker Embraer announces new Praetor business jet variants; could benefit from Trump tariff pivot favoring Brazil over Canada
• Market Impact: Trump administration's consideration of tariff relief for Brazilian aerospace potentially benefits Embraer while pressuring Canada's Bombardier; regional jet manufacturer gaining market share as U.S. airlines and corporate buyers reassess supply chain amid shifting trade landscape.

Thematic Analysis

AI Infrastructure Investment Wave (8 headlines)

• Net Sentiment: Strongly Bullish
• Key Headlines:
  • AMD secures $60B Meta AI chip supply deal
  • Anthropic unveils 10 new business AI plug-ins
  • Google signs AES, Xcel 20-year power supply deals
  • OpenAI targets $665 billion infrastructure spend by 2030
  • Thomson Reuters hits 1 million AI users milestone
  • Samsung rallies toward $1 trillion valuation on AI memory boom
  • Brookfield acquires Ori Industries to expand AI chip rental business
  • Qualcomm gains after Wells Fargo sees $7B data center chip revenue potential
• Analysis: The AI infrastructure buildout accelerated dramatically with AMD's $60 billion Meta partnership—following closely on the heels of a similar Microsoft deal—cementing the chip designer's position as a credible alternative to Nvidia in hyperscale AI deployments. Meta's massive multi-year commitment validates that frontier AI model training and inference workloads require unprecedented semiconductor capacity, with hyperscalers willing to commit tens of billions to secure supply. Google's simultaneous signing of 20-year power purchase agreements with AES and Xcel Energy highlights the critical constraint emerging in AI infrastructure: electricity availability. Data centers running power-hungry AI accelerators require gigawatts of additional capacity, forcing tech giants into long-term utility partnerships to guarantee supply before building facilities. Bank of America's analysis of OpenAI's projected $665 billion spending through 2030 underscores the scale of capital deployment across the AI value chain—semiconductors, data centers, power infrastructure, networking equipment—creating multi-year tailwinds for providers. Thomson Reuters' announcement that one million professionals now use its AI tools demonstrates rapid enterprise adoption beyond infrastructure layer, as knowledge workers integrate generative AI into daily workflows. The convergence of semiconductor supply deals, power infrastructure investments, and enterprise AI adoption validates that 2026 represents inflection point in AI commercialization.
• Contrarian View: Skeptics argue AI spending pace is unsustainable and hyperscalers may experience capex fatigue if revenue monetization lags infrastructure investment; Yardeni Research note titled "AI is artificial but not intelligent" reflects growing questioning of whether current AI capabilities justify investment levels.
• Implication: AMD positioned for multi-year growth as second-source supplier to hyperscalers; utilities and power infrastructure beneficiaries emerging as overlooked AI plays; enterprise software platforms demonstrating AI augmentation monetization.

Software AI Disruption Fears Ease (6 headlines)

• Net Sentiment: Bullish (relief rally)
• Key Headlines:
  • Software stocks rebound as Anthropic partnerships ease AI disruption fears
  • Intuit rises 5% on Anthropic AI partnership announcement
  • Docusign gains 5% after partnering with Anthropic
  • Salesforce rises on Anthropic integration announcement
  • Wedbush: AI agents will not replace enterprise software platforms
  • HSBC: Software is already eating AI
• Analysis: The enterprise software sector staged a powerful relief rally after Anthropic's announcement of 10 new business plug-ins—featuring partnerships with Intuit, Docusign, Salesforce, and others—directly countered the dystopian narrative that AI agents would render legacy software obsolete. For weeks, investors had been spooked by viral scenarios of mass software displacement, with prominent voices suggesting AI could autonomously replace entire categories of business applications. Anthropic's partnership strategy demonstrates a more nuanced reality: AI will augment and enhance existing software platforms rather than wholesale replace them. Intuit's TurboTax and QuickBooks, Docusign's contract workflows, and Salesforce's CRM platform all gain competitive moats by embedding cutting-edge AI capabilities, transforming from potential disruption victims into AI-powered next-generation platforms. Wedbush's research note titled "AI Agents Will Not Replace Enterprise Software Platforms" articulates the bull case: enterprises have decades of workflow integrations, data locked in existing systems, and switching costs that make incumbents with AI integration the logical winners. HSBC's competing thesis—"Software is already eating AI"—argues that application layer will capture more value than infrastructure layer as AI capabilities commoditize. The dual analyst support and concrete partnership announcements triggered relief buying, with software ETFs rebounding sharply from recent lows.
• Contrarian View: Some analysts argue partnerships represent defensive positioning by threatened incumbents rather than genuine competitive advantages; risk remains that purpose-built AI-native applications could eventually displace legacy platforms despite current integration efforts.
• Implication: Enterprise software platforms with strong customer relationships and data moats positioned to monetize AI transition; SaaS valuation compression may reverse as displacement fears fade; incumbents with rapid AI integration outperforming pure-play AI startups lacking distribution.

Pharmaceutical Pricing Wars Intensify (3 headlines)

• Net Sentiment: Bearish for pricing power
• Key Headlines:
  • Novo Nordisk to slash U.S. list prices of Ozempic and Wegovy
  • Eli Lilly slips 2% on Novo Nordisk price cut plans
  • Analysis: Novo's stumbles burnish Lilly's widening lead in weight-loss drugs
• Analysis: Novo Nordisk's strategic decision to cut U.S. list prices on blockbuster GLP-1 drugs Ozempic (diabetes) and Wegovy (obesity) marks escalation of pharmaceutical pricing war in the massive weight-loss drug market, where analysts project eventual addressable population in the tens of millions of Americans. The Danish drugmaker's pricing aggression reflects its increasingly defensive position after disappointing late-stage trial results for next-generation candidate CagriSema failed to demonstrate expected superiority over current formulations—a setback that prompted JPMorgan to downgrade Novo shares to Neutral from Overweight. Competitor Eli Lilly has been gaining market share with its Mounjaro (diabetes) and Zepbound (obesity) offerings, which some physicians view as more effective and better tolerated than Novo's products. By cutting list prices, Novo aims to expand patient access, improve insurance coverage, and defend market share even as margins compress. However, the move pressures Eli Lilly to respond with competitive pricing, potentially triggering a race to the bottom that benefits patients and insurers while squeezing pharmaceutical profit margins. The GLP-1 market dynamics increasingly resemble other competitive pharmaceutical categories where multiple effective treatments exist—pricing power erodes as competitors multiply, contrasting with the monopolistic pricing seen in truly unique therapies.
• Context: Weight-loss drug market projected to reach $150+ billion annually by 2030; multiple pharma companies developing competing GLP-1 and next-generation formulations; supply constraints gradually easing as manufacturers expand production capacity.
• Implication: Pharmaceutical pricing power in competitive therapeutic categories under pressure; Novo Nordisk faces uphill battle to maintain GLP-1 market leadership as Lilly extends advantage; patients and payers benefit from price competition but investors face margin compression risk.

Trade Policy Legal Challenges (3 headlines)

• Net Sentiment: Bearish for certainty
• Key Headlines:
  • FedEx sues U.S. government seeking full refund on Trump's emergency tariffs
  • Trump tariff pivot could benefit Brazil's Embraer, U.S. airlines
  • California seeks injunction against Amazon's price competition practices
• Analysis: FedEx's lawsuit seeking "full refund" of emergency tariffs paid under Trump administration trade policies represents unprecedented corporate legal challenge to executive tariff authority, questioning whether president can unilaterally impose duties without proper statutory basis. The logistics giant's aggressive legal strategy—rarely do Fortune 500 companies directly sue federal government over trade policy—signals corporate frustration with mounting tariff costs that compress margins and create unpredictable operating environments. If courts rule in FedEx's favor, precedent could trigger flood of similar lawsuits from other companies seeking tariff refunds, potentially constraining future presidential trade policy flexibility. Separately, reports of potential Trump tariff "pivot" favoring Brazilian aerospace manufacturer Embraer over Canadian competitors demonstrates fluidity of trade policy, with geopolitical considerations and bilateral negotiations causing sudden shifts in competitive landscape. U.S. airlines could benefit from tariff relief on Embraer regional jets, which serve key domestic routes where alternatives are limited. California's parallel legal action against Amazon over alleged anti-competitive pricing practices adds another layer of regulatory uncertainty, with state attorney general seeking injunction to force changes to seller agreements. The confluence of federal trade litigation and state antitrust enforcement creates unpredictable regulatory environment where business models and cost structures can shift based on court rulings and political considerations.
• Implication: Corporate legal challenges to tariff authority increase policy uncertainty; logistics sector margins under pressure from trade costs; aerospace competitive dynamics shifting based on geopolitical factors; regulatory environment for tech platforms intensifying.

IPO Market Resilience (2 headlines)

• Net Sentiment: Bullish
• Key Headlines:
  • Medtronic diabetes unit MiniMed seeks $784 million in IPO at $7.9B valuation
  • Stripe valuation jumps to $159 billion in employee share sale
• Analysis: Medtronic's decision to spin out and IPO its MiniMed diabetes device business at $7.9 billion valuation demonstrates continued capital markets appetite for high-quality healthcare technology assets despite broader market volatility from AI disruption fears and trade policy uncertainties. The diabetes monitoring and insulin pump segment benefits from structural tailwinds—aging demographics, rising obesity rates, and increasing GLP-1 drug adoption (which requires glucose monitoring)—creating favorable investor backdrop for specialized pure-play. Simultaneously, fintech giant Stripe's $159 billion private market valuation in employee tender offer reflects continued confidence in high-growth technology companies among sophisticated private investors, even as public market software multiples compressed on AI displacement fears. Stripe's rising valuation supports eventual IPO thesis and demonstrates that well-executed fintech platforms with defensible positions in payment processing infrastructure maintain premium pricing power. The dual data points—public IPO filing and private tender offer—suggest that 2026 IPO pipeline is building for companies with compelling narratives, reasonable valuations relative to growth, and exposure to secular trends. Notably, both companies represent "infrastructure" plays (healthcare devices, payment processing) rather than consumer-facing or easily disrupted business models, reflecting investor preference for mission-critical platforms with switching costs.
• Implication: IPO window opening for quality healthcare and fintech assets; investors favoring infrastructure-like business models with recurring revenue and high switching costs; healthcare technology benefiting from obesity drug adoption spillover effects.

Media Consolidation Wave (2 headlines)

• Net Sentiment: Neutral (uncertainty)
• Key Headlines:
  • Warner Bros Discovery weighing revised Paramount Skydance bid
  • Paramount submits higher offer for Warner Bros Discovery (February 23)
• Analysis: The escalating bidding war between Warner Bros Discovery and Paramount Skydance represents latest chapter in streaming-driven media consolidation as traditional entertainment giants seek scale to compete with Netflix and Disney's integrated content-distribution platforms. Reports indicate Paramount Skydance has increased its offer for Warner Bros, prompting Warner Bros to take the revised bid "under review"—suggesting serious consideration of transformational merger that would combine two of Hollywood's iconic studios along with their respective streaming services (HBO Max and Paramount+). The strategic logic centers on content library depth, global distribution reach, and cost synergies from eliminating redundant streaming platform infrastructure and consolidating studio operations. However, deal complexity is enormous—combining two publicly-traded companies with different shareholder bases, navigating antitrust review, integrating distinct corporate cultures, and resolving leadership questions. Activist investors at both companies have been pushing for strategic alternatives, creating pressure on management to pursue transformational deals rather than incremental improvement. The media sector's structural challenges—cord-cutting acceleration, streaming margin pressure, competition for content spending—drive consolidation imperative even as regulatory environment for mega-mergers grows more hostile.
• Implication: Media sector consolidation likely to continue as fragmented streaming landscape proves economically unsustainable; surviving platforms will be vertically-integrated content-distribution giants with global scale; smaller independent studios face existential pressure to merge or be acquired.

Market Implications

AMD's $60 billion Meta partnership—coming just weeks after similar Microsoft deal—fundamentally alters the competitive dynamics in AI semiconductor market, validating that Nvidia no longer enjoys monopoly position in hyperscale AI chip deployments. The transformational supply agreements position AMD for multi-year revenue growth visibility and margin expansion as AI accelerator volume ramps, while also providing Meta with supply diversification and negotiating leverage versus Nvidia. Importantly, the deals signal that frontier AI workloads have become so massive that hyperscalers require multiple silicon partners to meet capacity needs, creating structural opportunity for AMD even as Nvidia maintains leadership position. Investors should note that AI semiconductor market is expanding fast enough to support multiple winners, with total addressable market measured in hundreds of billions of dollars annually by decade's end. The simultaneous Google power infrastructure deals underscore that electricity availability—not semiconductor supply—may become the binding constraint on AI data center growth, creating overlooked investment opportunities in utilities, independent power producers, and energy infrastructure.

Anthropic's strategic unveiling of enterprise AI plug-ins delivered critical relief to battered software sector by demonstrating that AI augmentation—not replacement—represents the likely evolution path for business applications. The partnerships with marquee names like Intuit, Docusign, and Salesforce validate that incumbent platforms with decades of customer relationships and data moats can successfully integrate cutting-edge AI capabilities to create next-generation offerings. This thesis reverses the dystopian displacement narrative that had spooked investors in recent weeks, when viral scenarios of AI agents autonomously replacing entire software categories triggered sharp valuation compression across SaaS stocks. The 5% single-day gains in Intuit and Docusign on partnership news demonstrate how oversold the sector had become and how quickly sentiment can reverse when concrete evidence contradicts bearish narratives. Wedbush and HSBC analyst support for "software eating AI" thesis provides fundamental backing for tactical buying opportunity in quality enterprise software names trading at historically cheap valuations relative to growth and margins. However, investors must distinguish between incumbents with rapid AI integration capabilities and laggards—companies that successfully embed AI into workflows will gain competitive moats while slow-movers face genuine disruption risk.

Novo Nordisk's price cutting on GLP-1 blockbusters Ozempic and Wegovy marks inflection point where obesity drug market transitions from supply-constrained sellers' market to increasingly competitive landscape with margin pressure. The Danish drugmaker's aggressive pricing reflects defensive positioning after disappointing CagriSema trial results and widening competitive gap versus Eli Lilly's superior Mounjaro and Zepbound offerings. JPMorgan's downgrade to Neutral acknowledges the challenging setup, with multiple pharmaceutical competitors developing next-generation GLP-1 formulations that will further intensify pricing pressure. For investors, the dynamic creates bifurcated opportunity: Eli Lilly maintains pricing power and market share leadership in near term, but eventual margin compression is inevitable as supply constraints ease and competition multiplies. Long-term winners may be healthcare providers and pharmacy benefit managers who capture economic surplus as drug prices decline, rather than pharmaceutical manufacturers locked in arms race. The weight-loss drug revolution remains structurally positive for patient health outcomes and healthcare system costs, but equity investors must reset expectations for pharmaceutical profit margins in competitive therapeutic categories.

Keysight Technologies' 24% surge on raised guidance and strong orders validates that AI infrastructure buildout extends far beyond headline-grabbing semiconductor deals, creating multibillion-dollar opportunities for second and third-derivative beneficiaries across technology capital equipment value chain. Electronic test and measurement equipment—used to validate performance of chips, circuit boards, networking gear, and telecommunications infrastructure—sees surging demand as hyperscalers and telcos deploy massive AI and 5G infrastructure. The dramatic stock response and BofA upgrade midday reflect investor recognition that technology capex cycle has years to run, creating sustained revenue visibility for specialized equipment providers serving semiconductor fabs, data centers, and network operators. Similar multi-year tailwinds benefit other capital equipment categories: power infrastructure (transformers, switchgear for data centers), cooling systems (liquid cooling for AI chips), optical networking (high-bandwidth interconnects), and construction materials (data center buildouts). The lesson for investors is to look beyond obvious AI plays like Nvidia and hyperscalers to identify picks-and-shovels companies benefiting from infrastructure spending wave—these second-derivative names often trade at more attractive valuations while offering comparable growth exposure.

Vlad's Key Takeaways (EverHint)

• AMD lands $60B Meta deal: Chip giant secures second hyperscale AI partnership after Microsoft, validating competitive position versus Nvidia and providing multi-year revenue visibility
• Anthropic eases software fears: New AI plug-ins with Intuit, Docusign, Salesforce trigger relief rally as augmentation model replaces displacement narrative; software incumbents gain moats
• Keysight surges 24%: Electronic test equipment demand validates AI infrastructure buildout extends across technology capex value chain beyond semiconductors
• Novo cuts GLP-1 prices: Obesity drug pricing war escalates as Novo slashes Ozempic/Wegovy list prices; Eli Lilly pressure intensifies but eventual margin compression looms for entire sector
• Warner Bros weighs Paramount bid: Media mega-merger bidding war escalates as streaming consolidation pressures mount; complex deal faces regulatory hurdles
• MiniMed files $7.9B IPO: Medtronic diabetes spinoff demonstrates IPO market appetite for quality healthcare technology with secular growth exposure
• FedEx sues over tariffs: Logistics giant's unprecedented legal challenge to Trump emergency tariffs creates policy uncertainty and potential precedent for corporate refund claims
• Google locks in power supply: Long-term utility agreements with AES and Xcel highlight electricity as critical AI infrastructure bottleneck, creating overlooked investment opportunities
• Thomson Reuters AI milestone: One million professionals using company's AI tools validates monetization of generative AI through established enterprise platforms; shares jump 12%
• Stripe hits $159B valuation: Fintech giant's rising private market pricing supports eventual IPO thesis and demonstrates continued investor appetite for payment infrastructure platforms
• Spirit emerges from bankruptcy: Budget airline secures lender agreement for restructuring completion, avoiding liquidation and maintaining domestic capacity
• Software rebounds sharply: Enterprise software ETFs recover from recent lows as AI augmentation partnerships validate incumbent platform durability
• Ford recalls 413K Explorers: Suspension defect recall adds operational costs to automaker navigating EV transition and margin pressures
• California targets Amazon: State seeks injunction over alleged anti-competitive pricing practices, intensifying Big Tech regulatory headwinds
• Embraer benefits from tariffs: Brazilian planemaker positioned to gain market share if Trump administration pivots trade policy away from Canada

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