Kim Kahn

We applaud President Trump's decision to allow America's chip industry to compete, the company told Seeking Alpha, calling the H200 plan a thoughtful balance vetted through commerce.

NVIDIA had already stripped any potential China sales from its forward guidance.

CEO Jensen Huang had recently met with skeptical Republican lawmakers who have pushed back against high-end GPU exports on national security grounds.

Senator Elizabeth Warren is turning up the heat on Hollywood's takeover battle, calling Paramount Skydance's hostile bid for Warner Bros.

Discovery a five-alarm antitrust fire.

In a statement, Warren said a combined Paramount-Warner Bros.

deal is exactly what our anti-monopoly laws are written to prevent, and highlighted the bidder's financial backers, including Jared Kushner's private equity firm, the Ellison family, and Middle Eastern investors, as raising serious questions about influence peddling, political favoritism, and national security risks.

Her warning follows comments on Friday when she blasted Netflix's offer for Warner Bros.

as an anti-monopoly nightmare.

Warren added that both the Department of Justice and CFIUS must evaluate any Warner Bros.

deal based on the law and the facts, not on who sucked up the most to Donald Trump.

And a quirky new paper from HKU Business School suggests Wall Street may literally lose sleep over big streaming releases.

Researchers found that when a major show drops at midnight, think Wednesday or Stranger Things, next day market returns slip about 0.25%.

Over a year, that adds up to roughly a 2.3% drag.

And it's not retail investors driving the slump.

The effect shows up in large-cap, institutionally-owned stocks, implying that even pros are stumbling into work a little bleary-eyed.

Sleep-deprived investors tend to default to their easier choice, selling, and avoid the cognitively demanding work of buying.

The usual daylight savings time story doesn't hold up here.

The binge-worthy proxy explains returns far better.

Importantly, liquidity doesn't change.