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Wall Street Breakfast

Nebius rockets on $17B Microsoft deal

09 Sep 2025

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Nebius (NBIS) rockets after inking $17.4B deal with Microsoft (MSFT) for AI infrastructure. (00:24) Novartis (NVS) to acquire Tourmaline Bio (TRML) in $1.4B all-cash deal. (01:11) NFL's YouTube (GOOG) debut draws 17.3M viewers but rivals cry foul on ratings data. (01:47) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: WOLF, PL, and moreBYD sees car brand wipeout in China as manufacturers go overseas - reportMurdoch family settles succession dispute with Lachlan remaining in control of News Corp and FoxIntel shuffles execs as it looks to boost growth; former co-CEO to departSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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