title: Fed Likely to Hold Rates Steady as Powell Nears Possible Final Meeting

description: The US Federal Reserve is expected to keep interest rates unchanged during its upcoming policy meeting. This decision comes as Chair Jerome Powell approaches the end of his eight-year tenure, with a May 15 exit date appearing likely. The central bank faces pressure from a sharp oil price spike driven by global conflict, yet officials lean toward maintaining the current stance to avoid further economic disruption.

Bankamerica Corp

name_eodhd: Bank of America Corp

name_kgid: BankAmerica Corp.

name_orig: Bankamerica Corp

name_wiki: Bank of America

ticker_wiki: BAC

level_3: monetary policy

level_3: economic policy

label: Forecast

label: Update

sub_industry: Financial Exchanges & Data

industry: Oil, Gas & Consumable Fuels

sub_industry: Oil & Gas Refining & Marketing

industry: Consumer Finance

sub_industry: Consumer Finance

subcategory: Credit Rating Changes

event: Credit Rating Reaffirmed

subcategory: Dividend Changes

event: Dividend Maintained

event: Equity Rating Reaffirmed

context: economic

technique: Power Settings

tactic: Command and Control

technique: Application Layer Protocol

subtechnique: File Transfer Protocols

chapter: Diseases of the nervous system

block: Disorders of cerebrospinal fluid pressure or flow

block: Maternal care related to the fetus, amniotic cavity or possible delivery problems

block: Certain arthropod-borne viral fevers

sport: powerlifting (retired)

sport: ten pin bowling

sport: bull riding

label: Economic Consequences

tier_3: Gasoline Prices

tier_4: Gasoline Prices

tier_3: Financial Reform

tier_4: Financial Reform

sub_class: Major Currencies

sub_class: Stablecoins

main_class: Cash & Money Markets

sub_class: Treasury Bills

title: Fed likely to hold rates steady as Powell nears possible swan song

description: A May 15 endpoint for Powell's time as Fed chair appears likely after a key obstacle to Senate confirmation of nominee Kevin Warsh was removed.

snippets: A May 15 endpoint for Powell's eight years at the Fed's helm now appears more likely after a major obstacle to the Senate's confirmation of his appointed successor, Kevin Warsh, was removed on Friday. As a final act, Powell will likely oversee on Wednesday another vote by the central bank's policy-setting Federal Open Market Committee to hold its benchmark overnight interest rate steady in the 3.50%-3.75% range, where it has been since December.

snippets: WASHINGTON: The US central bank is widely expected to keep interest rates unchanged at its policy meeting next week, as energy prices stay high and supply chains snarled due to war in the Middle East. The Federal Reserve's two-day meeting, starting Tuesday, could be chairman Jerome Powell's last at the helm of the independent institution. But it takes place against a tricky backdrop.

snippets: While Waller said that dilemma could mean holding rates steady, an increasing number of his colleagues were already noting the possible need for rate hikes during their discussions at the March 17-18 meeting, teeing up a debate over whether this week's policy statement would include language indicating the Fed's next rate change could be in either direction, which would mark a significant shift.

title: Trump's Fed pick Kevin Warsh could change status quo at central bank

description: President Trump's pick for Federal Reserve chair, Kevin Warsh, could shift how the central bank understands its power.

snippets: Warsh's confirmation cleared a key hurdle last week when U.S. Attorney Jeanine Pirro of Washington, D.C., referred an investigation into the renovation at Fed headquarters over to the central bank's inspector general, seemingly ending a criminal probe. A Senate Banking Committee vote is scheduled Wednesday.

snippets: Wilcox, who is now at Bloomberg Economics and the Peterson Institute for International Economics, said he hoped Powell would stay. He cited four considerations: time to evaluate Warsh's defense of the institutional norms Powell preserved, possible legal protection if the probe were reopened, denying Trump another seat on the board, and the example Powell would set for other governors who also might otherwise leave before their terms end.

snippets: The end of Jerome Powell's tenure at the Federal Reserve is no longer an abstract future event. With President Trump announcing former Fed governor Kevin Warsh as his pick for the next chair, markets are beginning to price not just a leadership change, but a potential shift in how the world's most important central bank understands its power.

description: The end of Jerome Powell's tenure at the Federal Reserve is no longer an abstract future event. With President Trump announcing former Fed governor Kevin Warsh as his pick for the next chair, markets are beginning to price not just a leadership change, but a potential shift in how the...

title: Tillis drops opposition to Fed chair nomination

snippets: I am prepared to move on with the confirmation of Mr. Warsh. I think he's going to be a great Fed chair," Tillis told NBC's "Meet the Press," two days after the U.S. attorney for the District of Columbia said her office's investigation of the Fed's multibillion-dollar building renovations was over. Powell's brief congressional testimony last summer about that work was also under review.

snippets: The consultation gathered policymakers, public health experts, private-sector representatives and technology professionals who discussed how Bangladesh can connect digital public infrastructure with healthcare delivery and youth employment. The discussion reflected on Bangladesh's structural health challenges, including low public investment in health, high out-of-pocket expenditure, fragmented digital systems,

snippets: On Saturday, Trump was asked by reporters whether there was now smooth sailing for Warsh with the end of the Justice Department's investigation. "I imagine it's smooth," Trump said, adding that his nominee "is going to be fantastic." The president said he still wanted to find out "how can a building of that size cost ... whatever it's going to be.

snippets: Warsh has also expressed skepticism about the Federal Reserve's substantial holdings of Treasury securities and mortgage-backed securities, a portfolio expansion that originated from the 2008 financial crisis response.

title: Fed seen holding rates steady as Powell nears possible final meeting amid oil shock

description: Fed likely to hold rates steady as Powell nears possible final meeting, with Iran war and surging oil prices raising inflation risks and complicating the Fed's policy outlook

snippets: Brent crude futures, the global oil benchmark, have risen about 50% since the start of the war. The resulting surge in gasoline and energy prices last month helped propel the U.S. Consumer Price Index to its biggest increase in nearly four years. While expected to hold interest rates steady, U.S. central bankers will have to decide if it's time to nod to the possibility of hiking borrowing costs if inflation continues to accelerate.

title: Fed likely to hold rates steady as Powell prepares for possible swan song

description: Federal Reserve policymakers will gather in Washington this week in what may be Jerome Powell's last meeting as head of the U.S. central bank, with energy prices still elevated and the Iran war at a...

snippets: Lowering rates can help the job market by jumpstarting the economy, while raising them restrains inflation by making it more expensive to borrow money. Beyond this week's decision, leadership at the central bank is also in flux. The Fed is likely to have a new chair in time for its next meeting in June after the Department of Justice announced it had dropped its criminal investigation into Powell on Friday. Sen.

description: Federal Reserve policymakers will gather in Washington this week in what may be Jerome Powell's last meeting as head of the U.S. central bank, with energy prices still elevated and the Iran war at a standstill and […]

snippets: As a final act, Powell will likely oversee on Wednesday another vote by the central bank's policy-setting Federal Open Market Committee to hold its benchmark overnight interest rate steady in the 3.50%-3.75% range, where it has been since December. Still, the meeting and Powell's press conference afterwards could settle key matters, including whether policymakers will nod to the potential for rate hikes later this year if inflation accelerates.

description: Federal Reserve policymakers will gather in Washington this week in what may be Jerome Powell's last meeting as head of the U.S. central bank, with energy prices still elevated and the Iran war at a ...

snippets: He said the story for the Fed this year is a repeat of last year. A year ago, Tilley said tariffs would hurt growth and the Fed would end up cutting later in the year. The Fed held rates last year through the summer, then cut rates three times last fall. He expects a similar playbook this year, only with higher oil prices as the catalyst.

snippets: Navy Federal Credit Union Chief Economist Heather Long expects Powell to be "non-committal" on the path of rates, as the full impact from the war on Iran remains unknown. The oil price hikes came after US-Israeli strikes targeting Iran from February 28 sparked Tehran's retaliation in virtually closing the Strait of Hormuz -- a key waterway for energy transit, reports AFP.

snippets: The Fed "will stay firmly on hold at its April meeting," Bank of America economists wrote in a note last week. "Upside risks to inflation from the Iran war haven't dissipated. The labor data have improved. The big question is whether the forward-guidance language in the statement will indicate that risks to policy are two-sided. We think it won't, but it's a close call. Powell is likely to sound hawkish.

title: Senate panel to vote on Wednesday on advancing Fed chair Warsh's nomination

description: The Senate Banking Committee is expected on Wednesday to advance Kevin Warsh's nomination as Federal Reserve Chair to the full Senate, with a vote now set for 10 a.m. EDT (1400 GMT). The timing – which comes as Fed policymakers will […]

snippets: The Banking Committee plans to vote on Warsh on Wednesday. The support of Tillis, who was siding with Democrats against the nominee, will likely send him to the full Senate, where a simple majority could confirm him in the coming weeks.

snippets: Warsh's path to the chair was cleared Sunday when Sen. Thom Tillis, a North Carolina Republican, said he would support him. Tillis had said he would block Warsh's nomination until a Justice Department investigation into Powell was dropped. On Friday, U.S. Attorney for the District of Columbia, Jeanine Pirro, said she was closing the investigation.

description: The Senate Banking Committee is expected on Wednesday to advance Kevin Warsh's nomination as Federal Reserve Chair to the full Senate, with a vote now set for 10 a.m. EDT (1400 GMT). The timing – which comes as Fed policymakers will be nearing the end of...

description: The Senate Banking Committee is expected on Wednesday to advance Kevin Warsh's nomination as Federal Reserve Chair to the full Senate, with a vote now set for 10 a.m. EDT (1400 GMT). The timing - which comes as Fed policymaker...

description: The Senate Banking Committee is expected on Wednesday to advance Kevin Warsh's nomination as Federal Reserve Chair to the full Senate, with a vote now set for 10 a.m. EDT . The timing...

description: The Senate Banking Committee is expected on Wednesday to advance Kevin Warsh's nomination as Federal Reserve Chair to the full Senate, with a vote now set for 10 a.m. EDT (1400 GMT). The timing – which comes as Fed policymakers will be nearing the end of their two-day policy-setting meeting under […]

title: Fed Likely to Hold Rates Steady as Powell Eyes Exit

snippets: Still, the meeting and Powell's press conference afterwards could settle key matters, including whether policymakers will nod to the potential for rate hikes later this year if inflation accelerates. The question of whether Powell will remain on the Fed's Board of Governors even if Warsh is confirmed in time to run the next policy meeting in June also could be addressed. The U.S.

title: Tillis says he's ready to move ahead with confirming Warsh as Trump's pick as Fed chair

description: Sen. Thom Tillis drops opposition after DOJ ends Jerome Powell probe, clearing way for Kevin Warsh Fed chair vote as Democrats warn of threats to Fed independence

snippets: Together, we've built a strong collaboration rooted in the club's identity, determination and the passion of the Sky Blues supporters. This renewal reflects our shared ambition to continue pushing creative boundaries, delivering distinctive kit designs and expanding retail collections that resonate with fans in Coventry and across the global football community." Contact the writer of this story, Harry Ewing, at moc.l 1777293188 labto 1777293188 ofdlr 1777293188 owedi 1777293188 sni@g 1777293188 niwe.

snippets: Sign up for our daily newsletter to get two stories in your inbox every weekday, plus a best-of-the-week roundup on Sundays. Opt out any time.

snippets: The criminal investigation into Jerome Powell, the head of the Federal Reserve, has ended, removing substantial uncertainty about the future of the world's most important central bank.

description: The Republican senator who had effectively blocked confirmation of President Donald Trump's pick to lead the Federal Reserve said Sunday he was dropping his opposition after the Department of Justice ended its investigation of the current central bank chair.The announcement by Sen. Thom Tillis of North Carolina removes a big…

title: Tillis Says He's Ready to Move Ahead With Confirming Warsh as Trump's Pick as Fed Chair

description: - The Republican senator who had effectively blocked confirmation of President Donald Trump's pick to lead the Federal Reserve said Sunday he was dropping his opposition after the Department of Justice ended its investigation of the current central bank chair.

title: Tillis affirms support of Warsh ahead of Wednesday vote

description: Kevin Warsh's path to succeed Federal Reserve Chairman Jerome Powell has the support of U.S. Sen. Thom Tillis, the North Carolina Republican said multiple times Sunday.</p>

snippets: You know, the president's right to just press, and press, and press," Tillis said. "I don't begrudge him for demanding that inflation goes down. We've got to deal with the affordability problem, and this president's trying to do it better than Biden and Obama ever did.

snippets: Asked if he thought Warsh would act independently of the president, Tillis said not only that, "I wouldn't be surprised if the president doesn't get annoyed with him once or twice.

snippets: Jeanine Pirro, U.S. attorney for the District of Columbia, said Friday the Justice Department's criminal investigation into Federal Reserve Chairman Jerome Powell is being closed. Tillis, staunchly opposed to moving forward while the probe has been active, said since that announcement he's had a number of discussions with the Department of Justice.


title: Sun Pharma Acquires Organon in $11.75 Billion All-Cash Deal

description: Indian pharmaceutical giant Sun Pharmaceutical Industries has signed a definitive agreement to acquire US-based drugmaker Organon for $11.75 billion in an all-cash transaction. The strategic move aims to bolster Organon's position in women's health while addressing competitive pressures. Sun Pharma plans to fund this high-stakes global pivot using available cash and committed bank financing to expand its international footprint.

continent: North America

region: North America

country: United States

source: llm

sentiment: positive

materiality: high

time_horizon: months

forward_looking: forward

SUN LIMITED

name_eodhd: SUN LIMITED

name_figi: SUN LIMITED-CL A

name_kgid: Sun Pharmaceutical Industries Ltd.

name_orig: SUN LIMITED

ticker_figi: SUN

ticker_serp: SUN

Merck KGaA

name_eodhd: Merck KGaA

name_figi: MERCK KGAA

name_kgid: Merck Group

name_lei: MERCK Kommanditgesellschaft auf Aktien

name_orig: Merck KGaA

name_wiki: Merck KGaA

ticker_wiki: MRK

ticker_figi: MRK

ticker_serp: MRK

level_1: economy, business and finance

level_2: products and services

level_3: healthcare industry

level_1: health

level_2: health organisation

level_2: business information

level_3: business financing

label: Press Release

label: Sponsored

label: Advertiser Supplied

sector: Health Care

industry_group: Pharmaceuticals, Biotechnology & Life Sciences

industry: Pharmaceuticals

sub_industry: Pharmaceuticals

sector: Consumer Staples

industry_group: Consumer Staples Distribution & Retail

industry: Consumer Staples Distribution & Retail

sub_industry: Drug Retail

industry_group: Household & Personal Products

industry: Personal Care Products

sub_industry: Personal Care Products

category: Capital Markets

subcategory: Acquistion

event: Acquisition Proposed

event: Acquisition Cancelled

event: Acquisition Concluded

context: health

context: technology

disaster_group: Technological

disaster_subgroup: Industrial accident

disaster_type: Collapse (Industrial)

disaster_type: Chemical spill

disaster_type: Poisoning

tactic: Resource Development

technique: Acquire Infrastructure

tactic: Reconnaissance

technique: Gather Victim Org Information

technique: Search Closed Sources

subtechnique: Purchase Technical Data

chapter: Diseases of the genitourinary system

chapter: Extension Codes

block: Health Devices, Equipment and Supplies

chapter: Diseases of the skin

sport: bodybuilding

sport: solo ocean sailing (retired)

label: BusinessEvent

label: SaleEvent

label: DeliveryEvent

label: Responsibility

label: Morality

label: surprise

label: happiness

label: anger

tier_1: Business and Finance

tier_2: Industries

tier_3: Pharmaceutical Industry

tier_4: Pharmaceutical Industry

tier_2: Business

tier_3: Business Banking & Finance

tier_4: Mergers and Acquisitions

tier_1: Medical Health

tier_2: Pharmaceutical Drugs

tier_3: Pharmaceutical Drugs

tier_4: Pharmaceutical Drugs

main_class: Alternative Investments

sub_class: Private Equity

title: Sun Pharma to acquire Organon in US$ 11.75 billion all-cash transaction

description: Deal combines portfolios and expands presence across women's health, biosimilars and global markets

snippets: Bhupendra Singh Chundawat is a seasoned technology journalist with over 22 years of experience in the media industry. He specializes in covering the global technology landscape, with a deep focus on manufacturing trends and the geopolitical impact on tech companies. Currently serving as the Editor at Udaipur Kiran, his insights are shaped by decades of hands-on reporting and editorial leadership in the fast-evolving world of technology.

snippets: Organon continues to face competitive pressures across its key segments, raising concerns on growth visibility. Sun Pharma will assume ~US$ 8.6 billion of debt, taking pro-forma Net Debt/EBITDA to ~2.3x. Post-acquisition, combined revenues are estimated at ~US$ 12.4 billion, with the innovative portfolio contributing ~27%. Prima facie, the acquisition appears strategically challenging, with execution risks and limited near-term growth levers.The only bright side, perhaps would be a better margins profile.

snippets: This press release may be deemed to be solicitation material in respect of the proposed acquisition pursuant to the Agreement and Plan of Merger, dated as of April 26, 2026, by and among Sun Pharma entities and Organon. In connection with the merger, Organon intends to file relevant materials with the SEC, including Organon's proxy statement in preliminary and definitive form on Schedule 14A (the "Merger Proxy Statement").

title: Indian drugmaker Sun Pharma to buy U.S. firm Organon in $11.75 billion deal

description: Indian drugmaker Sun Pharma to buy U.S. firm Organon in $11.75 billion deal IndiaVision India News & Information To fuel its global ambitions, Sun Pharmaceutical Industries will acquire New Jersey-based Organon & Co in an all-cash deal that values the U.S. co...

snippets: • Sun Pharma plans to fund the acquisition through a combination of available cash resources and committed financing from banks. • The transaction will be effected by a merger of Organon with a subsidiary of Sun Pharma, with Organon surviving the merger. • The transaction is expected to close in early 2027, subject to customary conditions, including regulatory approvals and Organon stockholder approval.

title: Sun Pharma to buy US-based Organon for USD 3.99 billion

description: Sun Pharma plans to fund the acquisition through a combination of available cash resources (USD 2-2.5 billion) and committed financing from banks (USD

snippets: Organon had debt of USD 8.6 billion and cash balance of USD 574 million. Organon recently closed on a divestiture of a product for which it received an upfront payment of USD 440 million, the net proceeds of which will further contribute to its 31 March 2026 cash balance.

title: Sun Pharma to acquire Organon in $11.75B deal

description: Sun Pharma plans to acquire Organon for $11.75 billion, aiming to enter biosimilars and strengthen women's health, with deal expected by 2027.

snippets: Sun Pharmaceutical Industries has announced plans to acquire US-based drug maker Organon & Co. in a deal valued at $11.75 billion (approximately ₹97,500 crore), marking one of the largest overseas acquisitions by an Indian pharmaceutical company. The strategic move is expected to significantly boost Sun Pharma's global footprint and position it among the top 25 pharmaceutical firms worldwide.

title: Sun Pharma to acquire Organon for $11.75 Billion in all-cash deal, eyes top-25 global pharma spot

description: Sun Pharmaceutical Industries Ltd announced Monday that it has signed a definitive agreement to acquire Organon & Co. for $14.00 per share in an all-cash transaction, valuing the US-based healthcare company at an enterprise valuation of $11.75 billion.

snippets: It operates six manufacturing facilities across the EU and emerging markets, with the US, Europe, China, Canada and Brazil among its largest markets. The combined entity will position Sun Pharma among the top 25 global pharmaceutical companies with combined revenue of $12.4 billion, based on FY24-25 for Sun Pharma and CY2025 for Organon.

title: Sun Pharma shares price jumps over 5% after $11.75 billion Organon acquisition deal announcement

description: Shares of Sun Pharmaceutical Industries Ltd jumped more than 5% in early trade after the company announced a major global...

snippets: The combined business is expected to generate approximately $12.4 billion in revenue and position Sun Pharma among the top 25 global pharmaceutical companies. The transaction also marks Sun Pharma's entry into the biosimilars segment as a top 10 global player while significantly expanding its presence in women's health, where it is expected to become a top three global company.

title: Sun Pharma to acquire Organon in $11.75 billion all-cash deal – Expects cash flow to nearly double

description: Sun Pharmaceutical to acquire Organon in an $11.75 billion all-cash deal, marking its entry into biosimilars and strengthening its global presence in women's health and specialty medicines.

snippets: Sun Pharmaceutical will acquire global healthcare company Organon & Co. in an all-cash transaction valued at $ 11.75 billion. The company will pay $ 14 per share to acquire all outstanding shares of Organon. Following the news, the share price of Sun Pharma surged 4% in the early trade today.

title: Sun Pharma to Acquire Organon in $11.75 Billion Deal, Strengthens Global Healthcare Position

description: Sun Pharma to Acquire Organon in $11.75 Billion Deal, Strengthens Global Healthcare Position

snippets: Sun Pharmaceutical Industries Limited has announced a major global acquisition, entering into a definitive agreement to purchase Organon & Co. in an all-cash transaction valued at approximately $11.75 billion. Under the terms of the agreement, Sun Pharma will acquire all outstanding shares of Organon at a price of $14 per share, marking one of the largest cross-border deals by an Indian pharmaceutical company.

title: Sun Pharma Buys Organon for $11.75B, Indian pharma's biggest-ever deal

description:
In one of the most consequential global pharmaceutical deals in recent years, India's largest drugmaker, Sun Pharmaceutical Industries, has announced a sweeping $11.75 billion acquisition of U.S.-based healthcare firm Organon & Co.—a move that is not only reshaping the company's global ambitions but also signaling a new era for India Inc.'s cross-border dealmaking.

<span.

snippets: A Strategic Push into Women's Health Another cornerstone of the deal is Organon's strong positioning in women's health—a segment often underserved but increasingly recognized as a major growth opportunity. Organon's portfolio includes treatments for reproductive health, contraception, and fertility, placing Sun Pharma among the top three global players in women's health post-acquisition.

title: Sun Pharma's $11.75-bn Organon deal to be part cash, largely bank-funded

description: We are debt-averse, not risk-averse,' says founder Dilip Shanghvi; management says the priority will be to repay debt at the earliest; Macquarie Capital expects Sun Pharma to be debt-free again in 3-4 years.

snippets: New Delhi, Apr 27 (PTI) Shares of Sun Pharmaceutical Industries Ltd on Monday jumped over 7 per cent after the firm said it will acquire US-based Organon & Co in an all-cash deal at an enterprise valuation of USD 11.75 billion. The stock climbed 7.53 per cent to Rs 1,742 on the BSE. At the NSE, the stock surged 7.50 per cent to Rs 1,742. The company's market valuation edged higher by Rs 27,462.59 crore to Rs 4,16,142.85 crore in morning trade.

snippets: These are markets where Sun Pharma has either lacked scale or has been absent altogether. Ganorkar said the acquisition "significantly enhances our markets in case of opportunity," adding that Organon opens doors in geographies "where we are currently not present.

snippets: The deal values Organon at $14 per share and is part of Sun Pharma's strategy to expand its global presence and diversify beyond generics into new growth areas.

title: Sun Pharma to Acquire Organon in $11.75B All-Cash Deal to Boost Global Women's Health Portfolio

description: About Az Business Leaders: AZ Business Leaders is an annual business-to-business publication that combines the who's who of Arizona business community with their valuable leadership advice and knowledge. The magazine is published by AZ Big Media. To learn more about Az Business Leaders, contact Sales Manager April Rice.

title: India's Sun Pharma Plots $12 Billion Organon Buyout For Global Reach

description: - Sun Pharmaceutical Industries Ltd. has agreed to acquire New York-listed women's health-care company Organon & Co., expanding its global reach...

snippets: Q: There is going to possibly be a lot of stress in the initial four to five years, because you will be taking on that debt. You will possibly look at opportunities in terms of growth as well. So, give us a sense of what shareholders should expect in the next four to five years when it comes to the balance sheet of Sun Pharma and Organon combined.

title: Sun Pharma To Acquire Organon For $11.75 Billion: A Look At India's Mega Deals

description: Sun Pharma's acquisition of US drugmaker Organon marks one of India's largest corporate deals ever.

snippets: JPMorgan Chase & Co. and Jefferies Financial Group Inc. acted as financial advisers to Sun Pharma. Citigroup Inc., JPMorgan and Mitsubishi UFJ Financial Group Inc. are providing financing. Morgan Stanley is the lead financial adviser to Organon, while Goldman Sachs Group Inc. is also advising the firm.

title: Sun Pharma to acquire Organon for $11.75bn

description: Following the transaction's completion, Sun Pharma will have a combined revenue of $12.4bn.

snippets: Organon had debt of $8.6 billion and cash balance of $574 million. Organon recently closed on a divestiture of a product for which it received an upfront payment of $440 million, the net proceeds of which will further contribute to its March 31, 2026, cash balance, the release issued by Sun Pharma stated.

title: Sun Pharma Targets $12.4 Billion Scale With Organon Acquisition To Expand Global Presence

description: Sun Pharmaceutical Industries is advancing its transformation into a global pharma leader through the proposed acquisition of Organon & Co, valued at 3.99 billion dollars in equity and 11.75 billion dollars in enterprise value. The combined entity is expected to generate around 12.4 billion dollars in revenue, strengthen presence across 140+ markets, and unlock 350 million dollars in synergies.

snippets: Sun Pharmaceutical Industries is advancing its transformation into a global pharma leader through the proposed acquisition of Organon & Co, valued at 3.99 billion dollars in equity and 11.75 billion dollars in enterprise value. |

title: Sun Pharma Aims for Top 3 in Women's Health with $11.75B Organon Purchase

description: Sun Pharmaceutical Industries has agreed to acquire Organon for $11.75 billion in a deal intended to catapult the buyer into a top 25 global biopharma by growing its innovative medicines business and expanding its product offerings into biosimilar drugs.

snippets: A Sun Pharmaceutical Industries researcher at work. Sun Pharma has agreed to acquire Organon, the women's health drug developer spun out of Merck & Co., for $11.75 billion in a deal intended to catapult the buyer into a top 25 global biopharma by growing its innovative medicines business and expanding its product offerings into biosimilar drugs. [Sun Pharmaceutical Industries]

title: Sun Pharma to buy Organon for ₹1,175cr, India's 2nd-biggest buyout

description: Indian companies have made significant global strides with major outbound deals, from Tata Steel's Corus acquisition to Sun Pharma's recent Organon takeover.

snippets: Not to be left behind, in the renewable energy space, state-owned Oil and Natural Gas Corp Ltd and NTPC Green Energy Ltd jointly acquired Ayana Renewable Power for about $2.3 billion last March, making it the largest deal in the renewable energy space in a year.

title: Sun Pharma chairman calls Organon deal both happy and anxious moment

description: Sun Pharma Chairman Dilip Shanghvi described the Organon acquisition as both exciting and worrying due to its size and debt burden, while expressing confidence in repayment and highlighting expansion into China and biosimilars as key strategic gains

snippets: New Delhi, Apr 27 (PTI) Sun Pharmaceutical Industries' acquisition of US-based Organon & Co at USD 11.75 billion enterprise valuation is both a "happy" and "bit anxious" moment, considering the large nature of the transaction and debt required to fund it, its Executive Chairman Dilip Shanghvi said on Monday.

snippets: Kirti Ganorkar, Managing Director of Sun Pharma, said: "This transaction is a logical next step in strengthening Sun Pharma's global business. Together, we will become a partner of choice for acquiring and launching new products. We see strong potential in leveraging Organon's talent pool. In addition, there is a scope for synergies including significant revenue upside opportunities to be realized over the coming years.

title: Sun Pharma Announces $11.75 Billion Mega Deal to Acquire U.S.-Based Organon, Marks Largest Overseas Buy

description: Sun Pharma to acquire Organon in a $11.75B mega deal, boosting global presence and biosimilars push. Market reacts strongly. Read full story here

snippets: Organon operates in more than 140 countries and has a portfolio spanning women's health, established brands and biosimilars. The acquisition adds women's health as a new focus area for Sun Pharma and strengthens its position in biosimilars and branded medicines.

title: Sun Pharma to acquire Organon at $11.75-bn enterprise valuation

description: The firm has signed a definitive agreement, under which Sun Pharma will acquire all outstanding shares of Organon for $14 per share in an all-cash transaction with an enterprise valuation of $11.75 billion

snippets: Organon Executive Chair Carrie Cox said, "Following a comprehensive review of strategic alternatives, our board determined that this all-cash transaction offers compelling and immediate value to Organon stockholders. We believe Sun Pharma is well-positioned to support Organon's businesses, employees and patients globally, and to further advance our commitment to delivering impactful medicines and solutions.

title: $11.75B Sun Pharma Organon Acquisition Pushes Company Into Top 25 Pharma Firms

description: Sun Pharma Organon Acquisition values the firm at $11.75 billion. This deal propels Sun Pharma into the top 25 global pharmaceutical firms.

snippets: Sun Pharma plans to fund the deal through a mix of internal cash and committed bank financing. Despite the large outlay, leverage is expected to remain under control, supported by Organon's robust cash flows, which exceed $1 billion annually. These funds will also help accelerate debt reduction after the acquisition.

title: Sun Pharma Shares Rally 9% after $11.75 Bn Organon Acquisition

description: The acquisition is expected to push Sun Pharma into the top 25 global pharmaceutical companies, with a combined revenue of $12.4 billion

snippets: Hindustan Zinc share price gained about 5.6% by midday after reporting its March quarter and full-year results. The company posted a record quarterly net profit of Rs 5,033 crore, up about 68% year-on-year. EBITDA rose 61% to Rs 7,747 crore. Revenue for the quarter stood at Rs 13,544 crore, up 49%. For the full year, net profit increased 34% to Rs 13,832 crore. Higher zinc and silver prices along with increased production supported performance.

title: Sun Pharma Bets Big With $11.75B Organon Acquisition

description: Sun Pharma will acquire Organon in a $11.75 billion deal, marking its largest move yet and signaling a major global expansion strategy with potential debt risks.

snippets: The proposed acquisition of Organon is aligned with Sun Pharma's strategy of growing its Innovative Medicines business. The combined company becomes a stronger player in the Established Brands/Branded Generics business," Sun Pharma said in a filing.

title: Sun Pharma: $11.75 Billion Organon Acquisition Expands Global Scale And Women's Health Leadership

description: Sun Pharmaceutical Industries Limited announced a definitive agreement to acquire Organon & Co. in an all-cash transaction valued at an enterprise value of $11.75 billion, with Organon shareholders set to receive $14 per share.

snippets: Apart from now tracking the way forward on how Sun Pharma plans to form teams to ensure flawless integration and to deal with debt, the space to watch now would be it's women's health franchise post this acquisition — some key products face generic competition ahead. That could be the EBITDA risk.

title: Sun Pharma's $11.75 Billion Bet on Organon Signals A High-Stakes Global Pivot

description: Sun Pharma's Organon acquisition highlights global ambitions, but debt levels and execution risks remain key concerns ahead. All you need to know.

snippets: At the end of the March quarter, Sun Pharma had a total of 6.6 lakh small retail shareholders, or those with an authorized share capital of up to ₹2 lakh. Starting February 2022, shareholders of Sun Pharma have received ₹62 per share as dividend payouts. Shanghvi went on to add that whatever decision the board takes with regards to the future dividend policy, it will factor in the shareholder preference before coming to a conclusion and keep people informed as well.

title: Sun Pharma's biggest-ever bet: Why markets cheered the Organon mega deal

description: Sun Pharma just made the biggest bet in Indian pharma history Markets loved it instantly Here039s why investors backed the Organon deal despite the massive price tag

snippets: Sun Pharma shares surge after Organon acquisition deal. Market valuation increases by Rs 27,462 cr. Details inside.

title: Here's what Sun Pharma will be getting out of $11.75-bn Organon megadeal

description: The management says the deal gives Sun Pharma an immediately deployable commercial platform across 140‑plus markets including China, Europe and South Korea, adds women's health as a durable innovation pillar, and propels the company into biosimilars at a global level — areas that would have taken years to build organically.

title: Organon acquisition 'happy and bit anxious' moment: Sun Pharma Chairman Dilip Shanghvi

description: Sun Pharmaceutical Industries' acquisition of US-based Organon & Co at USD 11.75 billion enterprise valuation is both a happy and bit anxious moment, consi...

title: Sun Pharma's $11.75B Acquisition Sends Organon (OGN) Stock Soaring 46%

description: Key Highlights India's Sun Pharmaceutical Industries has reached an agreement to acquire Organon & Co through an all-cash transaction that

snippets: India's leading pharma company Sun Pharmaceutical Industries has unveiled a major acquisition, announcing plans to purchase US-based Organon & Co. in an all-cash deal worth USD 11.75 billion. This move stands among the largest overseas acquisitions ever made by an Indian firm. As per the definitive agreement, Sun Pharma will acquire all outstanding shares of Organon at USD 14 per share.

title: Sun Pharma shares jump 7 pc; market valuation surges by Rs 27,306 cr

description: Shares of Sun Pharmaceutical Industries Ltd on Monday jumped 7 per cent following announcement that the firm will acquire US-based Organon Co in an all-cash deal at an enterprise valuation of USD 1175 billion in one of the largest acquisitions by Indian firms overseas The stock climbed 703 per cent to settle at Rs 173380 on the BSE During the day it jumped 9 per cent to Rs 176665 At the NSE the stock surged 697 per cent to end at Rs 173350 The companys market valuation edged higher by Rs 2730664 crore to Rs.

snippets: The Organon deal is Shanghvi's sixth acquisition in 16 years, and by far his largest. It reflects Shanghvi's strategic vision he has long championed that Indian drugmakers ahould invest in innovation and pursue global acquisitions without abandoning their core generics business.


title: Microsoft and OpenAI End Revenue Share and Exclusivity Deal

description: Microsoft and OpenAI announced a major restructuring of their artificial intelligence partnership on Monday. The tech giant will stop paying revenue shares to the startup and remove exclusive access to OpenAI models. This change allows OpenAI to distribute its technology on competing cloud platforms like Amazon Web Services and Google Cloud while maintaining an IP license until 2032.

sentiment: neutral

materiality: medium

Microsoft Corporation

wiki_page: Microsoft

name_eodhd: Microsoft Corporation

name_kgid: Microsoft

name_lei: MICROSOFT CORPORATION

name_orig: Microsoft Corporation

name_wiki: Microsoft

ticker_wiki: MSFT

ticker_serp: MSFT

Amazon.com Inc

name_eodhd: Amazon.com Inc

name_lei: AMAZON.COM, INC.

name_orig: Amazon.com Inc

name_wiki: Amazon

ticker_wiki: AMZN

ticker_serp: AMZN

NVIDIA Corporation

name_eodhd: NVIDIA Corporation

name_kgid: Nvidia

name_lei: NVIDIA CORPORATION

name_orig: NVIDIA Corporation

name_wiki: Nvidia

ticker_wiki: NVDA

ticker_serp: NVDA

level_2: economy

level_3: sharing economy

level_1: labour

level_2: labour market

level_3: gig economy

level_1: arts, culture, entertainment and media

level_2: mass media

level_3: online media outlet

label: Exclusive

sector: Information Technology

industry_group: Software & Services

industry: Software

sub_industry: Application Software

sector: Communication Services

industry_group: Media & Entertainment

industry: Interactive Media & Services

sub_industry: Interactive Media & Services

industry: IT Services

sub_industry: Internet Services & Infrastructure

category: Business Operations

subcategory: Sales Efforts

event: Major Partnership Announced

event: Major Partnership Terminated

event: Licensing Deal Signed

context: technology

event: REJECT

mode: yield

event: REQUEST

disaster_type: Oil spill

disaster_subgroup: Transport

disaster_type: Air

disaster_subgroup: Miscellaneous accident

disaster_type: Collapse (Miscellaneous)

technique: Obtain Capabilities

subtechnique: Artificial Intelligence

tactic: Execution

technique: Command and Scripting Interpreter

subtechnique: Cloud API

tactic: Lateral Movement

technique: Remote Services

subtechnique: Cloud Services

block: Multiple sclerosis or other white matter disorders

chapter: Diseases of the immune system

block: Nonorgan specific systemic autoimmune disorders

sport: mixed martial arts

sport: Indy Racing (retired)

label: PublicationEvent

label: OnDemandEvent

label: Conflict

title: OpenAI and Microsoft rewrite their deal: no more exclusivity, no more AGI clause

description: OpenAI is free to distribute its products through any cloud provider, Microsoft loses its exclusive license to OpenAI's technology, and the controversial AGI clause is gone.

snippets: The biggest change: OpenAI can now sell its products through any cloud provider. Previously, the company was largely tied to Microsoft's Azure platform. Microsoft remains the primary cloud partner, and OpenAI products will still launch on Azure first - but the exclusivity is over.

snippets: - Microsoft said Monday it will no longer pay a share of its revenue to ChatGPT maker OpenAI, the latest move to untether a close partnership that helped unleash an artificial intelligence boom. OpenAI relied exclusively on Microsoft's investments in cloud computing services to build the technology that helped make ChatGPT a household name. Microsoft, in turn, relied on OpenAI's technology to build its own AI assistant Copilot.

title: Microsoft, OpenAI update AI deal, drop exclusivity

description: Under the restructured agreement, OpenAI can serve all its products to customers across any cloud provider, ending Microsoft's previous status as excl...

snippets: In an internal memo reported by CNBC, OpenAI said that the Microsoft partnership had been foundational but had limited the startup's enterprise reach, adding that demand since OpenAI launched on Amazon's cloud had been staggering.

title: Microsoft and OpenAI Rework AI Deal, Cutting Exclusivity and AGI Provisions

description: The restructured deal with Microsoft removes exclusivity provisions and revenue-sharing arrangements, freeing OpenAI to pursue additional allies.

snippets: Under the reworked partnership, Microsoft will remain OpenAI's primary cloud partner and with will hold a license to ChatGPT creator's intellectual property through 2032. Microsoft will also not pay a revenue share to OpenAI.

title: Microsoft and OpenAI loosen ties as revenue share ends and exclusivity falls

description: Microsoft and OpenAI announced major changes to their partnership, ending Microsoft's exclusive rights to sell OpenAI's AI models. Microsoft will no longer pay a revenue share on OpenAI products it resells, while OpenAI gains freedom to pursue deals with cloud-computing rivals like Amazon and Google. The revised agreement marks a significant shift in a relationship that has been foundational to the artificial intelligence boom.

snippets: Microsoft will also no longer pay OpenAI a share of Microsoft's revenue for offering OpenAI models on Azure. SIGNING DEALS WITH MICROSOFT RIVALS The original deal gave Microsoft control over how OpenAI's models were run on the cloud. Microsoft could offer the broadest access to OpenAI's models, with cloud rivals such as Amazon able to offer only more limited and legally questionable ways of accessing the models.

title: OpenAI shakes up partnership with Microsoft, capping revenue share payments

description: CEO of OpenAI Sam Altman speaks through the 2026 Infrastructure Summit of presidency officers, company executives, and labor leaders, in Washington, D.C.,

snippets: OpenAI and Microsoft on Monday introduced a revamped partnership settlement that can permit the factitious intelligence firm to cap income share funds and serve clients throughout any cloud supplier. As a part of the brand new settlement, the businesses stated income share funds from OpenAI to Microsoft will be "subject to a total cap," however they may proceed by 2030,

title: Microsoft Ends OpenAI Revenue Payments In AI Reset

description: Microsoft ends OpenAI revenue payments as revised deal removes exclusivity, keeps IP access through 2032, and pressures MSFT shares.

snippets: AutoStatSpectra uses Bayesian inference to automatically estimate the number of peaks, peak parameters, and peak function types, while also quantifying uncertainty in the estimates. It delivers statistically grounded spectral analysis that does not rely on the analyst's subjective judgment.

title: OpenAI breaks out of exclusivity agreements in its partnership with Microsoft

description: OpenAI breaks out of exclusivity agreements in its partnership with Microsoft

snippets: OpenAI is reportedly ending its exclusive partnership with Microsoft, aiming to broaden access to its AI models by partnering with other cloud providers like AWS.

title: Microsoft Loses Its OpenAI Exclusivity, Shares Slip

description: Ending exclusivity opens OpenAI to rival clouds and eases Microsoft's antitrust exposure

snippets: On the same day that OpenAI announced its partnership with AWS, Microsoft publicly disputed the terms concerning AWS exclusivity, stating (emphasis Microsoft's):

title: Microsoft: MSFT Set to Crash Below $400 as OpenAI Ends Revenue Share Payments

description: Microsoft (MSFT) shares decreased on Monday as the tech giant and OpenAI (OPENAI) announced that their partnership

snippets: As part of OpenAI's restructuring last year as a for-profit business, Microsoft received a 27% ownership stake in the AI startup. The software giant was a key holdout in OpenAI's corporate overhaul as the two negotiated the complex terms of their partnership.

snippets: Under the amended agreement, Microsoft will remain OpenAI's primary cloud partner, with OpenAI products set to launch first on Azure unless Microsoft is unable or chooses not to support required capabilities. However, OpenAI will now have the ability to serve its products across any cloud provider.

snippets: Shrek The Musical Kids MYACT Mountain Youth and Community Theater | 7:00 pm EUREKA DAY Murphys Creek Theatre | 7:30 pm - 9:00 pm Studio 4 Dance Theater Student Showcase 2026 Bret Harte Theater | 7:00 pm - 8:30 pm

title: OpenAI and Microsoft renegotiate deal, drop AGI clause

description: The most notable change is the removal of the "AGI clause", which had previously governed how both companies would handle the development ...

snippets: OpenAI removed all the overhangs Anthropic was built without," he said. "OpenAI is definitely racing to look more like Anthropic. An IPO seems more likely, but they still have to tighten loose ends.

snippets: On Monday morning, Microsoft announced a handful of big changes to its long-standing OpenAI deal. Microsoft will remain OpenAI's "primary cloud partner, and OpenAI products will ship first on Azure, unless Microsoft cannot and chooses not to support the necessary capabilities. " But OpenAI can "now serve all its products to customers across any cloud provider.

snippets: BeInCrypto is committed to unbiased, transparent reporting. This news article aims to provide accurate, timely information. However, readers are advised to verify facts independently and consult with a professional before making any decisions based on this content. Please note that our Terms and Conditions, Privacy Policy, and Disclaimers have been updated.

title: Microsoft To No Longer Pay Revenue Share To OpenAI As ChatGPT Licence Turns 'Non-Exclusive

description: Microsoft will continue to be OpenAI's primary cloud partner and OpenAI products will continue to ship first on Azure.

snippets: Microsoft will no longer pay a revenue share to OpenAI as the latter will now operate under a "non-exclusive" licence, according to a blog post from Microsoft from Monday. This means that OpenAI is now free to offer licensing of its proprietary AI technology such as its GPT models across cloud providers instead of being limited to its former exclusive deal with Microsoft.

title: OpenAI breaks free from exclusive AI pact with Microsoft

description: Microsoft Corp. and OpenAI have agreed to drop the software giant's exclusive right to sell the startup's AI models. Find out more here

snippets: The witness list could pull the case back into OpenAI's earliest power struggles. Old emails, internal documents, and Brockman's diary entries may become part of the fight over who wanted control, who backed a new structure, and how early OpenAI's leaders began looking past the nonprofit model.

snippets: Although Altman was initially hailed arsenic trailblazer he is now facing blowback amid worries about AI's imaginable dangers. Earlier this month, the New Yorker mag published a floor plan that painted him arsenic an unscrupulous executive. Days later, a 20-year-old man worried about AI's effect connected humanity was arrested connected attempted execution charges after throwing a Molotov cocktail astatine Altman's San Francisco home.

snippets: Finally, investment scams. This is where scammers are creating entire fake communities. I'm talking thousands of conversations that look like real people hyping up an investment. Really the big takeaway here is that AI is making scams way more believable, and we all need to get better at recognizing AI generated content. So send this to someone you love so they don't get scammed, and be sure to follow along for more consumer news like this.

title: Microsoft cuts OpenAI revenue share in a fresh step to loosen their AI alliance

description: Microsoft said Monday it will no longer pay a share of its revenue to ChatGPT maker OpenAI, the latest move to untether a close partnership that helped...

snippets: Microsoft will maintain a license to OpenAI's intellectual property for models and products until 2032, although this license will now be non-exclusive. Furthermore, Microsoft will no longer pay a revenue share to OpenAI. However, OpenAI will continue to make revenue share payments to Microsoft through 2030, at the same percentage but with a total cap, regardless of OpenAI's technological advancements.

title: OpenAI Loosens Microsoft Cloud Exclusivity in Strategy Shift

description: The timing of this announcement is interesting. Late last week, a leaked memo by OpenAI revenue chief Denise Dresser said OpenAI's partnership with Microsoft "has been foundational to our success." But she added that the same partnership "has also limited our ability to meet enterprises where they are.

title: Microsoft and OpenAI renegotiated their deal, opening OpenAI to other cloud providers

description: The revised pact preserves Azure ties while opening OpenAI to other cloud providers, setting up a new balance of power and competitive options. As noted by Techcrunch On Monday, Microsoft and OpenAI announced a renewed agreement that again drew attention to their relationship. On social media, some view this as OpenAI winning over the Windows […]

snippets: OpenAI and Microsoft have both released a confirmation announcement that they are ending their exclusive partnership after seven years since they first started their collaboration. According to OpenAI and Microsoft, a new amended agreement between both companies changes their partnership and "the way we work together," centering on new flexible terms.

title: Microsoft, OpenAI change terms of deal so startup can court Amazon and others

description: Microsoft, OpenAI change terms of deal so startup can court Amazon and others

title: AI breakup: Microsoft and OpenAI drop exclusivity, open door to rival clouds

description: Microsoft and OpenAI end exclusivity, allowing AI models on rival clouds while resetting revenue terms and expanding enterprise access.

snippets: The agreement also revises intellectual property access. Microsoft retains a license to OpenAI's models and products through 2032, but the license is now non-exclusive. This change reduces Microsoft's control and gives OpenAI more flexibility in deployment.

title: OpenAI and Microsoft rewrite $13 billion deal, expanding startup's cloud freedom

description: OpenAI and Microsoft have revised their partnership, ending Microsoft's exclusivity and allowing OpenAI to expand its technology across multiple rival cloud platforms

title: Microsoft and OpenAI loosen ties as rivalry simmers

description: Microsoft and OpenAI loosen ties as rivalry simmers

snippets: Wedbush Securities analyst Dan Ives said in a note to investors Monday that the new agreement "puts OpenAI on a strong path forward to going public through IPO given its clearer opportunity in the cloud environment while reducing significant barriers from its original partnership with Microsoft.

title: Microsoft and OpenAI Redefine Partnership

description: Microsoft and OpenAI announce an amended partnership, granting OpenAI multi-cloud flexibility while Microsoft retains IP access and continues joint AI infrastructure development.

title: Microsoft Shares Slip After OpenAI Amends Partnership Terms - Microsoft (NASDAQ:MSFT)

description: Microsoft Corporation (NASDAQ:MSFT) shares are trading lower Monday after its AI partner OpenAI announced amended terms of their ongoing relationship that increases flexibility.

snippets: we have updated our partnership with microsoft. microsoft will remain our primary cloud partner, but we are now able to make our products and services available across all clouds. will continue to provide them with models and products until 2032, and a revenue share through… — Sam Altman ( ) April 27, 2026

title: Microsoft and OpenAI Loosen Their Partnership

description: Microsoft and OpenAI have amended their partnership to reduce their dependence on each other amid an escalating global artificial intelligence race, the companies said on Monday.Microsoft, which is OpenAI's biggest financial partner, will continue to license OpenAI's A.I. technology through 2032. But the tech giant, whose stake in OpenAI is valued at more than $135…

snippets: The lawsuit centers on allegations that OpenAI's leadership did not fully disclose its plans for restructuring and that the new model prioritized financial considerations over its original mission. Legal arguments will likely focus on whether the initial nonprofit framework was intended as a binding commitment or a flexible aspiration. OpenAI, for its part, is expected to emphasize the practical challenges of funding advanced AI development without commercial support.

description: Microsoft and OpenAI have amended their partnership to reduce their dependence on each other amid an escalating global artificial intelligence race, the companies said Monday. Microsoft, which is OpenAI's biggest financial partner, will continue to license OpenAI's AI technology through 2032. But the tech giant, whose stake in OpenAI is valued at more than $135 […] The post Microsoft and OpenAI Loosen Their Partnership appeared first on GV Wire.

title: Openai Breaks Off Microsoft Exclusivity To Free Up Path For Amazon, Google Deals

description: (MENAFN - Khaleej Times) Microsoft is losing exclusive access to OpenAI's technology, clearing the way for the ChatGPT creator to sell its

snippets: Revenue OpenAI must share with Microsoft through 2030 will now have a cap for the total number and no longer tied to the startup's technology milestones - including if it achieves artificial general intelligence, the point at which AI matches or surpasses human ability. The change is meant to simplify a complex relationship between OpenAI and its one of its biggest and earliest backers.

title: OpenAI breaks off Microsoft exclusivity, Amazon CEO says OpenAI models coming to AWS soon

description: Microsoft is losing exclusive access to OpenAI's technology, clearing the way for the ChatGPT creator to sell its products across rival cloud platforms in a sweeping change to one of ...

snippets: But the software giant will no longer share revenue for the OpenAI products it sells on its cloud. Revenue OpenAI must share with Microsoft through 2030 will now have a cap for the total number and no longer tied to the startup's technology milestones – including if it achieves artificial general intelligence, the point at which AI matches or surpasses human ability.

title: OpenAI ends Microsoft exclusivity, to offer AI models on Amazon, Google cloud platforms

description: Since the exclusivity is ending, Microsoft will no longer pay a revenue share on OpenAI products it resells on its cloud.

snippets: The reworked partnership clears the way for OpenAI to run its services on Amazon's cloud platform without the technical modifications required by the previous Microsoft deal, according to a person familiar with the matter.

title: OpenAI ends exclusive partnership with Microsoft, AWS welcomes models

description: Microsoft loses exclusive access to OpenAI technology. OpenAI is now free to work with any cloud provider; AWS is first in line.

snippets: The two companies said Microsoft remains the primary cloud computing partner for OpenAI, and products made by the AI company will ship first on Microsoft's cloud platform, called Azure, "unless Microsoft cannot and chooses not to support the necessary capabilities.

title: OpenAI goes multi-cloud as Microsoft agreement shifts to non-exclusive

description: Under the new terms, Microsoft retains its status as OpenAI's primary cloud partner. However, the exclusivity of OpenAI's intellectual property license has ended.

snippets: Microsoft has reworked its partnership with OpenAI, introducing a more flexible and commercially independent framework even as both companies double down on long-term collaboration in artificial intelligence infrastructure and products.

title: Microsoft Loses Exclusive Access to OpenAI Tech in Major Shakeup

description: Microsoft will no longer have exclusive access to OpenAI's AI models, opening technology to Amazon and Google cloud rivals. Shares react to the news.

snippets: On top of that, Microsoft will still have a license for OpenAI's models and products through to 2032, but the license will no longer be exclusive. On the business side, Microsoft will no longer pay a revenue share to OpenAI, but OpenAI would still make revenue share payments to Microsoft until 2030, which will now be subject to a total cap.

title: Microsoft no longer has exclusive access to OpenAI, opening AI models to AWS and Google Cloud

description: Microsoft just gave up one of its biggest advantages in AI—and the ripple effects are already showing up across the cloud market. OpenAI and Microsoft announced on Monday a revamped partnership that ends Microsoft's exclusive access and allows OpenAI to serve customers on any cloud provider. Under the new terms, OpenAI can distribute its models beyond

snippets: Under the new terms, OpenAI can distribute its models beyond Azure, opening the door to platforms like Amazon Web Services and Google Cloud. The companies said revenue-sharing payments from OpenAI to Microsoft will continue through 2030 but will be "subject to a total cap" and remain "independent of OpenAI's technology progress." Microsoft, for its part, will no longer pay a revenue share to OpenAI, according to a blog post.


title: Qualcomm Shares Surge on OpenAI Smartphone Chip Partnership News

description: Qualcomm stock jumped significantly after reports revealed a strategic collaboration with OpenAI to develop custom AI processors for upcoming smartphones. This partnership positions Qualcomm alongside MediaTek in the competitive mobile chip market, driving investor optimism and lifting shares despite recent underperformance in the semiconductor sector.

time_horizon: days

Qualcomm Incorporated

wiki_page: Qualcomm

name_eodhd: Qualcomm Incorporated

name_kgid: Qualcomm

name_lei: QUALCOMM INCORPORATED

name_orig: Qualcomm Incorporated

name_wiki: Qualcomm

ticker_wiki: QCOM

ticker_serp: QCOM

Apple Inc.

name_eodhd: Apple Inc.

name_kgid: Apple

name_orig: Apple Inc.

name_wiki: Apple Inc.

Luxshare Precision Industry Co Ltd

wiki_page: Luxshare

name_eodhd: Luxshare Precision Industry Co Ltd

name_figi: LUXSHARE PRECISION INDUSTR-A

name_kgid: Luxshare

name_orig: Luxshare Precision Industry Co Ltd

name_wiki: Luxshare

MediaTek Inc

wiki_page: MediaTek

name_eodhd: MediaTek Inc

name_figi: MEDIATEK INC

name_kgid: MediaTek

name_lei: 聯發科技股份有限公司

name_orig: MediaTek Inc

name_wiki: MediaTek

level_3: emerging market

level_2: business enterprise

level_3: start-up and entrepreneurial business

level_1: science and technology

level_2: technology and engineering

level_3: electronic engineering

label: Quote

industry_group: Semiconductors & Semiconductor Equipment

industry: Semiconductors & Semiconductor Equipment

sub_industry: Semiconductors

sub_industry: Semiconductor Materials & Equipment

category: Reputational Risk

subcategory: Shareholder Sentiment

event: Investor Sentiment Improved

category: Technical Analysis

subcategory: Price Action

event: Share Price Increased

context: technology

event: AID

context: intelligence

disaster_group: Natural

disaster_subgroup: Geophysical

disaster_type: Earthquake

disaster_type: Fire (Industrial)

tactic: Initial Access

technique: Supply Chain Compromise

subtechnique: Compromise Hardware Supply Chain

technique: Search Open Technical Databases

chapter: Mental, behavioural or neurodevelopmental disorders

block: Neurodevelopmental disorders

block: Motor neuron diseases or related disorders

sport: chess

sport: Jai Alai (Pelota)

sport: eSports

label: Hackathon

label: Human Interest

tier_1: Technology & Computing

tier_2: Consumer Electronics

tier_3: Smartphones

tier_4: Smartphones

title: OpenAI reportedly developing its own smartphone chips with MediaTek and Qualcomm

description: According to analyst Ming-Chi Kuo, OpenAI is working with MediaTek and Qualcomm on custom smartphone processors, with Luxshare as the exclusive partner for system design and manufacturing.

snippets: According to Kuo, OpenAI views the tighter integration of software, operating systems, and physical hardware as essential to its long-term strategy. To deliver a seamless AI agent experience, the company is said to be prioritising control over both hardware and software ecosystems. The analyst further noted that smartphones remain the most critical device category for capturing the real-time user data necessary for effective AI inference.

snippets: Kuo suggested an OpenAI smartphone could differentiate itself from current leaders by focusing less on traditional app marketplaces dominated by Apple and Google, and more on AI agents that handle a wide range of tasks. He added that building its own hardware stack could allow ChatGPT to operate with fewer restrictions than those typically imposed by mobile operating systems.

snippets: Kuo believes that OpenAI's smartphone would be designed to continuously understand users' context. By offering the phone itself, the company could gain access to more data about users' habits than an app on the phone could. He also said that the company will work on a mixture of small on-device models and cloud models to handle different types of requests and tasks.

title: Qualcomm Shares Surge on Reported OpenAI Smartphone Chip Partnership

description: Qualcomm stock jumped 12 percent following reports of a collaboration with OpenAI and MediaTek to develop AI-driven smartphone processors by 2028.

snippets: TF International Securities analyst Ming-Chi Kuo reported on X that Qualcomm and MediaTek will work together to design the processors. Chinese manufacturer Luxshare is expected to serve as the exclusive partner for system co-design and assembly, with mass production targeted for 2028.

snippets: According to recent reports, OpenAI has chosen both Qualcomm and MediaTek to jointly develop processors for its forthcoming AI smartphone device. The initiative also involves Luxshare serving as the sole system design and manufacturing partner. Industry sources suggest mass production could commence around 2028, establishing a multi-year development timeline.

snippets: Some other stocks on Goldman's recommendation list include Broadcom (AVGO), Nvidia (NVDA), AMD (AMD), Amazon (AMZN), Meta (META), and Micron (MU).

title: Qualcomm (QCOM) Shares Soar 11% as OpenAI Smartphone Chip Partnership Emerges

description: Key Takeaways Shares of Qualcomm climbed more than 11% during premarket hours Monday following partnership news with OpenAI Supply chain analyst Ming-Chi

snippets: Qualcomm, the worst-performing member of the Philadelphia Semiconductor Index this year which finally got its day in the spotlight on Friday, is basking in the sunshine once again. The San-Diego based firm is up 12% in early trading on Monday after an analyst said that the smartphone chipmaker is partnering with OpenAI to build new custom processors for smartphones.

title: Qualcomm shares jump 9% premarket on report of OpenAI smartphone chip partnership

description: Investing.com-- Qualcomm shares jumped sharply in premarket Monday trading, extending gains after a strong move in the prior session, as fresh analyst...

snippets: Investing.com-- Qualcomm shares jumped sharply in premarket Monday trading, extending gains after a strong move in the prior session, as fresh analyst commentary pointed to a potential long-term catalyst tied to OpenAI. The stock rose about 9.2% in premarket trading after TF International Securities analyst Ming-Chi Kuo said industry checks suggest OpenAI is working with Qualcomm and MediaTek to develop smartphone processors.

title: Qualcomm Shares Jump 7 Percent After Report of OpenAI Smartphone Chip Partnership

snippets: Sculley's comments come one week after it was announced that Tim Cook is stepping down as Apple's CEO and will become its executive chairman, and as both Apple and OpenAI are reportedly exploring the development of similar next-generation AI products.

title: OpenAI Developing Custom Chips With MediaTek, Qualcomm for 'AI Agent' Smartphones: Ming-Chi Kuo

description: OpenAI is said to be moving towards building new custom processors for smartphones. According to an analyst, the San Francisco-based artificial intelligence

snippets: OpenAI, notably, has already signalled its interest in developing chips and other AI-centric hardware. It is believed to be building an AI device in partnership with former Chief Design Officer at Apple, Jony Ive. The AI firm also announced a multi-year strategic collaboration with Broadcom in 2025 — a move that would see the two companies design and develop chips and systems to power the growing demands of AI compute.

title: Qualcomm shares jump on report of OpenAI smartphone chip partnership

description: Qualcomm shares jump on report of OpenAI smartphone chip partnership

snippets: The stock rose about 8% following the market open after TF International Securities analyst Ming-Chi Kuo said industry checks suggest OpenAI is working with Qualcomm and MediaTek to develop smartphone processors. Kuo is a highly prominent, Taiwan-based technology analyst renowned for his accurate, supply-chain-derived predictions.

title: Qualcomm Shares Jump on Reported OpenAI Smartphone Chip Partnership

description: Qualcomm shares rose 12% following reports of a collaboration with OpenAI and MediaTek to develop AI-driven smartphone processors for 2028 production.

snippets: OpenAI is quietly engineering a seismic shift in the smartphone industry. According to exclusive reports from The Wall Street Journal and corroborated by analyst Ming-Chi Kuo, the company is collaborating with chip giants Qualcomm and MediaTek to develop custom processors for an AI-centric smartphone slated for mass production in 2028.

title: Qualcomm (QCOM) Stock Surges on OpenAI AI Smartphone Chip Collaboration

description: Qualcomm (QCOM) stock rallies on news of OpenAI partnership for AI smartphone chips, signaling new growth opportunities in AI hardware market.

snippets: With ChatGPT nearing one billion weekly users, a dedicated device would allow OpenAI to lock consumers into a subscription-bundled ecosystem. If successful, the project wouldn't just be a new piece of hardware; it would be a fundamental play to rewrite the rules of mobile computing for the AI era.

title: Qualcomm Soars on OpenAI Partnership for AI Smartphone Processors

description: Qualcomm shares surge 13% as OpenAI partners with Qualcomm and MediaTek to co-develop AI-first smartphone processors, targeting mass production by 2028.

title: OpenAI targets 2028 smartphone launch with custom processors built alongside MediaTek and Qualcomm

description: OpenAI is developing a smartphone powered by custom processors in collaboration with MediaTek and Qualcomm, targeting a 2028 launch. The AI smartphone aims to replace traditional app-based ecosystems with a unified AI agent experience, giving OpenAI control over hardware and software to deliver seamless AI capabilities through on-device and cloud processing.

snippets: Several factors are motivating OpenAI's decision to develop a smartphone, as explained by Kuo. Firstly, by controlling both the operating system and the hardware, OpenAI can deliver a seamless and cohesive AI agent experience. Secondly, smartphones effectively capture real-time user states, rendering them highly valuable for contextual AI applications.

title: OpenAI reportedly working with Qualcomm and MediaTek to build custom chips for AI-first smartphones

description: OpenAI is reportedly moving beyond software into the highly competitive smartphone hardware…

snippets: Governments and AI companies like OpenAI and Anthropic are shaping the future of intelligence amid rising policy conflicts and global competition.

title: OpenAI Working With Qualcomm, MediaTek On AI-Focused Device Chips: Reports

description: (RTTNews) - OpenAI is reportedly working with Qualcomm and MediaTek to develop processors for a next-generation AI-focused device. |

snippets: Qualcomm Shares Jump 7 Percent After Report of OpenAI Smartphone Chip Partnership Qualcomm shares jump 7% on news of a partnership with OpenAI to co-develop custom AI smartphone processors with MediaTek. 3 min read

title: Qualcomm jumps 12% on report it's partnering with OpenAI on smartphone AI chip

description: Qualcomm will be working alongside MediaTek to develop a smartphone chip for OpenAI, with manufacturer Luxshare co-designing the device, an analyst said.

snippets: According to Kuo, OpenAI is currently working with both MediaTek and Qualcomm to develop a custom chipset for its upcoming smartphone. The report also outlines Luxshare as the exclusive co-design and manufacturing partner for the device.

title: Qualcomm up 7% on report it's partnering with OpenAI on smartphone AI chip

description: In this article QCOM 2454-TW ZE475-CN Follow your favorite stocksCREATE FREE ACCOUNT Qualcomm is one of the biggest semiconductor companies making chipsets.…

snippets: The post has been viewed 361,000 times, according to X. If confirmed, the partnership would give a major boost to Qualcomm's revenue growth outlook, Kuo added. Qualcomm, OpenAI and MediaTek did not immediately respond to requests for comment. Write to Joe Stonor at (END) Dow Jones Newswires 04-27-26 0628ET

title: OpenAI is Reportedly Working On a Custom Smartphone Processor

description: OpenAI is reportedly exploring a move into smartphones through a custom processor project with Qualcomm and MediaTek, according to analyst Ming-Chi Kuo.

snippets: As per Kuo, OpenAI is working with chipmakers MediaTek and Qualcomm to develop custom processors for its phone, with Luxshare acting as the exclusive system co-design and manufacturing partner. The final specifications and suppliers for the phone are said to be locked in by late 2026 or the first quarter of 2027.

title: OpenAI explores AI phone in partnership with MediaTek, Qualcomm, Luxshare

description: In a move beyond software, OpenAI is reportedly partnering with Qualcomm, MediaTek and Luxshare to develop an AI-focused smartphone with production expected by 2028

snippets: AI-powered smartphone integration, global smartphone market shift, mobile AI hardware innovation, OpenAI custom smartphone processor, OpenAI Qualcomm chip development, Qualcomm MediaTek partnership, real-time AI agents

title: Kuo: OpenAI smartphone with custom chipset in the works

description: It is expected to enter mass production in 2028. According to a new report from analyst Ming-Chi Kuo, OpenAI is developing a smartphone that is set to...

snippets: The one excerpt that stands out from Kuo's post is that the OpenAI smartphone would "need to continuously understand the user's context," which likely signals always-on functionality at the chipset level. OpenAI is also expected to bundle some of its AI subscriptions with the smartphone.

title: Qualcomm shares jump on report of OpenAI tie-up for AI smartphone processors

description: Qualcomm shares jumped 13% in premarket trading on Monday after an analyst said OpenAI was working with the chip designer and Taiwan's MediaTek ...

snippets: Shares of Qualcomm, whose Snapdragon chips are a mainstay of the Android ecosystem and whose modems underpin 4G and 5G connections, have shed 13% in 2026 heading into this week. Qualcomm is set to release its second-quarter financial results on Wednesday.

title: Qualcomm surges on report of OpenAI tie-up for AI smartphone processors

description: Qualcomm surges on report of OpenAI tie-up for AI smartphone processors

snippets: Qualcomm's shares surged as much as 13% in premarket trading on the report. None of the three companies, Qualcomm, OpenAI, or MediaTek, confirmed the partnership. This is an analyst report, not an announcement, but the supply chain Kuo describes is not speculative. It is the supply chain that already builds the devices you own.

title: A Custom OpenAI Smartphone Could Challenge iPhone by Replacing Apps With AI Agents

description: OpenAI's AI phone plans challenge Apple by combining hardware, software, and AI to change how users interact with smartphones.

snippets: OpenAI is working on a smartphone in what appears to be a significant reversal from previous reports that the company had no plans to enter the phone market, according to supply chain analyst Ming-Chi Kuo.

title: OpenAI secretly developing an Agentic AI smartphone to take on iPhone, Android

description: Renowned analyst Ming-Chi Kuo reports that OpenAI is partnering with MediaTek and Qualcomm on custom smartphone processors, with…

snippets: The analyst reveals OpenAI is developing a custom AI Agent smartphone with Qualcomm, MediaTek, and Luxshare to replace apps with intelligent agents.

snippets: Qualcomm's stock dropped to its lowest level over the last 12 months earlier this month as the chipmaker faces supply shortages. The company issued disappointing financial guidance in February, when CEO Cristiano Amon said its weakness was "100% related to memory" as soaring demand for AI data centers cut into its memory chip supply.

title: Qualcomm's 12% Jump Amidst OpenAI Chip Partnership

description: Explore Qualcomm's pivotal AI chip partnership with OpenAI, as it fuels a market surge and redefines mobile AI capabilities.

snippets: Elsewhere, the possible partnership with OpenAI represents a welcome tailwind for the American communication technology firm, considering its earnings forecast represents a notable business decline compared to the same quarter in 2025 and given QCOM shares' performance in the 2026 stock market.

description: Qualcomm and MediaTek are co-development partners for an AI-first smartphone that the ChatGPT creator is planning, with mass production likely in 2028

snippets: Qualcomm (QCOM) surged 12% during premarket trading Monday following analyst reports indicating a strategic partnership with OpenAI to create smartphone AI processing chips. This collaboration would represent a major advancement in bringing AI capabilities directly to mobile devices, potentially decreasing dependence on cloud-based processing while enhancing user privacy.

title: Stock Market Today, April 27: Qualcomm Rises on Reported OpenAI Smartphone Chip Collaboration

description: Qualcomm rose on reports linking it to OpenAI smartphone chips, with the move highlighting long-term AI potential while leaving near-term performance tied to core mobile demand.

snippets: Investors should also take note of CBOE's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. Right now CBOE is averaging 762,493 shares for the last 20 days..

title: OpenAI reportedly working on its own smartphone based around AI agents

description: Many have thrown around the idea that AI will replace the smartphone, but it seems even OpenAI disagrees as the...

snippets: Qualcomm stock has recovered some of the losses suffered earlier this year, when concerns about a memory shortage hampering demand for smartphones pressured the chipmaker's outlook, as it is a major supplier of smartphone processors.

title: OpenAI Develops AI-Driven Smartphone with Innovative Features

description: OpenAI is developing an AI-driven smartphone in collaboration with MediaTek and Qualcomm, targeting mass production by 2028.

title: Why OpenAI wants to make its own smartphone: AI agents

description: OpenAI is developing an AI processor for smartphones in cooperation with MediaTek and Qualcomm, and Luxshare has been selected as the exclusive co-design and manufacturing partner for the system, Apple-focused analyst Ming-Chi Kuo (밍치궈) said on X on April 27. Based on industry information, OpenAI is aiming to begin mass production in 2028, he said. He expects product specifications and suppliers to be finalised in late 2026 to the first quarter of 2027.

snippets: Based on information circulating in the industry, OpenAI is aiming to begin mass production in 2028, Kuo said. He expects product specifications and suppliers to be finalised in late 2026 to the first quarter of 2027.

title: OpenAI to Rival iPhone with its Own Smartphone Says Kuo

snippets: OpenAI would enter a smartphone market where AI integration is now standard equipment. Apple ships Apple Intelligence across its iPhone lineup, Google embeds Gemini into Pixel devices, and Samsung bundles Galaxy AI with its flagship phones. All three control their own silicon, operating systems, and app ecosystems, giving them distribution advantages that a newcomer cannot replicate in a two-year window.


title: Iran-Krieg verschlechtert deutsche Verbraucherstimmung und Konsumklima

description: Der Iran-Krieg belastet die deutsche Wirtschaft erheblich und drückt die Verbraucherstimmung weiter nach unten. Unternehmen in Deutschland und Japan leiden unter den Folgen, während die Konjunkturerwartung sinkt. Angst vor Preissteigerungen und Unsicherheit führen zu geringerer Kauflaune und verzögerten Anschaffungen, was das operative Geschäft beeinträchtigt.

continent: Europe

region: Western Europe

country: Germany

sentiment: negative

time_horizon: weeks

forward_looking: not-forward

Gfk Se

wiki_page: GfK

name_eodhd: Gfk Se

name_kgid: GfK

name_orig: Gfk Se

name_wiki: GfK

level_3: economic trends and indicators

level_3: consumer goods

level_1: politics and government

level_2: international relations

level_3: economic sanction

label: Polls and Surveys

label: Press-Digest

label: Forecast

sector: Industrials

industry_group: Capital Goods

industry: Aerospace & Defense

sub_industry: Aerospace & Defense

industry: Household Products

sub_industry: Household Products

industry: Machinery

sub_industry: Industrial Machinery & Supplies & Components

event: Investor Sentiment Declined

subcategory: Public Sentiment

event: Company Protest Intensified

context: economic

event: THREATEN

mode: relations

event: MOBILIZE

mode: weapons

disaster_subgroup: Extra-terrestrial

disaster_type: Impact

disaster_subgroup: Climatological

disaster_type: Drought

tactic: Impact

technique: Data Encrypted for Impact

subtechnique: Identify Business Tempo

subtechnique: Threat Intel Vendors

chapter: External causes of morbidity or mortality

block: Armed conflict

block: Anxiety or fear-related disorders

block: Disorders specifically associated with stress

sport: jukendo

sport: kendo

event_type: world cup (retired)

label: Economic Consequences

label: fear

label: sadness

tier_1: War and Conflicts

tier_2: War and Conflicts

tier_3: War and Conflicts

tier_4: War and Conflicts

tier_3: Defense Industry

tier_4: Defense Industry

tier_2: Economy

tier_3: Economy

tier_4: Economy

main_class: Commodities

sub_class: Energy

main_class: Fixed Income

sub_class: Inflation-Linked

main_class: Currencies & FX

goal: Decent Work and Economic Growth

goal: Partnerships for the Goals

title: Iran-Krieg: Verbraucherstimmung in Deutschland sinkt weiter

description: Die Erwartungen einer schwachen Konjunktur und steigender Preise infolge des Iran-Kriegs haben die Konsumstimmung in Deutschland deutlich verschlechtert. Der Konsumklima-Index für Mai sank um 5,2 Punkte auf minus 33,3 Punkte, wie des Nürnberg Institut für Marktentscheidungen (NIM) am Montag mitteilte. Dies sei der niedrigste Wert seit 2023.

snippets: Die Verbraucherstimmung in Deutschland gibt infolge des Iran-Kriegs abermals nach. Die Erwartungen der Verbraucher sänken aktuell noch deutlicher als im Vormonat, teilten die GfK und das Institut NIM am Montagmorgen mit. Besonders trüben sich die Einkommenserwartungen ein, aber auch die Anschaffungsneigung fällt merklich pessimistischer aus. Die Sparneigung geht indes leicht zurück, bleibt aber auf hohem Niveau.

snippets: Warm anziehen mitten im Frühling, so die Empfehlung der IHKN-Chefin. Zwar verharrt die aktuelle Geschäftslage der niedersächsischen Unternehmen auf niedrigem Niveau und hat sich unter dem Strich nicht weiter verschlechtert. Aber Exporterwartungen, Beschäftigungspläne, Konsumneigung zeigen allesamt nach unten.

snippets: Das Konsumklima gilt als wichtiger Indikator für das Konsumverhalten, das wiederum eine wichtige Säule der wirtschaftlichen Entwicklung in Deutschland darstellt. Zu diesem Zweck führt das NIM monatliche Interviews mit Verbrauchern durch. Befragt werden sie zu ihren Wirtschafts- und Einkommensvorstellungen sowie zu ihrer Kauf- und Sparneigung. Für die aktuelle Umfrage wurden vom 2. bis 13. April rund 2.000 Menschen befragt. Quelle: AFP

description: Die Stimmung der deutschen Verbraucher ist vor allem wegen der Folgen des Iran-Krieges schlecht. Inflationsängste machen sich breit und drücken auf die Kauflaune.

snippets: Tokio/Berlin, 27. April 2026 – Für viele deutsche Unternehmen entwickelt sich Japan zunehmend zu einem sicheren Hafen in einem von Handelskonflikten und geopolitischen Spannungen geprägten internationalen Umfeld. Das zeigt die neue Geschäftsklimaumfrage "German Business in Japan 2026" der Deutschen Industrie- und Handelskammer in Japan in Zusammenarbeit mit der KPMG in Deutschland.

snippets: Die Einkommenserwartungen brechen infolge der gestiegenen Inflation regelrecht ein", erläuterte Konsumexperte Rolf Bürkl. "Und vor diesem Hintergrund erachten die Menschen auch den Zeitpunkt für größere Anschaffungen derzeit als weniger günstig." Die Inflationsrate war im März vor allem wegen der Verteuerung der Energiepreise auf 2,7 Prozent geklettert.

snippets: Die Verbraucherstimmung in Deutschland hat sich im April 2026 deutlich verschlechtert und setzt ihren Abwärtstrend fort. Der NIM Konsumklima-Index powered by GfK sinkt für Mai auf -33,3 Punkte und erreicht damit den niedrigsten Stand seit über zwei Jahren. Hauptursachen sind gestiegene Preise, wirtschaftliche Unsicherheiten und geopolitische Spannungen.

snippets: Die Auswirkungen des Iran‑Kriegs belasten das operative Geschäft deutscher Unternehmen auch in Japan merklich. Eine Nachbefragung Ende März 2026 zeigt, dass ein großer Teil der Unternehmen mit steigenden Inflationsrisiken, höheren Energiekosten und zunehmenden geopolitischen Unsicherheiten rechnet. Besonders stark wirken sich steigende Preise für Öl, Gas und Strom sowie Störungen der globalen Lieferketten aus.

snippets: Angesichts des Krieges im Iran und seiner Folgen auch für die Geldbeutel der Menschen sinkt die Kauflust in Deutschland immer weiter. Das Konsumklima ist der neuesten Studie der Institute NIM und GfK zufolge zuletzt erneut abgesackt. Die Einkommenserwartungen sind förmlich eingebrochen und erreichen den niedrigsten Wert seit Februar 2023. Die Bereitschaft, für größere Anschaffungen Geld auszugeben, ging zum dritten Mal in Folge zurück und erreichte den niedrigsten Stand seit zwei Jahren.

description: NIM: Iran-Krieg drückt deutsches Konsumklima | finanzen.net

snippets: Der Blick auf die Gesamtwirtschaft ist ebenfalls von tiefer Skepsis geprägt. Die Konjunkturerwartung für die kommenden zwölf Monate gab erneut um 6,8 Zähler nach und rutschte auf minus 13,7 Punkte ab. Dies entspricht einem ähnlichen Niveau wie zu Beginn des Ukraine-Krieges im April 2022. Laut NIM wächst die Sorge der Verbraucher, dass der zarte Aufschwung der deutschen Wirtschaft durch den anhaltenden Konflikt und eine mögliche Unwirksamkeit staatlicher Maßnahmen einen schweren Dämpfer erhalten könnte.

title: Konsumklima: Iran-Krieg drückt Kauflaune – Konsumklima immer schlechter

title: Iran-Krieg drückt Kauflaune - Konsumklima in Deutschland immer schlechter

description: Angesichts des Krieges im Iran und seiner Folgen auch für die Geldbeutel der Menschen sinkt die Kauflust in Deutschland immer weiter. Das Konsumklima ist der neuesten Studie der Institute NIM und GfK...

title: Konsumklima: Iran-Krieg drückt Kauflaune – Angst vor Preissteigerungen

description: Die Stimmung der deutschen Verbraucher ist vor allem wegen der Folgen des Iran-Krieges schlecht. Inflationsängste machen sich breit. Das Konsumklima ...

snippets: Es verstärke sich die Sorge der Verbraucher, dass der vorsichtige Aufschwung der deutschen Wirtschaft einen ernsthaften Dämpfer erhalten könnte – vor allem dann, wenn der Krieg in Nahost weiter anhalte und Maßnahmen der Regierung keine Wirkung zeigten. Für die monatliche Studie zum Konsumklima werden im Auftrag der EU-Kommission jeweils 2.000 Menschen befragt. Für die April-Studie lag der Befragungszeitrum zwischen dem 2. und 13. April.

snippets: Das IW verwies auf die gestiegenen Zinsen. Die Erschwinglichkeit von Immobilien sinke damit, das dämpfe die Nachfrage nach Wohneigentum und begrenze die Spielräume für Preissteigerungen. Zugleich dürfte höhere Zinsen und Baukosten als Folge des Nahostkriegs den Neubau belasten, was den Druck auf die Mieten noch verschärfe.

snippets: Doch seit über einem Jahr schwächelt der gesamte Luxussektor an der Börse. Seit Mitte Februar 2025 sind die Aktien von Luxuskonsumgüterherstellern im Schnitt um 25 Prozent eingebrochen. Der breite Aktienindex Stoxx Europe 600 gewann dagegen seither 16 Prozent und nähert sich trotz des Irankriegs wieder seinem Ende Februar erreichten Allzeithoch.

snippets: Im Ukraine-Krieg 2022 hatten stark steigende Zinsen und Baukosten die Immobilienpreise sinken lassen, der jahrelange Boom war beendet. «Anders als 2022 wird der aktuelle Energiepreisschock aber zu keiner scharfen Preiskorrektur führen», meint nun das IW. Denn Zinsen lägen auf einem deutlich höheren Niveau und die Energiepreise stiegen weniger stark als damals.

title: Immobilien: IW: Iran-Krieg zeigt erste Auswirkungen auf Wohnungsmarkt

description: Gestiegene Zinsen und höhere Baukosten belasten Käufer und Bauherren - die Immobilienpreise steigen aus Sicht des Instituts der deutschen Wirtschaft kaum noch. Anders sieht es bei den Mieten aus.

description: Der Iran-Krieg dämpft nach Einschätzung des Instituts der deutschen Wirtschaft die Immobilienpreise, während er den Druck auf Mieter verschärft. Im ersten Quartal verteuerten sich Eigentumswohnungen sowie Ein- und Zweifamilienhäuser in Deutschland mit 0,1 Prozent gemessen am Vorquartal kaum, zeigt der Wohnindex des IW. Auf Jahressicht stiegen die Preise für Eigentumswohnungen um 2,5 Prozent, für Ein- und Zweifamilienhäuser wuchsen sie mit 0,7 Prozent nur leicht.

snippets: Die Modewelt beobachtet mit Sorge einen Rückgang der Repräsentation von Plus-Size-Models auf den Laufstegen der Herbst/Winter 2023 Kollektionen in New York, London, Mailand und Paris. Dieser Trend steht im Kontrast zu den Fortschritten der letzten Saisons in Bezug auf Inklusivität.

snippets: Europäische Immobilienfonds konnten auch im vergangenen Jahr ein leichtes Wachstum verzeichnen, allerdings deutlich verhaltener als in den Vorjahren", stellt Ilva Diaco, Conducting Officer Portfolio Management, Marketing & Distribution bei Intreal Luxembourg fest. Ihrer Einschätzung nach sind die aktuellen Zahlen ein erstes Signal für eine Bodenbildung und eine schrittweise Stabilisierung des Marktes.

snippets: Im Ukraine-Krieg 2022 hatten stark steigende Zinsen und Baukosten die Immobilienpreise sinken lassen, der jahrelange Boom war beendet. "Anders als 2022 wird der aktuelle Energiepreisschock aber zu keiner scharfen Preiskorrektur führen", meint nun das IW. Denn Zinsen lägen auf einem deutlich höheren Niveau und die Energiepreise stiegen weniger stark als damals.

title: Iran-Krieg drückt Kauflaune – Konsumklima immer schlechter | Courage Lounge

snippets: «Die Einkommenserwartungen sind eng mit der von den Verbrauchern erwarteten Inflation verknüpft», heißt es in der Analyse der Nürnberger Konsumforscher. «Die Einkommenserwartungen brechen infolge der gestiegenen Inflation regelrecht ein. Und vor diesem Hintergrund erachten die Menschen auch den Zeitpunkt für größere Anschaffungen derzeit als weniger günstig», sagte der NIM-Konsum-Experte Rolf Bürkl.

title: IW: Iran-Krieg zeigt erste Auswirkungen auf Wohnungsmarkt | Courage Lounge

description: IW: Iran-Krieg zeigt erste Auswirkungen auf Wohnungsmarkt | finanzen.net