🧾MARKET RECAP → Stocks were little changed on Thursday as investors braced for the Fed’s interest rate decision next week.

💻 GOOGLE TAKES ON ‘VIBE CODING’ → Google (GOOG) enters conversational coding with a Replit-style tool, raising the stakes in AI-first software development and pressuring startups as the space begins to consolidate.

🔍 CATHIE TRIMS PALANTIR → ARK cuts its PLTR stake again as valuation heats up, showing even favorite AI names get trimmed when sizing rules and frothy sentiment collide.

🔥 PARAMOUNT FIRES SHOT AT WARNER DEAL → Paramount (PARA) alleges bias in Warner’s (WBD) sale process, raising the stakes in the Hollywood bidding war — and shining a harsh light on corporate governance and the risks of media consolidation.

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For the week beginning December 01, 2025

🧠 Google moves in on Replit’s turf: Google (GOOG) quietly launched its own “vibe coding” tool — a conversational, AI-assisted coding environment meant to compete directly with Replit, Anthropic-backed Claude Code, and VC-darling Cursor. The tool lets developers iterate ideas, generate prototypes, and debug through natural dialogue rather than traditional IDE workflows.

⚙️ Why vibe coding matters: Instead of writing strict syntax, users describe what they want, and the AI fills in structure, edits, and fixes. This lowers the barrier to entry for beginners while speeding up iteration for pros. With Google entering the arena, the space shifts from scrappy startup innovation to big-tech platform stakes.

📊 Implications for devs and rivals: For developers, more competition means faster improvements and lower switching costs across tools. For Replit, Cursor, and Anthropic, Google’s distribution advantage is a threat — especially if the tool becomes integrated tightly into Search, Android, or Workspace. The future of coding looks increasingly conversational, and now the biggest player is fully in the game.

📝 Paramount calls foul on Warner Bros. Discovery: Paramount (PARA) claims that the ongoing sale process for Warner (WBD) is unfairly skewed toward Netflix (NFLX) — alleging lack of independence in evaluation and demanding clarification that an unbiased special committee is reviewing bids.

💵 Bidding war intensifies — but trust erodes: As Netflix and Comcast (CMCSA) submit revised offers for Warner’s studio/streaming assets, Paramount sweetened its own full-takeover bid, raising the proposed breakup fee to $5 billion — a signal of confidence, but also escalating the tension and scrutiny around the process.

⚠️ What this means for media consolidation and investors: The public dispute shines a spotlight on corporate governance, regulatory risk, and the stakes of big-media consolidation. For investors, the conclusion of this bid process could reshape streaming, cable and studio ownership — but the path is now more uncertain, with legal friction and potential political pressure muddying what was supposed to be a straightforward auction.

💼 Cathie Wood keeps selling PLTR: ARK Invest offloaded more Palantir (PLTR) shares, continuing a multi-week trim despite the stock’s strong run. Wood has been reducing exposure as Palantir’s valuation stretches and the position grows oversized relative to her portfolio’s risk limits.

📊 Fundamentals vs. froth: Palantir’s government and AI-commercial pipelines remain solid, but the stock has been trading more on narrative than numbers. With multiples elevated and momentum-driven inflows cooling, trimming is a classic ARK move — take gains, reduce concentration, and reallocate to earlier-stage innovation plays.

🔄 What investors should take from this: A Cathie Wood sale doesn’t mean she’s bearish; it usually means the name violated her sizing rules. But it does signal that even high-conviction AI beneficiaries can become too crowded. For the average investor, it’s a reminder to revisit position sizing when hype runs hotter than fundamentals.

Microsoft will raise prices of commercial Office subscriptions in July (CNBC)

Meta stock climbs 4% on report of planned metaverse cuts (CNBC)

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