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Top Midday Stories: Amazon Market Cap Hits $3 Trillion; AstraZeneca, Bristol Myers Squibb Reportedly Discuss $400 Billion Combination

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All three major US stock indexes were up in late-morning trading Monday after President Donald Trump said Sunday he cancelled a planned attack on Iran.

In company news, Amazon.com (AMZN) shares rose Monday morning, bringing the tech giant's market capitalization above $3 trillion for the first time. Amazon shares were up 5.2% around midday.

AstraZeneca (AZN) is in talks with Bristol Myers Squibb (BMY) about a potential combination that would create a company valued at nearly $400 billion, the Financial Times reported Sunday, citing people familiar with the matter. The companies have held discussions in recent months, though a deal could still be delayed or fail to materialize, the report said, citing the people. AstraZeneca shares were down 9.4%, while Bristol Myers Squibb shares were down 0.7%.

Lantheus (LNTH) said Monday it signed a definitive agreement to merge with a unit of Curium US Holdings in a deal valued at up to $8 billion. The buyer will pay $102.50 per Lantheus share in cash at closing and up to $12 per share in future milestone-based cash payments through 2030, the company said. The deal is expected to close in H1 2027, subject to regulatory and shareholder approvals. Lantheus shares were up 2.8%.

Visa (V) said Monday it has agreed to acquire fraud intelligence company BioCatch for $2.4 billion in cash. The deal will likely close by the end of Visa's fiscal Q2 2027, the company said. Visa shares were up 0.1%.

ArcelorMittal (MT) said Monday it has expanded its partnership with Microsoft (MSFT) to implement artificial intelligence tools in its international business processes. The mining company will adopt Microsoft Azure as its primary cloud infrastructure to update core information technology frameworks and centralize data, it said. ArcelorMittal shares were up 1.4%, while Microsoft shares were up 4.9%.

JPMorgan Chase (JPM) said Monday it plans to spend $750 billion through 2035 to increase the housing supply and support home ownership in the US. JPMorgan shares were up 0.2%.

GameStop (GME) has agreed to exchange about $1.4 billion of its outstanding 0% convertible senior notes due 2030 and 2032 for its class A common stock without the use of cash. Noteholders are exchanging around $400 million of the 2030 notes and $1 billion of the 2032 notes, the company said. The exchange is expected to close around Sept. 23. GameStop shares were down 12.6%.

Price: $285.78, Change: $+14.20, Percent Change: +5.23%

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Major digital assets were weaker Friday, with Bitcoin (BTC-USD) dropping below the $63,000 level.The CoinDesk Market Index, which tracks dozens of digital assets including Bitcoin, fell almost 2.3% in the past 24 hours. The Nasdaq rose 1%, the S&P 500 added 0.9%, and the Dow Jones Industrial Average increased 0.8%.Bitcoin fell 2.8% to $62,936, according to CoinMarketCap data. The most popular cryptocurrency's 24-hour trading volume rose 9.9% to $30.99 billion.Ethereum (ETH-USD), the second-largest digital asset by market value, was down 2.9% to $1,866.XRP (XRP-USD) lost 2.2%, BNB (BNB-USD) decreased 1%, and Solana (SOL-USD) fell 1.9%. Dogecoin (DOGE-USD) dropped 1.3%, while Cardano (ADA-USD) declined 1.3%.The total market value of the cryptocurrency industry dropped 2.3% in the past 24 hours to $2.16 trillion, with trading volume rising 6.5% to $66.73 billion.Price: $62953.31, Change: $-1770.72, Percent Change: -2.74%

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Apple Faces Supply Constraints, Currency Drag in Q4 Amid AI Strategy Questions, UBS Says

Apple (AAPL) faces currency headwinds and tightening memory-supply conditions that are expected to weigh on iPhones, Macs and iPads in fiscal Q4, UBS Securities said Thursday in a report.The company's "lack of a robust AI strategy remains a challenge" amid "limited estimate upside and an elevated valuation," the report said.Foreign-exchange fluctuations are expected to trim Q4 growth by 250 basis points, the report said. Apple expects gross margin of 47% to 48%, including a 100 basis point tariff refund, and UBS projects the figures to drop to 45.9% in the following quarter as the tariff benefit fades."Investor fund flows could shift back toward hyperscalers, semiconductors, and networking and optical companies, capping Apple's valuation multiples," the report said.UBS maintained its neutral rating on Apple stock with a $296 price target.Price: $306.87, Change: $-26.56, Percent Change: -7.97%

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Update: Market Chatter: KKR Nears Deal to Acquire Integer

(Updates to add KKR's response in the fourth paragraph.)KKR (KKR) is nearing a deal to acquire Integer (ITGR), valuing the medical-device outsourcing company at about $127 a share, The Wall Street Journal reported Friday, citing people familiar with the matter.The deal could be announced as soon as next week, the report said, adding that there are no guarantees that a deal will materialize.Shares of Integer were up 20.2% in Friday trading.A spokesperson for KKR declined to comment, while Integer did not immediately respond to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $101.52, Change: $+0.54, Percent Change: +0.53%

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