July 29, 2025

America’s First Coast-to-Coast Railroad, Nvidia’s $Billion Chip Bet, and Merck’s $3B Panic Plan

America’s First Coast-to-Coast Railroad, Nvidia’s $Billion Chip Bet, and Merck’s $3B Panic Plan

Union Pacific is making railroad history with an $85 billion acquisition of Norfolk Southern, forming America’s first true coast-to-coast rail network. Merck announced $3 billion in cost cuts as it braces for the 2028 Keytruda patent cliff, while Nvidia just ordered 300,000 AI chips from TSMC to meet surging Chinese demand. Meanwhile, UPS stock fell 4% after the shipping giant pulled its guidance due to economic uncertainty, and UnitedHealth shocked investors with a $10 per-share profit cut for the year, citing rising healthcare costs. From industrial megamergers to AI chip wars and healthcare shocks, this episode covers everything moving the markets.

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