Description: EPS 6! We discuss the pause in Apple Watch sales due to an intellectual property dispute and China's restrictive directives on iPhone usage, highlighting the potential for a White House veto and a software update. We also examine the fallout of the Adobe-Figma merger termination and Google's restructuring of its ad division. The second segment focuses on Nippon Steel's acquisition of US Steel and the expansion of Affirm's partnership with Walmart. In the aerospace sector, we discuss Boeing's first direct delivery to China since 2019 and its implications. The fourth segment covers the latest economic data, including lower-than-expected GDP and PCE figures. We then analyze Wells Fargo's software sector downgrades, particularly focusing on Covid-boosted business models. Finally, we explore Paramount Global's potential merger talks, as well as its discussions to sell BET, providing insights into the media landscape heading into 2024.

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