Trade & Tariff Strategy - The administration has contingency plans in place, referencing various sections such as 232, 122, and 301 [1] - The Treasury Secretary is prepared to implement tariffs through alternative avenues if the initial case is unsuccessful, aiming to achieve the administration's goals [1] Economic Impact & Re-industrialization - The administration's goal is popular with financial markets, investors, and the American people, with the aim of re-industrializing the country [1] - Re-industrialization involves employing Americans to build factories with foreign capital [2]

Warner Brothers Discovery (WBD) Strategic Outlook - WBD is still planning to split into two companies by mid-2026, but is open to strategic alternatives including a potential sale of the entire company or parts of the business [2] - Potential bidders include Netflix, Paramount, and Comcast, with Netflix likely only interested in the studio side and Paramount reportedly interested in acquiring the entire company [3][4] - A decision on whether to sell the business or commit to the split is expected by Christmas [7] Financial Performance & Business Segment Analysis - WBD swung to a $148 million loss on $9 billion in revenue, compared to a profit one year ago [6] - Movie revenue increased by 74% due to films like Superman and The Conjuring, but this was not enough to offset losses on the TV side [5] - Network revenue dropped 23%, with advertising down double digits [5] - The studio and streaming businesses are progressing well and are considered the value drivers for WBD [8] - The TV networks business is generating approximately $6-7 billion in EBIDA, but with a lower valuation multiple, while the studio and streaming assets are expected to generate nearly $4 billion in EBIDA with a higher valuation multiple [9] - WBD plans to build a new standalone US sports streaming app and retool CNN into a global digital subscription platform [7] Potential Synergies & M&A Considerations - A Comcast combination with WBD's studio unit could result in $3-5 billion in synergies or cost savings [10] - Paramount is seen as potentially benefiting the most from acquiring the entire company, while Netflix is seen as having the least upside from acquiring the studio [11][13] - The non-film business of WBD, while challenged, still generates a significant amount of cash, with 70% of WBD's total EBIDA expected to come from the TV networks this year [17] Industry Trends & Economic Factors - The entertainment industry in LA County has lost 41,000 jobs in recent years, and further consolidation could exacerbate this [21] - Lack of a national policy on film rebates and subsidies in the US makes it difficult to compete with other countries [25] - Georgia has lost 50% of its production since 2022, representing $2 billion in direct economic activity [27] - The Chinese market, once a golden goose for Hollywood, now accounts for only 5% of revenues [32]

#youtube #podcast #imilitary How veterans can disrupt America's political duopoly. About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http://twitter ...

Capital Expenditures Overview - Capital expenditures reached $194 billion, driven by investments in servers, data centers, and network infrastructure [1] - Cash capex was $342 billion in Q3, with $899 billion spent year-to-date, primarily related to AWS investments [1] - Third quarter capex was $24 billion, with the vast majority invested in technical infrastructure [2] - Capital expenditures were $349 billion, driven by growing demand for cloud and AI offerings [3] Investment Allocation - Approximately 60% of technical infrastructure investment was in servers, and 40% in data centers and networking equipment [2] - Roughly half of the spend was on short-lived assets, primarily GPUs and CPUs [3] - The remaining spend was for long-lived assets supporting monetization for the next 15 years and beyond [3] Strategic Focus - The company will continue to make significant investments, especially in AI [2] - Investments support demand for AI and core services, custom silicon like tranium, and tech infrastructure [1] - Investments also support increasing Azure platform demand, growing first-party apps and AI solutions, and R&D [3]

Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. Keeping the United States safe comes with its share of investment opportunities for the financial services industry. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Capitol Meridian Partners co-founder Brooke Coburn. Coburn was a founding member of the tech, media, and telecom practice at private equity powerhouse The Carlyle Group. Coburn co-founded Capitol ...

Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. Keeping the United States safe comes with its share of investment opportunities for the financial services industry. Yahoo Finance Executive Editor Brian Sozzi talks on the Opening Bid Unfiltered podcast with Capitol Meridian Partners co-founder Brooke Coburn. Coburn was a founding member of the tech, media, and telecom practice at private equity powerhouse The Carlyle Group. Coburn co-founded Capitol ...

The results were spectacular. They exceeded any expectations anybody could have. This is a company that's more than a $4 billion run rate, growing 63%.It's more than doubling its commercial business. And these aren't little deals. They have some customers that spend as much as 9 figures on Palunteer software.Companies are lining up to use Palunteer in order to achieve their AI goals. The government business grew 50%. The government's still leaning more and more on Palunteer to achieve its own missionritical ...

Air Traffic Impact - Air traffic capacity was cut by 4% starting at 6:00 a m [1] - Airlines preemptively canceled and delayed flights due to the FAA's order [1] - Further air traffic disruptions are expected, with a potential increase to a 10% reduction next week if the shutdown continues [1] Shutdown Context - The threat of air traffic disruptions was a major factor in ending the previous 35-day shutdown [2] - The current shutdown has already exceeded the previous one, reaching 388 days [2] - The widespread effects of the shutdown are impacting airlines across the US, from Alaska to Florida [2]

Could the bull market keep going into 2026 or is a market correction in the cards? We speak with Wall Street insiders about the outlook for markets into next year, opportunities, and risks. For more of the latest financial news, please visit: https://finance.yahoo.com/ #youtube #stocks #investing About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial ...

Yahoo Finance examines the AI trade, bubble risks, opportunities for investors, options, and more. #youtube #AI #stocks About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo ...