Netflix co-EO Ted Sarando speaking at a conference this afternoon saying he is quote super confident his company will end up the winner, but shareholders don't seem too excited about the deal. Netflix stock has lost nearly 12% in just last week. Um, so how do we trade this here.On Friday, we had the dynamic where we had the two bids. We didn't have a higher offer from Paramount Skyance yet. And we were you guys were wondering >> since you're both in WBD, why isn't WBD higher.>> Well, why weren't my options ...

Oracle's Challenges and Opportunities - Oracle needs to focus on future execution, not just promises [2] - Addressing negative cash flow is crucial for investors [2] - Resolving the debt overhang is important to reassure investors about the company's future [2][3] - The stock has given back over 30% of last quarter's gains [3] AI and Semiconductor Industry Dynamics - Nvidia's performance is closely tied to OpenAI and Oracle [3] - The market is concerned about potential oversupply or hyperscalers cutting back, which could affect the entire industry [5] - Broadcom and Nvidia are both part of the same AI trade [4] Consumer Spending Trends - Walmart's numbers were good for the consumer, while Target's were not [6] - The wealthy continue to spend on travel and leisure (e g AMX, Delta) [8] - Lower-end consumers are pulling back, as seen with Chipotle and others [8] - Retail performance during the Christmas season will be important [7]

In the race for AI dominance, the US still holds a commanding lead in software, but China might be closing the gap on AI hardware. From chips to factories to the final gadget in your hand. In this week's China Lens, Ununice Yun looks at how that country is trying to carve out its own edge in the AI race.>> Meta has sold millions of its AI glasses worldwide, but the Chinese have caught on. More than 70 Chinese companies are creating competitors and in the race with the US in AI, China's expertise in hardware ...

John, that's right. We've got a new social media post from the president on Nvidia. The president saying on social media just moments ago, I have informed President Xi of China that the United States will allow Nvidia to ship its H200 products to approved customers in China and other countries under conditions that allow for continued strong national security.President Xi responded positively. 25% will be paid to the United States of America, the president says. He goes on to say in a very lengthy post uh t ...

We've got a new social media post from the president on Nvidia. The president saying on social media just moments ago, "I have informed President Xi of China that the United States will allow Nvidia to ship its H200 products to approved customers in China and other countries under conditions that allow for continued strong national security." President Xi responded positively. 25% will be paid to the United States of America, the president says.He goes on to say in a very lengthy post uh that this approach ...

An essential document holds the key to making sure your assets go exactly where you want when you pass away. And it's not a will. I'm Sharon Eper, the senior personal finance correspondent at CNBC and the author of the Money 101 newsletter.Actor Chadwick Boseman, singer Liam Payne, and the Queen of Soul, Artha Franklin, are among famous celebrities who died without a will. In fact, only 24% of Americans have a will, according to a 2025 survey by caring. com.But that legal document may not be most important ...

Joining me now is CNBC founder and contributor Tom Rogers. He's also a senior adviser to Versent Media, our soon-to-be parent company. Tom, does it matter which of these companies gets um Warner.Uh does it matter to the industry and how it goes forward from here. >> Uh thanks for having me, John. And let me just say at the outset, I'm speaking for myself and not verant on this.Um I I think certainly there are factions within the industry that uh seem to care. Uh labor has uh come out hard against Netflix. U ...

Market Outlook - The market is expected to continue its bull run and notch its fourth consecutive year in 2026, but with more short-term volatility than in 2025 [3] - Historically, the Federal Reserve cutting interest rates when the S&P 500 is near its all-time high has led to market increases, averaging just under 14% over the next 12 months [2][3] - The Fed funds target rate could move into a range of 3 and 1/2 to 3 and 3/4% if interest rates are cut this week [10] - The market may only see 50 basis points more of cuts to get to neutral, potentially two 25 basis points cuts [10] - There may only be one rate cut in 2026 and one in 2027 before a new, potentially more dovish, Fed chair comes in, which could lead to a 150 basis point cut [11] Company Specific Analysis - Oracle needs to demonstrate aggressive revenue and future growth to revive the AI trade and alleviate concerns about capex and debt [5] - Oracle's performance is crucial for soothing AI valuations and addressing AI capex and debt concerns that have been weighing on the market [6] - Oracle needs to show that its five-year plan is intact, if not better, to reassure investors [8] Mergers and Acquisitions (M&A) - Increased M&A activity is a positive economic signal, benefiting private equity, small caps, and banks involved in deal-making [16] - Netflix felt confident that the deal with Warner Brothers would go through, but Trump's comments might spook investors [13][14] - Paramount's massive bid of 30 a share led to a 9% increase in its stock price, while Netflix's stock continued to decline [15]

So, when a seller takes their home off the market, it's called a D-listing. And those are now happening at an unusually high rate. D-listings in October, which are reported with a one-mon lag, were up 45% year-to- date and up nearly 38% from October of last year.That's according to a new report from realtor. com. Now, this is the highest D-listing year since they began tracking this in 2022.D-listings began to rise in June and have remained elevated for five straight months. So about 6% of active listings h ...

It's Jordan Jackson. Nice to have you here at Post9 as well. It's a pretty big week.Got the Fed, you got Oracle, Broadcom. What are you thinking about. >> Well, we're keeping an eye on the Fed.Obviously, we think the Fed's going to cut rates. Um I think you are going to see a number of dissensions. Obviously, uh Mir's likely going to favor more aggressive easing.We could see a couple descents uh for for no easing at all. It's funny when we were uh penning our outlook AI lift and economic drift, uh we titled ...