All of this is so interesting as to whether or not indeed it really gets access to China, whether we see a tick tock deal, whether we see continuing trade issues between us and China Iron out will do if we talk about chips in particular. What have you made of the ferocious focus on domestic supply chain resiliency coming from China. Yeah, it's a great question.Caroline. And I agree with Maggie just now that that, you know, the issue is really going to be a boon for some of these Chinese companies, as we've ...

Mergers and Acquisitions Analysis - Warner Brothers Discovery (WB) has leverage due to multiple suitors, making it a seller's market [1][2][13] - David Zaslav is strategically delaying to potentially increase Paramount's offer [2][11] - Value of cable networks depends on the acquirer; Versant (spun off from Comcast) or local station giants like Nexstar and Sinclair might value them more than Netflix or Paramount [3][4] - Selling cable and broadcast components separately could yield more money for WB [5] - If Paramount Skydance acquires WB assets, they could still spin off cable and broadcast properties [6] - Realizing synergies from a potential acquisition could be a lengthy process [8] - Donald Trump is leveraging the situation to see who offers more favorable terms, similar to David Zaslav [10][11] - Investors believe there is time for Paramount's offer to increase, positioning WBD to benefit [12] Media Industry Trends - The rise of content creators on platforms like YouTube and TikTok is commanding more viewing time than traditional studios [16] - YouTube's acquisition of the Oscars broadcast rights from ABC starting in 2029 signifies a shift in media consumption [17] - Tech giants are poised to dominate the media landscape, potentially overshadowing traditional media companies [17][18]

Do you think that the deal has to be sweetened. It can't just be about more for a breakup fee or good for the money in terms of Larry Ellison. >> Yeah, you know, it's a very clear picture of who's got the leverage here.Clearly WBD has suitors and David Zastaslav can just sit and fold his arms and say, "Look, you're not talking in my good ear yet, Paramount." And it's a it's not a dumb way to try to drive their offer up even higher. And that wouldn't surprise me. >> What do you think could be the quibbling a ...

Bids for Warner Bros. Discovery could go higher, and the company’s cable networks may be worth more if sold separately from the studio assets, says Jon Klein, co-founder of Hang Media and former president of CNN. He joins Caroline Hyde on “Bloomberg Tech.” -------- Like this video? Subscribe to Bloomberg Technology on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here: https://www.youtube.com/playli ...

All of this is so interesting as to whether or not indeed Nvidia gets access to China, whether we see a Tik Tok deal, whether we see continuing trade issues between US and China of iron out. Do if we talk about chips in particular, what have you made of the ferocious focus on domestic supply chain resiliency coming from China. Yeah, it's a great question, Caroline, and and I agree with Maggie just now that the you know, the H200 is really going to be a boon for some of these Chinese AI companies as we've se ...

Do you think that the deal has to be sweetened. It can't just be about more for a breakup fee or good for the money in terms of Larry Ellison. >> Yeah, you know, it's a very clear picture of who's got the leverage here.Clearly WBD has suitors and David Zastaslav can just sit and fold his arms and say, "Look, you're not talking in my good ear yet, Paramount." And it's a it's not a dumb way to try to drive their offer up even higher. And that wouldn't surprise me. >> What do you think could be the quibbling a ...

Do you think that the deal has to be sweetened. It can't just be about more for a breakup fee or good for the money in terms of Larry Ellison. >> Yeah, you know, it's a very clear picture of who's got the leverage here.Clearly WBD has suitors and David Zastaslav can just sit and fold his arms and say, "Look, you're not talking in my good ear yet, Paramount." And it's a it's not a dumb way to try to drive their offer up even higher. And that wouldn't surprise me. >> What do you think could be the quibbling a ...

How much is tech going to still be leading the charge in next year. >> I think tech is going to be good again next year. I I honestly think the setup for 2026 looks quite similar to to this last this last year.Um we'll see another year of Fed rate cutting. Um in general economy looks pretty strong. Labor is a watch item for next year, but you know labor has been weakening for the most part of this year as well.Um and then we'll also see fiscal stimulus next year and that'll come from existing stimulus conti ...

Amy, how does Tick Tock and a potential agreement play into the relationship, do you think. I'm positive for now. Well, positive in terms of calming some of the concerns that the Trump administration had.I would imagine that a lot of people didn't have Oracle on their bingo card as the biggest tech disrupter in 2025. But but that's where we are. And that's because Oracle is a bit of a mixed bag.Not it's not on the forefront of innovation in critical technologies. This is a company that moves slowly. But at ...

We end the week on a high. But wow, if we've been riddled with doubts, where is your mind been at. Yeah, it has been a really interesting tape in recent weeks and months.I mean, the debate around I, the return on investment around I, around the quality of the balance sheets, the war on the model front, right between activity and Google's Gemini. And I think moving forward, markets are realising this is going to be less of a competition on just the innovation, although the innovation is really important, but ...