Core Points - President Trump has announced the termination of all trade negotiations with Canada due to a controversial advertisement that criticized U.S. tariffs, which was sponsored by Ontario [1][12] - Canadian Prime Minister Mark Carney plans to double exports to countries outside the U.S. in response to the tariffs, indicating a shift in Canada's trade strategy [2][15] - Ontario Premier Doug Ford decided to pause the advertisement campaign after discussions with Carney, aiming to resume trade talks [3][4] Trade Relations - The advertisement, which featured former President Reagan's words, was intended to spark a conversation about the economic impact of tariffs on American workers and businesses [4][6] - The Ronald Reagan Presidential Foundation criticized the ad for misrepresenting Reagan's stance on tariffs and is considering legal action [8][9] - More than 75% of Canadian exports are directed to the U.S., with approximately $3.6 billion Canadian ($2.7 billion U.S.) worth of goods crossing the border daily [15] Economic Impact - Trump's tariffs have significantly affected Canada's auto sector, particularly in Ontario, leading to production shifts, such as Stellantis moving a production line from Ontario to Illinois [19] - Ontario's government allocated $54 million (about $75 million Canadian) for the advertisement campaign, which aired across multiple U.S. television stations [6][17] - The ongoing trade tensions and tariff policies have created a challenging environment for Canadian businesses, prompting a reevaluation of trade strategies [2][14]

Fox (FOXA) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended September 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on October 30, might help the stock move higher if these key numbers are better than expectations ...

Fox Corporation (FOXA) is a major American media company known for its news, sports, and entertainment content, headquartered in New York City. In recent times, Fox has spent money buying new companies, such as Red Seat Ventures and Caliente TV. It also started Fox One, a new streaming service, showing it wants to grow further in entertainment and digital media. The company has a market capitalization of $25.92 billion. Fox Corp is set to report its first-quarter results for fiscal 2026 on Oct. 30, 2025, ...

17 October 2025 US Media & Telecom US Media: Could Netflix, Disney et al move beyond legacy format? An exploratory discussion on short-form Laurent Yoon +1 917 344 8502 laurent.yoon@bernsteinsg.com Martin Boruchowicz +1 917 344 8564 martin.boruchowicz@bernsteinsg.com Andrew Chung +1 917 344 8302 andrew.chung@bernsteinsg.com MicroDrama. Have you heard of it? It's a drama series delivered in snackable, bite- sized episodes that are typically a minute or two, designed for the ever-hard-to- please, scroll-happy ...

Billionaire entrepreneur Mark Cuban shared his thoughts recently on the possibility of TikTok’s U.S. operations falling under the control of Oracle (NYSE:ORCL)  Executive Chairman Larry Ellison, Fox (NASDAQ:FOX, FOXA)) CEO Lachlan Murdoch and Dell Technologies (NYSE:DELL) CEO Michael Dell warning that the platform’s success could unravel if mishandled. “It’s scary because there was no open auction. There was only a discussion about someone buying TikTok and seeing what happens,” Cuban said on the “The Pro ...

The Fox News studios and headquarters in New York City on Tuesday, March 21, 2023. (AP Photo/Ted Shaffrey)Copyright 2023 The Associated Press. All rights reserved.Streaming dominates the headlines, but little else grabs viewers’ attention like live sports and events. These events’ massive audiences give advertisers one of the most powerful platforms in media. Just think about the hype around ads during the Super Bowl or the number of ads during a regular season NFL.This legendary broadcaster consistently ai ...

Core Viewpoint - Fox Corporation is actively pursuing a potential acquisition of TikTok's U.S. operations, which has positively influenced its stock performance and reflects its strategic direction under Lachlan Murdoch's leadership [2][3][5]. Company Overview - Fox Corporation operates in the media industry with a diverse portfolio that includes news, sports, and entertainment content, led by CEO Lachlan Murdoch and chairman emeritus Rupert Murdoch [1]. - The company competes with major players like Disney and Comcast [1]. Stock Performance - The current trading price of FOXA is $60.23, showing a slight increase of 0.12% from the previous session [4]. - The stock has experienced fluctuations between $59.80 and $61.04, with a 52-week high of $62.85 and a low of $41.13 [4]. - Guggenheim's Michael Morris has set a new price target for FOXA at $68, indicating a potential upside of 12.9% from its current price [1][5]. Recent Developments - News regarding Fox's potential acquisition of TikTok's U.S. operations has led to increases in Fox A and B shares by 2.2% and 1.9%, respectively [2][5]. - The acquisition involves a consortium of U.S. investors, including notable figures like Oracle's Larry Ellison and Dell Technologies' Michael Dell, with the investment expected to come from Fox Corporation itself [3][5]. - This strategic move is seen as an effort to consolidate Lachlan Murdoch's control over the family media empire [3][5]. Market Metrics - Fox Corporation's market capitalization is approximately $26.84 billion, with a trading volume of 4,101,616 shares [4].

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2][3] - The news team operates from key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] - Proactive focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [2][3] Group 2 - The team delivers news and insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4][5] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production and search engine optimization [5]

Company Overview - Fox Corporation (FOXA) has a market cap of $27 billion and is a leading U.S.-based media company delivering news, sports, and entertainment through brands like FOX News, FOX Sports, the FOX Network, and Tubi [1] - The company operates across four segments: Cable Network Programming, Television, Credible, and FOX Studio Lot, reaching audiences through broadcast, cable, digital platforms, and production services [1][2] Stock Performance - FOXA shares have declined marginally from a 52-week high of $62.69, but the stock has increased nearly 13% over the past three months, underperforming the Nasdaq Composite's 17.2% return [3] - Year-to-date, FOXA stock is up 28.5%, surpassing the Nasdaq's over 18% gain, and has climbed 55.2% over the past 52 weeks compared to the Nasdaq's over 28% surge [4] Financial Results - In Q4 2025, FOXA reported adjusted EPS of $1.27 and revenue of $3.29 billion, but shares fell 3.7% due to rising SG&A expenses, which increased 9.5% year-over-year, impacting margins [5] - Advertising growth is viewed as less durable due to tough year-over-year comparisons linked to the absence of UEFA and Copa América broadcasts [5] Analyst Sentiment - Analysts remain cautiously optimistic about FOXA, with a consensus rating of "Moderate Buy" from 20 analysts, and the stock is trading above the mean price target of $60.29 [6]

Core Insights - Fox Corp. is considering an investment in TikTok, which has 170 million users in the US, providing a platform to promote various TV programming and potentially redeem past investment failures like MySpace [1][5] - The investment is part of a consortium that includes Oracle Corp., Andreessen Horowitz, and Silver Lake Management, and is being facilitated by the US government [2] - The Trump administration is advocating for the sale of TikTok's US operations due to concerns over data privacy, requiring its Chinese owner, ByteDance, to divest or face a ban [3] Group 1 - A partnership with TikTok would enable Fox to engage younger audiences and promote its broadcast and streaming services, including Tubi and Fox One [4] - Rupert Murdoch's previous acquisition of MySpace for $580 million in 2005 ended in a significant loss, selling it for $35 million six years later, highlighting the risks of social media investments [5] - The Murdoch family controls both Fox and News Corp., with a history of successful minority investments, such as a 2.4% stake in Flutter Entertainment and an option for a 19% stake in FanDuel [6] Group 2 - Rupert Murdoch, despite retiring as chairman in 2023, remains influential in major decisions, potentially gaining a voice in a significant social media platform [7] - The proposed TikTok investment follows Elon Musk's acquisition of Twitter, which has faced challenges in maintaining revenue growth [8]