Bankers for Paramount Skydance have been actively looking for activist investors to help it upend Warner Bros. Discovery’s sale of its studio and streaming service to Netflix, On The Money has learned.One emerged on Wednesday when Ancora Holdings announced it had built a tiny stake – just $200 million in a company with a market cap of nearly $70 billion – as it attempts to prod the WBD board to reconsider its decision to accept the $27.75 bid by Netflix for pieces of the company instead of Paramount Skydanc ...

格隆汇2月13日｜据英国《金融时报》，派拉蒙天舞正在讨论提名Pentwater Capital Management，华纳 兄弟探索公司第七大股东，加入其董事会，以阻止奈飞的收购。知情人士透露，派拉蒙已邀请Pentwater 的首席执行官Matt Halbower作为针对华纳兄弟的代理权争夺战的潜在董事会提名人。Halbower表示， 希望华纳兄弟能重新考虑派拉蒙修订后的报价，并且不需要进行代理权争夺战。然而，如果华纳兄弟董 事会未能与派拉蒙接触，他认为这是对董事会对股东所负责任的一种严重违反，将令他更有可能出现在 派拉蒙的名单上。据悉，派拉蒙计划提名足够的董事，以推翻华纳兄弟14人董事会的多数席位。 ...

美东时间周四，投资者对人工智能（AI）颠覆性的担忧持续发酵，三大指数均跌超1%，纳指以2%的跌幅领跌。 （三大指数日内走势，来源：TradingView） 截至收盘，道琼斯指数跌1.34%，报49,451.98点；标普500指数跌1.57%，报6,832.76点；纳斯达克指数跌2.03%，报22,597.15点。 今年以来，随着一些AI工具的推出，部分板块遭受冲击，包括软件公司、出版商、金融服务企业等。投资者担心，这些AI工具可能复制它们 的业务模式，或至少侵蚀其利润率。 在AI可能颠覆财富管理业务的担忧下，摩根士丹利等金融股承压；卡车运输和物流公司如C.H. Robinson股价暴跌14%，因市场担心AI将优 化货运运营，从而压缩部分收入来源。 AI颠覆担忧甚至蔓延至房地产行业。市场认为更高的失业率将打击办公空间需求，CBRE和SL Green Realty等股票因此走低。 Freedom Capital Markets首席市场策略师Jay Woods表示："AI曾是推动这些股票飙升、估值达到极端水平（虽未极端到离谱）的唯一动 力，如今却成了压制它们表现的因素。" Yardeni Research总裁Ed ...

Key TakeawaysU.S. futures edged higher with S&P 500 E-minis up 0.1% and Nasdaq 100 futures rising 0.2%, signaling a positive open.Apple (AAPL) gets a boost as YouTube (GOOGL) finally launches a dedicated app for the Vision Pro, filling a major gap in the headset's ecosystem two years after its debut.Taiwan's President hailed a new U.S. trade and tariff deal as a "pivotal moment," securing significant benefits and strengthening the high-tech strategic partnership.Paramount (PARA) is reportedly in talks to no ...

美东时间周四，投资者对人工智能（AI）颠覆性的担忧持续发酵，三大指数均跌超1%，纳指以2%的跌幅领跌。 （三大指数日内走势，来源：TradingView） 截至收盘，道琼斯指数跌1.34%，报49,451.98点；标普500指数跌1.57%，报6,832.76点；纳斯达克指数跌2.03%，报22,597.15点。 今年以来，随着一些AI工具的推出，部分板块遭受冲击，包括软件公司、出版商、金融服务企业等。投资者担心，这些AI工具可能复制它们的业务模式， 或至少侵蚀其利润率。 在AI可能颠覆财富管理业务的担忧下，摩根士丹利等金融股承压；卡车运输和物流公司如C.H. Robinson股价暴跌14%，因市场担心AI将优化货运运营，从而 压缩部分收入来源。 AI颠覆担忧甚至蔓延至房地产行业。市场认为更高的失业率将打击办公空间需求，CBRE和SL Green Realty等股票因此走低。 投资者纷纷转向更具防御性的板块，沃尔玛和可口可乐股价分别上涨3.8%和0.5%。 在标普500指数各板块中，必需消费品和公用事业板块涨幅居前，均上涨超过1%，并带动必需消费品板块创下历史收盘新高。 热门股表现 大型科技股普跌，英伟达跌1 ...

Company Overview - Netflix's product division has laid off several dozen employees, which is less than 1% of its 6,000-employee workforce, as part of a reorganization effort [1] - The layoffs did not affect any senior executives within the product division [1] Leadership Changes - Elizabeth Stone has been promoted to Chief Product and Technology Officer, overseeing product, engineering, and data groups [2] - The previous Chief Product Officer, Eunice Kim, left in September after a significant user interface update, which was linked to recent subscriber growth [2] Subscriber Metrics - Netflix has stopped reporting quarterly subscriber numbers but indicated it ended 2025 with over 325 million subscribers [3] Strategic Moves - In December, Netflix announced an $82.7 billion deal to acquire Warner Bros. Discovery's studios and streaming division, which is pending approval and may take over a year [4] - Paramount Skydance has made a hostile bid for shareholders, revising its offer multiple times [4] Industry Context - Workforce reductions are becoming common in the tech sector, with Amazon announcing 30,000 layoffs in the past four months [5] - The rise of AI is cited as a reason for job cuts, as many roles in tech are evolving to focus on refining AI-generated work [6]

Netflix Inc (NASDAQ:NFLX) shares plummeted to a new 52-week low of $75.23 on Thursday, as the streaming giant remains embroiled in a high-stakes bidding war for Warner Bros. Discovery (NASDAQ:WBD) .The stock underperformed a broader technology sell-off that saw the Nasdaq drop 1.79%.Activist Investor Opposes Netflix BidAncora argued that WBD's board has not given "adequate consideration" to Paramount's offer.The drama deepened as David Ellison-led Paramount added a "ticking fee" of 25 cents per share for de ...

US stock market crashes today: Wall Street plunges as AI “scare trade” spreads from software to logistics: The Dow Jones Industrial Average fell 581 points to 49,540, the S&P 500 dropped 1.15% to 6,861, and the Nasdaq Composite slid 1.56% to 22,707 on renewed Major technology and AI-linked stocks were under pressure. NVIDIA Corporation hovered near $190 on heavy 94 million share volume. Intel Corporation fell over 2%. Netflix, Inc. dropped more than 4%. Palantir Technologies Inc. slid more than 6%. The tri ...

Core Insights - Netflix has experienced significant long-term growth, becoming immensely profitable while consistently innovating in the streaming video industry [1] - Recent concerns among investors suggest that Netflix's growth may not continue indefinitely, similar to the fate of its popular content [1] Financial Performance - Netflix transitioned from a DVD-by-mail model to a streaming service, achieving sales growth from $1.3 million in 1998 to over $1.2 billion by 2007 [5] - The company became profitable relatively quickly, moving from a loss of $57 million in 2000 to a profit of nearly $67 million by 2007 [6] - Between 2007 and 2016, Netflix's revenue surged sevenfold to $8.83 billion, while net income only increased to $187 million, reflecting a more than tenfold rise in R&D spending and significant increases in marketing and overhead costs [8]

Love triangles make compelling viewing entertainment, but the hottest trio right now isn't airing on a popular network or one of the leading streaming services. The must-watch love triangle of the season happens to be the one involving three of the media companies themselves. Netflix (NASDAQ: NFLX) has had a deal in place to acquire most of Warner Bros. Discovery's (NASDAQ: WBD) assets since November. Both parties signed off on a $72 billion deal that is worth closer to $83 billion on an enterprise value b ...