Core Viewpoint - Warner Bros. Discovery (WBD) is currently evaluating offers from Netflix and Paramount Skydance for its assets, with indications that WBD may prefer Netflix's bid due to closer relationships and perceived better stewardship of assets [2][3]. Bidder Offers - Netflix has proposed a majority cash offer to acquire Warner Bros. studio and HBO Max, while Paramount Skydance has made an all-cash bid for the entire company, including CNN and HBO [2]. - WBD could select a winning bidder as soon as this week, with insiders suggesting a "50-50" chance between the two bidders [2]. Strategic Positioning - Insiders suggest that WBD's board views Netflix as a "better steward" for its assets compared to the Ellisons of Paramount Skydance, who are relatively new to major media [3]. - If WBD opts for Netflix, the Ellisons plan to approach WBD shareholders directly, akin to a hostile bid, arguing that the Netflix deal may face regulatory hurdles [4][5]. Regulatory Concerns - The Ellisons will contend that their offer is more likely to pass regulatory scrutiny, claiming that shareholders would receive immediate payment for the entire company [5]. - A potential Netflix-WBD merger could encounter significant opposition from antitrust regulators, particularly in the U.S. and Europe, due to the horizontal nature of the assets involved [9][10]. Competitive Landscape - Paramount Skydance argues that its bid involves minimal overlap, primarily combining Warner's studio with its own, which may not raise monopoly concerns [11][15]. - Comcast has also submitted a second-round offer but may face challenges due to its financial position and strained relationships with key political figures [15][17].

Core Viewpoint - The U.S. stock market experienced a collective rise on December 3, with major indices showing positive performance, indicating a favorable market sentiment [1] Group 1: Market Performance - The Dow Jones Industrial Average increased by 0.39% [1] - The Nasdaq Composite rose by 0.59% [1] - The S&P 500 index saw a gain of 0.25% [1] Group 2: Technology Sector - Most large-cap technology stocks experienced gains, with Intel rising over 8% [1] - Apple, Meta, and Qualcomm each increased by more than 1% [1] - Amazon, NVIDIA, Microsoft, and Netflix saw slight increases [1] - AMD declined by over 2% [1] - Broadcom fell by more than 1% [1] - Tesla and Oracle experienced minor declines [1]

I'm starting with Warner Brothers. This guy. Okay, w bd their shares have been up nearly 2%, so it's feeling the second round of bids right from Netflix.Paramount Skydance's Comcast that includes a mostly cash offer from Netflix. Paramount's offer reportedly includes debt financing from Apollo. Sources are saying Middle East funds also contributing to that.But you had bankers from Paramount, you know Netflix, they were all busy over Thanksgiving. You know, the long weekend sources saying an auction could wr ...

We're up to final trades here. What do you got. >> Um, Netflix.It's weird as a shareholder. I'm reading these stories about them for some reason wanting to bid for Warner Brothers and I'm sort of not sure if I want them to win or not. >> Yeah.Uh, the market's not sure either, I don't think. Right. I mean, that's why it's 19% off its high.Yeah. >> I'll do Oracle, Mike. I mean, I'm not saying that the ultimate bottom is in, but I do think it rallies into earnings next week.>> All right, Shannon. >> Financials ...

Netflix launches a mobile-friendly version of Red Dead Redemption https://t.co/grCDLY1EMi ...

Core Viewpoint - AMC Theatres is set to host a special two-night promotional engagement for the finale of Netflix's Stranger Things at 200 locations in the U.S. on December 31, 2025, and January 1, 2026, starting at 8 p.m. ET/5 p.m. PT [1] Company Summary - AMC Theatres is the largest theatrical exhibitor in the United States and globally [1] Industry Summary - The engagement highlights the collaboration between theatrical exhibitors and streaming platforms, indicating a trend towards live events for popular streaming series [1]

We lose it. >> Netflix releasing never-before-seen video of Shawn Diddy Combmes filmed just days before his arrest on charges of sex trafficking and racketeering in 2024. The footage is part of a four-part docue series, Shawn Combmes, The Reckoning, premiering Tuesday.How did you get that footage of Diddy. >> I fig most journalists would not disclose their sources. >> Does he know y'all have this in the dock.>> I would doubt he knows. So when this airs, that'll be the first time that his legal team, Diddy, ...

Group 1: Cryptocurrency Market - Bitcoin experienced its worst day since March, leading to a significant sell-off and a 60% decline in shares for Strategy since summer highs, with a potential loss of $5.5 billion if Bitcoin prices do not recover [3][4] - Strategy's popular ETFs have fallen over 80% this year, prompting the company to create a $1.4 billion reserve for dividend and interest payments [4] Group 2: Corporate Developments - Apple has replaced its AI chief, with Amar Subramana taking over from John Jiang Andrea, as the company has been lagging in the AI race compared to competitors like Samsung [6][7] - Warner Brothers Discovery is in the process of receiving bids, including a mostly cash offer from Netflix, with Paramount's $60 billion cash offer already rejected [5][6] Group 3: Automotive Industry - US auto sales data for November is expected to show a slight increase to 15.43 million, indicating steady consumer demand for new vehicles [9] - Tesla is facing criticism for being overvalued, with short seller Michael Bur highlighting concerns over dilution from Musk's pay package and competition affecting market share [11][12][16] Group 4: Economic Indicators - The ISM manufacturing PMI for November showed a contraction for the ninth consecutive month, coming in at 48.2, below the expected 48.8, indicating a pullback in new orders and employment [43][44] - Manufacturing sectors are experiencing strong contraction, with GDP numbers reflecting ongoing challenges due to tariff uncertainties and rising costs [48][50]

Group 1 - U.S. stock indices opened higher, with Nasdaq up 0.45%, S&P 500 up 0.29%, and Dow Jones up 0.3% [1] - Boeing shares surged over 6.5% as the company's CFO projected an increase in deliveries of the 737 and 787 jets next year [1] - Nvidia rose 1.8% after officially launching its first multimodal reasoning model, Alpamayo-R1, designed specifically for L4 autonomous driving [1] Group 2 - Intel shares increased nearly 1% as TF International Securities analyst Ming-Chi Kuo estimated that shipments of Apple's entry-level M processors could begin as early as 2027 [1] - Warner Bros. Discovery saw a 1.5% rise in stock price following Netflix's cash-heavy acquisition offer during the second round of bidding [1]

Paramount Skydance still looks best-placed to win Hollywood's hottest takeover battle. ...