Youtube·2025-11-11 16:26Group 1: SoftBank and NVIDIA - SoftBank sold its entire stake in NVIDIA for approximately $5.83 billion, indicating a need for capital to fund various projects [1][2] - The sale is not directly related to NVIDIA's performance but coincides with broader discussions about tech spending and returns [2][3] - This is not the first divestment by SoftBank; it previously sold shares in 2019 and began buying back in 2020, showing a fluctuating investment strategy [3] Group 2: Data Center Operators - Core, a data center operator, saw its shares decline by as much as 10% after lowering its annual revenue forecast due to delays in fulfilling customer contracts [5][6] - The company is closely partnered with NVIDIA and serves clients like OpenAI and Microsoft, highlighting its role in the growing demand for AI infrastructure [6][7] Group 3: Paramount Skydance - Paramount Skydance's shares increased by up to 5% following a report of new cost-saving measures, including a workforce reduction of 1,600 employees [8][9] - The company aims to achieve at least $3 billion in cost savings, with plans to invest $1.5 billion in Paramount Plus and expand its film slate to at least 15 movies per year starting in 2026 [9][10] - Despite forecasting $30 billion in revenue next year, Paramount Skydance is still considered subscale in the competitive media landscape [10] Group 4: Warner Brothers Discovery - Warner Brothers Discovery has rejected three bids from Paramount Skydance, which is significantly smaller in size, indicating the challenges in consolidating within the media industry [11][12]