Why This Analyst Says the Warner Bros. Deal Is Bad News for Netflix Stock

Netflix's (NFLX) $72 billion potential acquisition of Warner Bros. Discovery's (WBD) studio and streaming assets is drawing fire from Wall Street analysts who warn the deal could expose the streaming giant to significant risks from generative AI disruption. Needham analyst Laura Martin argues Netflix is putting $83 billion in additional value at risk by taking on Warner Bros.' traditional studio operations just as artificial intelligence threatens to upend content creation over the next five years. More ...