'Fast Money' traders on Netflix, Paramount shares amid WBD bidding war

分组1 - Warner Brothers Discovery (WBD) shares increased by 3.5% following Paramount Skyance's enhanced bid, with a cash offer of $30 per share remaining unchanged and Larry Ellison guaranteeing over $40 billion in equity financing [1][2] - Paramount shares rose over 4% after Warner advised shareholders to reject the hostile bid, raising concerns about the Ellison family's commitment to funding the deal [2] - Netflix's shares fell more than 1% despite refinancing part of its $59 billion bridge loan to support its bid for Warner's film studio and streaming businesses, which were valued at nearly $83 billion [2][10] 分组2 - Larry Ellison's involvement in the deal suggests a strong financial backing, potentially positioning Paramount favorably in the competition for Warner Brothers [3][6] - The importance of content in the evolving media landscape, particularly in relation to AI, is highlighted, indicating that the ability to produce quality content will be crucial for future competitiveness [4][8] - The regulatory challenges surrounding the deal are significant, with Paramount facing more pressure to secure the acquisition compared to Netflix, which is expected to manage its content production effectively regardless of the outcome [13]