Seeking Alpha·2026-01-12 18:37Paramount and Warner Bros. Discovery - Paramount Skydance plans to nominate directors to Warner Bros. Discovery (WBD) and has filed a lawsuit in Delaware for basic information, emphasizing the need for Warner shareholders to make an informed decision regarding its bid versus the current deal with Netflix [3] - Paramount also proposes a bylaw amendment requiring WBD shareholder approval for any separation of Global Networks, indicating a strategic move to influence WBD's governance [3] Netflix Acquisition Odds - Despite political pressure from President Trump against Netflix's potential control over WBD, the odds of Netflix acquiring WBD remain stable at 54% on Kalshi and 53% on Polymarket, reflecting market confidence in the acquisition [4] Credit Card Issuers - Credit card issuer stocks are experiencing a decline following President Trump's proposal for a one-year cap on card rates at 10%, with notable declines in stocks such as Capital One, Synchrony Financial, Bread Financial, and American Express [8] UnitedHealth and Medicare Advantage - UnitedHealth shares are down after a Senate committee reported that the company used "aggressive tactics" to enhance payment-boosting diagnoses for its Medicare Advantage members, although the stock has recovered slightly after the company reaffirmed its outlook [9] Eli Lilly and Nvidia Partnership - Eli Lilly is partnering with Nvidia to establish an AI co-innovation lab in the San Francisco Bay Area, focusing on using AI to accelerate drug discovery, with plans to invest up to $1 billion in talent and infrastructure over five years [10]