If Netflix can't land WBD, it's NBD. ...

BUT NOT IN THE CLEAR. THE EX-ROYAL, RELEASED HOURS AFTER HIS ARREST ON SUSPICION OF MISCONDUCT WHILE IN PUBLIC OFFICE. NOW THE INVESTIGATION CONTINUES INTO HIS FRIENDSHIP WITH THE LATE CONVICTED SEX OFFENDER JEFFREY EPSTEIN.REACTION FROM ANDREWS BROTHER, KING CHARLES, WHO SAYS THE LAW MUST TAKE ITS COURSE. AND FROM PRESIDENT TRUMP. >> IT'S A SHAME. I THINK IT'S A VERY SAD. I THINK IT'S SO BAD FOR THE ROYAL FAMILY.IT'S REALLY INTERESTING BECAUSE NOBODY USED TO SPEAK ABOUT EPSTEIN WHEN HE WAS ALIVE. BUT NOW T ...

Group 1 - Paramount's share price may exceed $32, influencing Netflix's bidding strategy [1] - Netflix may refrain from bidding if the asset is deemed 'not a must have' [1]

♪ ANNOUNCER: NEWSMAKERS AND MARKET MOVERS. THIS IS "THE PULSE." JOUMANNA: GOOD MORNING AND WELCOME TO "THE PULSE," I’M JOUMANN OF A BERSETCHE. LET’S BRING IN ALEC BIEBER.WE’VE SEEN A JUMP IN THE P. M. I.HIGHER THAN FORECAST. TALK TO US THROUGH THESE NUMBERS. >> THE NUMBERS ARE AFFIRMING WE’RE CONTINUING TO GROW IN THE EURO ZONE BUT THE TAKEAWAY IN TODAY’S NUMBERS IS WHEN YOU LOOK AT THE MANUFACTURING SECTOR, ESPECIALLY IN GERMANY AND NOW THE P.M. I. INDICATOR JUMPED TO ABOVE 50, THE NUMBER THAT INDICATES GR ...

Group 1: Philippe Laffont's Trades - Hedge fund manager Philippe Laffont sold 667,400 shares of Nvidia and bought 10.2 million shares of Netflix in the fourth quarter [2][8] - Laffont's hedge fund, Coatue Management, has outperformed the S&P 500 by 112 percentage points over the last three years [1] Group 2: Nvidia Overview - Nvidia holds approximately 90% market share in AI accelerators, a market projected to grow at 29% annually through 2033 [5] - The company has seen a 162% increase in networking revenue in the third quarter, driven by major customers like Google, Meta Platforms, and Oracle [6] - Nvidia's earnings are expected to grow at 38% annually over the next three years, making its current valuation of 47 times earnings attractive [8] Group 3: Netflix Overview - Netflix completed a 10-for-1 stock split, which historically leads to an average 25% increase in share price within 12 months [10] - The stock is currently trading at $77, down 42% from its high, but analysts suggest it has potential upside due to its strong market position and original content [13] - Netflix's earnings are projected to increase at 22% annually over the next three years, with a current valuation of 31 times earnings considered reasonable [13]

OLIVER: LIVE FROM LONDON. THIS IS BLOOMBERG DAYBREAK EUROPE. DEAL DEADLINE.PRESIDENT TRUMP SAYS IRAN HAS 15 DAYS TO REACH A DEAL AS THEY AMASS MORE FORCES IN THE MIDDLE EAST. TALKING WITH TIGHT ROPE BETWEEN WAR AND PEACE. INVESTORS BRACE FOR INFLATION.A POTENTIAL SUPREME COURT RULING THAT COULD STRIKE AT THE HEART OF PRESIDENT TRUMP’S TARIFF POLICY. WE HAVE EURO STOXX 50 UP HALF A PERCENTAGE POINT. WE CAN SEE THIS MORNING GIVING BACK SOME OF THE LOSSES THAT WE SAW YESTERDAY ACROSS THE BOARD.THE DOLLAR GAINI ...

Some cinema operators remain wary of Netflix’s bid, including Cinemark CEO Sean Gamble, who said Wednesday he is “apprehensive” Netflix will commit to standard theatrical release windows.https://t.co/oHniKY917X https://t.co/G1KzLA2ZlP ...

Core Viewpoint - The potential acquisition of Warner Bros. Discovery's film studio by Netflix is viewed as a significant threat to the theatrical film industry, with concerns about job losses and a negative impact on the U.S. economy [2][4]. Group 1: Concerns from Industry Figures - James Cameron has expressed strong opposition to the Netflix-Warner Bros. merger, stating it could be disastrous for the theatrical motion picture business [4]. - The broader filmmaking industry shares concerns that such mergers typically lead to fewer releases and reduced job opportunities [4]. - Lawmakers, including Senator Mike Lee, have received feedback from various industry stakeholders regarding the merger's potential negative implications [6]. Group 2: Netflix's Position - Netflix has outlined its commitment to the film and TV production industry, planning to spend $20 billion on film and TV by 2026, primarily in the U.S. [7]. - The company asserts that the merger will lead to increased production investments and job preservation, countering claims of potential layoffs [8][9]. - Netflix's leadership believes the acquisition will be beneficial for the media industry, promoting consumer interests and innovation [9][10]. Group 3: Market Dynamics - The merger would combine two major streaming services, Netflix with 325 million global subscribers and HBO Max with 128 million as of September 30 [5]. - There are concerns regarding how this merger would affect consumer choices and pricing in the streaming market [5].

Core Viewpoint - The ongoing deal between Netflix and Warner Brothers Discovery is seen as beneficial for both parties, despite some investor concerns regarding regulatory challenges and integration risks [2][3][6]. Regulatory Environment - The regulatory path for the deal is considered normal, with no unique challenges anticipated, as the process is currently in progress with various regulators including the DOJ and European authorities [3][4]. - The company expresses confidence in navigating the regulatory landscape and believes that the deal will ultimately be approved [4][6]. Business Integration and Strategy - The company is optimistic about successfully integrating the business and has a history of effectively managing changes and adding new business lines, which have previously led to growth [4][5]. - Recent successful pivots, such as the introduction of advertising and live sporting events, are highlighted as examples of the company's ability to adapt and thrive [5]. Investor Communication - The company acknowledges the need for clarity regarding the deal, particularly in light of misinformation being spread by competitors, and has initiated a seven-day period to address these concerns [6][7]. - The belief is that the current deal is superior for both Warner Brothers Discovery and Netflix, and the company is eager to move forward with it [7].

Bring in show music, please. >> This is SquawkPod and I'm CNBC producer Cameron Costa. On today's episode, first the biggest headlines.Open AI is nearing a $100 billion fund raise. Mark Zuckerberg took the stand in a social media addiction trial in California. and Andrew Mountbatten Windsor, formerly Prince Andrew, arrested.Plus, the big media deal on the table. What's to become of Warner Brothers Discovery, Netflix, and Paramount with legendary media investor Mario Gabelli. Netflix, according to him, might ...