Let's ask our next guest who says any merger should be evaluated on its impact on competition and employment. She would know. She's got a unique perspective on this as a movie producer turned politician.Let's bring in Congresswoman Laura Freriedman of California. Congresswoman, it's good to see you. Welcome.>> Thanks for having me. >> Could Netflix buying Warner Brothers be the death of Hollywood as we know it. >> Well, I don't know about the death of Hollywood, but it's been the death of a thousand cuts fo ...

Netflix stocks is worth right it's in the within the collar it's worth at least 350 a share to the deal. I mean saying our cash versus theirs doesn't seem a fair comparison David. >> So so father respectfully I disagree.I mean look th those shareholders can basically go buy Netflix cash on the sorry Netflix stock on the open market if they want to and they're going to be sitting there with a linear stub that's valued at a dollar a share which is a business that's in secular decline that without the synergie ...

The White House’s new National Security Strategy signals a softer approach to competition with Beijing, playing down ideological differences between the two superpowers https://t.co/Vpv6H3Te26 ...

"competition is good" is a dogma at this point, people just parrot it unilaterally without admitting the downsidesif the product is a commodity, it is good because it drives prices downit can also help breadth-first-search different market gaps in varying segmentsbut there are big downsides toocompeting can lead to tunnel vision and optimizing marginal features instead of taking bolder risks due to fear of competitionthis lack of creativity is extremely impactful (and might help explain the lack of new inte ...

Kroger lowered the top end of its full-year sales forecast, suggesting that competition is intensifying among food sellers for discerning consumers. https://t.co/0nzsHAjh9t ...

Space Race Urgency - The space industry emphasizes the urgency for the US to win the space race against China, highlighting that delays could shift the balance of power on Earth [2] - The industry aims to land American astronauts on the moon before China, targeting the end of the decade [3][6] - The industry is considering the development of bases and potentially a Martian colony, including economy and quantum communication, to be the first on Mars [4] - The industry is comparing the urgency of space exploration to the Manhattan Project, suggesting a need for rapid development and innovation [4] Competition and Contracts - The industry supports competition between SpaceX and Blue Origin for the lunar lander contract, prioritizing speed and efficiency [6][7][9] - NASA aims to select the company that builds the lunar lander the fastest, emphasizing that open competition is beneficial [9] Isaacman's Position and Relationships - Isaacman clarified that he has no direct or indirect equity exposure to any aerospace company, including SpaceX [12] - Isaacman distanced himself from Elon Musk, stating he is not a close ally and has disclosed all financial ties to the ethics committee [14] - Isaacman's previous business relationships with SpaceX, including space flights and his company's business dealings, raised concerns about potential conflicts of interest [10][12][13]

It fails, but the launch suggests the Americans may soon have real competition https://t.co/nmXx3MbAYq ...

.@rookisaacman: “I absolutely agree with competition. I think we need competition for the vendors that support NASA's critical mission. I think competition among world powers is actually a really good thing… just as long as we don't lose.” https://t.co/lWCFbFrmav ...

Company Overview - Lululemon Athletica Inc. is a yoga-inspired athletic apparel company founded in 1998 and based in Vancouver, Canada, offering a variety of athletic apparel and accessories for women, men, and children [1] - The company primarily sells its products through brick-and-mortar retail stores in North America while expanding through e-commerce and international retail locations [1] Q3 Earnings Preview - Lululemon is set to report its EPS on December 11, with Wall Street expecting low sales growth of 3.72% and negative year-over-year EPS growth [2] - Zacks Consensus Estimates for sales are $2.49 billion for the current quarter and $10.98 billion for the current year, reflecting a year-over-year growth estimate of 3.68% [3] Sales and EPS Estimates - Current quarter sales estimates range from $2.44 billion to $2.56 billion, with year-over-year sales growth estimated at 3.72% [3] - EPS estimates for the current quarter are between $2.16 and $2.26, with a year-over-year decline of 22.65% expected [4] Challenges Facing Lululemon - Lululemon shares have declined by approximately 50% year-to-date, underperforming the market and peers [5] - The company faces significant challenges including tariff impacts, with an estimated $240 million hit in fiscal 2025 and $320 million in fiscal 2026 [6] - Increased competition from new brands and established lifestyle brands is affecting Lululemon's market position [6] - The North American business is contracting due to consumer hesitance amid rising interest rates and inflation fears [7] Market Reaction and Expectations - The options market is pricing in a potential move of +/- 13% following the Q3 EPS announcement [4] - The upcoming EPS report is critical as the company navigates margin pressures, competition, and slowing demand, with the market questioning if the negative news is already priced in [7]

Starlink has got to be one of the coolest pieces of technology that anyone has created in the last 20 years. They put satellites up in the air and they beam the internet down onto Earth. But it's not just going to be SpaceX and their Starlink product that's in the market.Amazon and Jeff Bezos, they seem to be locked in some sort of competition with Elon and SpaceX. And so Amazon has now unveiled its Starlink terminal competitor. They're calling it Amazon Leo Ultra.Long name. We'll see if the product works. ...