We got a broadcast deal to tell you about and a possible spoiler as well to talk about this morning. A short while ago, NextStar Media Group said that it's going to buy rival Tegna in a cash deal valued at $6.2% billion. The transaction still subject to regulatory approval and Tegna shareholder approval.Meanwhile, late yesterday, the Wall Street Journal reporting that Sinclair, one of the nation's largest owners of local TV stations, wants to merge its TV business with Tegna. So there's a lot going on here ...

Core Insights - The article expresses a bullish sentiment on big tech companies, but raises concerns about the frothy valuations of some firms [1] - SHLD has been highlighted as a company that is outperforming major indices, attracting attention for its performance [1] Company Analysis - SHLD is noted for its strong performance, which has led to significant interest from analysts [1] - The article suggests that SHLD's performance may present a potential investment opportunity amidst concerns about overall market valuations [1]

Group 1 - Dan Ives is a recognizable figure in the investment community, often appearing on CNBC and other media outlets [1] - Ives is known for his unconventional clothing choices, which make him stand out [1] Group 2 - The article does not provide any specific investment recommendations or advice [2] - It emphasizes that past performance is not indicative of future results [2]

Financial Performance - Meta and Microsoft delivered bumper results, contributing to stock market gains [1] Market Trends - "Magnificent 7" big tech companies are powering stock market gains [1]

RT Rep. Jim Jordan (@Jim_Jordan)Just a couple days after the UK’s demand to Big Tech, London’s top police officer warned Americans that he would target them with prosecution for online posts he found offensive—no matter what country they were posted from. https://t.co/tx75Z0jKZg ...

Big Tech to work with Trump administration to build digital health ecosystem | TechCrunch https://t.co/KXmsT0689H ...

Industry Collaboration - Big Tech 将与特朗普政府合作，构建数字健康生态系统 [1]

Market Overview - The market experienced a brutal quarter, with only Microsoft, Nvidia, and Meta finishing the first half at all-time highs [1] - The report analyzes how these three mega-cap companies managed to succeed despite market volatility [1] Microsoft - Microsoft's Azure division initially missed growth estimates, growing 31% versus an expected 31.9%, causing the stock to drop over 6% [2][3] - However, Azure's growth rebounded to 33%, driving the stock up and adding over $150 in value [3] Nvidia - Nvidia's stock experienced volatility due to concerns about competition from companies like Deep Sea and restrictions on AI chip sales to China [4][6] - Nvidia faced a $4.5 billion write-off due to lost access to the Chinese market, which could have been worth as much as $50 billion [6] - Nvidia's stock rebounded based on semiconductor superiority and persistent demand from hyperscalers [7] Meta - Meta's stock experienced fluctuations, dropping from $740 in February to $480 in April [8] - Meta reported a strong quarter, highlighting the effectiveness of its advertising platform [8][9] - Meta's advertising platform is presented as highly targeted and effective, leading to a stock recovery [9] Key Takeaways - Microsoft's Azure business tends to recover quickly from setbacks [10] - Nvidia's AI chip technology remains unrivaled [10] - Meta is considered undervalued [10]

'Fast Money' traders pick their top Big Tech picks between Nvidia, Microsoft, and Apple. ...

Group 1 - Netflix Inc is experiencing gains while other major tech companies are struggling, with a 1.22% increase over the past month, 8.45% year-to-date, and 56.70% over the past year [1][2] - In contrast, other companies in the Enormous Eight, such as Tesla, Apple, and Alphabet, have seen significant declines, with Tesla down over 36% YTD and Apple down over 20% [2][3] - The technical indicators for Netflix show strong bullish momentum, with the stock above its eight, 20, 50, and 200-day simple moving averages, and oscillators indicating it is neither overbought nor oversold [4] Group 2 - The S&P 500 is down 10% YTD and over 7% for the month, highlighting Netflix's performance as a standout in a challenging market [5] - Netflix's ability to deliver positive performance amidst a broader tech correction suggests a potential shift in market dynamics from streaming wars to stock market prominence [5]