The co-CEOs of Netflix telling investors yesterday they're quote super confident the deal with Warner Brothers Discovery will close citing market share against streamers as a key reason. Our Drew Debos is digging into that for today's tech check. This is a little complex but important to understand.D >> it is. So you're right Carl regulators they're going to fixate on the giant that Netflix and Warner Brothers would create but the real outlier is YouTube and it may actually be Netflix's best shot at getting ...

Trump said Netflix’s planned acquisition of Warner Bros. will require a review, noting that the deal would create an entity with “a lot of market share" https://t.co/D4MUYFfRWU ...

Market Trends - Cocoa market has been experiencing a "spooky season" for some time [1] - Higher cocoa prices are creating opportunities for non-chocolate treats to gain market share, especially trendy items like sour gummies, during Halloween [1]

Stablecoin Market Projection - Bernstein 预测 USDC 稳定币供应量到 2027 年底将增长三倍 [1] - USDC 稳定币供应量预计将占据市场的三分之一 [1]

For more, let's bring in Cosmo Jang, general partner at Panta Capital, which invests exclusively in Bitcoin digital currencies and companies in the blockchain ecosystem. Cosmo, great to have you with us. You're very familiar uh with the Tether team.I'm wondering in terms of this valuation, which seems eyepopping to say the least. Um, how much of it is a bet on Tether itself, the stable coin, and how much is tied up with the connection to Washington and the perception that they could get favorable treatment ...

Industry Growth Potential - Crypto industry penetration is less than 10% by number of people [1] - Crypto industry penetration is probably less than 1% if we look at total wealth [1] - Growing the crypto industry by 2x would double everyone's holdings [1] Market Strategy - For large players, grabbing market share from smaller players will at best give single-digit % growth [1] - Growing the industry is easier than taking market share from existing players, even for small players [2]

Stablecoin Market Dynamics - Tether launches USAT, a U S regulated stablecoin, to comply with the GENIUS Act [1] - The launch of USAT may lead to competition with USDC and potentially reshape stablecoin market share [1] Regulatory Compliance - Tether aims for full compliance with the new GENIUS Act through the introduction of USAT [1]

Core Viewpoint - Tesco's share price has reached a decade high, alongside its UK market share, raising questions about potential upside based on fair value [2] Group 1: Market Performance - Tesco's share price previously dropped by 15.3% due to concerns over ASDA's aggressive pricing strategies, but those who invested at the low have seen a 34.8% gain in less than four months, outperforming FTSE 100 and S&P 500 [3] - Tesco has gained 0.8% in UK market share this year, while ASDA has lost 0.9%, with Tesco's sales increasing by 7.4%, nearly double the market's growth of 4.0% [5] Group 2: Competitive Landscape - ASDA's price rollbacks have largely affected non-core items, which do not significantly impact consumer price perception, and many promotions have been shorter than expected [7] - Tesco has focused on enhancing the overall shopping experience, including better packaging, store retrofits, and a rewarding loyalty scheme, areas where ASDA has not performed as well [8] Group 3: Financial Projections - Tesco's EBIT for FY26 is projected at £3.12 billion, a smaller decline than the market consensus of £2.96 billion, which reflects a 5.2% drop from the previous year [9] - Tesco's market share gains are expected to continue, with consumers trading up to branded goods, which may lead to margin-accretive own-brand sales [14] Group 4: Economic Factors - Grocery inflation appears to have peaked, with recent price increases driven more by labor costs than food supply issues, indicating potential for stabilization in pricing [15] - Tesco's estimated EBIT margin for FY26 is projected at 4.28%, slightly above the market consensus of 4.10%, contingent on no further economic shocks [16] Group 5: Share Buyback and EPS Growth - Tesco is anticipated to complete its £1.45 billion share buyback program ahead of schedule, which could positively impact EPS [17] - The company is projected to achieve a CAGR of 10.65% through FY28, with EPS expected to reach 35.09p, driven by market share gains and increased basket sizes [18] Group 6: Valuation Perspective - Tesco's current PEG ratio is 1.5, close to the sector average of 1.6, and its forward P/E ratio of 13.6 aligns with the comparable average of 14.6, suggesting limited upside potential [21] - Despite a strong performance, Tesco's stock is considered fairly priced, with a fair value target of 440p, indicating that further upside will require stronger market share gains [22]

🔢💰 Top 4 stablecoin issuers hold ~96% market share:@Tether_to is private company@circle is a publicly listed company@ethena_labs & @SkyEcosystem are DAOsProducts > Governance structures https://t.co/RnLDDhf79f ...

Market Share & Dominance - BonkFun's market share reached a new all-time high (ATH) of 888%, the largest since its launch 3 months ago [1] - BonkFun holds 828% of the launchpad industry market share [1] Revenue & Fees Generation - BonkFun has generated a total of $3225 million in fees [1] - BonkFun has generated an average of $140 million daily in fees since becoming the industry's biggest launchpad 23 days ago [1] - Another report indicates BonkFun generated $2673 million in fees, averaging $141 million daily [1] BONK Token Integration - 58% of BonkFun fees are used to directly purchase $BONK [1] - 50% of fees buys and burns BONK [2] - 4% of fees buys BONK for the Strategic BONK Reserves [2] - 4% of fees buys BONK for the BonkRewards program [2] Market Outlook - $BONK is being compared to a previous "$HYPE trade" [1] - There is an expectation for Bonk's market cap to reach $10 billion or more [1]