Since I first covered Comcast Corporation (NASDAQ: CMCSA ) and said that “ This Cash Flow Machine Is Trading At A Big Discount And Attractive Yield ,” the stock is down about 7%.As of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful cont ...

L.A.’s entertainment economy is spiraling downward: Work is evaporating, businesses are closing, and the city’s creative middle class is hanging on by a thread.🔗: https://t.co/IEMiQ69c49 https://t.co/rz4lSg6D6f ...

Market Overview - The Dow is under pressure, down approximately 220 points, while the S&P 500 is up about 0.1% and the Nasdaq has reached an intraday record, up around 0.25% to 0.33% [1] - Bitcoin has risen to a record just below $125,000, and gold futures are above $3,970, also pushing to a new record [1] - AMD shares surged by 27% following a multi-billion dollar partnership with OpenAI, indicating strong activity in the AI sector [1][2] Company Developments - OpenAI and AMD have announced a multi-billion dollar partnership, which has significantly boosted AMD's stock price [1][2] - Nvidia's investment in OpenAI a week prior has also contributed to the positive sentiment in the AI space, although Nvidia shares are under some pressure [1][2] - OpenAI has reached a valuation of $500 billion, becoming the largest private company globally, with significant partnerships with major tech firms like Nvidia, AMD, Oracle, Microsoft, and Apple [2][3] Investment Insights - The current market environment suggests a "rising tide" effect, where investments in AI-related companies are increasing, leading to potential opportunities across the sector [2] - Investors are advised to be cautious entering the AI market due to high valuations, but those already invested may continue to hold for long-term growth [2][3] - The discussion around the circular economy in AI indicates that companies are increasingly investing in each other, which may create a more interconnected market landscape [2] Banking Sector Activity - Fifth Third Bank has announced a $10.9 billion acquisition of Comerica, marking a significant move in the banking sector aimed at increasing scale and competitiveness [1][5] - The deal is seen as a response to pressures faced by regional banks, which are caught between community banks and larger mega banks [5] - The current regulatory environment is perceived as favorable for bank mergers, allowing for increased consolidation in the sector [5] AI and Workforce Impact - Recent studies indicate that while AI is changing the labor market, there is currently no significant evidence of widespread job displacement due to AI technologies [7][8] - Historical comparisons suggest that the pace of change in the labor market due to AI is similar to past technological advancements, and adjustments will take time [7][8] - The focus on data-driven analysis is emphasized to understand the true impact of AI on employment rather than relying on anecdotal evidence [7][8]

Screentime gathers the moguls, celebrities, and entrepreneurs defining the next phase of pop culture. Over a day and a half in the heart of Hollywood, we will discuss and debate the future of Hollywood studios, the boom in sports and live music and the impact of AI on the creative industries. With cords cut and the ability to consume and create in everybody’s pocket, culture and community are infinitely accessible. In the race to find success in an increasingly fractured media landscape, the future of what ...

L.A.’s entertainment economy is spiraling downward: Work is evaporating, businesses are closing, and the city’s creative middle class is hanging on by a thread. https://t.co/GrE5nLVQrP ...

Group 1 - Paramount Skydance Corporation (NASDAQ:PSKY) is recognized as one of the best performers in Q3, with potential for a merger with Warner Bros. Discovery (WBD) to create a leading studio business [1] - The company is led by David Ellison, son of Larry Ellison, founder of Oracle, which adds to its prominence in the media and entertainment sector [1] - Paramount Skydance operates across various platforms, including broadcast and cable networks, streaming services, and television studios, producing and distributing films and digital content [2] Group 2 - On September 29, Paramount Skydance announced a long-term media rights deal with TKO Group, making Paramount+ the exclusive streaming platform for Zuffa Boxing in the U.S., Canada, and Latin America starting January 2026 [2] - The agreement will kick off with 12 live boxing events in its first year, with plans for further expansion [2]

Warner Bros. Discovery, Inc. (NASDAQ:WBD) is one of the noteworthy Q3 stocks Jim Cramer was focused on. Cramer discussed the company’s past underperformance and recovery, as he commented: “The third winner is Warner Brothers Discovery, which had been a long-time underperformer, but it came alive this quarter past, rallying over 70% thanks first to an improved balance sheet and a better box office, and then of course to takeover chatter… David Zaslav, the CEO of Warner Brothers Discovery, has been tempted ...

L.A.’s entertainment economy is spiraling downward: Work is evaporating, businesses are closing, and the city’s creative middle class is hanging on by a thread. https://t.co/JAjypoJxS5 ...

Market Overview - Wall Street reached record highs driven by rising expectations for Federal Reserve rate cuts, countering concerns over the U.S. government shutdown [1][2] - Tech and AI-related stocks, particularly Nvidia, contributed significantly to market gains [1] Economic Context - The ongoing government shutdown has delayed key economic data releases, leading investors to focus on sentiment and future rate expectations [2] - Market participants are closely monitoring the duration of the shutdown and its impact on rate cut expectations [3] Bullish Stocks - **Intel Corp.** saw a 50% increase in stock price over the past month, with the U.S. government's stake rising to approximately $16 billion, enhancing investor confidence [4] - **Rumble Inc.** experienced a stock rally following a strategic partnership with Perplexity to integrate AI tools and launch a subscription bundle [5] - **Quantum Stocks**: Rigetti Computing and D-Wave Quantum led a surge in quantum stocks, with Rigetti securing ~$5.7 million in new orders and analysts raising targets for the sector [6] Bearish Stocks - **DraftKings Inc.** stock fell over 10% despite announcing a multi-year advertising partnership with NBCUniversal, as investors weighed competitive pressures in the online gaming market [7] - **Netflix Inc.** shares declined after Elon Musk urged his followers to cancel subscriptions, citing content concerns [8] - **Palantir Technologies and Anduril** faced scrutiny over security vulnerabilities in a U.S. Army communications prototype, labeled as "very high risk" [8]

L.A.’s entertainment economy is spiraling downward: Work is evaporating, businesses are closing, and the city’s creative middle class is hanging on by a thread. https://t.co/QrKoDrBlDK ...