President Trump said CNN should have new owners as its parent company, Warner Bros. Discovery, weighs takeover bids from Netflix and Paramount.🔗 Read more: https://t.co/Q2ygKzEYa6? https://t.co/g3rII8wMbO ...

分组1 - Colette Kress, CFO of Nvidia, indicated that geopolitical issues and competition in China are impacting the company's data center revenue outlook, with no revenue from China assumed in Q4 [1][6] - Nvidia's inventory increased by 32% and supply commitments rose by 63% sequentially, positioning for demand outside of China [1] - The U.S. government will receive a 25% revenue cut from Nvidia's H200 AI chip sales to approved customers in China, as announced by President Trump [5] 分组2 - Michelle Chang of Zoom emphasized a shift towards an AI-first strategy, focusing on enhancing workplace collaboration and developing new AI products [2] - Zoom's free cash flow margin reached 50%, aided by one-time improvements, but sustained progress is uncertain [3] - Enterprise net dollar expansion remains at 98%, with a goal to exceed 100% in the future [3] 分组3 - Virgin Galactic reported only $400,000 in revenue but is transitioning to a scalable operating model, with operating expenses down to $67 million [7][8] - The company aims for approximately $450 million in annual revenue and $100 million in adjusted EBITDA from two ships flying 125 missions a year [8] - Engineering milestones, such as a new oxidizer tank, are expected to enhance operational efficiency and reduce downtime [8] 分组4 - Bark's CFO highlighted a shift towards higher-value customers and improved retention, with marketing costs decreasing due to lower acquisition costs [9][10] - The company plans to increase margins through sourcing changes and a price increase in 2026 [10] 分组5 - Warner Bros. Discovery's CFO noted a strategic shift away from costly NBA rights to a standalone sports streaming app, expecting significant financial benefits [11][12] - HBO Max is projected to generate over $1.3 billion in EBITDA this year, with a target of 150 million streaming subscribers by 2026 [12] 分组6 - Texas Roadhouse is preparing for approximately 7% commodity inflation in 2026, with labor inflation expected to be around 3% to 4% [13][14] - The company plans to invest approximately $400 million in capital expenditures in 2026, focusing on new units and franchise acquisitions [14][15] 分组7 - DoorDash's CFO indicated that 2026 will be a year of heavy reinvestment while still achieving modest margin expansion [16][17] - The acquisition of Deliveroo is performing well, contributing approximately $200 million to EBITDA, with growth exceeding expectations [18] 分组8 - Vertex Pharmaceuticals is prioritizing capital investment in innovation and expansion, particularly in its kidney portfolio [19][20] - The company is focused on building a durable pain franchise while managing operating expenses and external uncertainties [20]

Company Overview - Warner Bros. Discovery, Inc. (WBD) is a global media and entertainment company with a market cap of $70 billion, formed through the merger of WarnerMedia and Discovery, and operates in content creation, distribution, and direct-to-consumer streaming [1] - The company's portfolio includes major film and television studios, cable networks, and the Max streaming platform, leveraging franchises such as DC, HBO, Warner Bros. Pictures, Discovery, and CNN [1] Stock Performance - WBD shares reached a 52-week high of $29.81 in the last trading session, with a 135.5% increase over the past three months, significantly outperforming the Nasdaq Composite's 8.1% rise during the same period [3] - Year-to-date, WBD stock is up 179.4%, compared to the Nasdaq's 22.5% increase, and has risen 171.2% over the past 52 weeks, while the Nasdaq saw a 20.2% rally [4] - The stock has been trading mostly above its 50-day and 200-day moving averages since May, indicating a bullish trend [4] Competitive Landscape - WBD is currently involved in a takeover battle, with Netflix securing a $72 billion deal for WBD's studios and streaming assets, while Paramount Skydance Corporation has made a hostile $108.4 billion all-cash bid [5] - Paramount's offer is supported by major financiers, adding political attention and uncertainty to WBD's strategic direction [5] - In comparison, rival Live Nation Entertainment, Inc. (LYV) has seen a much smaller stock increase of 7.2% year-to-date and 3.3% over the past 52 weeks [6] Analyst Ratings - WBD has a consensus rating of "Moderate Buy" from 26 analysts, with the stock trading above the mean price target of $22.63 [6]

So I assume your your first talking about the Netflix bid or if we want to start there. And so, yes, I think the answer to your question is that there is likely to be more synergies from a Netflix Warner Brothers combination. I think there's bound to be some cost efficiencies when thinking about the programming spend and content spending of putting those two companies together.But that's that's where the company has started in terms of laying out what the right possibilities are for this deal. Using the Pro ...

Market Overview - The KBW bank index increased by approximately 2.6% [3] - The S&P 500 closed at a record high of 6886, up about 46 points or 0.7% [7] - The Dow Jones Industrial Average rose nearly 500 points or 1% [7] - The Nasdaq composite added about 0.3% [7] - The Russell 2000 index increased by about 1.3% [7] Sector Performance - Nine out of eleven sectors finished in the green, with industrials leading at a 1.8% increase [9] - Utilities declined by about 0.1%, while consumer staples were flat [9] Notable Stock Movements - Ivanova shares surged by 16%, marking the largest one-day gain on record, driven by a dividend doubling and raised earnings projections [10][11] - Warner Brothers Discovery shares rose by 4.5%, influenced by President Trump's comments regarding any potential deal needing to include CNN [12][17] - Cisco shares reached a record high, the first since the dot-com bubble burst in 2000, after a seven-day rally [15] Company-Specific Developments - Netflix shares fell by 4.2%, marking a six-day losing streak, attributed to the competitive bidding for Warner Brothers Discovery [16][18] - HCA Healthcare shares dropped by 4% following reports of potential Medicare pay cuts [19] - Instacart's parent company, Maple, saw a 6% decline amid broader losses in the gig economy sector due to Amazon's expanded delivery services [20] Earnings Reports - Oracle reported a 36% increase in cloud revenue and a 71% increase in cloud infrastructure revenue, but shares fell by about 6% in after-hours trading [21][25] - Adobe's fourth-quarter adjusted EPS beat estimates, with shares rising by about 2% following the report [23][24]

I think any deal should it should be guaranteed and certain that CNN is part of it or sold separately. But I don't think the people that are running that company right now and running CNN, which is a very dishonest group of people, I don't think that should be allowed to continue. ...

President Trump signaled opposition to a Warner Bros. sale that did not see the news network CNN included or sold to a new company, signaling a potential wrinkle for the bid from Netflix https://t.co/dDx78fyXVc ...

Core Insights - AlphaTON Capital Corp. is positioning itself as a key player in the Telegram economy, focusing on various strategic initiatives including acquisitions and investments in technology and healthcare sectors [1][2]. Company Overview - AlphaTON Capital Corp. is a technology public company listed on Nasdaq under the ticker symbol "ATON," targeting an addressable market of 1 billion monthly active users on Telegram [2][3]. - The company employs a comprehensive M&A and treasury strategy that includes direct token acquisition, validator operations, and strategic ecosystem investments to ensure sustainable returns for shareholders [2]. Recent Developments - Recent moves by AlphaTON include acquiring Forbes, investing in GPU infrastructure for Telegram's Cacoon AI network, and pursuing the gaming platform GAMEE [1]. - The company is also focused on tokenizing healthcare and cancer research, indicating a diversification of its investment strategy [1]. Leadership - The leadership team includes CEO Brittany Kaiser, Executive Chairman and Chief Investment Officer Enzo Villani, and Chief Business Development Officer Yury Mitin, who guide the company's strategic direction [2][5]. Industry Engagement - AlphaTON Capital is involved in network validation and staking operations, development of Telegram-based applications, and investments in TON-based decentralized finance protocols and gaming platforms [2]. - The company is also advancing therapies targeting checkpoint resistance pathways in drug development, aiming to improve patient quality of life [3].

Core Viewpoint - Thryv Holdings Inc. (NASDAQ:THRY) is currently experiencing a price of $6.01, reflecting a 0.84% increase, but has seen a decline of 4.30% over the past month and a significant drop of 62.99% over the past year, raising questions about its valuation despite current performance [1]. Group 1: P/E Ratio Analysis - The P/E ratio is a critical metric for assessing a company's market performance, comparing the current share price to its earnings per share (EPS) [3]. - Thryv Holdings has a P/E ratio of 11.92, which is significantly lower than the Media industry average of 48.66, suggesting that the stock may be undervalued or could perform worse than its peers [4]. - A lower P/E ratio can indicate undervaluation but may also imply that shareholders do not expect future growth, highlighting the need for a comprehensive analysis beyond just the P/E ratio [7][8].

Media company's shares surged Tuesday and Wednesday, with hedge funds hoping for Paramount, Netflix bidding war. ...