Core Viewpoint - The article discusses the potential for stock splits in 2026 for Meta Platforms, ASML, and Eli Lilly, highlighting their strong earnings growth and stock performance as key factors for these splits [3][4][13]. Meta Platforms - Meta Platforms is predicted to execute a 5-for-1 stock split in 2026, marking its first split since its IPO 14 years ago [4]. - The company has a market capitalization of $1,667 billion and a current share price of $661.53, with a gross margin of 82% [6]. - Meta's business model, driven by its family of apps, generates stable cash flow, making it resilient during economic downturns [7]. - The company is expected to replace Verizon Communications in the Dow if it proceeds with the stock split [7]. ASML - ASML is anticipated to issue a 10-for-1 stock split in 2026, with its share price currently over $1,100 and a market cap of $430 billion [8][11]. - The company holds a monopoly on extreme ultraviolet (EUV) machines essential for advanced chip fabrication, positioning it well for future earnings growth [9]. - ASML is viewed as a key player in the AI chip market, with expectations of becoming Europe's first $1 trillion company by 2035 [12]. Eli Lilly - Eli Lilly is also predicted to implement a 5-for-1 stock split in 2026, having seen its stock price surge over 600% in the last five years, reaching a market cap of $959 billion [13][17]. - The company's growth is largely attributed to its successful GLP-1 medications, with projected earnings per share of $23.69 in 2025 and $32.18 in 2026, reflecting a 35.8% increase [14]. - Eli Lilly's diverse drug portfolio and strong gross margin of 83.03% position it well for continued earnings growth, making it a prime candidate for a stock split [17].

Core Insights - Warner Brothers Discovery is in exclusive negotiations to sell its film and TV studios along with HBO Max streaming service to Netflix, marking a potentially transformative deal for the entertainment industry globally [1][2] - This deal could be the largest ever for Netflix, significantly impacting competitors like Disney and others in the market [2][3] Industry Impact - The potential $5 billion breakup fee associated with this deal is notable and indicates Netflix's aggressive positioning in the market [3] - The speed of negotiations suggests that an agreement could be reached within days, highlighting the competitive nature of the auction process [4][5] Competitive Landscape - The exclusivity agreement may provide Netflix with the necessary leverage to finalize terms, but the dynamic nature of the industry means other companies could still make aggressive moves [5] - The outcome of this deal could reshape the competitive landscape, with Netflix appearing to be in a strong position to secure the acquisition [5]

Breaking: Warner Bros. Discovery has entered exclusive negotiations for a deal to sell its studios and HBO Max streaming business to Netflix, a move that would reshape the entertainment and media industry https://t.co/3VD16cnbbJ ...

Media & Entertainment Industry Trends - Warner Brothers Discovery (WBD) is subject to a bidding war involving Netflix, Paramount, and Comcast, with Paramount questioning WBD's sale process [1][3][4] - Paramount is signaling its strong interest in acquiring WBD, potentially considering legal action or a hostile takeover if it doesn't secure the deal [5] - Netflix is reportedly a leading bidder for WBD, with an 85% cash bid, though regulatory concerns exist [12][13] - The streaming landscape is consolidating, with Netflix considered a winner, and other players like Warner Brothers Discovery and Paramount needing to consolidate to compete [10] - Comcast faces skepticism regarding its potential acquisition of another media company, given its existing broadband focus and spin-off of cable TV assets [17] Market & Economic Analysis - Wall Street is anticipating a Federal Reserve rate cut, with rising bets on a 25 basis point cut [2] - The US yield curve is steepening, with the short end of the curve dropping and the long end rising, reflecting expectations of Fed rate cuts [25][26][29] - The Russell 2000 and a micro-cap index (CRSP) reached record highs, indicating speculative action in smaller, potentially unprofitable stocks [22][23] - Bitcoin is holding at $90,000, with analysts suggesting potential buying opportunities during dips, although some caution remains [30][32] C3 AI Company Performance - C3 AI reported solid Q2 results with bookings growing 49%, driven by an 89% increase in the federal business [36][37] - The company is focusing on key use cases like industrial asset performance and supply chain optimization, as well as generative AI applications [40] - C3 AI's government business accounts for approximately 45% of its bookings, with growth in both the Department of Defense and civilian agencies [43] - C3 AI is not commenting on market rumors about a potential sale, but is focused on execution, delivering economic value, and focusing on key use cases and markets [52][53] - C3 AI aims for a path to rapid growth and profitability on a non-GAAP basis, with a focus on aligning incentives with customer economic value [42][54]

Exclusive: The fight for the future of Warner Bros. Discovery is getting messy https://t.co/Kytxo7OqRm ...

Core Viewpoint - The potential merger of NYSE and TBPN is being discussed, suggesting significant implications for the financial markets and trading landscape [1] Group 1 - The combination of NYSE and TBPN could create a major player in the financial sector, referred to as a "BFD" (Big Financial Deal) [1] - This merger is expected to enhance trading capabilities and market reach, potentially leading to increased competition and innovation within the industry [1] - Analysts are speculating on the strategic benefits and market positioning that such a merger could bring to both entities [1]

Paramount Skyance is sweetening its bid for Warner Brothers, the parent company of HBO and CNN. According to Bloomberg, Paramount has more than doubled its proposed breakup fee to now $5 billion, signaling confidence it can clear regulators as Warner Brothers reviews offers from Paramount, Netflix, and Comcast, which is NBC's parent company. Warner Brothers could soon choose a winning bid, setting the stage for what could be one of the biggest media shakeups ahead. ...

Core Thesis - Fox Corporation is experiencing a bullish sentiment driven by its streaming platform Tubi, which is gaining market share and is expected to contribute to profitability in the coming years [1][4]. Company Overview - Fox Corporation operates in the news, sports, and entertainment sectors in the United States, with its stock trading at $65.50 as of November 28th [1][2]. - The trailing and forward P/E ratios for Fox Corporation are 14.72 and 14.79, respectively [1]. Tubi's Performance - Tubi has achieved a 2.2% share of total TV viewing as of October, making it the sixth-largest streaming service in the U.S., surpassing established brands like NBC's Peacock and Warner Bros. Discovery [2][3]. - Tubi's growth is notable as it operates as a free ad-supported service, appealing to cord-cutters and younger demographics seeking free, on-demand content [3][4]. Future Expectations - There are expectations that Tubi will start generating incremental profits in 2026 and 2027, which is central to Fox's growth narrative [4]. - Tubi's ability to increase engagement, expand advertising inventory, and utilize Fox's content pipeline positions it as a strategic growth engine for the company [4].

Paramount Skydance Corp. said Warner Bros. Discovery Inc. isn’t being fair in its process to sell itself and isn’t acting in shareholders’ best interests, as a competitive bidding process is underway.In a letter to Warner Bros. Chief Executive Officer David Zaslav, attorneys for Paramount said the entertainment giant is favoring a rival bid from Netflix Inc., even after Paramount has submitted five offers. “It has become increasingly clear, through media reporting and otherwise, that WBD appears to have aba ...

The bidding war for entertainment giant Warner Bros. Discovery (NASDAQ:WBD) could be entering the home stretch. The Dec. 1 deadline for second-round binding offers arrived, and Netflix (NASDAQ:NFLX) has emerged as the leader on the strength of a sweetened, mostly cash proposal and a strong relationship between the company CEOs. Rivals including Paramount Skydance (NASDAQ:PSKY) and Comcast (NASDAQ:CMCSA) also submitted bids, but each has different goals. Where Paramount targets acquiring the entire company, ...