Key Points Warner Bros. Discovery was the top-performing stock in the S&P 500 in September. Its eye-popping 67% one-month gain has caught investors' attention, but many are leery about where it goes next. Shareholders will have to wait for Warner Bros. Discovery's Q3 earnings results. 10 stocks we like better than Warner Bros. Discovery › Fueled by continued takeover speculation, media and entertainment giant Warner Bros. Discovery (NASDAQ: WBD) just delivered its single-best monthly gain in its ...

Investment Rating - The industry rating is "Recommended" [5] Core Insights - In H1 2025, global TV shipments showed a steady performance with a year-on-year decline of 1.5%, totaling 90.8 million units, while high-end OLED TV shipments increased by 6.7% [9][10] - TCL and Hisense are maintaining their market share expansion, with TCL's global shipments reaching 13.4 million units, up 6.3% year-on-year, and Hisense's shipments at 13.1 million units, up 2.6% year-on-year [10] Summary by Sections Weekly Topic: Global TV Shipment Performance - The global TV shipment growth rate for H1 2025 showed a trend of high growth followed by a decline, with Q2 2025 shipments down by 3.5% year-on-year [9] - Mini-LED TV shipments continued to perform well, with a year-on-year increase of 82.9% in Q1 2025, and an expected annual growth of 50% to reach 11.56 million units [9] Company Announcements - Hisense reported H1 2025 revenue of 49.34 billion yuan, a year-on-year increase of 1.44%, and a net profit of 2.077 billion yuan, up 3.01% [15] Data Tracking - Raw material prices showed fluctuations, with copper prices down by 2.6% and aluminum prices down by 4.2% as of August 1, 2025 [17] - The CCFI composite index for shipping rates decreased by 2.3% as of August 1, 2025 [23]

Business Decision & Financial Performance - CBS made a business decision regarding the show due to financial losses [1] - Despite high ratings, the show was reportedly losing money for CBS [1] - Advertising revenue for network TV, including the show, has significantly decreased [1] - Production costs for late-night shows were historically modest, making them profitable [1][2] Industry Trend & Audience Shift - Audience shift to online viewing has negatively impacted late-night shows [2] - The traditional late-night show model, with lower production costs, is challenged by changing viewing habits [1][2]

Legendary, the independent film and TV studio behind the Dune trilogy and A Minecraft Movie, is considering a takeover of Lionsgate Studios https://t.co/AjaYIBHOsz ...

Legendary, the independent film and TV studio behind the Dune trilogy and A Minecraft Movie, is considering a takeover of Lionsgate Studios https://t.co/ccCQLQ2ybT ...