Time now for options corner. We are taking a look at Disney today which is set to report earnings on Monday. Joining us to take a deeper look at the chart is Rick Dukat, lead market technician.All right, Rick. Uh some say that Disney is going to have a good year this year, but take us through what you noticed in the chart. >> Yes, good morning Diane.And uh the streaming space certainly has been an interesting one lately uh with this whole deal between Warner Brothers and Netflix and Paramount Sky Dance here ...

Key Takeaways Netflix shares slid Wednesday, extending their monthslong decline after the streaming giant failed to impress investors with its latest financial results. Netflix's earnings narrowly topped fourth-quarter estimates, but the streaming giant's first-quarter outlook disappointed. The company also said it would pause stock buybacks in order to finance its acquisition of Warner Bros. Discovery. Investors are scrutinizing Netflix's results more closely than ever. They don't like what they s ...

Futures have reversed modest overnight gains and are trading near session lows while small caps continue to outperform (for a record 12th day in a row) even as Japanese and global bond yields stabilize and the market awaits today's major catalysts including Trump's speech in Davos due within the hour after flight had to be changed due to mechanical issues, while the Supreme Court will consider whether Trump can fire the Fed’s Cook.Selling pressure initially eased after Trump struck a more conciliatory tone  ...

US stock futures faltered on Wednesday, eyeing a return to the steepest selloff in months as Wall Street took in President Trump's speech at Davos for insight into the Greenland crisis. Dow Jones Industrial Average futures (YM=F) edged down around 0.3%, while those on the tech-heavy Nasdaq 100 (NQ=F) also backed off 0.3% in a reversal from earlier small gains. Meanwhile, S&P 500 futures (ES=F) slipped 0.1%, coming off a bruising Tuesday session that saw investors rush for the exits against a backdrop of g ...

Core Viewpoint - Netflix has increased its offer for Warner Bros Discovery (WBD) to fend off a hostile takeover from Paramount, now offering cash instead of shares to enhance the deal's attractiveness [1][3]. Group 1: Offer Details - The total value of Netflix's offer remains at $82.7 billion (£61.4 billion), with shareholders set to receive $27.75 (£20.63) per WBD share, equating the offer to $72 billion (£53.50 billion) [2][4]. - The new cash offer simplifies the purchase process and provides greater certainty of value for WBD stockholders, with a potential vote on the proposal expected by April [3][4]. Group 2: Competitive Landscape - Paramount has made a hostile takeover bid for WBD, offering $30 (£22.30) cash per share, which has been rejected by the WBD board in favor of Netflix's offer [4]. - The merger of WBD with either Paramount or Netflix would represent one of the largest media deals in history, significantly impacting the television and film industries [5]. Group 3: Industry Implications - Netflix's ownership of WBD's film production companies could lead to shorter theatrical runs for films, reflecting Netflix's skepticism about the future of cinema [6]. - If Paramount's takeover is successful, it would result in a concentration of news services, raising concerns about media ownership linked to political figures [7].

Netflix is now offering to buy Warner Bros. Discovery’s studio and streaming business in all cash — in an effort to win over the Hollywood giant's shareholders for its $72 billion merger and potentially thwart a hostile bid from Skydance-owned Paramount. Back in December, Netflix struck a cash and stock deal with Warner valued at $27.75 per share, giving it a total enterprise value of $82.7 billion, including debt. But on Tuesday, the companies announced that they would be revising the transaction to simpl ...

The streamer's shares rose after reports said it planned to make its offer for the Warner Bros. streaming and studios assets all-cash. ...

Group 1: Mergers and Acquisitions Activity - Global mergers and acquisitions activity rebounded strongly in 2025, driven by easing monetary policy in the US, rising demand for AI capabilities, and improving macroeconomic stability [1] - US M&A volume approached $2.3 trillion in 2025, representing a 49% increase from the prior year, while global deal value rose more than 25% [3] Group 2: Key Transactions - Netflix agreed to acquire Warner Bros Discovery's studios and streaming business for $72 billion in equity value, following a competitive bidding process [4] - Anglo American and Teck Resources announced a merger of equals valued at approximately $53 billion, forming a copper-focused mining company [6] - Alphabet's Google announced an agreement to acquire cloud security firm Wiz for $32 billion, marking its largest acquisition to date [8] - Union Pacific and Norfolk Southern proposed an $85 billion merger to create the first transcontinental railroad network in the US [10] - Sycamore Partners completed its acquisition of Walgreens Boots Alliance in a transaction valued at up to $23.7 billion [12] - Sintana Energy agreed to acquire Challenger Energy Group in an all-share transaction valued at approximately C$83.6 million [14] - Lumine Group entered into an agreement to acquire Synchronoss Technologies in an all-cash transaction valued at $116.4 million [16] - Volato Group and M2i Global agreed to a business combination structured as a reverse merger [18] Group 3: Strategic Implications - The Netflix acquisition is expected to significantly expand its content production and distribution footprint [5] - The Anglo American and Teck merger is projected to yield annual pre-tax recurring synergies of about $800 million by the fourth year [7] - The Union Pacific and Norfolk Southern merger is expected to generate annual synergies of $2.75 billion [11] - The acquisition of Wiz is aimed at strengthening Google Cloud's cybersecurity offerings amid intensifying competition [9]

Core Viewpoint - Warner Bros. Discovery has received an unsolicited tender offer from Paramount Skydance to acquire all outstanding shares, with the board considering the offer alongside its current arrangement with Netflix [1]. Group 1: Offer Details - Paramount's offer is $30 per share in cash for the entire firm, presenting a straightforward exit option for shareholders [5]. - Netflix's proposal involves a more complex structure, splitting Warner Bros. Discovery's old networks into a new entity, potentially called "Discovery Global," and focusing on studios and streaming [6]. Group 2: Investor Sentiment - Paramount's cash offer aims to provide immediate satisfaction to investors, reducing uncertainty in a volatile market [7]. - The simplicity of Paramount's bid contrasts with Netflix's multifaceted approach, which includes cash, stock, and a spinoff stake, leading to a more complicated decision for shareholders [8]. Group 3: Market Perception - The perception of a cash bid as superior may be misleading if the market doubts its likelihood of closing, as indicated by the board's hesitance to act [9]. - Netflix's structured payment plan includes elements that may not be fully appreciated by investors, suggesting a hidden value in its offer [10].

分组1 - Warner Brothers Discovery (WBD) shares increased by 3.5% following Paramount Skyance's enhanced bid, with a cash offer of $30 per share remaining unchanged and Larry Ellison guaranteeing over $40 billion in equity financing [1][2] - Paramount shares rose over 4% after Warner advised shareholders to reject the hostile bid, raising concerns about the Ellison family's commitment to funding the deal [2] - Netflix's shares fell more than 1% despite refinancing part of its $59 billion bridge loan to support its bid for Warner's film studio and streaming businesses, which were valued at nearly $83 billion [2][10] 分组2 - Larry Ellison's involvement in the deal suggests a strong financial backing, potentially positioning Paramount favorably in the competition for Warner Brothers [3][6] - The importance of content in the evolving media landscape, particularly in relation to AI, is highlighted, indicating that the ability to produce quality content will be crucial for future competitiveness [4][8] - The regulatory challenges surrounding the deal are significant, with Paramount facing more pressure to secure the acquisition compared to Netflix, which is expected to manage its content production effectively regardless of the outcome [13]