Group 1: Media Landscape and Company Strategies - The refusal of Sinclair and NextStar to air "Jimmy Kimmel Live" on their ABC affiliates raises questions about Disney's future in linear TV, with suggestions that Disney might consider divesting from ABC entirely [1][4] - The situation with Kimmel highlights the challenges for traditional media companies, as content is increasingly pushed towards streaming platforms, which could harm the long-term viability of broadcast television [7][10] - The ongoing trend of cord-cutting and the shift of advertising to streaming platforms are significant headwinds for broadcast networks, making consolidation within the industry a potential necessity for survival [9][14] Group 2: Consolidation and Future of Streaming Services - Industry experts predict that more media companies will need to consolidate due to the structural challenges in the market, with a focus on creating larger, more competitive streaming services [14][18] - The integration of Hulu into Disney Plus is anticipated, indicating a trend towards fewer standalone streaming services as companies seek to streamline operations and enhance scale [15][16] - The potential acquisition of Warner Brothers by Paramount is under scrutiny, with concerns about the financial feasibility of such a deal given the current market conditions [20][22] Group 3: TikTok and Competitive Landscape - The recent joint venture involving TikTok suggests that the platform will maintain its existing user experience and algorithm, countering expectations of significant changes following the deal [26][28] - The partnership is seen as beneficial for both TikTok and its parent company ByteDance, while also indicating that competitors like Meta and Snapchat will not see a reduction in competition from TikTok [28][29]

Group 1: Tariffs and Market Reactions - President Trump announced new tariffs, including 100% duties on branded drugs and 25% levies on heavy-duty trucks, effective October 1 [2][5] - Pharmaceutical stocks in Asia and Australia experienced significant declines, while some European pharmaceutical stocks showed less pronounced declines, with GSK shares rising [3][4] - Eli Lilly's shares increased over 1% in pre-market trading following the tariff announcements [4] Group 2: TikTok Sale and Valuation - The plan to sell TikTok's US operations to US and global investors has been approved, with the new company valued at approximately $14 billion, significantly lower than some analysts' estimates of $40 billion [10] - Key investors in the new TikTok entity include Oracle, Michael Dell, and Rupert Murdoch [10] Group 3: Federal Reserve and Economic Indicators - The Federal Reserve's preferred inflation gauge, the Personal Consumption Expenditures (PCE), is expected to show a total increase of 0.3% for August, while core PCE is forecasted to slow to 0.2% [8][9] - Consumer sentiment is projected to remain steady at a historically low reading of 55.4%, indicating a downbeat outlook among consumers [10] Group 4: Small Cap Stocks and Market Trends - The Russell 2000 index, which tracks smaller US stocks, recently reached a new intraday high, benefiting from the Fed's rate cuts, although ETF flows remain negative for the year [19][30] - Small caps are more sensitive to interest rates and credit conditions, with industrials being the largest sector in the Russell 2000 [24][25] Group 5: Defense Stocks and Geopolitical Tensions - European defense stocks are under scrutiny as NATO warns Russia of a strong response to airspace violations, which could impact market sentiment [11] Group 6: Technology Partnerships and Market Dynamics - Meta is in discussions with Google regarding the use of Gemini models to enhance its advertising business, indicating ongoing competition in the online advertising market [12]

I I want to ask about Oracle in particular because Oracle seems like it's on top of the world right now, right. It's been, you know, it looks like it's going to get part of this US slice of Tik Tok. Um it's been signing these new deals.There's the whole Stargate situation. Um but it sounds like you have some reservations about all of that. >> Yeah.So again, let's separate what's uh what's real valuable and and what's uh a little bit of a speculation. Uh Oracle getting the Tik Tok business is a windfall. uh ...

Media Landscape & Political Influence - Right-wing entities are consolidating power over media outlets, including local TV stations and potentially TikTok [1] - The previous administration's threats of lawsuits against major networks have created a chilling effect on reporting, leading to increased caution in airing controversial stories [2] - Republican figures are strategically acquiring media properties, potentially influencing news coverage and shaping public opinion [3][4] Social Media & Younger Voters - Social media platforms like TikTok and X are primary news sources for younger voters [5][6] - Algorithms on these platforms can be manipulated to influence how people think and feel [6][7] - Concerns exist that pro-Trump or progovernment forces may control these platforms, potentially shaping the information environment for younger audiences [5] Data Security & National Security - There are concerns about foreign governments, specifically the Chinese government, controlling platforms like TikTok and using them to collect data and influence public opinion [7] - The potential for manipulation through algorithms poses a risk to free thought and national security [6][7]

As much as the suspension of Jimmy Kimmel brings up questions of free speech and the administration's response to critics, it is also a story, we mentioned it before, about money, power, and politics. My favorite topic, the night cap is still here. Dan Axios is calling what's happening right now as a MAGA makeover in media.The super wealthy uh more conservatives are buying up some of the biggest media and social media properties out there. I read this week a line that said while Democrats are trying to go v ...

Market Overview - Stocks are starting the day higher, continuing the trend from all-time highs, with increased trading volumes expected due to triple witching [1][2] - Triple witching involves the expiration of stock index futures, stock index options, and single stock options, which may lead to volatility [2] Federal Reserve Insights - A significant number of Federal Reserve speakers are scheduled to provide insights on interest rates, with discussions indicating potential rate cuts [3][4] - Fed member Neil Kashkari anticipates two more rate cuts this year, while James Bullard suggests a neutral Fed funds rate as low as 3.25% [4] Economic Data Releases - Key economic data releases are expected next week, including GDP and durable goods on Thursday, and incoming outlays on Friday [5] US-China Relations - Upcoming discussions between Xi Jinping and Donald Trump are anticipated to focus on trade deals, including the TikTok deal and the role of companies like Nvidia and Apple [5][7] - The negotiations may impact market perceptions, particularly regarding trust in China as a trading partner [7][8] Stock Market Activity - Recent inflows into stocks reached $294 billion, marking the third highest inflow year on record, indicating strong market enthusiasm [10]

RT No-B ⬛️♻️ (@nullusbet)@tedzhar has been streaming on Pump Fun for 2 days. Super charismatic, jumping from person to person asking street interview questions, looking for that one viral clip to post on Tik Tok to his 1.1 million followers or on IG to his 338k followers.Those clips that make the grid are enjoyable, curated interactions that don’t reveal the hectic nature of being on the corner in SoHo, cold approaching strangers. Funny, heart warming, awkward, raw - you get it all in a 2 hour stream with 2 ...

Welcome to Yahoo Finance's flagship show, The Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today. First up, markets looking to extend a record run. The Nasdaq and S&P 500 closing at new all-time highs again as investors wait on a widely expected rate cut from the Federal Reserve. US stock futures pointing to a higher open, more gains. This after the latest reading on retail sales grew more than expected in August. Sales rising 610 of a percent last month, likely driven by b ...

Economic Overview - China's economy is slowing, with weaker than expected economic data for August showing retail sales, industrial production, and property investment all missing estimates [4] - Exports from China remain relatively strong, up 4% year-over-year, despite a significant drop in shipments to the US, as China offsets this with increased shipments to other regions [5] - The Shanghai Composite has recently recaptured levels not seen in 10 years, indicating some market recovery [5] Market Dynamics - Earnings expectations are being cut, but stock gains are occurring due to expanding valuations driven by excitement around AI, with the three largest internet companies increasing capital expenditures by 60% this year [6] - Institutional investors are moving away from low-yielding bonds, with the 10-year Chinese government bond yielding just 1.8%, and reallocating into stocks that are still relatively inexpensive at 12 times next 12 months earnings [7] US-China Relations and Trade - There is ongoing speculation about a potential trade deal between the US and China, with the deadline for negotiations pushed to November 10th [17] - China's ability to maintain strong supply chains makes it challenging for companies to relocate manufacturing, despite the 30% increase in tariffs on China [18] Corporate Developments - The Nvidia anti-monopoly probe is raising concerns about headline risks for US companies operating in China, as China aims for greater self-sufficiency [15][16] - Major companies like Apple, Nvidia, and Tesla are significantly impacted by the dynamics of the Chinese market [19]

Group 1 - TikTok owner ByteDance faces a deadline to divest its US operations by Wednesday or risk a shutdown in the US [1] - US officials indicated that there was a misunderstanding from China regarding the US position on TikTok, and technical aspects of the divestiture have been worked out [1] - Trade talks are ongoing in Madrid between US Treasury Secretary Scott Bessant, US Trade Representative Jameson Greer, and their Chinese counterparts [2] Group 2 - South Korea's Cosby index reached a record high after ten consecutive sessions of gains, influenced by the government's decision to scrap plans to raise taxes on stock investments [2][3] - The CEO of Swatch announced a price increase of 5% to 15% for US markets, following a 39% tariff imposed by President Trump on Switzerland [3] - Nvidia is under preliminary investigation by China for violating anti-monopoly laws, resulting in a 2.4% decline in its stock price [4]