Business | Nexstar, Sinclair Spend Millions Lobbying to Rewrite TV Station Ownership Rules
Broadcast giants Nexstar and Sinclair are significantly increasing their lobbying efforts and spending millions to influence federal regulators to loosen national TV market ownership limits. This push, particularly by Nexstar in anticipation of a $6.2 billion merger with Tegna, could reshape local television by allowing companies to control a larger share of the national audience, leveraging a regulatory loophole known as the UHF discount. The debate over who holds the authority to change the 39 percent ownership cap—Congress or the FCC—is central to these companies' expansion plans and has become increasingly politicized, with differing views from legislators, industry groups, and even former President Trump.
News Corp updates on $1 billion stock repurchase program
News Corp provided an update on its $1 billion stock repurchase program, with shares currently trading near their 52-week low and identified as undervalued by InvestingPro. The company is well-positioned to execute the program, maintaining liquid assets and a strong current ratio. This update follows adjustments to its stock price targets by Guggenheim and an improved outlook from Moody's Ratings due to debt reduction efforts.
The Zacks Analyst Blog Ralph Lauren, Roku, Airbnb, FOX and Carnival
Despite a recent slump in the consumer discretionary sector, Zacks Investment Research recommends five stocks with strong buy or buy ratings (Zacks Rank #1 or #2) due to their individual growth drivers and double-digit upside potential. The featured companies are Ralph Lauren (RL), Roku (ROKU), Airbnb (ABNB), FOX Corp. (FOX), and Carnival (CCL), each highlighted for specific strategic advantages and financial forecasts. The article details positive outlooks for revenue and earnings growth for each of these companies, along with their average short-term price targets from brokerage firms.
Is Fox (FOXA) Prioritizing Shareholder Payouts Over Profitability And Creative Investment?
Fox Corporation (FOXA) recently reported Q2 2025 revenues that slightly exceeded expectations, but net income and earnings per share declined. Despite softer earnings, Fox continues significant capital returns to shareholders through dividends and extensive share repurchases, while also investing in creative leadership. The article examines the implications of these financial decisions on Fox's investment narrative, especially concerning its ability to sustain capital returns amidst rising content costs and fluctuating profitability.
Bilibili to Report Q4 and FY 2025 Financial Results
Bilibili (BILI) is scheduled to release its unaudited financial results for fiscal year 2025 on March 5, 2026, before the U.S. market opens, followed by an earnings conference call at 7:00 AM U.S. Eastern Time. The company emphasizes transparency and investor engagement through a live webcast and replay of the call. Wall Street analysts currently forecast a slight fall in BILI's stock price over the next 12 months, with an average 1-year price target of $30.25.
Power Play: Honda, Chevrolet Commit to New INDYCAR Engine in 2028
Honda and Chevrolet have committed to supplying engines for INDYCAR through at least the 2028 season, including the development of a new 2.4-liter twin-turbocharged V6 engine with hybrid technology. Both manufacturers will also be granted one charter each to field a factory-backed team starting in 2028, ensuring vital competition and stability for the series. This commitment reinforces the growth of INDYCAR and allows for further technology transfer from racing to road vehicles.
Lawyer who advised on Disney–Fox deal to head Martin Marietta legal
Martin Marietta (NYSE: MLM) has appointed George F. Schoen as Executive Vice President, General Counsel, and Corporate Secretary, effective March 2026. Schoen, formerly Co-Chair of Cravath’s Global Mergers & Acquisitions practice, brings extensive experience in public-company M&A and governance, having advised on major transactions like Disney/21st Century Fox. His appointment is expected to bolster the company's leadership as it pursues its long-term strategic plan.
Chevrolet, Honda expected to continue as IndyCar engine suppliers beyond 2026
Chevrolet and Honda are expected to extend their contracts as IndyCar engine suppliers beyond 2026, transitioning from their current 2.2-liter twin-turbo hybrid V6 motors to new 2.4-liter versions in 2028. This agreement, which includes a unique offering of charter program memberships to both manufacturers, resolves years of speculation about their future in the series and completes Penske Entertainment's 2028 engine regulations. The extension allows both companies to proceed with developing engines for Dallara's upcoming IR28 chassis.
Fox Corp. (Class B): How a Legacy Media Powerhouse Is Rebuilding Its Flagship Equity Story
The article analyzes Fox Corp. (Class B) as a "pure play" investment in Fox's focused media strategy post-Disney asset sale, emphasizing its concentration on live news, live sports, and ad-supported entertainment via Fox News, Fox Sports, and Tubi. It highlights how this share class offers investors exposure to Fox's cash flows without the Murdochs' voting control, contrasting it with more diversified and streaming-heavy competitors. The piece argues that Fox's disciplined capital allocation, strategic clarity, and high-margin content mix provide a competitive edge in a volatile media landscape.
Fox Corp. (Class B): How a Legacy Media Powerhouse Is Rebuilding Its Flagship Equity Story
This article examines how Fox Corp. (Class B) serves as the primary investment vehicle for Fox's post-Disney media strategy, focusing on live news, sports, and ad-supported streaming through Tubi. It details the four key segments (Fox News Media, Fox Sports/Broadcast Network, Tubi, and Local Stations) that underpin the Class B shares, emphasizing Fox's disciplined capital allocation and contrasting its focused, cash-flow-driven model with the more subscription-heavy, capital-intensive strategies of competitors like Comcast, Paramount Global, and Warner Bros. Discovery. The article positions Fox Corp. (Class B) as a compelling option for investors seeking media exposure without the high costs associated with global direct-to-consumer streaming ambitions.
Sydney Sweeney rings stock exchange opening bell alongside American Eagle CEO
Actress Sydney Sweeney rang the opening bell at the New York Stock Exchange (NYSE) with American Eagle Outfitters CEO Jay Schottenstein. This event follows her viral 2025 advertising campaign with American Eagle, which featured the slogan "Sydney Sweeney Has Great Jeans" and generated significant online attention and discussion. Sweeney wore a denim outfit to the NYSE, nodding to the campaign that previously drew some criticism but also sparked sales for the brand.
Citigroup Maintains Buy Rating on NWSA, Lowers Price Target to $39.00
Citigroup has maintained its Buy rating for News Corp (NWSA) but lowered its 12-month price target from $40.00 to $39.00, a 2.50% decrease. This adjustment reflects Citigroup's ongoing review of the media landscape, with analyst Jason Bazinet indicating continued confidence in the company despite the revised target. Other analysts have also adjusted their price targets for NWSA, with the average target price from 8 analysts being $34.73, suggesting a potential upside of 56.27% from its current price.
Sell-off Warning on News Corp and VeriSign
News Corp (NWS) and VeriSign (VRSN) recently experienced significant stock drops, prompting a sell-off warning. News Corp is addressing concerns about AI's impact on its content by creating proprietary content that AI can access only through payment. VeriSign, despite a premium valuation and dividend increase, is looking to reposition itself as a cybersecurity play by leveraging its DNS and security technology.
NewsGuard Sues FTC, Claims Omnicom/IPG Condition Unconstitutional 02/09/2026
NewsGuard has filed a lawsuit against the Federal Trade Commission (FTC), alleging that the FTC violated the First Amendment by prohibiting Omnicom from contracting with news ratings services as a condition of its merger with Interpublic Group. NewsGuard claims the FTC is using its power to censor speech due to disagreement with NewsGuard's journalistic judgments. The company also challenges a separate FTC demand for extensive NewsGuard documents, asserting that FTC Chairman Andrew Ferguson is pursuing a campaign to attack and punish NewsGuard based on a perceived bias against conservative publications.
Fox Factory Sets Date for Annual Financial Disclosure
Fox Factory Holding Corp. (FOXF) has scheduled the release of its fourth-quarter and full-year 2025 financial results for Thursday, February 26, 2026, after the close of U.S. trading. The company intends to provide insights into its performance, progress on its optimization plan, margin enhancement, and debt reduction efforts. Investors will be keen to see if Fox Factory met its 2025 revenue guidance of $1.445 billion to $1.475 billion.
Earnings call transcript: Fox Corp Q2 2026 beats forecasts, shares dip
Fox Corporation (NASDAQ:FOX) reported strong second-quarter fiscal year 2026 earnings, with EPS of $0.82 significantly beating the forecast of $0.49, and total revenue of $5.18 billion slightly exceeding expectations. Despite the positive results, the company's stock experienced a slight dip of 3.22% after the announcement. Key drivers included growth in advertising revenue, the successful launch of streaming platform FOX One, and continued strong performance from Tubi, sports content, and Fox News.
Fox Corporation Q2 2026 Earnings Highlights
Fox Corporation delivered strong Q2 2026 results, driven by record advertising revenue from major sports events and impressive growth in its Tubi streaming service, which achieved EBITDA profitability for the second consecutive quarter. Total revenues increased by 2% year-over-year to $5.18 billion, and the company reported significant early user growth for FOX One, projecting millions of subscribers in the coming years. Despite a slight dip in adjusted EBITDA, Fox maintained strong financial stability and demonstrated effective cost management, reinforcing its leadership in the media industry.
Fox Corporation Q2 Fiscal 2026 Earnings Report
Fox Corporation announced its financial results for the second quarter of fiscal 2026, ending December 31, 2025, reporting a modest 2% increase in total revenues to $5.18 billion. Despite revenue growth, net income declined significantly to $247 million from $388 million, and adjusted EBITDA fell to $692 million, largely due to increased expenses. The company also declared a dividend and continued its share repurchase program, with management expressing confidence in their strategic approach.
Fubo climbs to 6.2 million subscribers following Disney Hulu merger
Fubo has reached 6.2 million subscribers in North America, a figure that includes customers from both Fubo and Hulu + Live TV following its merger with Disney. Despite a slight decrease from the previous year's 6.3 million subscribers and prior losses of $18.8 million, Fubo has secured a reseller and marketing deal with ESPN. The company also addressed a carriage dispute with NBCUniversal while highlighting strong relationships with other major content providers like MLB, Disney, Fox, and CBS.
Fox and ASA Display Value and Momentum
The article discusses how combining value and momentum investing can be a successful strategy, highlighting the strong performance of momentum stocks in recent years. It recommends four companies—Fox Corp. (FOX), Great Lakes Dredge & Dock Corp. (GLDD), Build-a-Bear Workshop Inc. (BBW), and ASA Gold and Precious Metals Ltd. (ASA)—that exhibit both value and momentum characteristics. The author also reviews the historical performance of his picks, noting that they have consistently beaten the S&P 500.
Fox Corporation beats Q2 expectations as revenue grows 2% YoY
Fox Corporation (NASDAQ:FOXA) exceeded analyst expectations in its fiscal second quarter of 2026, reporting adjusted earnings per share of $0.82 against an estimate of $0.49 and revenue of $5.18 billion, a 2% year-over-year increase. The company's revenue growth was driven by a 4% increase in distribution revenues, particularly strong performance in its Cable Network Programming segment, and a 1% rise in advertising revenues. Despite a decrease in net income and Adjusted EBITDA compared to the prior year, Fox declared a dividend and repurchased a significant amount of its Class A and Class B common stock.
Josh D'Amaro named next Walt Disney Company CEO, to succeed Bob Iger
The Walt Disney Company has announced Josh D'Amaro, chairman of Disney Experiences, as its next CEO, effective March 18, 2026. He will succeed Bob Iger, who will transition to a senior advisor role before retiring on December 31, 2026. Additionally, Dana Walden, co-chair of Disney Entertainment, has been promoted to president and chief creative officer.
Gray Media, Inc. (GTN): A Bull Case Theory
This article summarizes a bullish thesis on Gray Media, Inc. (GTN), highlighting its undervaluation, potential benefits from the 2026 midterm election political advertising, resilient retransmission revenues, and monetizable hard assets. Despite a previous bearish view on its debt, the company's strategic refinancing and institutional investor interest suggest a compelling risk/reward setup with significant upside potential. The base case fair value is estimated at around $17 per share.
News Corp Activates US$1 Billion Share Repurchase Focused on Nasdaq-Listed Stock
News Corp has initiated a share repurchase program of up to US$1 billion, targeting its Nasdaq-listed Class A and B common stock. This program focuses solely on reducing the volume of its U.S.-listed equity, explicitly excluding ASX-listed CHESS Depositary Interests. The latest analyst rating for News Corporation (AU:NWS) is a Hold with a price target of A$47.00.
Is News Corp (Class A) Quietly Setting Up Its Next Big Move?
News Corp’s Class A stock performance has been steady, outperforming many legacy media companies, driven by a strategic shift towards digital subscriptions, data, and real estate assets. Despite its calm trading range, the company is re-wiring its business model, with Dow Jones and digital real estate assets becoming key drivers. Analysts maintain a constructive outlook, focusing on the company's ability to create value through digital transformation rather than traditional media.
Is News Corp (Class A) Quietly Setting Up Its Next Big Move?
News Corp’s Class A stock (NWSA) has shown stable performance over the past year, with a 23% gain, largely due to digital subscription growth and strategic shifts toward digital real estate and data. Analysts maintain a "Buy" or "Overweight" rating, anticipating further upside as the company continues to pivot away from traditional media formats to focus on its digital assets like Dow Jones and REA Group. The current quiet trading range is seen as a consolidation phase before a potential significant move, driven by structural shifts to digital subscriptions and data platforms.
The Truth About Fox Corp Class B: Is This Media Stock Actually Worth the Hype?
This article evaluates Fox Corp Class B stock (FOX), questioning if it lives up to its hype. It details Fox's business model, focusing on live news, sports, and reality content, and analyzes its stock performance and risks like "cord-cutting." The author compares FOX to competitors like Disney, Paramount, and Warner Bros. Discovery, concluding that while not a high-growth meme stock, it could be a strategic, stable play for investors interested in media, news, and sports.
Tegna The Owner of ABC, CBS, FOX, & NBC Stations is Shutting Down Its Online Ad Platform & Merging It Into Its Ad Sales Team
Tegna, a major broadcast media company, is integrating its advertising platform Premion into its core operations, dissolving Premion as a standalone entity. This strategic move aims to streamline advertising services and eliminate redundancies, although it will result in numerous job eliminations across various departments within Premion. Tegna is providing severance packages, health insurance, and career development support for the affected employees as it pivots to enhance its overall advertising ecosystem and strengthen its competitive edge in the evolving media landscape.
Fox Corporation Executives to Discuss Second Quarter Fiscal 2026 Financial Results Via Webcast
Fox Corporation (Nasdaq: FOXA, FOX) announced that its executives will discuss second quarter fiscal 2026 financial results during a live audio webcast on February 4, 2026, at 8:30 a.m. ET. The results are scheduled to be released concurrently at 8:00 a.m. ET on the same day. An archived webcast will also be available on the company's investor relations website.
The Truth About Fox Corp Class B: Is Wall Street’s ‘Boomer Media’ Stock Your Next Power Move?
This article analyzes Fox Corp Class B (FOX) stock, questioning its relevance in a streaming-dominated world. It suggests that despite not being a "hype" stock, FOX holds value due to its strong presence in live sports and news, which continue to attract significant ad revenue. The piece positions FOX as a stable, cash-flow generating investment for those prioritizing value and stability over high-growth speculative plays.
News Corp reiterates $1 billion stock repurchase authorization
News Corp has reaffirmed its authorization to repurchase up to $1 billion of its Class A and Class B common stock. The company will provide daily disclosures of these transactions to the ASX and regular updates in its financial reports. The timing of repurchases is subject to market conditions and regulatory factors, and there's no obligation to update these statements unless legally required.
News Corp Updates US$2 Billion Share Repurchase Authorisations, Excludes ASX CDIs
News Corporation has announced updates to its share repurchase programs, authorizing up to US$2 billion for buying back Nasdaq-listed Class A and Class B common stock. The company explicitly states that these repurchases will exclude ASX-listed CDIs. News Corporation is a global media and information services company with shares trading on Nasdaq and as CDIs on the ASX.
Fox Corp. (Class A): How a Legacy Media Stock Is Rebuilding Its Flagship for the Streaming Era
Fox Corp. (Class A) is positioning itself as a focused media company built on live sports, news, and ad-driven entertainment, differentiating itself from rivals through a leaner business model. The company emphasizes its core assets like Fox Sports, Fox News, and the ad-supported streaming service Tubi to attract advertisers and maintain financial discipline. This strategy aims to provide investors with a less risky media exposure compared to debt-heavy, subscription-focused competitors.
The Truth About News Corp: Why Everyone Is Suddenly Paying Attention
News Corp (NWS) is generating buzz on Wall Street due to earnings beats and its strategic shift towards streaming and digital platforms. The article analyzes NWS as an investment, highlighting its media and information assets, risk profile, and position against competitors. It concludes that NWS is a fundamental value play rather than a hyped meme stock, suitable for long-term investors interested in the evolving media landscape.
Fox Corp. (Class B) stock: quiet chart, noisy headlines and a market trying to pick a side
Fox Corp. (Class B) stock is drifting in a tight range, despite fresh political headlines and streaming pivots. The company's stock has a modest capital loss of about 4.1 percent over the past year. Wall Street analysts maintain a cautious "Hold" rating, with some seeing limited upside due to resilient live news and sports content, while others highlight structural pressures on pay-TV subscribers.
Fox Corp. (Class B) stock: quiet chart, noisy headlines and a market trying to pick a side
Fox Corp. (Class B) stock has been trading in a tight range despite a noisy news cycle involving political headlines and streaming strategy pivots. While the stock's chart appears quiet, showing consolidation rather than dramatic moves, investors are debating whether it's a resilient legacy media company or one challenged by cord-cutting and political risks. Wall Street analysts largely maintain a "Hold" rating, seeing it as a reliable cash generator but with limited upside due to industry headwinds.
News Corp (Class B): The Voting Engine Behind Murdoch’s Media Empire
News Corp (Class B) acts as the high-control share class that governs Rupert Murdoch's vast media enterprise, including The Wall Street Journal, HarperCollins, and Foxtel. It's designed to concentrate voting power, enabling long-term strategic decisions in a media landscape shifting towards subscriptions and data-driven revenues. The article discusses its competitive positioning against other media companies and highlights its unique selling points, such as diversified revenue, IP depth, and the potential for corporate action.
Fox Corp. (Class B): The Voting Engine Behind a Legacy Media Powerhouse
The article analyzes Fox Corp.'s Class B shares as a strategic financial instrument providing concentrated voting power and focused exposure to the company's media portfolio. It highlights how these shares represent a bet on live news and sports, and an ad-supported streaming strategy through Tubi, positioning Fox differently from its subscription-heavy competitors. The Class B shares are described as a governance engine that ensures strategic continuity, especially crucial for a company deeply intertwined with the Murdoch legacy and politically charged media landscape.
Fox Corp. (Class B): The Voting Engine Behind a Legacy Media Powerhouse
Fox Corp. (Class B) shares are presented as a strategic financial instrument providing concentrated voting power over one of America's major and often controversial media companies. These shares offer targeted exposure to Fox's core businesses—live news and sports, and ad-supported streaming via Tubi—distinguishing it from more diversified rivals and reflecting a deliberate strategy to avoid the high-burn subscription streaming competition. The article highlights how these shares serve as a leveraged bet on political and cultural attention, offering investors a stake in Fox's continuous strategic direction within the evolving media landscape.
Paramount refuses to back down in Warner Bros. Discovery takeover fight against Netflix
Paramount is continuing its push to acquire Warner Bros. Discovery, maintaining that its $30-per-share cash offer is superior to Netflix's $27.75 deal, despite rejection from WBD's board. Paramount claims to have addressed all concerns raised by WBD, including providing an irrevocable personal guarantee for financing, and argues that Netflix's deal value has decreased due to its stock price. WBD's board, however, reiterates its support for the Netflix agreement, citing insufficient value and significant risks in Paramount's offer.
Zacks.com featured highlights include Animal Health, Commercial Metals, Fox and Adtalem Global Education
This article identifies four GARP (Growth at a Reasonable Price) stocks—Phibro Animal Health (PAHC), Commercial Metals (CMC), Fox (FOX), and Adtalem Global Education (ATGE)—as compelling investment opportunities for early 2026. Despite market uncertainty and high valuations, these companies are highlighted for their appealing PEG ratios, strong long-term growth potential, and favorable Zacks Ranks. The article emphasizes the benefits of a hybrid investment strategy that combines growth and value principles, especially in a volatile market.
The Truth About Fox Corp. (Class B): Is This Media Stock Actually Worth the Hype?
This article evaluates Fox Corp. (Class B) stock, discussing whether this media giant is a worthwhile investment. It covers the company's current market position, its strong content in live sports and news, cash flow generation, and associated risks like reputation and cord-cutting. The piece concludes by contrasting Fox with competitors and offering a verdict for potential investors.
The Truth About Fox Corp. (Class B): Is This Media Stock Actually Worth the Hype?
This article examines Fox Corp. (Class B) stock, discussing its current market position, the actual hype surrounding it versus its stock performance, and key factors like content power, cash flow, and risks. It concludes that while not a "moon shot" stock, Fox Corp. offers stable revenue and a strong hold on live sports and news, making it a potential value pick for a diversified portfolio. The article advises investors to consider its cash-generating nature, political exposure, and advertising market dependency before investing.
Fox Corp. (Class B): Quiet Stock, Loud Debates – Is This Trough The Real Opportunity?
Fox Corp. (Class B) stock has underperformed, with investors questioning if it's a value trap or an undervalued opportunity. Despite structural headwinds in traditional TV, the company boasts a cash-generative media machine, aggressive buybacks, and a growing streaming service (Tubi). Wall Street analysts are divided, with a consensus "Hold" rating, but some see upside potential given the current valuation and strategic focus on live content and cost discipline.
News Corp (Class B): The Voting Stock Powering a Media Reinvention Story
News Corp (Class B) represents the voting shares of News Corp (NWS), primarily held by the Murdoch family trust, and acts as the control mechanism for a diverse media and data empire. The company is actively reinventing itself for the streaming and AI era through strategic divestitures, restructurings, and investments, steering its global portfolio towards a high-margin digital future. This voting stock serves as a lever for investors to participate in this strategic realignment, focusing on subscription, data, and digital marketplaces, which the article argues provides a competitive edge through diversification, premium brands, and digital marketplace optionality.
News Corp reports ongoing $1 billion stock repurchase authorization By Investing.com
News Corp (NASDAQ:NWSA, NASDAQ:NWS) has reaffirmed its ongoing $1 billion stock repurchase authorization for its Class A and Class B common stock. The company provides daily disclosures of these transactions to the Australian Securities Exchange and includes the information in its quarterly and annual reports. The repurchase programs are an ongoing financial strategy, contingent on market conditions, and no new or amended repurchase amounts were disclosed in recent filings.
Fox Corp Class B: Quietly Repricing Its Future as News Cycles Swirl
Fox Corp Class B has seen a recent dip in its stock price, but a longer-term view shows a nuanced picture of a traditional media company adapting to the streaming era. While facing skepticism due to linear TV challenges, the company benefits from a clean balance sheet, focus on live news and sports, and shareholder returns. Analysts largely hold a "Neutral" stance, seeing value from disciplined capital allocation rather than explosive growth.
Fox Corp Class B: Quietly Repricing Its Future as News Cycles Swirl
Fox Corp Class B has experienced a slight dip recently, but its longer-term performance shows a respectable double-digit percentage gain over the last year. Investors are evaluating the company's transition in the streaming era, focusing on its strong balance sheet, live news and sports content, and share repurchase activities. Wall Street analysts generally hold a "Hold" or "Neutral" stance, anticipating modest upside primarily driven by capital allocation rather than rapid growth, as the company navigates structural headwinds and evolving media consumption.
The Truth About Fox Corp. (Class B): Why Everyone Is Suddenly Watching This Stock
Fox Corp. (Class B) is gaining attention due to its strong presence in news, sports, and opinion content, which consistently goes viral across social media platforms. Despite not being a "meme stock" or tech-driven, its ability to capture eyeballs translates into significant ad revenue and leverage in the media landscape. The stock is considered more of a "slow burn media cash cow" for value investors, offering dividends and trading at a lower earnings multiple compared to high-growth tech firms, even with inherent risks from political cycles and streaming competition.
The Truth About Fox Corp. (Class B): Why Everyone Is Suddenly Watching This Stock
This article analyzes Fox Corp. (Class B) stock, discussing its core business in news and live sports, its price performance as a value stock, and its risk level. It compares Fox to competitors like Disney and Paramount Global, ultimately concluding it's a "cop" for investors seeking exposure to live content, steady cash flow, and dividends, despite its controversial nature.
