Deal Dispatch: Starboard Targets TripAdvisor, His & Hers Expands, Mister Car Wash Goes Private
This "Deal Dispatch" article covers several significant M&A and corporate developments. Starboard Value is pushing TripAdvisor to explore a sale due to consistent underperformance, His & Hers Health is acquiring Eucalyptus for $1.15 billion to expand internationally, and Mister Car Wash is going private in a $3.1 billion deal with Leonard Green & Partners. Other notable mentions include the sale process of the Seattle Seahawks, Hapag-Lloyd's acquisition of ZIM Integrated Shipping Services, and the finalization of the Devon Energy and Coterra Energy merger.
Want to Win the Warner Bros. Discovery Takeover Battle? ‘Walk Away Now.’
The article suggests that any company "winning" the takeover battle for Warner Bros. Discovery will ultimately be the loser. It points out that both Netflix and Paramount Skydance are reportedly prepared to overpay for the media giant and incur significant debt. The author advises potential bidders to "walk away now" to avoid negative consequences.
These Experts Think Netflix Will Be Fine Even If It Doesn't Get to Buy Warner Bros.
Wedbush analysts believe Netflix will perform well even if its potential acquisition of Warner Bros. Discovery falls through, reiterating a bullish rating and a $115 price target. They suggest Netflix's core business is robust, supported by strong revenue growth and expanding operating margins, and does not require the deal for success. This comes as Warner Bros. re-engages with other suitors, introducing new variables into the acquisition process.
Citi Boosts Progress Software Price Target Amid AI Prospects
Citi analyst Fatima Boolani has raised the price target for Progress Software to $60, citing strong earnings and cash flow, alongside the company's strategic focus on AI-driven initiatives. Progress Software's shares surged over 8% in premarket trading following its fiscal Q4 report, which surpassed market expectations for both earnings and revenue. Despite a slight trim in Wedbush's price prediction, the firm maintains an "Outperform" rating, reflecting continued optimism for Progress Software's growth trajectory into 2026.
James Cameron just made 3 arguments against Netflix buying Warner Bros. The last one has stakes for the entire world
James Cameron has voiced strong opposition to Netflix's proposed acquisition of Warner Bros., calling the potential merger "disastrous" for the theatrical film industry. In a letter to Senator Mike Lee, chairman of the U.S. Senate Judiciary Subcommittee on Antitrust, Competition Policy, and Consumer Rights, Cameron highlighted his concerns about the impact of the megamerger on the future of cinema. His stance contrasts with many in Hollywood who have remained silent due to employment concerns.
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.
Alberta Investment Management Corp Takes $3.14 Million Position in General Dynamics Corporation $GD
Alberta Investment Management Corp initiated a new position in General Dynamics (NYSE:GD) by purchasing 9,212 shares valued at approximately $3.14 million. This move comes as other institutional investors have also adjusted their holdings, while company VPs have sold significant portions of their shares. General Dynamics recently reported strong quarterly earnings, beating EPS estimates, and has set positive FY 2026 guidance, alongside offering a $1.50 quarterly dividend.
AI-Driven Filings, Opt-In Momentum, And More Than $4B in Recoveries Reshape Global Securities Class Actions, Broadridge Report Finds
A new report from Broadridge Financial Solutions highlights that global securities class action litigation resulted in over $4 billion in investor recoveries in 2025. The report identifies significant trends including a surge in AI-related litigation, increased momentum in opt-in and collective actions, growing ESG-focused claims, and a moderation in financial antitrust activity, all contributing to a rapidly evolving recovery landscape for institutional investors. Broadridge emphasizes that active participation and robust infrastructure are crucial for investors to navigate the complexities and maximize recoveries in this dynamic environment.
Ted Sarandos Blames Netflix Stock Decline on WBD Bidding War, Industry Uncertainty and AI
Netflix co-CEO Ted Sarandos attributes the company's recent stock decline, amid its $83 billion pursuit of Warner Bros. Discovery assets, to the ongoing bidding war with Paramount, broader industry uncertainty, and the "AI trade." Despite concerns about stalling engagement growth, Sarandos defends Netflix's business model and the strategic importance of the WBD acquisition as an "accelerator" and a way to "future proof" its operations. He also dismissed claims about Paramount having a clearer path to regulatory approval, emphasizing that the process is a business deal handled by the Department of Justice, not a political one.
Netflix Stock Slides As The Battle For Warner Bros Continues
Netflix (NFLX) shares are trading lower amid an ongoing bidding war for Warner Bros. Netflix has made an $82.7 billion offer for Warner Bros' studio and streaming assets, while Paramount has offered $108.4 billion for the entire company. The technical setup for NFLX shows persistent weakness, with the stock trading below all key moving averages and having experienced a death cross in December.
Mattel Unveils Expansive Masters of the Universe Publishing Program Ahead of the Film’s Global Theatrical Release
Mattel has announced an extensive Masters of the Universe publishing program set to launch throughout 2026, coinciding with the global theatrical release of the new live-action film. The program includes a film-adjacent novel, original middle-grade stories, comics, a graphic novel, and art books, expanding the franchise's reach to new audiences and long-time fans. This multi-format strategy aims to deepen the mythology of Eternia across various platforms, including collaborations with Dark Horse Comics and TokyoPop, and features contributions from New York Times-bestselling authors.
Nexstar Media Group, Inc. $NXST Shares Sold by Ontario Teachers Pension Plan Board
The Ontario Teachers Pension Plan Board reduced its stake in Nexstar Media Group (NASDAQ:NXST) by 31.3% in the third quarter, selling 6,755 shares and retaining 14,850 shares valued at $2.936 million. Despite this, institutionals and hedge funds collectively own 95.30% of the company's stock. Nexstar also announced a quarterly dividend of $1.86 per share, and analysts maintain a "Moderate Buy" consensus rating with a target price of $225.50.
Cinemark Holdings, Inc. (NYSE:CNK) Q4 2025 Earnings Call Transcript
Cinemark Holdings, Inc. (NYSE:CNK) hosted its Q4 2025 earnings call, reporting a post-pandemic high in worldwide revenue of $3.1 billion and adjusted EBITDA of $578 million, beating EPS expectations. Executives discussed strategic initiatives for audience expansion, revenue growth, and operational optimization, highlighting the company's strong financial health and market share gains. They expressed optimism for a robust film slate in 2026, continued growth in concession sales, and balanced capital allocation for future enhancements and potential M&A.
Hasbro CEO: ‘We’re beyond experimentation’ with AI
Hasbro is extensively integrating AI across various business functions, including financial planning, supply chain, and daily operations, moving beyond experimental phases. CEO Chris Cocks emphasizes a human-centric approach, allowing teams discretion in AI use and partnering with tech giants like Google Gemini and OpenAI. This integration is expected to save over a million hours of lower-value work, redirecting employee focus towards innovation, and has already significantly reduced prototyping time for toys.
Ted Sarandos Blames Netflix Stock Decline on WBD Bidding War, Industry Uncertainty and AI
Netflix co-CEO Ted Sarandos attributed the recent decline in Netflix's stock to the ongoing bidding war for Warner Bros. Discovery assets, general industry uncertainty, and concerns around AI. He defended Netflix's engagement growth and asserted that the potential $83 billion acquisition of WBD would "future proof" its business model. Sarandos also expressed confidence in navigating regulatory approval and dismissed claims about Paramount having a clearer path.
Netflix’s Business Remains Strong and Ahead of Peers, but Warner Agreement Adds Uncertainty
The article discusses Netflix's strong market position as the global leader in subscription streaming television, enjoying economic benefits from its scale. It examines the potential acquisition of Warner Bros. Discovery’s streaming and studios businesses, noting that while Warner's assets could enhance Netflix's offerings, the contemplated price for the acquisition is considered too high. The report from February 19, 2026, highlights the uncertainty introduced by this potential agreement.
Similarweb Earnings Call: AI Momentum Amid Volatility
Similarweb (SMWB) reported its Q4 earnings, showing a mix of cautious optimism and volatility. The company highlighted strong profitability, a robust balance sheet, and accelerating AI revenue, which reached 11% of Q4 revenue. However, challenges included delayed large language model contracts, net revenue retention below 100%, and "lumpy" deal timing, leading to wider guidance ranges for 2026.
Netflix vs. Roku: Which Streaming Stock is the Better Buy-the-Dip Target?
This article analyzes Netflix (NFLX) and Roku (ROKU) as potential buy-the-dip streaming stock targets. While Netflix focuses on content creation and subscription services, Roku provides the streaming platform and operating system. The article compares their revenue growth, EPS projections, and current valuations, noting Roku's recent compelling positive EPS revisions and a "Strong Buy" Zacks Rank compared to Netflix's "Hold."
Netflix vs. Roku: Which Streaming Stock is the Better Buy-the-Dip Target?
This article analyzes Netflix (NFLX) and Roku (ROKU) as potential buy-the-dip streaming stock targets, highlighting their different roles in the streaming ecosystem: Netflix as a content creator and Roku as a platform. It compares their growth strategies, revenue projections, and critically, their EPS growth and revisions. While Netflix offers a more reasonable forward earnings multiple and consistent EPS growth, Roku shows a compelling trend of positive EPS revisions and a "Strong Buy" Zacks Rank fueled by its unique platform strategy and advertising growth.
Liminatus Pharma Completes $4 Million Public Equity Offering
Liminatus Pharma (LIMN) has completed a best-efforts public equity offering, raising approximately $4.0 million in gross proceeds, or $3.46 million net after fees. The offering, which closed on February 18, 2026, involved common stock and warrants at $0.29 per unit. The funds will be allocated to clinical trials, R&D, sales and marketing, and general working capital, with lock-up agreements in place for 180 days to limit further dilution.
Pearl Diver Reports January 31, 2026 NAV Update
Pearl Diver Credit Company Inc. (PDCC) announced that its unaudited net asset value (NAV) per share was $13.73 as of January 31, 2026. This figure provides investors with a benchmark for evaluating the company's value. Despite strong reported profitability and a conservatively leveraged balance sheet, TipRanks' AI Analyst "Spark" considers PDCC a "Neutral" due to weak cash flow quality and bearish technical indicators.
GoldMining Sets Record Date and Details for 2026 AGM in Vancouver
GoldMining Inc. has announced its 2026 annual general meeting will be held on May 14, 2026, in Vancouver, with March 20, 2026, set as the record date for voting eligibility. The company will utilize notice-and-access procedures for meeting materials. An analyst recently rated TSE:GOLD as a Buy with a C$2.80 price target, while TipRanks' AI Analyst, Spark, gave it a Neutral rating due to persistent losses and negative cash flow.
Greenridge and Denison Begin 2026 Winter Drilling at Hook-Carter Uranium Project
Greenridge Exploration Inc. and Denison Mines have commenced their 2026 winter drilling program at the Hook-Carter Uranium Project in Saskatchewan’s Athabasca Basin. The program, running until March 2026, aims to drill up to eight diamond drill holes totaling approximately 4,600 metres. This initiative targets underexplored structural corridors, including extensions of the Patterson Lake Corridor, to identify new uranium discoveries and enhance the project's value.
Gary Black Says Netflix Will Emerge As 'Victor' In Warner Bros. Takeover Bid, Sees Stock Rebound To $100 Even If Paramount Wins
Analyst Gary Black believes Netflix (NASDAQ: NFLX) is positioned to win the takeover bid for Warner Bros. Discovery (NASDAQ: WBD) due to stronger strategic synergies, despite Paramount Skydance's (NASDAQ: PSKY) competing offer. Black suggests that even if Paramount wins, Netflix shares could rebound to $100. The Netflix stock has seen recent pressure due to the bidding war and regulatory scrutiny.
FormFactor Announces Planned Board Retirement and Refresh
FormFactor (FORM) announced that director Kevin Brewer will retire from the board after his current term, not seeking re-election at the company's 2026 annual meeting. Brewer, a former public company CFO, will leave a gap in financial and manufacturing expertise on the audit and governance committees, signaling an upcoming board refresh. Analysts currently rate FORM a Buy with a $94.00 price target, while TipRanks' AI Analyst, Spark, rates it as Outperform due to solid financial stability and strong technical momentum, despite concerns about free-cash-flow conversion and high valuation.
Hedge Fund and Insider Trading News: Bill Ackman, Ray Dalio, David Einhorn, Appaloosa Management, Brevan Howard Asset Management, Maverick Capital, Viking Global, DraftKings Inc (DKNG), Avantor Inc (AVTR), and More
This article compiles recent news in the hedge fund and insider trading world, featuring prominent figures like Bill Ackman, Ray Dalio, and David Einhorn, alongside key firms such as Appaloosa Management and Viking Global. It highlights significant activities including legal challenges for Ackman, Greenlight Capital's increased stakes, Brevan Howard's crypto fund performance, and insider buying in companies like DraftKings and Avantor. The piece also includes a recommendation for a promising AI stock that is trading at less than five times its earnings and has shown positive returns despite recent market declines.
Cinemark Holdings Reports Q4 2025 Earnings Highlights
Cinemark Holdings reported a post-pandemic high of $3.1 billion in worldwide revenue for 2025, with adjusted EBITDA reaching $578 million. The company plans to increase capital expenditures to $250 million in 2026 and returned $315 million to shareholders over the past three years while reducing debt. Management is optimistic about international attendance, particularly in Latin America, for continued growth.
Kite Realty Group Earnings Call Balances Growth and Drag
Kite Realty Group Trust's latest earnings call revealed a cautious yet constructive outlook, with the company showcasing record leasing volumes and a strong balance sheet. Despite these operational strengths, 2026 earnings are projected to decline due to factors like transaction timing, higher bad-debt assumptions, and fewer one-time items, temporarily overshadowing underlying progress. Management emphasizes that these short-term headwinds are a trade-off for healthier, more durable long-term cash flows, positioning the company for future growth.
Stocks making the biggest moves midday: General Mills, Southwest, Genuine Parts, Norwegian Cruise Line & more
General Mills tumbled after lowering its 2026 outlook, while Southwest Airlines surged following a UBS upgrade. Warner Bros. Discovery and Paramount Skydance rose after Netflix granted a waiver for deal talks. Other significant movers included Tripadvisor, Genuine Parts, Masimo, Norwegian Cruise Line Holdings, ZIM Integrated Shipping Services, Vulcan Materials, Labcorp, and Leidos, each reacting to company-specific news or analyst actions.
Grupo Aval Confirms Interest Payment on Seventh Peso-Denominated Note Issuance
Grupo Aval Acciones y Valores S.A., a Colombian financial holding company, announced it made an interest payment on its Seventh Issuance of Notes denominated in Colombian pesos on February 16, 2026. This timely payment reaffirms the company's commitment to its bondholders and strengthens its standing in the local debt capital markets. Spark, TipRanks' AI Analyst, rates AVAL as "Neutral" due to a mix of positive factors like earnings recovery and negative factors like elevated leverage and weak cash flow.
Q32 Bio Announces $10.5 Million Registered Direct Offering
Q32 Bio recently announced a registered direct offering of $10.5 million, involving common stock and pre-funded warrants, with proceeds aimed at funding working capital and advancing its alopecia areata trials. The offering, expected to close around February 18, 2026, includes participation from both new and existing institutional investors. Despite a "Neutral" rating from TipRanks' AI Analyst, Spark, due to weak financial performance, the company plans to use these funds to bolster its autoimmune pipeline.
Healthy Choice Wellness Shifts Debt Into Equity Securities
Healthy Choice Wellness Corp. announced an agreement to convert outstanding note principal into Class A common stock, aiming to reduce its debt and strengthen its balance sheet. This debt-for-equity exchange, involving up to 4 million Class A shares issued at market price, could lead to shareholder dilution but will lower interest-bearing obligations. An AI analyst has given HCWC stock a "Neutral" rating due to weak profitability and high leverage.
Ferroglobe Posts Weaker 2025 Results but Sees 2026 Boost from Trade Actions and Energy Deal
Ferroglobe (GSM) reported significantly weaker financial results for full-year 2025, with sales falling by 18.8% and adjusted EBITDA dropping sharply, despite a slight Q4 sales increase and a dividend raise. However, the company is optimistic about 2026, citing new EU safeguard measures, favorable preliminary U.S. trade rulings, and a long-term French energy contract that are expected to improve market conditions and financial performance. An analyst maintains a Hold rating on GSM stock with a $5.00 price target, while TipRanks' AI Analyst, Spark, rates the stock as Neutral due to current financial challenges but acknowledges potential future improvements.
Digital Brands Group Announces New Warrant Agreements and Financing
Digital Brands Group (DBGI) recently secured $1.54 million by inducing the early exercise of expiring warrants. In exchange, the company issued new longer-dated warrants and committed to registering the underlying shares for resale, aiming to boost near-term liquidity and maintain future capital flexibility. Despite this positive move, TipRanks’ AI Analyst, Spark, maintains a Neutral stance on DBGI due to ongoing weak financial performance and elevated execution risk.
ParaZero Technologies Announces April 2026 Departure of VP of R&D, Expects No Operational Disruption
ParaZero Technologies announced that its VP of R&D, Alon Yasovsky, will depart on April 12, 2026, after a transition period. The company emphasized that this departure is not due to any disagreements and it expects no operational disruption as it reviews its R&D structure. Despite this leadership change, ParaZero Technologies (PRZO) is focused on maintaining its development strategy, with one analyst rating the stock as Hold with a $1.00 price target.
Warner Bros. Discovery: Acquisition Talks Reopened for Paramount as Vote on Netflix Offer Is Set
Warner Bros. Discovery has reopened acquisition talks with Paramount Skydance, even as a vote on Netflix's offer for a portion of WBD's business approaches. Paramount is reportedly willing to increase its offer to acquire all of Warner, currently at $30 per share, while Netflix has offered $27.75 per share for the streaming and studios businesses only. Morningstar maintains its fair value estimates for WBD, Netflix, and Paramount, expecting WBD to be acquired at over $30 per share, though neither Netflix nor Paramount has a clear majority chance of success.
Warner Bros reopens takeover talks with Paramount after receiving waiver from Netflix
Warner Bros. Discovery is reopening takeover talks with Skydance-owned Paramount for seven days, following a waiver from Netflix to discuss Paramount's "best and final" offer. While Warner's board still recommends the Netflix merger, Paramount plans to continue its tender offer and proxy fight, believing its offer is superior. This battle has raised antitrust concerns and analysts suggest Paramount increasing its bid further could make the Netflix deal less appealing.
Warner Bros to Engage With Paramount but Recommends Netflix Deal at March 20 Shareholder Vote
Warner Bros. Discovery has agreed to engage in sales talks with Paramount Skydance for a seven-day period, but its board unanimously continues to recommend shareholders approve the $83 billion Netflix deal. WBD is seeking clarity from Paramount on its "best and final offer" for a hostile takeover, particularly regarding a share price higher than $31, which was orally communicated but not reflected in Paramount's latest written proposal. The shareholder vote on the Netflix merger is scheduled for March 20, 2026, and Netflix has granted WBD a limited waiver to engage with Paramount while maintaining its matching rights.
Strong Year-Over-Year Revenue Growth, Supported Citigroup (C) in Q4
Sound Shore Management highlighted Citigroup Inc. (C) as a leading contributor in its Q4 2025 investor letter, noting its strong year-over-year revenue growth and plans to return capital to shareholders. Despite its performance, Citigroup is not among the 30 most popular stocks among hedge funds, with some believing AI stocks offer greater upside. As of February 13, 2026, Citigroup's stock closed at $110.86, showing a 31.02% gain over the last 52 weeks.
Zweig DiMenna Associates LLC Has $18.58 Million Stock Position in Loar Holdings Inc. $LOAR
Zweig DiMenna Associates LLC reduced its stake in Loar Holdings Inc. by 11% in the third quarter, while the company remains a significant holding for them. Conversely, several other institutional investors, such as Wasatch Advisors LP and State Street Corp, substantially increased their positions in Loar. Wall Street analysts generally hold a "Buy" rating for Loar, with an average price target indicating potential upside from its current share price.
Netflix grants WBD waiver to reopen deal talks with Paramount, Sarandos says 'let them make a move'
Netflix has granted Warner Bros. Discovery a seven-day waiver to reopen deal talks with Paramount Skydance, allowing WBD to clarify "deficiencies" in Paramount's $30 per share all-cash offer. Netflix co-CEO Ted Sarandos stated the waiver aims to provide shareholders with clarity due to Paramount's "flooding the zone with confusion" and indicated Netflix would assess its next move after Paramount presents its best and final offer. Both proposed deals face significant regulatory scrutiny, with Netflix pointing out Paramount's foreign funding as a potential obstacle.
Comcast, Classiq and AMD complete quantum computing network trial
Comcast, Classiq, and AMD have successfully completed a trial utilizing quantum computing algorithms to enhance network routing resilience for internet delivery. This initiative aimed to identify independent backup paths for network sites, ensuring uninterrupted service during maintenance or failures. The collaboration combined quantum techniques with classical computing, demonstrating the potential of quantum computing for real-time network optimization.
TGE's Latest Movie "Scare Out" Surpasses US$ 14.5 Million in Pre-Sales
TGE's new movie "Scare Out" has achieved over US$14.5 million in pre-sales, making it one of only two films in China's Lunar New Year lineup to cross the RMB100 million pre-sale mark. The film has generated significant social media buzz with 5.40 billion views and is set for a broad international release across multiple countries. AMTD Group, AMTD IDEA Group, and AMTD Digital Inc. are involved as co-producers, highlighting the collaboration behind the film's early success.
Netflix Hopes WBD-Paramount Talks Will “Finally Resolve This Matter,” Berates David Ellison Company For Misleading Warner Shareholders
Netflix has strongly criticized Paramount and David Ellison's company for allegedly misleading Warner Bros. Discovery (WBD) shareholders regarding the regulatory landscape of their proposed merger. Netflix, which has its own board-approved deal with WBD, expressed that it granted WBD a limited waiver to engage with Paramount to "finally resolve this matter," while asserting its transaction offers superior value and has a clear path to regulatory approval. Netflix highlighted potential regulatory challenges and financial risks associated with the Paramount-Skydance offer, including scrutiny over foreign funding and significant debt, in contrast to its own all-cash deal.
Sunoco LP (SUN) Misses Q4 EPS by 143c
Sunoco LP (SUN) reported its Q4 earnings, revealing an EPS of $0.09, which significantly missed the analyst estimate of $1.52 by $1.43. Despite the earnings miss, the company's revenue for the quarter reached $8.6 billion, surpassing the consensus estimate of $5.93 billion.
Sepsis test maker builds supply for 10M rapid kits as key trial advances
Bluejay Diagnostics (NASDAQ: BJDX) has successfully enrolled 545 patients in its SYMON™ II multicenter IL-6 monitoring study, moving closer to its 750-patient target, and has advanced its manufacturing readiness into 2026. The company reached key manufacturing milestones, including cartridge characterization for U.S. commercial production and securing antibody supply for over 10 million test cartridges. While progressing technology transfer and validation, the Symphony System still requires FDA clearance before it can be marketed in the U.S.
Warner Bros. reopening takeover talks with Paramount, but Netflix deal still favoured
Warner Bros. Discovery has reopened takeover talks with Paramount Skydance for a limited seven-day window, despite its stated commitment to a $72 billion US deal with Netflix for its studio and streaming businesses. Netflix granted the waiver, allowing Warner Bros. to discuss unresolved "deficiencies" and clarify terms of Paramount's latest offer, which includes a higher per-share bid and an attempt to acquire the entire company. Warner Bros.' leadership maintains that the Netflix deal provides superior value and certainty, though Paramount is prepared for good faith discussions and a proxy fight.
Here's What Lifted Warner Bros. Discovery (WBD) in Q4
Sound Shore Management's Q4 2025 investor letter highlighted Warner Bros. Discovery (WBD) as a significant contributor to its fund's performance. The stock's gains were attributed to attractive valuations, potential earnings growth due to restructuring emphasizing its streaming and studio businesses, and reports of a potential takeover. While recognizing WBD's investment potential, Sound Shore Management suggested that certain AI stocks offer greater upside and less risk.
Here’s What Lifted Warner Bros. Discovery (WBD) in Q4
Sound Shore Management's Q4 2025 investor letter highlighted Warner Bros. Discovery, Inc. (NASDAQ: WBD) as a significant contributor to the fund's performance. The stock's gains were primarily attributed to its attractive valuation, the restructuring of its streaming and studio businesses, and reports of a potential takeover. Despite WBD's positive performance, Sound Shore Management suggests that some AI stocks may offer greater return potential in a shorter timeframe.
Exclusive | Paramount grows more confident Warner Bros. Discovery will drop Netflix bid
Paramount Skydance is increasingly confident that Warner Bros. Discovery (WBD) will abandon its deal with Netflix, potentially reopening a bidding war for the company. Despite an already "sweetened" offer from Paramount, regulatory hurdles and valuation concerns regarding the Netflix deal are reportedly pushing WBD to reconsider. Investors are growing wary of the Netflix offer's terms and the potential for significant antitrust challenges, even as WBD recently accepted Netflix's bid over Paramount's.
