Ps S&P 500 Mmtm

Rosenblatt Maintains Meta Platforms’ Target Price at $1117 Per Share

META Strikes Multiple AI Data Agreements with News Publishers

Finer Wealth Management Inc. Increases Stake in Palantir Technologies Inc.

Netflix Acquires Warner Bros., HBO, and HBO Max for About $82.7 Billion

Netflix May Pay Warner Bros. Discovery a $5.8B Termination Fee

Investment bank Wedbush praises Palantir following a customer event

Netflix Secures $5.9B Unsecured Mid-Term Commercial Loan

NVIDIA to pay quarterly cash dividend of $0.01 per share

Netflix plans to acquire Warner Bros for $7.2 billion

Netflix expects to save at least $2-3 billion annually by year three

Palantir and NVIDIA Collaborate to Advance Rodeo with AI and Computer Vision

JPMorgan Discloses 1.02% Stake in Bakkavor Group

Meta begins blocking under-16 user accounts as Australia implements teen social media ban.

Meta Launches Central Support Center to Simplify Account Recovery

JPMorgan Cuts Long Position in Ganfeng Lithium H Shares

JPMorgan Cuts Stake in Ascena

JPMorgan Increases Stake in Arhaus Inc.

Carroll Investors Inc Significantly Reduces Holdings in Walmart

EverSource Wealth Advisors LLC Reduced Holdings in Oracle Corporation

Market analysis points to profitability as a key metric for AI stocks, highlighting Palantir's strong performance as an example

SEVEN HILLS RLTY TR COM USD0.001 (S/R 04/12/2025)

SMX Security Matters

Polyrizon

Picard Medical

Synchronoss Tech

PharmaCyte Biotech

Q/C Tech

Rich Sparkle

Tradr 2X Long ASTS Daily ETF

Able View Global

Reuters

Meta Platforms

Meta Strikes Multiple Ai Deals With News Publishers-Axios

NFLX

Warner Bros. Discovery has entered exclusive negotiations with Netflix to sell its film studio and HBO Max streaming service, with Warner Bros.' iconic content providing a strong programming resource for Netflix. Netflix's offer of $30 per share implies an equity valuation of Warner's assets of up to $75 billion, and the combined user base of approximately 450 million will raise significant antitrust concerns

- Warner Bros. Discovery is in exclusive negotiations with Netflix to sell its film studio and HBO Max streaming service, potentially transforming the entertainment industry.  
- Netflix has proposed a $5 billion breakup fee if regulators do not approve the deal, with a bid of $28 per share, surpassing competitors like Paramount Skydance.  
- The acquisition could raise significant antitrust concerns, as it would combine Netflix's user base with Warner Bros.' assets, including popular content like HBO shows.

Wallstreetcn

Warner Bros. Discovery

Netflix

The king of streaming "swallows" a century-old Hollywood establishment: Netflix plans to acquire Warner Bros. film production business and HBO Max

Robert Cyran discusses Big Tech valuations, highlighting Warren Buffett's views on cash flow importance. Despite AI hype, Apple and Amazon have high valuations due to strong cash flow, while Meta's heavy capital expenditure lowers its valuation. Nvidia and Oracle are exceptions, with Nvidia's cyclical hardware demand affecting its valuation. Investors prefer immediate cash flow over future promises.

- The article discusses the contrasting valuations of major tech companies amid the AI hype, highlighting that Apple trades at a premium despite its limited direct exposure to AI.  
- It explains that investors value Apple’s earnings highly because they convert into free cash flow, while companies like Meta face lower valuations due to high capital expenditures that reduce free cash flow.  
- The piece concludes that current investor behavior indicates a preference for companies with strong cash flow fundamentals over those heavily investing in AI, supporting Apple's cautious approach.

Oracle

Apple

Amazon

NVIDIA

GraniteShares 2x Long AAPL Daily ETF

Direxion Daily AAPL Bear 1x Shares

Direxion Daily AAPL Bull 2X Shares

T-Rex 2X Long Apple Daily Target ETF

Kurv Yield Premium Strategy Apple Aapl ETF

YieldMax AAPL Option Income Strategy ETF

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Direxion Daily AMZN Bull 2X Shares

BREAKINGVIEWS-Big Tech valuation riddle is all about cash flow

Netflix announced an agreement to acquire Warner Bros. Discovery for $82.7 billion in a cash and stock deal. The acquisition includes Warner Bros.' film and television studios, HBO Max, and HBO. The deal values Warner Bros. shares at $27.75 each, with $23.25 in cash and $4.50 in Netflix stock. The acquisition is expected to close after the separation of Warner Bros. Discovery's Global Networks division in fiscal 2026.

- Netflix, Inc. announced an agreement to acquire Warner Bros. Discovery, Inc. for approximately $82.7 billion.  
- The acquisition includes a cash and stock deal valued at $27.75 per WBD share, comprising $23.25 in cash and $4.50 in Netflix stock.  
- The deal is expected to close after the separation of Warner Bros. Discovery's Global Networks division, anticipated in the third quarter of fiscal 2026.  

rttnews

Netflix To Buy Warner Bros. Discovery In $82.7 Bln Cash, Stock Deal

Netflix plans to acquire Warner Bros Discovery's studios and streaming businesses for $83 billion, marking a major consolidation in Hollywood. The acquisition will expand Netflix's content library with Warner Bros' franchises and HBO series. The deal involves cash and stock, valuing WBD at $27.75 per share, and is expected to close within 12 to 18 months, pending regulatory approvals and shareholder votes.

- Netflix has agreed to acquire Warner Bros Discovery's studios and streaming businesses for $83 billion, significantly reshaping Hollywood's landscape.  
- The deal will enhance Netflix's content library by adding iconic franchises and HBO's premium series, positioning it as the leading entertainment company.  
- The acquisition, valued at $27.75 per share, is expected to close after WBD's separation of its networks division, with completion anticipated within 12 to 18 months, pending regulatory approvals and shareholder votes.

Invezz

Netflix says it plans to buy Warner Bros studio and streaming business

Meta Platforms is shifting focus from the Metaverse to AI-powered hardware, investing billions in wearable devices like AI glasses. This move, led by CEO Mark Zuckerberg, aims to compete with Apple's hardware dominance. The transition is seen as sensible by analysts, as hardware success may be more sustainable than AI model development. Meta's stock rose over 3% on the news, while Apple faces challenges with its own smart glasses and talent retention.

- Meta Platforms (META) is shifting its focus from the Metaverse to AI-powered wearable devices, following significant losses in its Reality Labs division.  
- This transition has led to a 3% increase in stock value, as CEO Mark Zuckerberg reallocates resources from the Metaverse to AI glasses, which are seen as a potential replacement for smartphones.  
- The move raises concerns for Apple, which has been slow to invest in AI technology and faces competition from Meta's advancements in hardware, while also dealing with talent loss to rivals.  

Tip Ranks

Meta Stock Rips Higher as Zuckerberg Slashes Metaverse Budget to Fuel $70 Billion AI Bet Against Apple's Hardware Lead

Netflix: entered commitment letter for up to $59 bln of senior unsecured bridge term loans to finance cash portion of consideration - filing

marketscreener

Netflix: entered commitment letter for up to $59 bln of senior unsecured bridge term loans to finance cash portion of consideration - filing

PLTR

GOOG

Michael Burry warns that the U.S. stock market will face a long-term bear market similar to that of 2000 due to the dominance of passive investing. He bets that Palantir will significantly decline in two years because this highly valued company "barely makes any money but has created a bunch of billionaires." He believes that the high costs of AI will threaten Google's search business and that large model services will become highly commoditized. He stated, "We do not need the Federal Reserve," and revealed that he holds gold

- Michael Burry expresses a pessimistic outlook on the U.S. stock market, predicting a prolonged bear market similar to 2000 due to the dominance of passive investing.  
- He criticizes the current AI investment frenzy, likening it to the "data transmission bubble" of 2000, and highlights concerns over Palantir's inflated valuation and financial structure.  
- Burry also critiques the Federal Reserve, advocating for its abolition and transfer of its functions to the Treasury, arguing it has not contributed positively over its century-long existence.

Palantir Tech

Alphabet - C

Big short Burry warns that U.S. stocks will repeat the "2000" bear market: capital expenditure is nearing its peak, and two years is enough for the AI bubble to burst!

Netflix Inc: If deal terminated under certain circumstances, WBD to pay Netflix termination fee of $2.8 bln - SEC filing

Netflix Inc: If deal terminated under certain circumstances, WBD to pay Netflix termination fee of $2.8 bln - SEC filing

ULTA

US stock indices are rising pre-bell as investors await September's delayed inflation report and the Federal Reserve's upcoming monetary policy meeting. The S&P 500, Nasdaq, and Dow Jones showed gains in premarket activity. The Fed's interest rate decision is anticipated, with a 25-basis-point rate cut likely. Economic reports, including personal income and consumer sentiment, are due. Hewlett Packard Enterprise shares fell, while Ulta Beauty rose. Netflix plans to acquire Warner Bros. for $72 billion. Oil, gold, and bitcoin prices showed mixed movements.

- US stock indices showed positive movement before the market opened, with the S&P 500 up 0.2%, Nasdaq up 0.4%, and Dow Jones up 0.1%.  
- Investors are anticipating the delayed September inflation report and the Federal Reserve's upcoming monetary policy meeting, with an 87% chance of a 25-basis-point rate cut.  
- Notable corporate movements included Hewlett Packard Enterprise's shares dropping 9.7% due to a disappointing revenue outlook, while Ulta Beauty's shares rose 5.8% after strong sales results.

fidelity

Ulta Beauty

Hewlett Packard Enterprise

Stocks Gain Pre-Bell as Investors Await Key Inflation Data

Hassett eyed as Trump’s next Fed chair, Comcast’s cable spinoff could be valued at $10 billion, Hovnanian earnings sank the sector, more news to start your day.

Meta opens a new frontier in AI race. Why it’s a warning for Apple.