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Warner Bros. Discovery - $WBD

Zaslav went from $7 to $28 a share, Cramer recalls — Squawk on the Street
2 takeaways: why Jim Cramer trusts the executive cutting costs at the combined Paramount-Skydance, and why he'd rather own the stock at 9 than at 12
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Meta's $27B data center is financed off its books, Enron-style, says ‘Big Short’ investor
11 insights: Why a 10-year yield above 5% probably means a correction, what Oracle's force majeure notice signals, and how SoftBank is using junk bonds…
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70% of merged Paramount-WBD EBITDA will still be TV, says Bloomberg's analyst
4 calls: The concessions Paramount agreed to instead of divesting cable, the leverage it closes at, and why the studios' box-office share fell from 30…
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Berkeley AI professor: the labs tell Washington there is a 10-20% chance we all die
8 arguments: The 1-in-100M failure rate he wants written into law, why pacing the frontier is not a safety plan, and the bird analogy for a technology…
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TKO's executives on the sponsorship slowdown: "we will finish over 20% year-over-year"
8 numbers: Why the White House fight cost $30M of margin on purpose, what 70 West End and Broadway theaters are for, and the team price that set the…
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Bloomberg reporter: Paramount settled and nothing is being sold
7 arguments: what David Ellison actually conceded to California, why YouTube started punishing creators who post to Netflix, and the box-office year…
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Amazon blocks Muse, Meta up 27%, ByteDance stops open-sourcing — TBPN
10 takeaways: why China's best video model is the one it will not release, the $76B ad business behind Amazon's block, and the agent that misspelled a…
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Premier Lacrosse League president: free AI content is what makes live sports scarce
4 insights: The $100M round led by Joe Tsai and Ares, a peak of 1.6M viewers in August, and why he reads the Disney, Paramount and Comcast moves as one…
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Adam Conover: Hollywood gave YouTube 60% of television and didn't notice
15 arguments: Why he says an algorithm is a harder gatekeeper than CBS ever was, what one episode of his cable show cost, and why he gave back Sam…
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Ben Fritz: 30 movies a year forces studios back into the riskiest kind of film
4 takeaways: Why blockbusters cannot fill a 30-film slate, what a low-budget original risks at the box office, and the pledge that won over AMC, Regal…
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Kaitlan Collins: Meta settles with 29 states over kids, the data-center backlash uniting the far right and the left, and Bill Gates warning…
Why she never fires back when the president goes after her, what Trump had to spend to drag his South Carolina candidate over the line, and an hour on…
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