Warner Bros. Discovery Inc is a global leader in media and entertainment with a diverse portfolio that includes television, film, streaming, and gaming. It operates major brands like Warner Bros., HBO, CNN, and Discovery Channel, offering a wide range of content from blockbuster movies and TV shows to streaming services and interactive gaming. The company excels in producing and distributing high-quality content across various platforms, including theaters, TV networks, and direct-to-consumer services, making it a powerhouse in the entertainment industry.
A 12-state antitrust settlement has cleared the last major legal obstacle to the largest media deal of the year, and Paramount Skydance shareholders are pricing it accordingly. Paramount Skydance (NASDAQ:PSKY | PSKY…
Bill Ackman lost $400 million the last time he bought Netflix and bailed within three months. Now Pershing Square just disclosed a $1 billion position, and the reasons he walked away in…
One major bank just slapped a brutally low price target on Netflix even as the company reports double-digit revenue growth and a $25 billion buyback. The gap between the most bearish Wall…
Shares of Warner Bros. Discovery (NASDAQ:WBD | WBD Price Prediction) are jumping in early Monday trading on fresh reports that antitrust settlement talks tied to its pending sale are advancing. Its counterparty…
Netflix (NASDAQ:NFLX | NFLX Price Prediction) stock is falling in Friday morning trading after Wells Fargo cut its rating and slashed its price target on the streaming leader. Shares are down 4%…
Netflix shares have shed more than a third of their value over the past year, yet the company's ad business is exploding and buybacks are hitting record pace. Our proprietary model sees…
Disney's stock has barely moved in a year while Wall Street's consensus target sits 20% higher, and a string of earnings beats has done almost nothing to close that gap. The reason…
Netflix has shed more than a third of its value while the broader market climbs, yet one Wall Street analyst sees a path back that would leave today's sellers deeply regretting their…
Rising Treasury yields are carving a sharp divide inside the streaming sector, and not every media stock is absorbing the pressure equally. The gap between the biggest loser and the name sitting…
FuboTV is surging midday with no earnings release, no filing, and no corporate announcement to explain it. Something is shifting in how the market values the combined live TV bundle, and it…
Wolfe Research says Netflix's rough summer had nothing to do with demand, and that one reframing sent shares jumping while Disney and Warner Bros. Discovery barely flinched. Here is what the analyst…
Bill Ackman just bought back into Netflix after losing hundreds of millions on the same trade in 2022, and streaming rivals are barely flinching while one major hedge fund makes its biggest…
Dan Loeb just deployed over half a billion dollars into a battered media stock that activist, value, and macro investors almost never agree on, and he was not alone in the quarter.
Daniel Loeb just made Warner Bros. Discovery his largest new position, exiting Nvidia and Broadcom to fund it. Here is what billionaires see that most analysts are still missing.
David Ellison is dangling CNN to appease critics of his massive Warner Bros. Discovery deal, but the attorneys general suing to block it say the offer solves nothing. A September deadline and…
AJ Tiarsmith 
