Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

Warner Bros. Discovery has delivered a very strong share price run over the past year, while current valuation checks suggest the stock still trades below an internally estimated intrinsic value and also looks inexpensive on earnings multiples. For investors, that raises the question of how much of this move is already justified by the company’s cash flow outlook and how much room may remain before the valuation looks full. Warner Bros. Discovery has returned 144.9% over the past year, which...

Rob Bonta said Paramount is more focused on the “court of public opinion” than the court of law in the Warner merger fight.

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 actually found buried in millions of viewing data points.
Consumer stocks were higher late Monday afternoon, with the State Street Consumer Staples Select Sec
Consumer stocks were higher Monday afternoon, with the State Street Consumer Staples Select Sector S

California's attorney general is demanding more "structural concessions" on Paramount Skydance's (PSKY) mega-merger with media competitor Warner Bros. Discovery (WBD). The Morning Brief's Jake Conley sits down with Barron's senior markets analysis writer Paul La Monica and Infrastructure Capital Advisors CEO Jay Hatfield to talk about the debt weighing on this acquisition and what it could mean for Warner Bros. assets if regulators allow it to go through.

California Attorney General called off a planned meeting on Monday after alleging Paramount leaked details of previous discussions. Paramount Skydance stock fell about 2%, while Warner Bros. Discovery rose 1%.

The two sides were scheduled to discuss a settlement of a multistate antitrust lawsuit aiming to block the Paramount-Warner merger.

The performance of consumer discretionary businesses is closely linked to economic cycles. Unfortunately, the industry’s recent performance suggests demand may be slowing as discretionary stocks’ 6.2% return over the past six months has trailed the S&P 500 by 4.8 percentage points.
(Updates with additional details in the fourth and fifth paragraphs.) Paramount Skydance (PSKY) h

The timing of Warner’s biggest DC premiere ever says more about the company’s price tag than its creative slate.

California and 11 other states sued in July to block the $81 billion merger between Paramount and Warner Bros. Discovery.

Aug 22 (Reuters) - Paramount and California state officials are set to meet on Monday to discuss a potential settlement path of the state's lawsuit aimed at stopping Paramount's acquisition of Warner

Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.

A $533 million media bet just got company from two other billionaires

New park and cruise capacity is filling up while guests spend more per visit, and that pairing is the clearest upside case for Walt Disney stock.
BlackRock (BLK) private credit division HPS Investment Partners and Oaktree Capital are among the cr

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 portfolio bet in years.
Ticking fees run at $7 million a day past September 30, with trial not scheduled until March

The company says every month of court-ordered delay costs it roughly $7 million a day in ticking fees owed to Warner Bros. Discovery shareholders

WHATS NEWS BUSINESS FINANCE L3Harris Technologies, the contractor that overhauled a Qatari jet for use as Air Force One, replaced Christopher Kubasik as chairman and CEO after an investigation found that he violated the company’s code of conduct.

Paramount wants the states that are suing over the Warner Bros. Discovery deal to post a $1.9 billion bond. The states are scoffing at the idea.

Paramount Skydance (NasdaqGS:PSKY) extended the expiration dates of its previously announced exchange and tender offers to align more closely with its proposed acquisition of Warner Bros. Discovery. The updated timing is intended to keep the offers synchronized with the broader transaction process for the planned Warner Bros. Discovery deal. The move indicates that Paramount Skydance is continuing to prepare for a significant consolidation step in the media and entertainment industry. This...

The company says the litigants who sued to stop the deal should have to cover financial damages if they lose their lawsuit.

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.



