Key TakeawaysChina imposes strict export bans on 20 Japanese entities, including major industrial players, to curb what Beijing describes as Japan's "remilitarization."The White House is pressuring technology companies to pledge that massive AI data center expansions will not drive up electricity prices for American consumers.TD Cowen doubled its price target for Ultra Clean Holdings (UCTT) to $70, signaling high confidence in a 2026 semiconductor "super-cycle."Panama has seized two strategic ports previous ...

Netflix is still growing at a rapid clip. But as competition intensifies, how sustainable is its growth story?Shares of streaming leader Netflix (NFLX 3.42%) have gotten off to a rough start in 2026. As of this writing, the stock has fallen about 19% year to date and lost more than a third of its value over the last six months.Interestingly, however, the underlying business is doing quite well, with its year-over-year revenue growth rate accelerating for three quarters in a row. The question, however, is wh ...

“Titanic” and “Avatar” director James Cameron has reportedly expressed his apprehensions about Netflix‘s (NASDAQ:NFLX) proposed purchase of Warner Bros. Discovery‘s (NASDAQ:WBD) film studio in a letter. Cameron sent a letter to Sen. Mike Lee (R-Utah) last week, cautioning that the acquisition could lead to significant job losses in Hollywood and fundamentally change the U.S. theatrical landscape. He also expressed concerns about the potential negative impact on one of America’s largest export sectors, CNB ...

Paramount previously offered $30 per share in its bid for Warner Bros - Mike Blake/Reuters Warner Bros has confirmed it has received an increased takeover bid from Larry Ellison’s Paramount, but suggested it was still in favour of a rival $83bn deal with Netflix. The Hollywood studio said it was reviewing a revised offer from Paramount on Monday and would update shareholders once the review is complete. But the company added: “The Netflix merger agreement remains in effect, and the board continues to r ...

Core Viewpoint - Netflix is initiating a strategic charm offensive in response to political tensions and regulatory scrutiny surrounding its planned acquisition of Warner Bros. Discovery's streaming and studio units, particularly after controversial comments from a board member [1][5][19]. Group 1: Netflix's Acquisition Strategy - Netflix is pursuing a $73 billion deal to acquire Warner Bros. Discovery's streaming and studio units, which is critical for its growth strategy [5][12]. - The deal is facing scrutiny from the Department of Justice (DOJ) regarding potential antitrust violations, particularly concerning the combination of Netflix's leading streaming service with HBO Max, which ranks third [5][13]. - Netflix's CEO Ted Sarandos may meet with former President Trump to address the political backlash and regulatory concerns stemming from comments made by board member Susan Rice [3][15]. Group 2: Political and Regulatory Context - Susan Rice's comments about corporate accountability in relation to the Trump administration have sparked a backlash, leading Trump to threaten to derail the Netflix-WBD deal unless Rice is dismissed [4][19]. - The DOJ has intensified its inquiry into Netflix's business model, raising concerns about its potential monopoly status under antitrust laws [6][14]. - Rival Paramount Skydance is making a hostile bid for Warner Bros. Discovery, complicating Netflix's acquisition efforts and increasing competitive pressure [2][11]. Group 3: Market Reactions and Future Implications - Paramount Skydance has submitted a final offer for Warner Bros. Discovery, previously considering a bid of around $32 per share, which could escalate to nearly $85 billion [2][11]. - The outcome of the bidding process and regulatory review will significantly impact Netflix's market position and future growth prospects [12][13]. - Shareholders will have a decisive role in the acquisition process, with a vote scheduled for March [12].

Paramount Skydance submitted a higher offer for Warner Bros Discovery , a source familiar with the matter told Reuters on Monday, ratcheting up efforts to derail the HBO Max owner's deal with Netflix. ...

Shares of Warner Bros. Discovery firmed Monday, one of the few equities in the green as tariff and trade uncertainty tanked markets. WBD has had an exceptional run over the past six months since Paramount began lobbing unsolicited takeover bids, triggering an auction that resulted in Warner’s December deal with Netflix, but with PSKY continuing to push through a hostile tender offer. Languishing at under $12 last fall, WBD shares have more than doubled to over $28 including a 1% bump today even as the Dow ...

Paramount Skydance is staring down a key deadline in its pursuit of Warner Bros. Discovery, but it doesn't need to make a move quite yet. David Ellison and company have been able to negotiate directly with WBD's leadership team in recent days for the first time in months — thanks to Netflix, Paramount's rival in the bidding war.Netflix granted WBD, its deal partner, a weeklong waiver on negotiation exclusivity that expires at midnight on Monday. The company said it hoped these talks between Paramount and WB ...

-- Netflix Stock Drops as Trump Sets Sights on Director Susan Rice [Stocks Lose Ground Amid Tariff Uncertainty][Trump's 'Plan B' on Tariffs: More Tariffs][Economy Grew Far Less Than Expected in Q4] [Inflation Likely to Keep Fed from Cutting Rates Soon]- Top StoriesNetflix's shares fell to start the week.Thomas Fuller / NurPhoto via Getty Images)Close### Key Takeaways- Investors took note, with shares of Netflix sliding Monday amid concerns that Trump might serve up stiff opposition to its planned merger wit ...

Tech stocks are tumbling Monday morning, with the Nasdaq down 1.1%. Netflix (NASDAQ: NFLX) numbers among the casualties, down 3.8% as of 11:35 a.m. ET. And it's all because of a new artificial intelligence doom-and-gloom report, this time from a little-known shop called Citrini Research. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Image source: Netflix. How Citrini Research tanke ...