随着派拉蒙为收购华纳兄弟探索提交最终最佳报价的截止日期临近，Netflix股价盘前下跌0.4%，而派拉 蒙股价上涨0.8%。这两家流媒体公司正为争夺该媒体巨头而展开激烈竞争，此前华纳兄弟探索在接受 了Netflix对其流媒体和制片业务的全现金收购要约后，拒绝了派拉蒙提出的每股30美元的收购提议。美 国总统特朗普表示，如果Netflix不将其董事会中的民主党人Susan Rice除名，该公司将"承担后果"。交 易观察人士认为此举意义重大，因为任何潜在交易都需要得到特朗普政府的批准。华纳兄弟探索股价上 涨0.2%。 来源：滚动播报 ...

The boss of Netflix has launched a fresh defence of its $82.7bn (£61bn) takeover of Warner Bros Discovery (WBD) assets, as he defended the streaming company’s contribution to the UK film and TV industry.Ted Sarandos claimed Netflix buying WBD would bring “growth” to the entertainment industry, amid attempts by rival Paramount Skydance to launch a counter offer for the studio business which he said would do the opposite.“We’re buying a movie studio and a distribution entity that we don’t currently have,” he ...

Netflix wants President Donald Trump's stamp of approval as it maneuvers to buy Warner Bros. Discovery. Now, Trump has a demand for Netflix: unseat board member Susan Rice.In normal times, we would all be marveling at the spectacle of the US president telling a company in the midst of a merger fight (Paramount also wants to buy Warner Bros. Discovery) how to structure its board. During Trump 2.0, though, this has become standard stuff. Trump routinely tells companies to fire someone he doesn't like or do so ...

By Amy-Jo Crowley and Milana Vinn Feb 19 (Reuters) - Netflix has ample cash and could bump up its offer for HBO Max owner Warner Bros Discovery if competing bidder Paramount Skydance increases its own offer, two people with knowledge of the matter said. The ‌two media giants have been locked in a heated rivalry over Warner Bros and its storied catalogue, which includes iconic franchises ‌like "Harry Potter", "Game of Thrones", DC Comics and Superman. Though Warner Bros is moving forward with a March 20 ...

Core Viewpoint - Anti-Trump messaging from legacy media companies such as Disney, Paramount Global, Comcast, and Warner Bros. Discovery is gaining traction among American audiences compared to the positive messaging from conservative outlets like Newsmax, Sinclair, and Fox Corp [1] Group 1: Media Companies - Disney, Paramount Global, Comcast, and Warner Bros. Discovery are effectively resonating with a larger segment of the American public through their anti-Trump narratives [1] - In contrast, conservative media outlets like Newsmax, Sinclair, and Fox Corp are struggling to achieve similar levels of engagement with their positive messaging [1] Group 2: Political Implications - The host of "The Schaftlein Report" emphasized the need for the Trump administration to make a strategic course correction to mitigate potential losses in the upcoming 2026 midterm elections [1]

Market Overview - U.S. stock futures are trending higher, with S&P 500 futures up 0.6%, Nasdaq 100 futures up 0.7%, and Dow Jones Industrial Average futures up 0.5% [1] - This upward movement indicates a "dip-buying" mentality as investors balance concerns over AI valuations with a strong domestic economy and potential global trade shifts [2] Index Performance - Major market indexes are looking to build on gains, with S&P 500 near 6,843, Nasdaq Composite around 22,578, and Dow Jones Industrial Average near 49,553 [3] Sector Trends - The broader market is affected by a rotation out of software-as-a-service stocks due to AI disruption, while defensive sectors like Utilities and Health Care show strength [4] - Current trends suggest a potential return to growth-oriented sectors if economic data supports a "soft landing" narrative [4] Economic Catalysts - Focus is on the release of FOMC minutes at 2:00 PM ET, with traders looking for insights on interest rate cuts [5] - Economic data to be released at 8:30 AM ET includes January Building Permits (expected at 1.400M) and Durable Goods Orders, forecasted to show a 1.7% decline [6] Corporate News - Nvidia remains a key market bellwether, with premarket interest surrounding its $4.66 trillion valuation ahead of its earnings report on February 25 [7] - Paramount Global shares rose nearly 5% amid a bidding war, while Amazon seeks to recover from recent pressures [8] - General Mills stock fell 7% due to concerns over consumer sentiment, while Tesla and Meta Platforms see modest gains [9] International Developments - A $550 billion Japan-U.S. trade deal is expected to benefit American industrial stocks, enhancing domestic capital investment [10]

Market Overview - Stocks showed a mixed performance with the Dow Jones Industrial Average up by about 18 basis points, NASDAQ Composite increasing by approximately 0.33%, and S&P 500 rising by 0.3% [2][4] - The Russell 2000 index also climbed into positive territory, reflecting a broader market recovery [3] - The bond market remained stable, with the 30-year T-bond yield down to 4.69% and the 10-year yield around 4.06% [3] Sector Performance - Financials led the large-cap sectors, with notable gains from JP Morgan (up 1.5%), Goldman Sachs, and American Express [4][8] - The technology sector saw mixed results, with Nvidia up nearly 2% and Apple rebounding by 3.76%, while Tesla and other mega-cap tech stocks faced declines [5][6] - Defensive sectors like staples, energy, and materials experienced losses of over 1% [4] Investment Sentiment - Investor sentiment is characterized as cautious, with a significant sector rotation observed from software to hardware and safer areas like materials and energy [10][11] - Small and mid-cap stocks are expected to show greater earnings growth compared to large caps, driven by AI infrastructure and other growth areas [18] BHP Financial Results - BHP reported a 22% increase in first-half profit, with copper now accounting for over 50% of its core earnings, indicating a strategic pivot towards copper production [33][34] - The company plans to increase copper production guidance for this year and next, capitalizing on strong copper prices [36] - BHP's operational performance remains robust, with record production and shipment in iron ore alongside copper growth [36][45] Copper Market Dynamics - The demand for copper is expected to grow significantly, driven by energy transition and digitization, with projections of a 70% increase over the next 25 years [38] - Supply challenges are anticipated due to lower grades and the complexity of new projects, enhancing the demand-supply dynamics for copper [39] Gold and Byproducts - BHP's copper deposits also yield significant byproducts, including gold, which contributed around $2 billion to earnings in the last half [41] - The company is actively seeking to unlock additional value from its portfolio, including a recent $4.3 billion silver stream agreement [42] Iron Ore Negotiations - BHP is engaged in tough negotiations with China's state-owned iron ore buyer but has managed to maintain strong production and price realization [45]

Yeah. >> Why does it make sense to give your competitor Paramount Sky Dance a week to negotiate with Warner Brothers if you already have a deal with them. >> Well, best if we start with where we're at, which is we have the only signed deal with Warner Brothers to acquire Warner Brothers Studios and Warner Brothers Television Studios and HBO.That is a signed deal that we have. um Peace Sky Paramount have been making a ton of noise, you know, flooding the zone with confusion for for shareholders. Uh so they d ...

Warner Bros. Discovery reopens sale talks with Paramount while setting a date in March to vote on its proposed deal with Netflix https://t.co/YG1irA51lS ...

（文章来源：每日经济新闻） 2月17日，派拉蒙延续盘前涨势，现上涨4.3%。 ...