Roomba maker iRobot has filed for bankruptcy – and customers are worried that their pricey vacuums could stop working.The 35-year-old, publicly held company will be taken over by its Chinese supplier, Shenzhen Picea Robotics, and become a privately held business, according to the Delaware bankruptcy filing on Sunday.The Massachusetts-based company — whose robot vacuums cost up to $1,300 — has been struggling since a deal for Amazon to acquire it for $1.7 billion fell apart in 2024.  3 Roomba cleaners firs ...

Netflix co-CEOs Ted Sarandos and Greg Peters laid out their case for acquiring Warner Bros. Discovery — attempting to calm nerves in Hollywood even as they face a rival hostile bid from Paramount Skydance.In a letter to employees, the two bosses moved to ease fears over job cuts and concerns that the deal will eventually lead to the end of theatrical releases. In the past, Sarandos described going to the cinema as an “outdated” experience.“We haven’t prioritized theatrical in the past because that wasn’t ou ...

Tesla shares hit their highest in nearly a year on Monday after CEO Elon Musk said the electric-vehicle maker was testing its robotaxis without safety monitors in the front passenger seat.While much of Tesla’s $1.53 trillion valuation — the highest of any automaker globally — is tied to investor optimism around its self-driving technology and humanoid robot ambitions, the bulk of its revenue and profit still comes from selling electric vehicles.Shares of the company rose as much as 4.9%, hitting $481.37, th ...

收购要约与竞购战核心 - 派拉蒙天空之舞（Paramount Skydance）由大卫·埃里森和拉里·埃里森父子控制，正试图说服华纳兄弟探索公司（WBD）股东接受其收购要约，而非Netflix的提案 [1] - 埃里森家族向WBD提出了每股30美元的全现金收购要约，总价值未明确，但提及对华纳兄弟、HBO和CNN所有者的收购出价为780亿美元现金 [2][4] - Netflix的竞争性出价为每股27.75美元，旨在收购华纳兄弟影业和HBO Max流媒体应用，并计划单独出售WBD的有线电视资产，声称交易每股有效价值达30.75美元 [2] - 埃里森家族正采取“敌意”收购方式，直接向股东申诉，认为其出价更优，并批评Netflix交易存在监管风险（反垄断重叠）且高估了有线资产价值（暗示每股3美元过于乐观） [2][3] 交易融资与资金来源 - 拉里·埃里森（甲骨文联合创始人，身家2430亿美元）目前仅承诺出资120亿美元，不到其财富的5%，以推动这笔巨额交易 [5] - 三家中东主权财富基金承诺的出资额是拉里·埃里森的两倍，即240亿美元，此举引发了关于外国利益控制美国媒体资产的关注 [5] - 融资方还包括美国银行和私募巨头阿波罗提供的债务融资，以及由贾里德·库什纳运营的对冲基金提供的现金 [12] - 埃里森家族最初报价为每股价值19美元的现金加股票，为吸引WBD CEO大卫·扎斯拉夫，改为全现金且不断提高报价，并将现金部分增至100% [16] 交易争议与各方立场 - WBD董事会拒绝了埃里森家族的出价，选择了Netflix，部分原因是担心拉里·埃里森可撤销信托的“可撤销”条款，以及派拉蒙天空之舞要求将交易退出赔偿上限设定在28亿美元 [10] - 派拉蒙天空之舞在致股东信中反驳，称任何关于该信托将逃避义务的担忧都是毫无根据的 [11] - 支持Netflix交易的一方质疑埃里森家族的财力，指出拉里·埃里森大部分财富与甲骨文股票挂钩，而该股在AI市场抛售中近期受重创，自竞购战开始其账面财富已损失超过1500亿美元 [7][16] - 知名媒体投资者、派拉蒙天空之舞股东马里奥·加贝利已承诺将其WBD股份支持埃里森家族的收购要约，因为他喜欢现金部分且不介意资金来自沙特等方 [13] 战略愿景与市场影响 - 埃里森家族向波斯湾投资者描绘的愿景是合并后的公司将利用世界上一些最优质的媒体资产 [17] - 反对声音则嘲讽这些石油富国觊觎的是对美国媒体的影响力，无论其是否拥有投票权股份 [17] - 自竞购战开始以来，WBD股价已上涨150%，表明投资者乐见这场争夺 [17]

Cannabis stocks surged Friday in the wake of reports that President Trump is preparing to reclassify marijuana under federal law — a long-awaited shift that investors say could loosen restrictions and revive a battered industry.Traders piled into pot firms on expectations that Trump will move cannabis from Schedule I to Schedule III under the Controlled Substances Act, a step that would treat marijuana as less dangerous and acknowledge it as acceptable for medical use.The rally marked one of the biggest sin ...

Lululemon Athletica’s shares spiked Friday after the company’s CEO Calvin McDonald announced his resignation amid declining US sales, with its founder putting the board on notice about a potential proxy battle.After seven years at the helm, McDonald is stepping down on Jan. 31 and will remain as an advisor to the company through March, he said on a Thursday earnings call discussing two straight quarters of decreasing North America sales.“We agreed that the timing is right for a change,” McDonald said of his ...

Disney CEO Bob Iger raised red flags about the prospect of Netflix acquiring Warner Bros. Discovery’s streaming and studio assets, warning that the deal could hand the streaming giant unhealthy “pricing leverage over the consumer.”Telling CNBC’s “Squawk Box” on Thursday that Disney is yet to take an official stance on the proposed mega-merger, he nevertheless raised concerns.“I think if I were a regulator looking at this combination, I’d look at a few things. First of all, I would look at what the impact is ...

市场整体表现 - 周五华尔街股市大跌 道琼斯工业平均指数下跌超过200点或0.5%至48,462点 标普500指数下跌1.1% 纳斯达克指数下跌420点或1.8% [1] - 尽管周四标普500、道琼斯指数和罗素2000指数均收于历史新高 且有望实现周度上涨 但周五三大主要指数仍全部下跌 [3][4] - 道琼斯工业平均指数盘中一度上涨近200点至48,886点 创下盘中历史新高 [1] 人工智能与芯片行业动态 - 博通股价下跌超过10% 原因是该公司警告其人工智能系统销售的未来利润率将收窄 尽管预计季度营收强劲 [2] - 博通的最新业绩加剧了市场对人工智能投资热潮可能形成泡沫的担忧 [1][11] - 其他芯片股亦下跌 例如超威半导体下跌1% 更广泛的芯片指数下跌1.5% [2] - 英伟达股价下跌1.9% 此前有报道称该公司正在评估增加H200芯片产量以满足来自中国的强劲需求 [9] 科技股与市场情绪 - 有市场分析师指出 鉴于“大型科技股”自2022年10月以来一直处于涨势前沿 其可能成为引发广泛抛售的催化剂 [3] - 尽管市场存在担忧 但有投资总监认为 市场有大量场外现金 消费者状况并非如许多人宣称的那样糟糕 美联储正在放松政策而非收紧 许多板块和股票已休整充分蓄势待发 [5] 其他个股表现 - 云公司甲骨文股价下跌近5% 此前一个交易日录得自1月以来最大单日跌幅 [2] - 露露乐蒙股价大涨12% 原因是该服装制造商上调了年度利润预测并宣布其首席执行官将离职 [9] - 在美上市的大麻公司股价上涨 因有报道称特朗普总统计划通过行政命令削减对大麻的限制 Canopy Growth上涨23% Tilray Brands攀升30% [10] 宏观经济与政策背景 - 市场下跌抑制了由美联储发出的关于2026年降息的信号所激发的乐观情绪 该信号比预期的更为鸽派 [1] - 本周投票反对美联储降息的政策制定者担心通胀仍然过高 不足以支持降低借贷成本 特别是考虑到近期缺乏关于物价上涨速度的官方数据 [6] - 交易员目前定价预计到2026年底将总共降息50个基点 这超过了美联储周三暗示的幅度 [6]

公司战略调整 - 百威英博(Anheuser-Busch)作为优化生产更广泛战略的一部分 正在出售其位于新泽西州纽瓦克的历史悠久的啤酒厂 并关闭其在加利福尼亚州费尔菲尔德和新罕布什尔州梅里马克的另外两家工厂[1] - 纽瓦克啤酒厂于1951年开业 是公司运营时间最长的设施之一 将于2026年出售给Goodman集团 费尔菲尔德和梅里马克的设施将于2026年初关闭[1] - 公司计划将这三家工厂的生产转移到其在美国的其他工厂 此举将使公司能够“在我们剩余的运营和我们不断增长的行业领先品牌组合中投入更多”[2] - 一位熟悉情况的消息人士称 这些变化并不表明产品表现有问题 也不会影响其产品的供应[11] 产能与投资 - 公司发言人表示 过去五年中 公司一直在采取措施使其美国制造运营现代化以满足需求 其中包括向其在全国的100家工厂投资近20亿美元[2] - 今年5月 这家啤酒制造商表示 正在向其美国各地的工厂投资3亿美元 以支持美国的制造业就业 同时支持寻求制造业职业的退伍军人[3] - 百威英博在全国运营着超过100家工厂[8] 员工安置 - 百威英博表示将帮助重新安置目前在这三家工厂工作的475名全职员工 发言人称 每名员工都将被提供“在美国其他运营部门”的全职职位[6] - 公司未具体说明地点 但员工将获得搬迁津贴和新岗位技能培训[7] - 不接受调职安排的员工将获得离职补偿金和其他资源[7]

Paramount Skydance is considering raising its takeover offer for Warner Bros. Discovery by as much as 10% as it plots its next move to break up a merger agreement with Netflix, The Post has learned.David and Larry Ellison, who created Paramount Skydance with a media merger over the summer, are now poised to bump their all-cash, $30-a-share offer for the owner of Warner Bros., HBO and CNN to as much as $33 a share, according to sources close to the situation.The raised offer – which amounts to nearly $86 bil ...