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Wall Street Lunch: Can China Keep Spending Big? (undefined:LVMHF)
Seeking Alpha· 2025-10-22 00:58
winhorse/iStock Unreleased via Getty Images Listen below or on the go on Apple Podcasts and Spotify As GDP weakens, luxury brands seek new inroads to Chinese customers. (0:15) Warner Bros. Discovery open to a sale. (2:28) Jimmy Kimmel suspension cost Disney 7 million subscribers. (2:52) The following is an abridged transcript: Our top story so far, luxury brands selling in China are charting new paths to reach consumers. At the Business of Luxury Summit in Hong Kong, speakers described a luxury marke ...
Warner Bros Discovery considers going up for sale as potential buyers show interest
The Guardian· 2025-10-21 22:42
Warner Bros Discovery is considering an outright sale following interest from several potential buyers, the company said Tuesday, in what would be the latest shakeup across legacy media.Shares of the company rose 10.5% in morning trading. Netflix and Comcast are among the potential bidders, CNBC reported Tuesday, citing sources, following earlier reports that Paramount Skydance CEO David Ellison was also in talks to acquire the combined company.Warner Bros Discovery – home to CNN, HBO Max and the “Harry Pot ...
Comcast Business Expands Partnership with Cisco to Bring Secure Networking Solutions to Millions of Emerging Enterprises
Businesswire· 2025-10-21 22:00
PHILADELPHIA--(BUSINESS WIRE)--Comcast Business today announced the expanded availability of its fully managed secure networking solution built on the Cisco Meraki platform, extending enterprise-grade secure networking to emerging and distributed enterprises across the U.S. This strategic expansion builds on Comcast Business's longstanding partnership with Cisco and reinforces its leadership in delivering scalable, secure networking solutions that grow with businesses. The Meraki Technology Sta. ...
美国媒体_Netflix、迪士尼等能否突破传统形式_关于短视频的探索性讨论-US Media_ Could Netflix, Disney et al move beyond legacy format_ An exploratory discussion on short-form
2025-10-21 21:32
17 October 2025 US Media & Telecom US Media: Could Netflix, Disney et al move beyond legacy format? An exploratory discussion on short-form Laurent Yoon +1 917 344 8502 laurent.yoon@bernsteinsg.com Martin Boruchowicz +1 917 344 8564 martin.boruchowicz@bernsteinsg.com Andrew Chung +1 917 344 8302 andrew.chung@bernsteinsg.com MicroDrama. Have you heard of it? It's a drama series delivered in snackable, bite- sized episodes that are typically a minute or two, designed for the ever-hard-to- please, scroll-happy ...
Benchmark Reaffirms Its “Buy” Rating on Comcast Corporation (CMCSA) with $48 PT
Insider Monkey· 2025-10-21 13:08
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
NBC News makes tough decision affecting workers
Yahoo Finance· 2025-10-21 01:17
NBC's news division is about to get a lot smaller. The media company, which is owned by cable and internet company Comcast Inc. CMCSA, is already planning to spin off its cable news networks, MSNBC and CNBC, into a new company called Versant Media Group. MSNBC will be called MS NOW, dropping the NBC from its name and the traditional peacock logo from identity. CNBC will keep its name but will sever some ties to the NBC brand. “During this time of transition, NBCUniversal decided that our brand requires ...
Comcast Connects Homes and Businesses in Duvall, Washington to Reliable, High-Speed, Symmetrical Fiber Internet
Businesswire· 2025-10-20 23:00
DUVALL, Wash.--(BUSINESS WIRE)--Comcast Connects Homes and Businesses in Duvall, Washington to Reliable, High-Speed, Symmetrical Fiber Internet. ...
Rosenblatt下调康卡斯特目标价至33美元
格隆汇· 2025-10-20 17:09
Rosenblatt将康卡斯特的目标价从38美元下调至33美元,维持"中性"评级。(格隆汇) ...
Exclusive F1 Rights To Steve Jobs' Movie And More: This Week In Appleverse - Comcast (NASDAQ:CMCSA)
Benzinga· 2025-10-19 19:01
娱乐与流媒体业务动态 - 公司获得美国一级方程式赛车独家转播权 为期五年 自2026年开始 [2] - 公司与康卡斯特旗下NBCUniversal推出Apple TV+和Peacock流媒体捆绑套餐 订阅费用优惠30% 套餐包含原创内容、体育赛事和电影 于10月20日上线 [6] - 公司高级副总裁Eddy Cue批评体育流媒体平台过多导致观看直播比赛复杂且昂贵 认为当前环境对球迷既是福音也是负担 [4] 技术与产品发布 - 公司发布新款M5芯片 配备带神经加速器的高级GPU、高性能CPU和更快的神经引擎 显著提升人工智能和图形处理能力 [8] - 公司展示搭载M5芯片的设备 包括14英寸MacBook Pro、iPad Pro和Apple Vision Pro 在人工智能、图形和整体性能方面取得重大进步 [8] 公司历史与文化 - 公司联合创始人Steve Wozniak认为1999年电视电影《硅谷海盗》比2013年电影《乔布斯》更真实地刻画了Steve Jobs的形象 [3]
Comcast Partners with Deutsche Telekom to Roll Out Whole-Home WiFi Mesh Technology Across Europe
Yahoo Finance· 2025-10-17 21:59
公司业务动态 - Comcast Corporation旗下部门Comcast Technology Solutions与Deutsche Telekom建立合作伙伴关系,旨在欧洲推出先进的Whole-Home WiFi Mesh技术[1] - 此次合作结合了Comcast已在北美和欧洲部署的云WiFi Mesh平台与Deutsche Telekom的欧洲市场实力,旨在为客户提供无缝智能连接[2] - 合作的技术基础是Comcast Technology Solutions Connectivity Platform,该平台包含用于网关和扩展器的网状代理、托管云编排以及一套公共API[3] 公司业务概况 - Comcast Corporation是一家媒体和技术公司,主要业务板块包括住宅连接与平台、商业服务连接、媒体、影视工作室和主题公园[4] 市场观点 - Wall Street分析师将Comcast Corporation视为值得购买的高成交量股票之一[1]