Schwab Network Sam Badis is with me here taking a look now. Incredible. Happy Friday, Nicole.It has been a good week for the Ellison family. Dad obviously becoming the richest man this week and now we're seeing a report suggesting that Paramount Sky Dance is now of course backed by the Ellison's preparing a majority cash bid now for Warner Brothers. So let's just take a look at the reaction the shares this morning.We did see a pop in both the companies yesterday although I will dig into that just in a minut ...

Warner Bros. Discovery chief David Zaslav is looking to set up a bidding war for his media conglomerate – even as David Ellison’s Paramount Skydance plans a multibillion-dollar takeover offer, The Post has learned.Paramount Skydance has yet to disclose an official bid for Warner Discovery, the owner of the Warner Brothers studios and the HBO Max streaming service, as well as cable networks like Discovery, TNT and CNN.But Zaslav isn’t in the waiting mood. According to a person with direct knowledge of the ma ...

We recently published 10 Stocks Investors Are Gobbling Up. Warner Bros. Discovery, Inc. (NASDAQ:WBD) is one of the best performers on Thursday. Warner Bros surged to a new all-time high on Thursday as investors positioned portfolios following reports that it was the next target of Paramount Skydance Corp. (NASDAQ:PSKY) for acquisition. At intra-day trade, the stock surged to its highest price of $17.24 before trimming gains to end the day just up by 28.95 percent at $16.17 apiece. Warner Bros Hits All-T ...

TRENDING: America's Most Trusted Financial Companies Tesla (TSLA) jumped in Thursday's stock market action, flashing a buy signal and marking a traditional breakout. TSLA shares advanced 6% to 368.81 in Thursday's stock market, moving above a traditional consolidation buy point of 367.71, according to MarketSurge charts. Investors could have been buying after Tesla stock cleared resistance at the 357-358 level. Tesla stock was added to IBD… Related news Stock Market Today: Dow Eases Ahead Of Inflation Surve ...

Investors betting on a Paramount Skydance Corp PSKY–Warner Bros Discovery Inc WBD tie-up aren't just buying into a flashy studio mash-up; they're staring down a high-stakes reshaping of Hollywood's balance of power. Thursday's price action was telling: WBD's 28% surge — its best day ever — signals Wall Street sees real M&A premium potential. In comparison, Paramount Skydance's 15% jump reflects investor faith in CEO David Ellison's acquisition strategy and deep capital backing from RedBird and Larry Ellison ...

Chris Paul. Mary covers this for us out in Hollywood and he joins us right now to kind of make sense of this. I mean, there are a lot of moving pieces to this, but at the end of the day, we're talking about two or I guess we should say at least one newly formed media company potentially gobbling up one of its biggest competitors.Yeah, huge deal. And we'd heard about this a little while ago and we're just still trying to figure out. That made sense because, you know, David Ellison has only just taken over Pa ...

NEW YORK--(BUSINESS WIRE)--Sphere Entertainment Co. (NYSE: SPHR) (the "Company†or "Sphere Entertainment†) today announced that the Company repurchased 425,219 shares of SPHR Class A common stock at an average price of $52.91 per share for an aggregate purchase price of approximately $22.5 million from September 3, 2025 through September 11, 2025. The share repurchases were funded using cash on hand. The Company has now repurchased 1,054,247 shares of SPHR Class A common stock at an average pri. ...

微软与OpenAI合作关系重构 - 微软与OpenAI签署非约束性谅解备忘录 OpenAI将重组为营利性公司 现有非营利机构将控制公益公司并分享其成功[2] - OpenAI非营利部门将获得超过1000亿美元 约占公司5000亿美元估值目标的20%[3] - 微软2019年投资10亿美元 2023年追加100亿美元 此前协议授予微软通过Azure独家销售OpenAI工具的权利[4] - OpenAI今年启动价值超过3000亿美元的数据中心项目"Stargate" 并与甲骨文和谷歌达成重大云协议[4] - 重组仍需获得加州和特拉华州监管机构批准[5] 华纳兄弟探索与派拉蒙Skydance并购动态 - 华纳兄弟探索股价上涨29% 派拉蒙Skydance上涨15.5% 因报道称后者准备全现金收购要约[5] - 收购要约将覆盖公司全部资产 包括有线电视网络和电影工作室 由埃里森家族提供资金支持[5] - 交易可能最早于下周提出 将合并派拉蒙的CBS新闻与华纳兄弟的CNN 以及两家电影工作室[6][7] - 派拉蒙Skydance可能试图在华纳兄弟计划分拆前出价 预判亚马逊和苹果可能竞标流媒体部门[8] - 甲骨文联合创始人拉里·埃里森财富单日增长超过1000亿美元 一度成为世界首富[9] 苹果Watch高血压检测功能获批 - 美国FDA批准苹果Watch新型高血压检测工具 将于下周正式推出[9] - 工具利用光学心率传感器数据 分析30天内用户血管对心跳的反应[10] - 基于超过10万名参与者研究数据训练的机器学习模型 兼容Apple Watch Series 9/10/11及Ultra 2/3[10] - 检测到慢性高血压迹象时将通知用户 并建议与医疗提供商分享结果[11] - 功能将在150个地区提供 包括美国、欧盟和香港[12] 市场与个股表现 - RH股价下跌7% 因高端家具零售商未达Q2预期并下调全年 forecast 归因于新关税、目录发布延迟和疲软房市[14] - 原油上涨0.2%至62美元/桶 比特币下跌0.3%至115,000美元 黄金上涨0.2%至3,638美元[13] - 富时100指数上涨0.2% DAX指数下跌0.3%[14] - 英伟达供应商SK海力士准备推出新一代AI内存芯片[13] - Take-Two Interactive将于10月3日发布《Borderlands 4》PlayStation 5/Windows/Xbox版 Switch 2版后续推出[13]

行业整体表现 - 2025年获得发行许可证剧目51部（同比上升24.39%）、1603集（同比上升27.73%）[1] - 2025上半年开播剧集126部（同比增加8部），网剧增加17部，电视剧减少9部[1] - 25-39集剧集占比超半数（64部），13-23集占比提升，40集以上占比下降，平均集数同比减少0.9集[1] - 大盘播放量557亿（同比下跌约10%），头部剧集集中度下降，爆款数量减少[1] - 集均破5000万播放剧集仅3部（同比减少2部）[1] - 微短剧市场2024年规模达505亿元（首次超越电影票房），预计2025年达634.3亿元，2027年达856.5亿元（年复合增长率19.2%）[1] 剧集公司财务概况 - 五家A股剧集公司（欢瑞世纪、慈文传媒、百纳千成、华智数媒、华策影视）合计营收13.58亿元（同比增长62.75%），归母净利润合计-178.22万元（同比下降106.72%）[2] - 行业呈现"增收不增利"态势，仅华策影视实现营收与净利润双增长[2] 欢瑞世纪业务分析 - 2025上半年营收1.98亿元（同比增长83.72%），归母净利润-639.38万元（同比下降139.86%）[3] - 影视剧及衍生品业务2022-2024年收入从4.54亿元降至2.2亿元（占比从76.22%降至57.25%），毛利率波动剧烈（-15.79%至1.57%）[3] - 2025上半年影视剧业务营收1.34亿元（同比增446.61%），毛利率激增73.05个百分点至78.15%（主要受益于短剧业务）[3] - 公司持有《沧海笑》《天香》等40余部IP改编权，预计2025年起陆续制作或播出《千香》《佳偶天成》等剧[3] - 存货账面余额8.57亿元，跌价准备1.83亿元，账面价值6.73亿元（占流动资产50.19%），存货周转天数达2384天[7] - 多部剧集积压未播（如《瑶象传奇》因合作方资金问题导致7796.96万元摄制款全额计提减值）[12] 剧集制作与播出动态 - 《佳偶天成》（40集）于2025年取得发行许可证，预计10月上线爱奇艺[5] - 《千香》（40集）2024年取得发行许可，原定2025年4月上线优酷但至今未定档[9] - 古偶仙侠题材依赖度高，但市场趋势显示现实主义与悬疑类剧集占比提升（2024年S+剧集中现实主义与悬疑类部数占比最高）[13] - 2025年播出的古偶剧《千秋令》集均播放量仅275.8万，市场反响平淡[13] 艺人经纪业务 - 艺人经纪业务收入2022-2024年从7773.93万元增至1.64亿元（占比从13.04%升至42.71%），毛利率从85.03%降至77.42%[14] - 2025上半年该业务收入6346.7万元（同比降23.69%），毛利率64.19%（同比降21.29个百分点）[14] - 头部艺人持续流失（杨紫2021年离职、任嘉伦2024年离职、张予曦2025年4月离职），目前仅剩成毅为核心艺人[15][21] - 张予曦主演剧集《与君歌》豆瓣评分6.2（差评聚焦人设与服化道问题，41.8%观众给予1-2星评价）[18][19]

CONCLUDED Stock Market News From Sept. 12, 2025: Dow Slips After Hitting Record High Last Updated: Updated 13 hours ago Stock Futures Fall After Record Highs. Market Eyes Are on Mega Merger. By Adam Clark U.S. stock futures were falling early Friday after surging to new highs the previous day on the back hopes for interest-rate cuts. In corporate news, Warner Bros. Discovery stock will be in focus as Paramount Skydance is preparing a bid for its fellow movie studio and streaming company, according to a Wall ...