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Paramount’s Mideast backing likely runs deeper than $24 billion
Fortune· 2025-12-12 00:45
A trio of Middle Eastern funds have agreed to stump up $24 billion to help bankroll Paramount Skydance Corp.’s bid for Warner Bros. Discovery Inc. The region’s exposure to the deal is likely larger, once its deep ties to private equity firms behind the bid are factored in.Saudi Arabia’s Public Investment Fund and the Qatar Investment Authority joined the relatively-unknown Abu Dhabi firm L’imad Holding Co. to bankroll the hostile offer earlier this week. The funds are overseen by wealthy Gulf states that ha ...
Netflix should walk away from the Warner Bros. deal and buy Sony Pictures, says GAMCO Investors CEO
Youtube· 2025-12-12 00:30
并购交易分析 - 讨论涉及公司A与公司B之间的竞购战 这被视为自由市场体系的正常部分[1] - 具体分析了一桩每股30美元现金的交易 认为其结构简单直接[1] - 分析师倾向于简单的现金交易 而非结构复杂的交易 因为复杂交易会导致更长的联邦贸易委员会审查时间 并可能产生税务问题[4] Netflix与索尼潜在交易 - 提出Netflix可能放弃竞购 转而用20亿美元收购索尼影业的假设性建议[2] - 讨论中提及分析师个人持有索尼公司股份[2] 交易结构细节 - 描述了一种复杂的交易结构 包含“领子条款” 即股价下跌时收益会减少 同时还涉及分拆[3] - 提及分拆公司将于1月5日开始交易[3] Versent公司估值 - 提及Versent公司拥有1.5亿股股份和20亿美元债务 并拥有一些标志性品牌[3] - 提问Versent在市场上合适的估值倍数是多少[3] - 该问题与华纳或全球网络分拆资产的估值辩论相关[4] - 有人预测其估值倍数为5倍[6] - 指出像Vanguard这样的指数基金可能无法持有该分拆资产 从而被迫出售 这为其他投资者创造了买入机会[6] - 以Herc设备租赁公司从Hertz分拆后股价上涨为例 说明因指数基金无法持有而带来的投资机会[7] 派拉蒙交易立场 - 分析师明确表示其客户将从当前交易中受益 因此很可能接受收购要约[5] - 认为当前每股30美元的现金出价具有优势 不希望派拉蒙筹集资金或出现更高报价[11] - 强调客户更倾向于接受现金 而不是复杂的交易结构[11] 机构投资者与ETF - 指出像ETF这样的被动指数基金并非完全被动 它们会以不同方式进行投票[8] - 批评媒体对中东主权财富基金(如阿布扎比的Larry Fink及PIF)获得投资进行负面报道 认为这些是非常成熟的投资者[8][9] - 指出ETF的资金来源全球化 包括中东和新加坡等地[10] - 提及北京在吸引投资方面表现相对不佳[10]
SEGG Media Closes $2.5 Million Funding Agreement
Globenewswire· 2025-12-11 23:30
Company’s 90-Day Key Initiatives are Focused on Completing Acquisitions and Strengthening OperationsFORT WORTH, Texas, Dec. 11, 2025 (GLOBE NEWSWIRE) -- SEGG Media Corporation (NASDAQ: SEGG, LTRYW)(the “Company” or “SEGG Media”), the global sports, entertainment, and gaming group, today announces that it has closed a $2.5 million Securities Purchase Agreement under a shelf registration statement on Form S-3 that was previously filed with the SEC and declared effective on November 28, 2025. The funds will be ...
US markets today: Oracle slump drags S&P 500 lower; most stocks rise as yields ease
The Times Of India· 2025-12-11 23:10
The S&P 500 slipped 0.4 per cent in early trade, moving further away from its October record high. The Dow Jones Industrial Average rose 233 points, or 0.5 per cent, while the Nasdaq Composite fell 0.7 per cent, according to AP.Oracle was among the biggest drags on the market, sliding 14.5 per cent after its quarterly revenue growth of 14 per cent came in below expectations despite stronger-than-expected profit. Investors also questioned whether the company’s heavy spending on artificial intelligence (AI) w ...
Disney, OpenAI strike $1B deal to bring iconic characters to Sora
Invezz· 2025-12-11 22:56
公司与战略合作 - 华特迪士尼公司与OpenAI于周四达成了一项里程碑式的合作伙伴关系 [1] - 作为交易的一部分 迪士尼将向该人工智能公司进行10亿美元的股权投资 [1] - 作为交易的一部分 迪士尼将授予OpenAI其部分内容的许可使用权 [1]
Disney to invest $1 billion in OpenAI, license characters for Sora AI tool
Yahoo Finance· 2025-12-11 22:40
Dec 11 (Reuters) - Walt Disney is investing $1 billion in OpenAI and will let the startup use characters ​from Star Wars, Pixar and Marvel franchises in ‌its Sora AI video and image generator, a crucial deal that could ‌reshape how Hollywood makes content. The partnership announced on Thursday is a pivotal step in Hollywood's embrace of generative artificial intelligence, despite the industry's concerns over the impact of AI on ⁠creative jobs and intellectual ‌property rights. As part of the agreement, S ...
Disney bets $1 billion on OpenAI in deal that opens its vault of characters to ChatGPT and Sora
Business Insider· 2025-12-11 22:13
公司与OpenAI的战略合作 - 迪士尼与OpenAI达成一项为期三年的内容许可协议 成为Sora的首个主要内容许可合作伙伴[1] - 迪士尼将向OpenAI进行10亿美元的股权投资 并获得购买额外股权的认股权证[1][3] - 迪士尼同时成为OpenAI的主要客户 为其员工购买ChatGPT企业版许可[3] Sora视频应用的内容授权细节 - 根据协议 Sora将能够生成用户提示的短视频 内容基于迪士尼超过200个动画、面具和生物角色[2] - 授权角色库涵盖迪士尼、漫威、皮克斯和星球大战的IP 包括服装、道具、车辆和标志性环境[2] - 该协议不包括任何真人肖像或声音的授权[4] ChatGPT产品的功能扩展 - 作为协议的一部分 ChatGPT用户也将能够使用基于迪士尼角色的AI版本[4] - ChatGPT Images功能将能够根据用户输入的少量文字 在数秒内生成基于相同知识产权的完整图像[4] 行业影响与产品动态 - OpenAI的Sora是一款类似TikTok的AI视频应用 自今年早些时候推出以来一直引发关注和大量下载[4] - 此次合作将迪士尼庞大的内容库与OpenAI领先的生成式AI技术相结合[1][2]
Disney making $1 billion investment in OpenAI, will allow characters on Sora AI video generator
CNBC· 2025-12-11 22:05
The Walt Disney Company on Thursday announced it will make a $1 billion equity investment in OpenAI and will allow users to make videos with its copyrighted characters on Sora.OpenAI launched Sora in September, and it allows users to create short videos by simply typing in a prompt. As part of of the startup's new agreement with Disney, Sora users will be able make content with more than 200 characters across Disney, Marvel, Pixar and Star Wars. "The rapid advancement of artificial intelligence marks an imp ...
Disney makes $1 billion investment in OpenAI, brings characters to Sora
Reuters· 2025-12-11 22:04
公司与战略合作 - 娱乐巨头迪士尼宣布将对OpenAI进行10亿美元的股权投资 [1] - 双方已达成协议 将把迪士尼旗下角色引入OpenAI的Sora视频生成模型 [1]