{"id":12767,"date":"2025-12-02T12:43:13","date_gmt":"2025-12-02T12:43:13","guid":{"rendered":"https:\/\/connectwithfund.com\/?p=12767"},"modified":"2025-12-02T12:43:14","modified_gmt":"2025-12-02T12:43:14","slug":"wall-street-breakfast-podcast-from-streaming-player-to-top-hollywood-player","status":"publish","type":"post","link":"https:\/\/connectwithfund.com\/?p=12767","title":{"rendered":"Wall Street Breakfast Podcast: From Streaming Player To Top Hollywood Player?"},"content":{"rendered":"<div data-test-id=\"content-container\">\n<p data-eci=\"true\">\n<figure class=\"getty-figure\" data-type=\"getty-image\"><picture>  <\/picture><figcaption> <\/figcaption><\/figure>\n<\/p>\n<p>Listen below or on the go via Apple Podcasts and Spotify<\/p>\n<div class=\"pcast hidden-print\">\n<div class=\"pcast__section-1\">\n    <img decoding=\"async\" alt=\"\" class=\"pcast__top-img pcast__marketing\" src=\"https:\/\/connectwithfund.com\/wp-content\/uploads\/2025\/09\/podcast_series_header.png\" loading=\"lazy\">\n  <\/div>\n<p><iframe loading=\"lazy\" src=\"https:\/\/widget.spreaker.com\/player?episode_id=68831299&amp;theme=light&amp;playlist=false&amp;playlist-continuous=false&amp;chapters-image=true&amp;episode_image_position=right&amp;hide-logo=true&amp;hide-likes=true&amp;hide-comments=true&amp;hide-sharing=true&amp;hide-download=true&amp;color=ff6900\" width=\"100%\" height=\"200px\" title=\"Netflix ready to splash the cash for Warner\" frameborder=\"0\" sap-id=\"4\"><\/iframe><\/p>\n<\/div>\n<p>Netflix submitted a mostly-cash bid for Warner\u2019s studio and HBO Max. (0:15) Michael Burry says Tesla is \u2018ridiculously overvalued.\u2019 (0:41) Amazon aims for delivery in less than 30 minutes. (1:19) <\/p>\n<p>Warner Bros. Discovery (<span class=\"ticker-hover-wrapper\">WBD<\/span>) received a mostly-cash offer from Netflix (<span class=\"ticker-hover-wrapper\">NFLX<\/span>) in the second round of buyout bidding.<\/p>\n<p>Shares of Warner Bros. are higher premarket.<\/p>\n<p>Bloomberg says Netflix, Paramount Skydance (PSKY) and Comcast (CMCSA) worked over the Thanksgiving weekend to provide improved offers for all or parts of Warner Bros.<\/p>\n<p>Netflix is working on a bridge loan that totals tens of billions of dollars. Comcast and Netflix are only interested in the Warner Bros. studio and HBO Max streaming service.<\/p>\n<p>Michael Burry says Tesla&#8217;s (TSLA) market cap is &#8220;ridiculously overvalued.&#8221; The <em>Big Short<\/em> investor writes in his Substack that CEO Elon Musk&#8217;s record $1T pay package will worsen shareholder dilution.<\/p>\n<p>Burry estimated that Tesla dilutes its shareholders at around 3.6% per year as a result of stock-based compensation, with no buybacks to offset the impact.<\/p>\n<p>Tesla&#8217;s market cap is currently $1.35T.<\/p>\n<p>He added: &#8220;As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots &#8211; until competition shows up.&#8221;<\/p>\n<p>And Amazon (AMZN) is pushing fast, free delivery into overdrive with a new \u201cultrafast\u201d service that can deliver merchandise and groceries in less than 30 minutes.<\/p>\n<p>The Information says Amazon has been polling large packaged goods merchandisers for items that could be sold through the new service. To expedite delivery, the company is also seeking municipal approval to build or renovate small delivery hubs in Seattle, Philadelphia, and Ft. Worth, and is recruiting warehouse staff and delivery drivers.<\/p>\n<p>Amid intensifying competition from Walmart (WMT), Target (TGT), Instacart (CART), DoorDash (DASH) and Uber Eats (UBER), Amazon has been looking to differentiate.<\/p>\n<p>It recently launched perishable grocery delivery and has been experimenting with ultrafast delivery in Europe and Mexico. Convenience store-style fulfillment centers, where Amazon Flex workers will pick up orders that were packaged by warehouse workers, will be used to cut delivery times by as much as half.<\/p>\n<p>Now Here\u2019s What\u2019s Trending on Seeking Alpha:<\/p>\n<p>Cyber Monday sets an online shopping record.<\/p>\n<p>Marvell (MRVL) is in advanced talks to buy Celestial AI.<\/p>\n<p>And the Global semiconductor market nears $1T in 2026.<\/p>\n<p>Catalyst Watch:<\/p>\n<ul>\n<li>Nvidia (NVDA) will participate in the 2025 NeurIPS conference with demos and sessions on AI, robotics, self-driving cars and simulation, as well as co-host talks with partners on applied generative AI, recommendations and other production use cases.<\/li>\n<\/ul>\n<p>Stock index futures (SPX) (US100:IND) (INDU) are ticking higher after starting December in the red. Treasury yields (US10Y) are easing back as bond yields in Japan retreat for 17-year highs.<\/p>\n<p>On the economic calendar<\/p>\n<p>10:00 am Construction Spending (Sep.)<\/p>\n<\/div>\n<p>Read the full article <a href=\"https:\/\/seekingalpha.com\/article\/4849215-wall-street-breakfast-podcast-from-streaming-player-to-top-hollywood-player?source=feed_all_articles\" target=\"_blank\" rel=\"noopener\" rel=\"nofollow\">here<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Listen below or on the go via Apple Podcasts and Spotify Netflix submitted a mostly-cash bid for Warner\u2019s studio and HBO Max. (0:15) Michael Burry says Tesla is \u2018ridiculously overvalued.\u2019 (0:41) Amazon aims for delivery in less than 30 minutes. (1:19) Warner Bros. Discovery (WBD) received a mostly-cash offer from Netflix (NFLX) in the second round of buyout bidding. Shares of Warner Bros. are higher premarket. Bloomberg says Netflix, Paramount Skydance (PSKY) and Comcast (CMCSA) worked over the Thanksgiving weekend to provide improved offers for all or parts of Warner Bros. Netflix is working on a bridge loan that totals<\/p>\n","protected":false},"author":1,"featured_media":12768,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[42],"tags":[],"class_list":["post-12767","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Wall Street Breakfast Podcast: From Streaming Player To Top Hollywood Player? | ConnectWithFund<\/title>\n<meta name=\"description\" content=\"Listen below or on the go via Apple Podcasts and Spotify Netflix submitted a mostly-cash bid for Warner\u2019s studio and HBO Max. 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