We discuss the potential for another major media merger as Paramount Skydance eyes Warner Bros Discovery, and there’s a new richest person in the world as Oracle tries to take on big tech hyperscalers.
Travis Hoium, Lou Whiteman, and Rick Munarriz discuss:
- Paramount’s interest in Warner Bros Discovery
- Oracle’s huge deal with OpenAI
- Adobe’s AI story
- Rank media, autonomous vehicle, and restaurant stocks
Companies discussed: Netflix (NFLX), Disney (DIS), Warner Bros Discovery (WBD), Comcast (CMCSA), Fox (FOX), Tesla (TSLA), Rivian (RIVN), Uber (UBER), Mobileye (MBLY), WeRide (WRD), Chipotle (CMG), Darden (DRI), Cava (CAVA), Portillo’s (PTLO), Wingstop (WING)
Host: Travis Hoium
Guests: Lou Whiteman, Rick Munarriz
Engineer: Dan Boyd
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