Stock Movers Netflix Mixed, Ulta Beauty Rises, Hewlett Packard Enterprise Drops on Sales Outlook
Dec 5, 2025
Netflix makes waves with a historic $72 billion deal to acquire Warner Bros. Discovery, shaking up the streaming landscape. Meanwhile, Ulta Beauty sees a boost as it raises its sales outlook after exceeding third-quarter expectations, highlighting consumers' renewed confidence in beauty spending. On the flip side, Hewlett Packard Enterprise faces challenges with a disappointing sales outlook for its AI servers, leading to a drop in shares amid delays caused by data center issues and government shutdowns.
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Netflix-Warner Bros. Giant Deal
- Netflix agreed to acquire Warner Bros. Discovery in a roughly $72B equity deal combining streaming scale with legacy studio assets.
- Investors reacted cautiously as Netflix will take on up to $59B in bridge loans and parse the complex transaction.
Ulta Sales And Loyalty Power Growth
- Ulta raised its full-year outlook after stronger-than-expected Q3 results, driving the stock sharply higher by about 11%.
- The company benefits as consumers continue spending on beauty and loyalty-program strategies outperform competitors in suburbs.
HPE Misses On AI-Server Timing
- Hewlett Packard Enterprise lowered its quarterly sales outlook to $9.0–9.4B, missing analyst expectations near $9.88B and pressuring shares.
- Management cited delays in AI workload deals, data-center builds, and U.S. government contract timing as causes for the shortfall.