Stock Movers Netflix Drops, Tesla Falls, IBM Down After News of Confluent Purchase
Dec 8, 2025
Christina Kino, a market commentator for Bloomberg, dives into the recent stock fluctuations of major companies. She discusses Netflix's struggles amid Trump’s antitrust comments about its proposed deal with Warner Bros. Tesla faces scrutiny after a downgrade from Morgan Stanley, raising concerns over its valuation. Meanwhile, IBM is making headlines with a hefty $11 billion acquisition of Confluent, aiming to enhance its capabilities in real-time data for AI. Christina provides keen insights on these pivotal market movements and their implications.
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Deal Faces Political And Regulatory Risk
- Netflix's proposed deal for Warner Bros. faces significant regulatory and political headwinds, including comments from President Trump raising antitrust concerns.
- Market odds that Netflix can close the acquisition by end of 2026 plunged from ~60% to 23% after the president's remarks.
Competing Bids Raise Deal Uncertainty
- Paramount's higher cash bid for Warner Bros. increases competitive pressure on Netflix's offer and complicates the deal landscape.
- Fragmented bids and regulatory scrutiny make closing the merger increasingly uncertain.
Valuation Concerns Clash With Improving Reliability
- Morgan Stanley downgraded Tesla citing valuation and non-auto catalysts already priced into the stock, pressuring shares lower.
- Consumer Reports ranked Tesla in the top-10 for reliability, highlighting improved build quality and its electric driving system.