Motley Fool Money Dinosaurs Roar for Comcast and CoreWeave Goes Shopping
15 snips
Jul 7, 2025 
Jason Moser, a Senior Analyst at Motley Fool, joins Andy Cross to discuss the box office success of 'Jurassic World Rebirth' and its implications for Comcast's financial health. They dive into CoreWeave's recent acquisition of Core Scientific, highlighting the competitive AI landscape. Oracle’s strategic moves in cloud services for the government are also analyzed. Finally, they share insights on investment opportunities in aerospace and precision manufacturing, emphasizing the importance of patience in the market.
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Comcast's Jurassic Franchise Growth
- Comcast's Jurassic World Rebirth success continues its valuable IP franchise expansion similar to Disney's strategy.
- This strengthens Comcast's content and theme park ecosystem, boosting long-term value despite lumpy revenue years.
Netflix's Anime Popularity
- More than half of Netflix's 300 million subscribers watch Japanese anime.
- This highlights Netflix's global brand strength and data-driven content success.
CoreWeave's AI Data Center Deal
- CoreWeave's $9 billion deal to acquire Core Scientific adds significant AI data center capacity amid a power-driven arms race.
- Market skepticism exists due to share price dynamics and deal terms at closing.