Wall Street Breakfast Netflix ready to splash the cash for Warner
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Dec 2, 2025 Netflix is making waves with a cash bid for Warner’s studio and HBO Max. Michael Burry critiques Tesla's valuation as 'ridiculously overvalued,' raising eyebrows about shareholder dilution. Meanwhile, Amazon is ramping up its game, aiming to deliver packages in under 30 minutes with innovative municipal hubs. Exciting discussions also touch on Marvel's talks with Celestial AI and the future outlook for the semiconductor market. Technology and finance intertwine as these significant developments unfold!
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Netflix Pursues Warner Studio And HBO Max
- Netflix made a mostly cash offer targeting Warner Bros. studio and HBO Max in a second-round bid.
- Netflix is arranging a tens-of-billions bridge loan to fund the deal.
Buyout Bidders Target Specific Assets
- Comcast and Netflix focus only on Warner's studio and HBO Max, not the wider company.
- Improved offers involved talks with Paramount Skydance and Comcast over the holiday weekend.
Burry Warns Of Tesla Shareholder Dilution
- Michael Burry called Tesla's market cap "ridiculously overvalued" tied to a massive pay package.
- He warns stock-based compensation dilutes shareholders about 3.6% annually without buybacks to offset it.