Stock Movers Dollar General Raises FY Outlook, Paramount Skydance and WBD Feud, Meta Jumps on Resource Cuts
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Dec 4, 2025 Dollar General is on the rise, boosting its full-year outlook as consumers flock to value-focused retailers. Meanwhile, tensions escalate between Paramount and Warner Bros. Discovery over a contentious auction, with accusations of unfair practices flying. On a different note, Meta Platforms announces significant cuts to its metaverse projects, eliciting a positive response from investors. This shift marks a major pivot for Zuckerberg as he reassesses the future of the tech giant amidst increasing scrutiny.
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Value Retailers Signal Consumer Stress
- Dollar General's raised guidance signals consumers are hunting bargains and value retailers are gaining share.
- Hosts suggest this pattern may presage weaker U.S. consumption and slower GDP growth.
Warner Bros. Sale Turns Contentious
- Paramount accused Warner Bros. Discovery of running an unfair auction and not acting in shareholders' best interests.
- The bidding battle includes Netflix and Comcast, with price speculation around and above a $60 billion valuation.
Meta Shrinks Metaverse Ambitions
- Meta's shares rose after reports Mark Zuckerberg plans deep cuts to metaverse spending, trimming up to 30% of that group's budget.
- Investors rewarded the shift as the metaverse failed to show broad industry competition or clear returns.