

Warner Bros Split; Apple AI Risks; Tesla Lower
Jun 9, 2025
Warner Bros is planning a significant split into two companies, affecting its streaming and TV operations. This shift reflects broader trends in the media industry. Apple faces potential risks with AI struggles highlighted at its developer conference, impacting its stock performance. Meanwhile, Tesla's shares continue to fall after a downgrade, even as excitement builds around an upcoming affordable vehicle and robotaxi services. The podcast dives into these pivotal market dynamics and their implications for investors.
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Episode notes
Warner Bros' Strategic Split
- Warner Bros is splitting into two public companies: streaming & studios, and TV networks.
- This aims to capitalize on consumer shifts away from traditional pay TV to online streaming.
Tesla's Share Performance Explained
- Tesla shares dropped due to a downgrade citing a fundamentally poor quarter.
- The recent rally was partly due to anticipation of newer products like affordable cars and robotaxi services.
Apple's AI Challenges
- Apple's WWDC conference highlights concerns about their AI progress.
- Apple's AI struggles pose existential risks and weigh down shares, which are down 19% this year.