Stock Movers Netflix-Warner Deal May Pose Problem; Tesla Falls; IBM Deal
Dec 8, 2025
President Trump raises antitrust concerns regarding Netflix's $72 billion acquisition of Warner Bros, hinting at potential regulatory hurdles. Meanwhile, Tesla's stock takes a hit after being downgraded by Morgan Stanley. Discussions also highlight a significant drop in odds for the Netflix-Warner deal approval. In a surprising move, IBM is reportedly in talks to acquire Confluent for around $11 billion, creating a buzz in the market. Also, Carvana's stock sees a boost following its addition to the S&P 500.
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Regulatory Risk From Market Share
- A combined Netflix and Warner Bros. could control nearly half of traditional streaming users, raising antitrust scrutiny.
- Including YouTube and short-form apps shifts the competitive picture and weakens a dominance claim.
Odds Of Deal Closing Have Dropped
- The deal faces a lengthy Justice Department review and possible EU involvement.
- Market odds of the merger closing by end of 2026 fell sharply from ~60% to ~23%.
Tesla Repriced After Analyst Downgrade
- Morgan Stanley downgraded Tesla to equal-weight, arguing many non-auto positives are already priced in.
- Tesla led early losses among the MAG 7 after that reassessment.