The Rundown Paramount Plans Bid for Warner Bros. Discovery, Gemini IPO on Deck
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Sep 12, 2025 The podcast dives into Paramount's ambitious bid for Warner Bros. Discovery, exploring its potential impact on the entertainment landscape. Small-cap stocks are on the rise, with a spotlight on Opendoor's new CEO and the much-anticipated Gemini IPO. Adobe shines with impressive financial gains, driven by AI, while RH faces revenue challenges. The hosts also discuss how streaming giants influence Emmy nominations amidst declining ratings, setting the stage for an evolving awards landscape.
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Small Caps Leading The Rally
- The Russell 2000 has outperformed the S&P 500, rising almost 10% since late July and doubling the S&P's performance over that span.
- Wall Street expects rate cuts to help small caps by lowering borrowing costs and boosting profit margins.
Recent Meme And IPO Wins
- Opendoor surged nearly 80% after announcing a new CEO and hit 52-week highs the next day.
- Figure Technology also had a strong IPO debut, closing 24% above its IPO price.
Paramount's Bold Hollywood Move
- Paramount Skydance is reportedly preparing a bid for Warner Bros. Discovery, potentially combining major franchises and streaming services.
- The move could reshape sports rights and create a bigger rival to Disney and Netflix, but faces likely antitrust scrutiny.