Squawk on the Street SOTS 2nd Hour: Netflix-Warner Deal Heats Up - The Latest, Plus IMAX CEO's Predictions, & LIVE: IBM CEO 12/8/25
Dec 8, 2025
Arvind Krishna, IBM's CEO, dives into the company's $11 billion acquisition of Confluent, emphasizing its role in enhancing IBM's AI strategy with real-time data capabilities. He shares insights on the expected rise of enterprise AI agents by 2026 and the anticipated productivity boosts, despite potential job displacement in clerical roles. The discussion also touches on IBM's plans for synergies with Confluent's offerings, and Krishna's view on the early days of AI technology and its future impact on data center investments.
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Paramount’s Cash Bid Ups The Stakes
- Paramount's $30 all-cash tender challenges Netflix's $27.75 mix by offering substantially more immediate cash value to Warner shareholders.
- The competitive and antitrust dimensions, plus how global networks are valued, will shape which bid is ultimately seen as superior.
Fed Must Balance Slowing Jobs And Sticky Inflation
- The Fed faces a tough call balancing 4.4% unemployment and PCE inflation hovering near 2.8%, complicating rate-cut signaling.
- Market pricing expects cuts, but Fed communication about future paths will be decisive for asset volatility.
Check Financing Credibility, Not Just Price
- Evaluate financing credibility, not just headline price, when assessing hostile bids backed by external partners.
- Check backstop commitments and debt financing sources to judge deal reliability.