Paul Meeks

Head of technology research at Freedom Capital Markets who provides analysis on IBM's acquisition of Confluent and previews of enterprise tech earnings.

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Dec 8, 2025 • 38min

Why Paramount’s Hostile WB Bid Will Win, ChatGPT Head Responds to OpenAI ‘Code Red’ | Dec 8, 2025

Martin Peers, Co-executive Editor at The Information, dives into Paramount's audacious $30 tender offer for Warner Bros. Discovery, exploring its strategic edge over Netflix. Paul Meeks analyzes IBM's $11 billion acquisition of Confluent, revealing its integral role in IBM's AI ambitions. Sri Muppidi sheds light on OpenAI's 'Code Red' and the pivotal role of ChatGPT's leader, Nick Turley. Yueqi Yang discusses the fierce competition in prediction markets, spotlighting Kalshi’s remarkable $11 billion valuation and the evolving landscape.

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