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Spencer Jakab | Media Deals’ Poor Record
The Wall Street Journal33d agoneutral
Spencer Jakab | Media Deals’ Poor Record

There’s a golden opportunity to play mogul via shares of Warner Bros. Discovery, which agreed to be bought for $81 billion by smaller Paramount Skydance, given the more than 16% upside to the closing price and the companies’ intention to close this quarter.

Media Deals: Great for Bankers, Usually Not for You
The Wall Street Journal33d agoneutral
Media Deals: Great for Bankers, Usually Not for You

​📈 Follow our live markets data and coverage. Only slightly less known is that you really shouldn’t invest alongside media deals. News organizations devote way less space to mergers, acquisitions or spinoffs involving toilet paper, paint or breakfast cereal.

Paramount Skydance (PSKY) Stock Looks Undervalued Following Fresh Merger Delay Risks
Simply Wall St.36d agoneutral
Paramount Skydance (PSKY) Stock Looks Undervalued Following Fresh Merger Delay Risks

Paramount Skydance stock is coming off a steep slide over the past five years, yet on Simply Wall St’s checks it still screens as attractively priced. This puts the recent drawdown and the current valuation signals in clear tension for investors trying to judge what is already reflected in the share price. Over the past 5 years, Paramount Skydance has fallen about 74%, which shows how much long term shareholders have already seen priced out of the stock. The proposed US$110b acquisition of...

Is Paramount Skydance (PSKY) Undervalued After The Warner Bros Discovery Deal Concerns?
Simply Wall St.36d agoneutral
Is Paramount Skydance (PSKY) Undervalued After The Warner Bros Discovery Deal Concerns?

Paramount Skydance (PSKY) shares have come under pressure after Arete Research downgraded the stock, citing concerns about the company’s planned $110b acquisition of Warner Bros. Discovery and the potential for a heavy debt load. See our latest analysis for Paramount Skydance. At a share price of $9.41, Paramount Skydance has seen its 7 day share price return fall 9.43% and its year to date share price return fall 28.60%, while the 1 year total shareholder return is down 24.97%. This points...

Here Is the Main Reason to Buy Netflix Before July 16
24/7 Wall St.36d agobullish
Here Is the Main Reason to Buy Netflix Before July 16

Netflix (NASDAQ:NFLX) heads into its July 16 earnings release with one of the cleanest setups in the market for a retirement portfolio, and the math is compelling. The stock is down more than 17% year to date and 43% off its five-year high in June 2025. Yet the operating business is guiding to its best ... Here Is the Main Reason to Buy Netflix Before July 16

Warner Bros. Discovery (WBD) Faces State Lawsuits As AWS Ad Partnership Takes Shape
Simply Wall St.36d agoneutral
Warner Bros. Discovery (WBD) Faces State Lawsuits As AWS Ad Partnership Takes Shape

Several U.S. state attorneys general are preparing antitrust lawsuits to block Paramount’s proposed acquisition of Warner Bros. Discovery, according to recent reports. These state-level actions would follow federal review of the deal and could introduce additional delays or legal hurdles to completion. Separately, Warner Bros. Discovery announced a partnership with Amazon Web Services to develop AI-driven advertising technology. Warner Bros. Discovery, traded as NasdaqGS:WBD, is in focus as...

Netflix Is Exploring Live TV and Bundles as It Struggles to Keep Viewers Hooked
The Wall Street Journal37d agoneutral
Netflix Is Exploring Live TV and Bundles as It Struggles to Keep Viewers Hooked

Top Netflix executives who gathered for its annual business review this spring had a lot to be cheerful about. At the time, it was a small part of a conversation about the company’s goals, but it has since become a frequent topic of discussion at meetings, people familiar with the matter said. Engagement, which measures how long people spend watching content and how frequently they finish a movie or series, is the holy grail in modern Hollywood.

Investing.com37d agobearish
Paramount stock tumbles after Arete downgrade on debt concerns

Investing.com -- Paramount Skydance shares fell 8% Thursday after Arete Research downgraded the media company to sell from neutral and slashed its price target to $2, a Street low, citing concerns about the debt burden from its planned merger with Warner Bros. Discovery.

Paramount Delays Warner Bros Acquisition Closing as Oregon Review Continues (PSKY)
InvestorsHub37d agoneutral
Paramount Delays Warner Bros Acquisition Closing as Oregon Review Continues (PSKY)

Closing Timeline Extended Pending Regulatory ReviewParamount (NASDAQ:PSKY) has confirmed that it will not complete its proposed $110 billion acquisition of Warner Bros (NASDAQ:WBD) before 22 July, extending the expected closing timeline by at least another week as Oregon authorities continue reviewing the transaction. The announcement follows action by the Oregon Attorney General’s office, which disclosed the revised timetable on Wednesday.

The $80 Billion Debt Cloud Hanging Over David Ellison’s Warner Deal
The Wall Street Journal38d agoneutral
The $80 Billion Debt Cloud Hanging Over David Ellison’s Warner Deal

When Paramount Chief Executive David Ellison unveiled his company’s $81 billion deal for Warner Bros. Discovery he touted a new golden era for Hollywood—one built on scale, technology and a promise to release at least 30 theatrical movies a year. The combined company is set to emerge with nearly $80 billion in debt—a burden that could weigh on decisions ranging from content spending and streaming investments to news operations and sports rights. Its net debt is projected to equal roughly 6.5 times annual earnings before interest, taxes, depreciation and amortization after the deal closes as soon as this month, a level that analysts consider high for a media company.