Netflix bows out of bidding for Warner Brothers leaving Paramount as the buyer of the company.
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David Faber
3.5K posts
David Faber
@davidfaber
Yes, I've been doing this a long time. No, I don't dye my hair.
CNBC Katılım Mayıs 2010
555 Takip Edilen277.5K Takipçiler
Jack Dorsey just made the threat of AI coming for your job very real. cnb.cx/4rPEBtW
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Going to be a merry Xmas for Groq investors. Am told senior management team already working for Nvidia.
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Exclusive: Nvidia buying AI chip startup Groq for about $20 billion in its largest acquisition on record cnb.cx/3Ng5BU1
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Jeff Bezos was insanely locked in all the way from day one
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Nippon Steel, after a lengthy political battle, gets the approval to acquire U.S. Steel for $55 a share and a lot more in promised investment.
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$NFLX shares continue to rally (+6%) after earnings, nearing an all-time high and a market value almost 3x that of $DIS.
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Today I am reminded of this quote from @JamesCarville - "I used to think that if there was reincarnation, I wanted to come back as the President or the Pope or a .400 baseball hitter. But now I would like to come back as the bond market. You can intimidate everybody."
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David Faber retweetledi
"The disruptor is us."
$T has unveiled a new strategic plan - focused on 5G and fiber subscriber growth, aiming to reach over 50 million toal locations with fiber by 2029. CEO John Stankey joins @davidfaber to discuss.
Listen here: cnbc.com/video/2024/12/…
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The Disruptor and The Dealmaker cnb.cx/48TWwqY
People seem to like this interview.
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John Malone on AI, Starlink, business simplification and the changing media landscape cnb.cx/4hRyFMO
Annual Malone interview.
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FTC scores a big win as judge grants preliminary injunction to stop Tapestry's purchase of Capri.Court finds that "accessible-luxury handbags are distinct from mass market and true luxury."
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LVMH sales not good led by 5% decline in Fashion & Leather and 7% sales decline at Wines & Spirits. Overall organic revenue down 3%. Second big miss today for large European company after ASML missed. Conf. call on-going.
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David Faber retweetledi
I feel our contribution to this $APD scrap is being overlooked. I mean we put our chips on Scott Sutton this spring and it turns out he is now part of the succession conversation.
@davidfaber
don bilson@dkbilson
The title of our 8/2 $APD item, after Ghasemi announced that he was now searching for his replacement was ... “Bah Gawd that’s Scott Sutton’s music” Sutton worked with Rohr at $CE. Then ran $OLN. Now a free agent and at 59, he still has plenty of runway ahead.
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