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Seeking Alpha

November 25, 2025

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Podcast

Nvidia’s chip reign challenged

Nvidia (NVDA) stock drops after report of Meta considering multi-billion-dollar deal for Google AI chips. (00

) Bed Bath & Beyond (BBBY) to acquire The Brand House Collective (THBC) in $26.8M deal. (01

) Spotify (SPOT) plans to increase U.S. subscription charges in Q1 2026 - report. (02

)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Tuesday: NVDA, ZM, and more
Initial Q3 GDP estimate to be released right before Christmas
Fed study sees tariffs lowering inflation then boosting it
Sandisk to join S&P 500; UPWK, FIBK, HBI to be part of S&P SmallCap 600

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Paramount-WBD Merger

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Bill Fleisher
@wlf369.bsky.social
FCC Chairman Brendan Carr Accepted Expensive Tickets from Paramount share.google/1RyXzA6CAAeK...
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Matthew Keys
Matthew Keys is an award-winning journalist, publisher, and editor of TheDesk.net, a recognized expert on broadcast and streaming television with previous roles at Thomson Reuters and Disney-ABC.
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Finance & Markets
California AG says Paramount-Warner Bros deal would 'extinguish competition'
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Finance & Markets
Paramount–WBD: a USD 70bn giant… with 80bn in gross debt

Media Renting Creators

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Content with a View
Content with a View is an international newsletter and podcast dedicated to the evolution of media, content, and business, exploring how decisions are made in an industry undergoing profound transformation.
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Social & Digital Media
BREAKING DOWN THE CREATOR ECOSPHERE
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targetsocialmedia.bsky.social
@targetsocialmedia.bsky.social
Samsung TV Plus Taps Dhar Mann Studios For Its First Original Scripted Series
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Netflix, Inc.
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Fox-Roku Acquisition

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Film & TV
Roku CEO Anthony Wood
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Media Technology
Interview: Roku-Amazon Deal Drives CTV’s Full Funnel Future
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Media Strategy & Finance
Fox is buying Roku #Vergecast
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Film & TV
Tubi and The Roku Channel: the $2.2 billion ad streamer behind Fox’s Roku deal

World Cup Sports Viewership

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Sports Entertainment
Major League Baseball's new media deals — and here comes Netflix
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Media Strategy & Finance
Comcast spinning off media divisions is clearly the right move, says Oppenheimer's Timothy Horan
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Fox Corporation
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Film & TV
The Theatrical Funnel Benchmark — Where 40 Original/New Films Stack Up

Netflix Earnings & Metrics

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Dean Butler Shares How He Really Feels About the New“ Little House on the Prairie ”Show Read more 👇 https://headlinesociety.com/dean-butler-shares-how-he-really-feels-about-the-new-little-house-on-the-prairie-show/?utm_source=bluesky&utm_medium=social&utm_campaign=teaser
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Elle - First Look | Prime Video
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Ted on TV
Ted on TV is a newsletter written by television industry veteran Ted Linhart, offering analysis of TV shows, industry news, and the business of television.
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Film & TV
The Streaming Inflation Gap
1

The Odyssey Opening Weekend

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Brandon Katz
Brandon Katz is Director of Insights & Content Strategy at Greenlight Analytics, a seasoned entertainment media strategist with over a decade of experience covering the business side of Hollywood.
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Film & TV
IMAX CEO Rich Gelfond: I feel very confident "The Odyssey" will deliver
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Film & TV
Four Industry Experts Debate Hollywood’s Moviegoing Crisis
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Film & TV
Conversion Efficiency Tracks With Box Office Performance

FCC Ownership Rule Repeal

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Film & TV
FCC Just Ignored Its Own Rules 📡
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Publishing
306 The Medill Report on local news: More urgency than optimism
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Publishing
Local media’s tipping point into oblivion — a 1-on-1 with Gordon Borrell
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Data
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Market Intelligence: TV Distribution
Track Pay TV operators, Free-to-Air TV revenues, and distribution footprints across cable, DTH, IPTV, and OTT access me…

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