Dan Curtis

This comes after yesterday where all the insurers got clobbered in post-market after the U.S.

proposed holding payment rates for private Medicare basically flat.

This is a crucial rate that analysts were expecting to see rise up to 6% for this year.

So basically that means that for certain –

for premiums for private Medicare plans are going to be held flat the amount of money the company gets in, and that's amid rising costs.

So that's really weighing down the whole industry.

Netflix said it's going to increase its spending on film and TV shows, good for viewers potentially who want more content, bad for the bottom line.

That's going to be about $20 billion in total.

The Warner Brothers deal, it sees another $275 billion being spent on that this year.

That's on top of $60 million spent last year.

In order to pay for all of this, it's pausing buybacks to bolster cash.

GSK has agreed to buy the company at $58 a share in a deal valued at $2.2 billion.

That sent the stock up to $57.50, so just short of that $58 share target.

63% increase from where it closed on Friday, so a good day for the investors in that.

The company came out, reported fourth quarter earnings that did be analyst estimates.

But 2026, the earnings guidance for this year is $6.50 to $7.50.

Most of that range is under the 720 estimate.

So this year is looking not quite as strong as Wall Street was expecting.