Ed Ludlow

We expect a big backlog of business with a big debt pile that we're worried about.

Those are the two names we're watching.

In the show, it was all about SpaceX and an IPO we think is coming in the middle of next year.

Recap that on the podcast.

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From San Francisco, have a great afternoon.

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A lot of this meme stock stuff is, I think, embarrassing to the SEC.

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Paramount making a hostile bid for Warner Brothers Discovery just days after the company agreed to a deal with Netflix.

And IBM is buying the data streaming platform Confluent for about $9.3 billion, one of its largest takeovers yet.

Look at that share market reaction for Confluent.

Let's check in on the broader markets, though.

Anticipation, anticipation of the macro perspective that is the Federal Reserve policymaking later this week.

We're down by about a quarter of a percent, but so much is happening underneath the hood at the moment, Ed, and you're going to dig into our story of the day, the week, maybe the year.

Yep, Warner Brothers Discovery.