Karen Moscow

Bloomberg Daybreak is your best way to get informed first thing in the morning, right in your podcast feed.

Hi, I'm Karen Moscow.

Listen to the Bloomberg Daybreak U.S.

Edition podcast each morning for the stories that matter with the context you need.

We already went through a big M&A event to expand our library, to increase the amount of IP that we ultimately could take over the top directly to the consumer.

So I'm not worried right now.

I also think whichever, whomever ends up in this situation acquiring WBD or any asset that's available, these are situations that require a lot of time.

Bloomberg Daybreak is your best way to get informed first thing in the morning, right in your podcast feed.

Hi, I'm Karen Moscow.

Listen to the Bloomberg Daybreak U.S.

Edition podcast each morning for the stories that matter with the context you need.

It's really like a complete turnaround from the beginning of the year.

Now it's, you know, in spitting distance of taking over as the biggest company from NVIDIA, right?

That gap is ever narrowing in terms of market cap.

So,

really what we've seen is that people are getting more worried about the AI trend.

They're looking at these companies more critically.

And Apple sort of at the same time has benefited because it's not seen as this huge AI play.

I think at the same time as well, what we've seen is that there's been a little bit more shine around the new iPhone.

The iPhone 17, the big story for Apple, at least I've been hearing for the last few years, is the upgrade cycle, right?