Kim Kahn

In today's Catalyst Watch, notable investor days include Home Depot, CVS Health, Elanco, Ligon Pharmaceuticals, and an investor update from GE Vernova.

In pre-market trading, stock index futures are a little changed, with some understandable caution as the Fed starts its two-day meeting.

Treasure yields are lower on the longer end, but the 10-year remains at its highest level since October.

That's all for today's Wall Street Breakfast.

Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

Good morning.

Today is Monday, December 8th, and I'm your host, Kim Kahn, filling in for Julie Morgan.

Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

Good morning.

Today is Tuesday, December 2nd, and I'm your host, Kim Kahn, filling in for Julie Morgan.

Warner Bros.

Discovery received a mostly cash offer from Netflix in the second round of buyout bidding.

Shares of Warner are higher pre-market.

Bloomberg says Netflix, Paramount Skydance, and Comcast worked over the Thanksgiving weekend to provide improved offers for all or parts of Warner Bros.,

Netflix is working on a bridge loan that totals tens of billions of dollars.

Comcast and Netflix are only interested in the Warner Bros.

studio and HBO Max streaming service.

Michael Burry says Tesla's market cap is ridiculously overvalued.

The Big Short investor writes in his sub-stack that CEO Elon Musk's record $1 trillion pay package will worsen shareholder dilution.

Burry estimated that Tesla dilutes its shareholders at around 3.6% per year as a result of stock-based compensation, with no buybacks to offset the impact.