Kim Kahn

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.

Tesla's market cap is currently $1.35 trillion.

Burry added, as an aside, the Elon cult was all in on electric cars until competition showed up, then all in on autonomous driving until competition showed up, and now it's all in on robots until competition shows up.

And Amazon is pushing fast, free delivery into overdrive with a new ultra-fast service that can deliver merchandise and groceries in less than 30 minutes.

The information says Amazon has been polling large packaged goods merchandisers for items that could be sold through its new service.

It recently launched perishable grocery delivery and has been experimenting with ultra-fast delivery in Europe and Mexico.

Convenience store-style fulfillment centers, where Amazon Flex workers will pick up orders that were packaged by warehouse workers, will be used to cut delivery times by as much as half.

Now here's what's trending on Seeking Alpha.

Cyber Monday has set an online shopping record, Marvel is in advanced talks to buy Celestial AI, and the global semiconductor market is nearing $1 trillion in 2026.

In today's Catalyst Watch, NVIDIA will participate in the 2025 NeurIPS conference with demos and sessions on AI, robotics, self-driving cars, and simulation, as well as co-host talks with partners like

on applied generative AI, recommendations, and other production use cases.

In the markets, stock index futures are ticking higher after starting December in the red.