Travis Hoium

Discovery combination going to be a viable competitor to the Netflixes, the Disneys of the world?

We even still have NBC and Peacock out there.

Is this going to be one of the big players?

And do they have the financial wherewithal to do that?

Because this is going to be a company saddled with debt.

That's going to be the next show.

Do you think do either of you think that it's going to be possible in the next, let's say, three to five years that we find some deal between Netflix and Paramount Warner Brothers Discovery, whatever this entity is going to be called, where they go, you know, we're just going to license a bunch of this content that we just acquired to Netflix because Netflix can write us the biggest check.

John.

The other potential winner here is potentially movie theaters.

I think it's probably more likely that we'll see more movies in theaters with this combination versus with Warner Brothers Discovery going to Netflix.

When we come back, we're going to get to a flood of earnings news this week.

You're listening to Motley Fool Money.

Welcome back to Motley Fool Money.

We had a lot of earnings come out this week and the big one was Nvidia.

That was obviously the one that drives the market, both the S&P 500 and the NASDAQ.

John, what did we learn from Nvidia and was it as bad as the market's 5% decline in the stock indicates?

That sounds good, John.

Lou, my question here is around whether this was just the market getting certainty around how much of that revenue that John said that hyperscalers are going to be spending over the next year, somewhere around $650 billion, $700 billion.

We now have a matchup between what the growth of their spending is going to be in 2026 and what Nvidia is expecting to grow in 2026.

Now the question, it almost seems like it's already turning to 2027.