Netflix (NFLX)

The streaming giant's management team has made another successful pivot.

This company is finding success as a neutral platform that connects viewers and content companies.

On this February 26, 2026, the media landscape stands at a definitive crossroads. Warner Bros. Discovery (Nasdaq: WBD), a company born from a debt-heavy $43 billion merger in 2022, is no longer just a content powerhouse—it has become the ultimate prize in a high-stakes consolidation endgame. Following its Q4 2025 earnings report, WBD finds itself [...]

As of February 26, 2026, Warner Bros. Discovery (Nasdaq: WBD) stands at a historic crossroads that could fundamentally reshape the global media landscape. Following the release of its Q4 and full-year 2025 earnings this morning, the company has transitioned from a debt-laden turnaround story into a highly coveted acquisition target. With a strategic "split-and-sell" plan [...]

As of February 26, 2026, MercadoLibre, Inc. (NASDAQ: MELI) finds itself at a pivotal crossroads. Often dubbed the "Amazon of Latin America," the company has evolved far beyond a simple e-commerce marketplace into a sprawling ecosystem that encompasses digital payments, logistics, credit, and even streaming entertainment. However, the latest quarterly report has sparked a heated [...]

On February 26, 2026, the digital advertising landscape is at a crossroads, and no company embodies this tension more than The Trade Desk (NASDAQ: TTD). Once the undisputed darling of growth investors and the primary beneficiary of the shift toward programmatic advertising, TTD finds itself in the crosshairs of a volatile market. Following its Q4 [...]

The latest prediction market odds for the winner of the WBD acquisition saga come after Paramount raised its takeover offer to $31 per share, up from $30 per share.

Data from Stocktwits showed that retail sentiment on SPY and QQQ diverged.

Netflix Inc. (NASDAQ: NFLX) CEO Ted Sarandos is reportedly scheduled to attend meetings at the White House on Thursday as the bidding war to acquire Warner Bros. Discovery (NASDAQ: WBD) heats up.

An unpopular merger could be averted.

NFLX stock is at an inflection point, traders say.

On Feb. 25, 2026, streaming's standout dealmaker faces a high-stakes Warner Bros. bidding war and rising antitrust scrutiny.

Coatue aggressively expanded its stake in NFLX stock from around 600,000 shares to about 6 million as of Q4.

Paramount reported revenue of $8.15 billion in Q4, missing analysts’ estimates of $8.17 billion, as per data from Fiscal.ai.

The media landscape was sent into a frenzy this week as Paramount Global (NASDAQ:PARA), now operating under the leadership of David Ellison following its merger with Skydance, launched a massive $31-per-share hostile takeover bid for Warner Bros. Discovery (NASDAQ:WBD). The cash offer, valued at approximately $110 billion, represents

Netflix is under significant pressure from Paramount Skydance to acquire Warner Bros., particularly following Paramount’s recent $31-per-share offer and scrutiny from DOJ’s antitrust division.

The increasingly acrimonious contest to win Warner Bros.' hand has entered the next phase.

Netflix stock is up 5% today, leading to huge call options volume in two out-of-the-money (OTM) tranches. NFLX call buyers and covered call sellers are bullish, based on the Warner Bros acquisition saga and Netflix's earnings.

The drama over who will acquire parts of or the entire Warner Bros. company ramped up, with Paramount Skydance increasing its offer.

If Netflix is allowed to complete its purchase of Warner Brothers, removing competitors and restricting access to essential content libraries could create a monopoly, as per the several state attorneys general.

Netflix stock had its best day in over a year, after Warner Bros.' board said it still favored the streamer's merger deal over Paramount's.