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Market Data Table

Breakfast News: WBD Draws Major Suitors

November 14, 2025

Thursday's Markets
S&P 500 6,737 (-1.66%)
Nasdaq 22,870 (-2.29%)
Dow 47,457 (-1.65%)
Bitcoin 98,505 (-3.26%)

Chart showing Warner Bros Discovery's long-term debt.

1) WBD Bidding Heats Up as Deadline Nears

The Wall Street Journal reports that Netflix (NASDAQ:NFLX), Paramount Skydance (NASDAQ:PSKY), and Comcast (NASDAQ:CMCSA) are preparing bids for Warner Bros Discovery (NASDAQ:WBD) ahead of a Nov. 20 deadline.

Warner Bros is currently moving forward to split studio and streaming business from cable network: Paramount reportedly is the only contender wanting the entire company, with Comcast and Netflix interested only in the studios and HBO Max streaming service.
"WBD has some wonderful media brands": Back in June, TMF Chief Investment Officer Andy Cross mentioned that "the legacy weight of the cobbled together enterprise has been too much (incl $38 billion in gross debt). These companies are better apart, but still face stiff headwinds to get more dollars from the asset value like HBO, DC Studios, Discovery, etc."

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2) AMAT and GLOB Struggle While NU Impresses

Applied Materials (NASDAQ:AMAT) fell almost 5% after the market closed as quarterly results showed a sales decline with guidance for a further drop in the current period. CEO Gary Dickerson said growth was "tempered due to increased trade restrictions and an unfavorable market mix."

Beating the S&P 500 by 45% since November 2023 Rule Breakers rec: Nu Holdings (NYSE:NU) popped 3% higher following the closing bell, as earnings increased by 40% from a year earlier. CFO Guilherme Lago noted AI "can help us accelerate growth with the same risk level."
"Significant FX headwinds coming from LATAM currencies": Globant (NYSE:GLOB) fell over 10% in pre-market trading before recovering some of the losses, as CFO Juan Urthiague expanded on why adjusted earnings fell 6% for the quarter.

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3) Stocks Fall as Fed Rate Cut Hope Fades

All major U.S. stock indexes posted their steepest one-day declines in over a month, with futures contracts in the red ahead of the market open, as uncertainty around the looming Federal Reserve meeting and tech valuations weigh on investors.

Sixty-seven stocks in the Nasdaq 100 closed the day lower: Large-cap tech names, including Tesla (NASDAQ:TSLA) and Shopify (NASDAQ:SHOP), fell over 5%, as growth shares took the hardest hit.
Lack of economic data clouding outcome for December Fed meeting: The probability of a 25 basis point rate cut (a positive for the stock market) has decreased from 95% a month back to 49.6%, according to the CME FedWatch tool.

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4) GOOG Offers E.U. Ad Choice to Avoid Split

Alphabet (NASDAQ:GOOG) has confirmed it will provide publishers and advertisers across its adtech services more choice and flexibility as a way of settling an E.U. antitrust penalty order.

"Our proposal fully addresses the EC's decision without a disruptive break-up": Alphabet stopped short of agreeing to sell any part of its business to address conflicts of interest, something the regulator may revert back on in coming months.
$3.4 billion penalty might not be the end of the saga: The E.U. commission could still push for a breakup, using a precedent case from Microsoft (NASDAQ:MSFT) back in 2007 relating to the Windows operating system.

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5) Your Take

Already this month, we've seen the Nasdaq pull back sharply twice. Are you treating these rotations out of tech stocks as a buying opportunity, or are you putting new investable dollars into other sectors -- and if so, which? Discuss with friends and family, or become a member to hear what your fellow Fools are saying.

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