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Netflix reportedly made a mostly-cash offer for Warner Bros. Discovery over the weekend

The WBD bidding war is heating up — what will the winner get?

To the victor belong the spoils… and, possibly, the world of film and TV as we know it. 

While we enjoyed the long holiday weekend, a host of huge names like Paramount Skydance, Comcast, and Netflix had their bankers and lawyers working on a new round of bids for Warner Bros. Discovery, according to new reports. 

Whichever way you slice it

The latter of those companies, Netflix, already long the biggest streaming service in the world, is reportedly interested in just the studio business and HBO Max streaming platform from WBD, offering a bid consisting mostly of cash for those assets, Bloomberg reported at the start of the week.

Comcast has a similar idea. The telecoms and media giant wants to merge the same two segments with its NBCUniversal division, meaning that a successful bid from either would mean that Warner Bros Discovery — the home of mega media brands like HBO and CNN as well as huge chunks of IP like the “Harry Potter” franchise and DC comics characters via its studio business — could still go ahead with plans to spin off its major networks, per the reporting.

But what of the companies who want the entire WBD pie? What would they get in a deal that could nudge towards the $75 billion mark, if suitors stump up the $30 per share price that Warner execs want?

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Sherwood News

In a particularly dramatic-sounding Bank of America note from Monday, a group of analysts wrote: “The global media industry stands at the precipice of historic transformation.” Still, when you look at the brands under the Warner Bros. Discovery umbrella (assembled after a merger between the companies that make up each half of its name), and consider the behemoths that could one day possess some of them, the BofA writers might have a point.

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Ford drops as its EV sales tumble more than 60% year over year on the end of the tax credit

As expected, Ford’s EV sales continued to fall in November, dropping more than 60% year over year to 4,247 vehicles. That’s around 10% less than October’s figure. Ford shares are down about 2% on Tuesday morning.

Ford sales are being weighed down by the elimination of the $7,500 EV tax credit at the end of September, as well as the aluminum fires at the New York plant of its primary aluminum supplier.

The company’s total November sales figure ticked down 0.9% to 164,925 vehicles, about 10,000 below October’s total.

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Instacart falls as Amazon announces ultrafast delivery testing in major US cities

Shares of Instacart were down as much as 4% in early trading on Tuesday after e-commerce giant Amazon outlined plans to test ultrafast delivery offerings in parts of Seattle, Washington, and Philadelphia, Pennsylvania.

On Monday, Amazon released a statement announcing that deliveries of “household essentials and fresh grocery items” in approximately 30 minutes or less are now available in certain areas.

The ultrafast offerings come as part of Amazon Now, the company’s same-day grocery delivery service, which has been looking to expand since moving into selling perishable goods like eggs, milk, and fresh produce earlier this year.

While Instacart had a stronghold on rapid grocery delivery for years — following a solid debut on the Nasdaq back in 2023, the stock has risen gradually on some better-than-expected results — analysts have been wary that its retail offerings won’t be able to match Amazon’s incredible reach.

Amazon’s ultrafast service will build on its Prime model, with the statement detailing that Prime members will get discounted delivery fees, starting at $3.99 per order — compared with $13.99 for non-Prime customers.

Far from the first, and certainly not the last, it seems that Instacart might have just gotten “Amazoned.”

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