彭博播客复述Paramount-Warner合并受阻、Uber-Waymo合作生变及CH Robinson诉讼利空

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Paramount Skydance shares down on the day by 3.3%.

The New York Times reporting just a little bit ago that Paramount and Warner Warner merger is paused until a court rules or June of 2027.

You can see right there toward the end of the trading session.

Shares were higher for much of the day and then took a dive after this report.

Colorado Attorney General Phil Weiser saying a stipulation filed in federal court stops Paramount and Warner Brothers from merging till the court rules or June 1st, 2027, whichever comes first.

Once again, Paramount Skydance shares Paramount down by 3.3%.

Warner Brothers Discovery shares fell too by just about 7/10 of 1%.

Also, shares of Uber declined today.

This after the Financial Times reported that Waymo is exploring options to exit its Uber partnership, down 4.3%.

That fell after 3:00 today, Wall Street time.

Waymo has held internal talks about ending its current deal with Uber.

Waymo has already notified Uber that it plans to enter these markets independently in January 2028 when their contract allows.

allows.

The ride-hailing group said in a statement, Waymo has not ruled out a complete split, according to the people cited by the Financial Times.

And finally, this was the worst performer in the S&P 500 today.

And it's down 9.3% at the end of the day.

C.H.

Robinson Worldwide freight broker and other freight brokers fell today.

This after a jury ruled against C.H.

Robinson Worldwide and two other defendants in a case involving a trucking accident.

It boosts concerns about new sources of liability for the industry.

Once again, C.H.

Robinson Worldwide down about 9.3% today.

>> All right, let's take a quick look at the bond market, what it did on this Friday.

A little bit of relief since, you know, we did see energy prices come down a little bit.

But similar to what we're seeing when it comes to Brent, we're still at pretty lofty levels across the curve here.

You can see that 30-year yield well above 5%.

So too is the 20-year yield.

The 10-year yield trading a couple basis points below 470.

And the 2-year Treasury yields certainly higher as well.

But overall, a little bit of relief, probably a good thing for a lot of folks to see a quiet bond market today.

>> Yeah, not too shabby, right?

Um, it hasn't been that quiet for SpaceX.

I feel like investors have been kind of heading for the exit door to some extent.

The stock closing at 115 a share.

There's some chatter on the street.

Morgan Stanley in particular, analysts over there.

They say the sell-off in SpaceX shares has driven the stock near a level that would imply investors are signing no value to its AI business in particular.

To be fair, Adam Jonas writing in a note to clients today, we believe the current disconnect between increasingly bearish investor sentiment and largely unchanged fundamentals creates an attractive entry point in SpaceX.

>> Okay.