insights

Media Deal Drama: We are watching something close to a Hollywood drama unfold in real time as suitors continue to chase the Warner Bros. media assets. The story has been building for months, beginning with three initial bids from Paramount and Skydance before the company launched a formal sale process. Warner Bros. then announced plans to split the business by spinning out its TV segment Discovery Global, which includes networks like TNT and CNN, while retaining the studio a

Waymo to Contend with Snow: Google-owned Waymo announced this week that it will begin testing its autonomous ride-hailing service in Baltimore, St. Louis, and Pittsburgh. For now, the testing will involve human drivers as the company builds the local data and infrastructure needed for eventual fully autonomous deployment - similar to what it already operates in cities like San Francisco, Austin, and Atlanta. What stands out is the geography: these are colder-weather markets w

AMD Momentum Builds: AMD shares jumped 9% this week after CEO Lisa Su defended Big Tech’s record levels of AI spending, calling it “the right gamble.” In an interview with CNBC, Su argued that heavy investment in computing power will accelerate innovation rather than signal excess, noting that many of AMD’s largest customers have increased spending as AI adoption reaches a key inflection point. The company expects revenue to grow roughly 35% annually over the next three to f