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Media Industry News 30 December 2025 - 6 January 2026

Versant Media Group stock extends debut slide as Comcast spinoff meets early skepticism

Versant Media Group stock extends debut slide as Comcast spinoff meets early skepticism

New York, Jan 6, 2026, 14:19 EST — Regular session Shares of Versant Media Group (VSNT.O) were down about 5% at $38.55 in early afternoon trading on Tuesday, extending losses from the stock’s first day as a standalone company. About 6.8 million shares had traded by 2 p.m. ET, data showed. Finviz The stock’s debut is being watched as a barometer for how investors value legacy cable networks, a business under pressure as viewers shift to streaming and cut pay-TV bundles — known as cord-cutting. “Legacy TV networks still consistently generate revenue but their future outlook is bleak,” Ross Benes,
6 January 2026
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Netflix stock (NFLX) holds steady after hours as CFRA downgrade spotlights Warner deal risk

Netflix stock (NFLX) holds steady after hours as CFRA downgrade spotlights Warner deal risk

New York, January 5, 2026, 18:05 (EST) — After-hours Netflix, Inc. shares were little changed in after-hours trading on Monday after CFRA downgraded the stock, putting the spotlight back on risks tied to the company’s pursuit of Warner Bros. Discovery. TipRanks The timing matters because the market is still trying to price a potential step-change in Netflix’s balance sheet and strategy. A drawn-out review or costlier financing can hang over a stock even if the core business holds up. That focus sharpens with Netflix due to report fourth-quarter results on Jan. 20, when investors expect fresh detail on the business
6 January 2026
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Netflix stock edges higher as CFRA downgrades on Warner Bros. deal risk

Netflix stock edges higher as CFRA downgrades on Warner Bros. deal risk

New York, Jan 5, 2026, 10:36 (EST) — Regular session Netflix, Inc. shares rose about 1% to $91.90 on Monday, despite a fresh downgrade that flagged mounting risks around the company’s planned acquisition of Warner Bros. Discovery assets. The stock traded between $90.50 and $92.26 in morning dealings. The call keeps focus on the balance-sheet and regulatory questions hanging over Netflix’s biggest strategic bet, at a time when investors have been quick to punish leveraged deals. With quarterly results due later this month, management’s comments on financing and timing are expected to drive near-term positioning. The move came alongside broader
5 January 2026
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Comcast’s Versant spinoff is done — what’s inside VSNT and why CMCSA shares slid

Comcast’s Versant spinoff is done — what’s inside VSNT and why CMCSA shares slid

NEW YORK, January 5, 2026, 09:30 EST Comcast (CMCSA) said on Monday it completed the spinoff of its NBCUniversal cable networks into Versant Media Group, distributing shares of the new company to existing investors. Versant (VSNT) began trading on Nasdaq and was down 3.5% in premarket trading. Comcast has said the assets generate about $7 billion in annual revenue. Reuters The separation lands as U.S. pay-TV bundles keep shrinking and streaming pulls viewers toward on-demand platforms. For Comcast, it peels off slower-growing cable channels that once anchored its media unit. Investors now get two stocks to price: Comcast’s remaining businesses
5 January 2026
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Paramount “running out of patience” as Warner Bros Discovery nears next Netflix deal test

Paramount “running out of patience” as Warner Bros Discovery nears next Netflix deal test

NEW YORK, Jan 4, 2026, 20:05 ET Paramount Skydance is running out of patience with Warner Bros Discovery’s repeated refusals to engage on its takeover approach, the New York Post reported late Saturday. New York Post Warner’s board is expected to meet soon to weigh Paramount’s amended proposal against a rival cash-and-stock agreement with Netflix valued at about $82.7 billion, according to a person familiar with the matter. Under the terms of the Netflix deal, Warner would face a $2.8 billion breakup fee if it walks away. Reuters The timing matters because Paramount is using a tender offer — a
5 January 2026
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Netflix stock today: NFLX drops nearly 3% as Warner deal drama and earnings near

Netflix stock today: NFLX drops nearly 3% as Warner deal drama and earnings near

NEW YORK, January 4, 2026, 06:20 ET — Market closed Netflix shares last closed down $2.78, or about 3%, at $90.99 on Friday, the first trading day of 2026. The stock traded between $90.83 and $93.61, with about 41 million shares changing hands. The slide matters now because investors are still digesting Netflix’s agreement to buy Warner Bros. Discovery’s film and TV studios and streaming assets, including HBO and HBO Max. Netflix said the cash-and-stock transaction values Warner at $27.75 per share, with an enterprise value of about $82.7 billion — a measure that includes debt — and it expects
4 January 2026
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Netflix stock drops 3% to start 2026 as Warner deal, Jan. 20 earnings loom

Netflix stock drops 3% to start 2026 as Warner deal, Jan. 20 earnings loom

NEW YORK, January 3, 2026, 07:37 ET — Market closed Shares of Netflix, Inc. closed down about 3% at $90.99 on Friday, the first trading day of 2026, after swinging between $90.83 and $94.50 in heavy volume. The pullback matters because Netflix’s next major catalyst is close: the company said it will publish fourth-quarter 2025 results and its business outlook on January 20, followed by a management interview after the market close. Netflix Beyond earnings, investors continue to weigh Netflix’s December agreement with Warner Bros. Discovery under which Netflix would acquire Warner Bros., including film and TV studios and the
3 January 2026
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Disney stock falls on $10 million YouTube kids-privacy settlement as ‘Zootopia 2’ record fails to lift shares

Disney stock falls on $10 million YouTube kids-privacy settlement as ‘Zootopia 2’ record fails to lift shares

NEW YORK, December 31, 2025, 15:30 ET — Regular session The Walt Disney Company’s shares fell on Wednesday after U.S. authorities said the entertainment group agreed to pay a $10 million civil penalty to resolve allegations tied to children’s privacy rules on YouTube. Reuters The case matters now because regulators have been sharpening their focus on how large media and digital brands handle data tied to children — a sensitive area for a company whose franchises and marketing reach deep into family viewing. Investors have also been quick to discount headlines that raise compliance risk as year-end liquidity thins. Reuters+1
31 December 2025
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Rumble (RUM) stock slips in year-end trading — Northern Data deal remains the big overhang

Rumble (RUM) stock slips in year-end trading — Northern Data deal remains the big overhang

NEW YORK, December 31, 2025, 13:32 ET — Regular session Shares of Rumble Inc fell 2.6% to $6.39 in early afternoon trading on Wednesday, after touching a session low of $6.35 and a high of $6.60. The move comes as investors keep a close eye on Rumble’s push beyond video into cloud and AI-related infrastructure, anchored by its proposed purchase of Germany’s Northern Data in an all-share deal that Reuters valued at about $767 million. Reuters Fresh company-specific triggers were scarce. Rumble’s SEC EDGAR page showed its most recent filing was a Form 4 dated Dec. 1 — a disclosure
31 December 2025
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Disney stock barely budges after-hours as DOJ cites $10 mln YouTube kids-privacy settlement

Disney stock barely budges after-hours as DOJ cites $10 mln YouTube kids-privacy settlement

NEW YORK, December 30, 2025, 19:19 ET — After-hours Walt Disney (DIS) shares were little changed in after-hours trading on Tuesday after the U.S. Justice Department said the company agreed to pay a $10 million civil penalty to settle allegations it violated children’s online privacy laws in some videos uploaded to YouTube. Reuters The settlement matters because it targets how content makers label kid-directed videos online — a designation that can determine whether platforms collect data and serve targeted ads. Privacy enforcement has become a recurring headline risk for media groups as more viewing and marketing shifts to digital platforms.
31 December 2025
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Netflix stock slips as Warner seen rejecting Paramount bid; what investors are watching next

Netflix stock slips as Warner seen rejecting Paramount bid; what investors are watching next

NEW YORK, December 30, 2025, 10:33 ET — Regular session Netflix (NFLX.O) shares were down about 0.5% at $93.70 in morning trading on Tuesday, as investors weighed fresh twists in the takeover battle around Warner Bros Discovery. A report saying Warner is expected to reject Paramount Skydance’s revised hostile bid put the focus back on Netflix’s proposed deal for the media company’s assets. The decision matters because the outcome could reshape the streaming landscape and set the terms for a new round of consolidation. Reuters The timing adds urgency. With year-end positioning and thin holiday liquidity, deal headlines can move
30 December 2025
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WBD stock today: Warner Bros Discovery ends flat as Netflix-Paramount battle nears Jan. 21 deadline

WBD stock today: Warner Bros Discovery ends flat as Netflix-Paramount battle nears Jan. 21 deadline

NEW YORK, December 29, 2025, 09:11 PM ET — Market closed Warner Bros Discovery’s Series A shares were down 1 cent, or 0.04%, at $28.79 on Monday. The stock is trading like a deal-arbitrage play, with investors trying to price the odds of rival bids for the media group and the timing of what comes next. Paramount Skydance is pursuing a $30-per-share all-cash tender offer, while Netflix has a board-backed cash-and-stock agreement on the table. Reuters+2Reuters+2 At Monday’s last price, WBD traded about 4% below Paramount’s $30 offer. That gap — the “deal spread,” or the difference between the bid
30 December 2025
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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