Mergers and Acquisitions News 1 December 2025 - 11 December 2025

As the closing bell rang on Wall Street this Thursday, December 11, 2025 (around 4 p.m. ET), investors were left staring at one of the most dramatic “rotation” days of the year. The big story: Oracle’s shock AI spending plans blew a hole in the AI trade, even as Disney’s $1 billion investment in OpenAI stole the headlines on the upside. In the “most active” column, traders piled into names like Oracle (ORCL), Nvidia (NVDA), PetMed Express (PETS), HeartBeam (BEAT) and Plug Power (PLUG), alongside a pack of ultra‑volatile microcaps. ChartMill+1 Below is a stock‑by‑stock breakdown of the most popular U.S. stocks today, what moved them, and what traders are watching

Netflix’s agreement to acquire Warner Bros’ studio and streaming business in a deal valued at about $82.7 billion is the kind of plot twist that rewrites a franchise — in this case, Hollywood itself.Wikipedia+1 If regulators approve it and Netflix fends off a fresh hostile bid from Paramount Skydance, the world’s biggest streamer will control one of the last great legacy studios, HBO, DC, and a century of film history.The Guardian+1 The transaction, announced on December 5, 2025, would see Warner Bros. Discovery (WBD) spin off its cable networks (CNN, TBS, TNT, Discovery-branded channels) into a separate company, Discovery Global, while

Confluent, Inc. (NASDAQ: CFLT) has suddenly shifted from “AI infrastructure story” to “takeover story.” On December 8, 2025, multiple outlets reported that IBM is in advanced talks to acquire Confluent for roughly $11 billion, a deal that could be announced as soon as today. Reuters+1 The rumored price implies a hefty premium to Confluent’s last regular-session close and has already sparked sharp gains in off-hours trading — turning the stock into one of the most-watched AI names of the day. TradingView+1 Below is a deep dive into today’s news, current forecasts, and what all of this could mean for Confluent

Updated December 3, 2025 Electronic Arts, the publisher behind FIFA’s successor EA Sports FC, Battlefield 6, The Sims and Madden NFL, is on the brink of becoming a quasi‑state‑owned company. New regulatory filings show that if a planned $55 billion leveraged buyout goes through, Saudi Arabia’s Public Investment Fund (PIF) will end up owning 93.4% of EA, with private‑equity firm Silver Lake holding 5.5% and Jared Kushner’s Affinity Partners just 1.1%.Los Angeles Times+2PC Gamer+2 Because PIF is also a major investor in the funds run by both Silver Lake and Affinity, analysts say the Saudi sovereign wealth fund will effectively