Netflix Finally Joins the M&A Game
Netflix is shifting from a “build, not buy” strategy to actively pursuing major acquisitions, from failed talks for Warner Bros. Discovery to bids for Roku and interest in Lionsgate.
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Qualcomm in Talks to Acquire Jim Keller’s AI Chip Startup Tenstorrent
Qualcomm is in early talks to buy Jim Keller’s Tenstorrent to expand its AI chip capabilities and challenge Nvidia in data center and edge AI. Intel is also interested.
DOJ Approves Paramount’s $111 Billion Acquisition of Warner Bros. Discovery
Several U.S. states are now considering antitrust action while UK and EU regulators continue their reviews.
Roku in Sale Talks, Including Possible Tie-Up With Major Media Company
Roku is in early talks to sell itself; no deal yet, but it could join a media company as streaming consolidation continues.
Microsoft Considers Spinning Out Xbox While Planning New Halo and Fallout Games
Microsoft has discussed restructuring or spinning out Xbox amid profitability pressures. At the same time, it’s doubling down on new Halo, Fallout, and other key titles.
Publicis and The Trade Desk End Dispute, Resume Full Partnership
Publicis and The Trade Desk settled a fee dispute; TTD is again recommended after audit issues and industry tensions.