Wall Street Lunch: Microsoft Micromanagement? [Seeking Alpha]
Paramount Skydance Corporation - Class B (PSKY)
Company Research
Source: Seeking Alpha
Wedbush's Dan Ives sees MSFT as primed to surprise on AI-driven Azure growth, positioning it as a top large-cap tech pick into 2026. Paramount Skydance's (PSKY) $30/share bid for Warner Bros. Discovery (WBD) gets Larry Ellison's $40.4B personal guarantee. Nvidia (NVDA) is set to ship H200 GPUs to China imminently, potentially moving 5,000–10,000 modules before Lunar New Year. Ethan Miller/Getty Images News Listen below or on the go via Apple Podcasts and Spotify Microsoft's Nadella gets hands-on as AI competition heats up. (0:15) Larry Ellison backs Paramount's bid for warner with his own money . (1:32) Cuba faces ruin without Venezuelan oil The following is an abridged transcript: Looks like AI is improving CEO productivity. Microsoft ( MSFT ) chief executive Satya Nadella is getting very hands-on in the AI race. The Information reports he's now highly active in an internal Teams channel for roughly 100 of Microsoft's top technical staff, posting frequently when he
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PSKY
News
- Should You Sell Netflix Stock Before It Wins the Warner Bros Takeover? [Yahoo! Finance]Yahoo! Finance
- Glancy Prongay & Murray Recognized as a 2025 Top Securities Litigation Boutique by Daily Journal [Yahoo! Finance]Yahoo! Finance
- Warner Bros. Discovery confirms receipt of amended offer from Paramount Skydance [Yahoo! Finance]Yahoo! Finance
- Maury Povich breaks with wife Connie Chung over new CBS News leadership, takes 'wait and see' approach [FOX News]FOX News
- Comcast Extends Michael Cavanagh's Contract Through 2029, Grants Exec Stock Worth $35 Million [Yahoo! Finance]Yahoo! Finance
PSKY
Earnings
- 11/10/25 - Miss
PSKY
Sec Filings
- 12/22/25 - Form 8-K
- 12/8/25 - Form DEFA14A
- 12/8/25 - Form 8-K
- PSKY's page on the SEC website