The Rundown Apple Brings Video to Podcasts, Warner Reopens Paramount Talks
8 snips
Feb 17, 2026 Apple adds video to its podcast platform, shaking up competition with YouTube and Spotify. Warner Bros. restarts takeover talks with Paramount after a sweeter bid. Activist Elliott snaps up a 10% stake in Norwegian Cruise Line. General Mills trims its outlook as consumer spending softens. Logan Paul sells a Pikachu Illustrator card for $16.5 million.
AI Snips
Chapters
Transcript
Episode notes
AI Fears Fuel Tech Sell-Off
- Investors fear AI will upend SaaS business models and doubt whether AI infrastructure spending will pay off.
- This skepticism helped trigger a sharp tech sell-off, with many big names down double digits from highs.
Prepare For Volatility Despite Good Data
- Expect continued market volatility despite solid jobs and cooling inflation data; don't assume smooth recovery.
- Monitor upcoming earnings (Walmart, DoorDash, Figma, Carvana) for confirmation before making major portfolio moves.
Seven-Day Window Sparks Warners Bidding War
- Warner Bros. has seven days to re-engage with Paramount after Netflix granted a waiver, triggering a potential bidding war.
- Netflix retains matching rights, so the final buyer still faces regulatory review regardless of who wins.