OT:Paramount-Warner Merger-Break-Out the Popcorn

I want to go over the likely coming challenge to the attempted merger of Paramount and Warner Bros Discovery, a combination that would put much of Hollywood and media assets such as CNN in the hands of billionaire Trump ally Larry Ellison. CNN’s Brian Stelter reported that state attorneys general, led by California Attorney General Rob Bonta, are readying a complaint as soon as tomorrow to block the merger. David McCabe in the New York Times added more color, saying the complaint will focus on ‘tentpole movies,’ aka blockbuster films.

The longer the deal is delayed, the more expensive for them, because the Ellison’s agreed to pay a “ticking fee” to Warner shareholders of $650 million for every quarter it’s delayed. One result of the dashed expectation they could close the deal without challenge is wild threats. For example, they are leaking that they might take both studios and leave California, which is sure to generate yet more hatred in Hollywood for the Ellison’s, and demonstrate just how powerful this combined entity is.

this deal would consolidate two studios that make movies and TV shows, the industry which is effectively mass production of professional storytelling.

On a political level, Paramount owns CBS News, while Warner has CNN. The President has indicated he expects the Ellison family to reorient CNN to become a more conservative and friendly media outfit, as they have done for CBS under the leadership of Bari Weiss.

The US federal antitrust division laid down. Larry Ellison had made a secret $45 million donation to a Trump-aligned electoral group, and had promised to overhaul CNN if the merger went through.

Can “Master of the Universe” [ The Bonfire of the Vanities ] Ellison prevail?

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It’s not looking good for Larry.

The foundations of the hastily assembled Ellison family hasbara media empire — Paramount, WBD, American TikTok — are cracking as Oracle stock has lost $600 billion in market cap since its September 2025 peak and its nearly $200 billion in corporate debt is close to junk bond status.

Never fear, the consensus wisdom “on the Street” is that Oracle is a great buy opportunity! Buy the dip, follow it all the way down.

This isn’t investment advice of course, but if you’re dumb enough to buy Oracle right now, you’re dumb enough to do it on the margin. Go, cat, go!

Yahoo! Finance calls the stock plunge “embarrassing” for Larry Ellison (he may be only the world’s 8th richest human, but he’s just a temporarily embarrassed #2 as Steinbeck would say):

> Oracle (ORCL) billionaire and well-known yachting expert Larry Ellison might spend his summer aboard his 160-foot superyacht dubbed the Musashi.
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> But, for lack of better terms, his stock has sunk to the ocean floor, and it’s unclear what will bring it back afloat.
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> …
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> The crash has vaporized a good deal of Ellison’s net worth while he’s backstopping his son David Ellison’s big bid for Warner Bros. Discovery (WBD) from Paramount (PSKY).

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