The news. The narrative. The timeline.
Berkshire's first Buffett-less annual meeting opens at 9:15 a.m. ET with a record $373 billion cash pile and Greg Abel as the only voice anyone will quote afterward.
The same Public Investment Fund that named two restructuring specialists to wind down LIV Golf is the largest sovereign equity holder in the post-merger Paramount-Warner Bros. Discovery.
Meta sells $25B of bonds to fund GPUs, Amazon prints $44B of capex, and Apple announces $100B of buybacks — three Mag-7 capital structures, three answers.
Bond books closed at $96 billion of orders for a $25 billion six-tranche issue — the credit market said yes, the equity market is still waiting for the buyback line.
Tuesday morning the Q2 8-K hits — and whether it names the FCC eight-station early-renewal cliff in cautionary language is the disclosure read of the year.
Sixty years of Buffett's annual meeting becomes Abel's stage today — $373 billion in cash, the Kraft Heinz disappointment line, and the buyback question waiting at the microphone.
PIF 15.1, UAE 12.8, Qatar 10.6 — the merged Paramount-WBD's foreign equity hits 49.5 percent and the Gulf-sovereign slice alone is 38.5 percent.
May 13 is when Lionsgate has to put the Jackson estate equity stake on a slide — eleven days after PIF retreated from LIV and twelve days after the Paramount Gulf table landed.