Berkshire's Abel-Era 13F Is a Filing, Not a Vibe
Berkshire's first Abel-era portfolio story begins when EDGAR posts, not when Apple theories start trending.
Business
Prime Video Is Rebuilding Cable With Better Billing
The Apple TV and Peacock bundle is not just a discount; it is Amazon turning streaming fragmentation into channel-store power.
Lionsgate's Runway Is the Housemaid, the Library and the Missing Merger Premium
Lionsgate has to prove a standalone studio can price hits and library cash flow without a takeover story doing the work.
China's CEO Delegation Shows What Each Company Wants
The guest list is not scenery: chips, iPhones, EVs, aircraft, finance and rare earths all had executives at the table.
Peacock's Bundle Problem Is Sports-Rights Math
Peacock did not need Amazon's shelf only for convenience; sports rights make scale a monthly bill, not a branding choice.
Lionsgate's Standalone Studio Test Belongs Beside Streaming Rebundling
Lionsgate does not need to own the living-room shelf if Amazon is teaching studios how valuable shelves have become.