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Risk and Return with Charlie Gasparino and Bob Sloan
Positioning Turns Bearish: Oracle, CoreWeave PLUS Rich Greenfield on the Paramount Battle
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About this episode
Media analyst Rich Greenfield joins Charlie Gasparino and Bob Sloan to break down California's lawsuit challenging the Paramount-Skydance merger and why timing—not necessarily the legal merits—could determine the deal's future. Charlie and Rich discuss Netflix's competitive position, the economics of theatrical films, AMC's ongoing challenges, and the future of media consolidation.At the data desk Bob Sloan, S3 Partners founder and managing partner walks through this week's biggest positioning shifts. Oracle (ORCL) sees short interest nearly double while credit markets flash caution around AI spending and leverage. CoreWeave (CRWV) remains one of the market's most important bellwether…