Comcast Posts Modest Q2 Upside As NBCU, Sky Split May 'Drive Acquisition Interest'

'Universal Studios Japan To Spend Up To $1.9B On Expansion; Theme Park Expected To Sign Land Lease Agreement With Osaka City Around 2028' - Nikkei Asia

Constellation's New Power Deals Are Piling Up. Here's Why the Stock Isn't Reflecting It Yet.

Constellation Energy has secured 920 megawatts of new power purchase agreements with major clients like Microsoft, Comcast, and Bank of America to support AI data center growth. However, the stock has declined 51% from its 52-week high due to delayed cash flows (2027-2032), significant debt from the $26.6 billion Calpine acquisition, and regulatory approval timelines. Despite near-term headwinds, the company's stable utility revenue and long-term AI power demand position it for future growth.

David Einhorn Has 7 New Stock Picks: Hedge Fund Manager Bets on Buyouts, Spinoffs

A hedge fund is betting on spinoffs and buyouts for several of its new portfolio holdings.

3 Magnificent High-Yield Dividend Stocks to Buy That Are Near 52-Week Lows

The article highlights three high-yield dividend stocks trading near 52-week lows that the author believes represent buying opportunities: Comcast (5% yield, benefiting from upcoming media spinoff), General Mills (6.3% yield, undergoing cost-cutting restructuring), and Vici Properties (6.8% yield, a Las Vegas casino REIT with strong tenant relationships despite tourism concerns).

California Attorney General Says Settlement Talks Not Currently Scheduled With Paramount Skydance

- Reuters

Billionaire Investor's Biggest Bet Isn't Amazon or Alphabet — It's Warner Bros. Discovery

Dan Loeb's Third Point made Warner Bros. Discovery its largest holding in Q2, with 20 million shares valued at $533 million. Recent earnings beat expectations despite revenue miss.