December 12, 2025

Netflix & Paramount’s WBD Fight Heats Up + Oracle Falls as AI Doubts Grow | The Weekly Wrap

23 minutes

On this episode of The Weekly Wrap, Steve Eisman breaks down the Netflix/Paramount battle for Warner Bros Discovery and why he isn't certain that Netflix's deal will go through. He also discusses Oracle's rough week, the increasing anxiety surrounding AI, housing updates, and more.

00:00 - Intro

02:23 - Fed Cut Update

02:45 - Oracle's Stock Goes Down

04:37 - Housing Update

05:25 - Netflix & Paramount Battle For Warner Bros.

10:26 - Risks in the AI World

15:53 - Mailbag: Benefits For AI

21:03 - Outro

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