A double bubble for gold and US equities

双喜临门:金价与美股齐飞

FT News Briefing

2025-12-09

10 分钟
PDF

单集简介 ...

Paramount has launched a $108bn hostile bid to buy Warner Bros Discovery, US natural gas prices are soaring as the country ships record amounts of the fuel overseas, and US President Donald Trump says Nvidia will be allowed to send its H200 chips to China. Plus, retail investors are helping drive gold and US stocks towards “bubble” territory, the Bank for International Settlements has warned. Mentioned in this podcast: Paramount gatecrashes Warner Bros-Netflix deal with $108bn hostile bid Surging gas prices worsen affordability crisis for Americans Nvidia can sell H200 AI chips to China, Donald Trump says Retail investors help drive gold and US stocks to bubble territory, BIS warns Credit: CNBC Note: The FT does not use generative AI to voice its podcasts  Today’s FT News Briefing was hosted and edited by Marc Filippino, and produced by Victoria Craig and Sonja Hutson. Our show was mixed by Kelly Garry. Additional help from David da Silva. The FT’s acting co-head of audio is Topher Forhecz. The show’s theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
更多

单集文稿 ...

  • Good morning from The Financial Times.

  • Today is Tuesday, December 9th.

  • And this is your FT News Briefing.

  • The fight over Warner Brothers' discovery gets a reboot,

  • and American natural gas is becoming super expensive.

  • Plus, Gold's amazing run has got some wondering whether it's entering bubble territory.

  • Given how rapid these price increases have been,

  • I think a lot of people are wondering if it's still really safe at these levels.

  • I'm Mark Filippino and here's the news you need to start your day.

  • Honestly,

  • this fight between Netflix and Paramount might be better than anything that's on TV right now.

  • Paramount made a $108 billion hostile all-cash bid for Warner Bros.

  • Discovery yesterday.

  • That's a bit awkward for Netflix, which sealed an $82.7 billion deal for Warner Brothers last week.

  • Here's Paramount CEO David Ellison criticizing the Netflix deal on CNBC yesterday.

  • When you combine the number one streamer with the number three streamer,

  • that creates a company that has unprecedented market power.

  • That's bad for Hollywood.

  • That's bad for the creative community.

  • That's bad for consumers.