SpaceX's AI Bet Pays Off, Paramount Merger in Crisis, Private Credit Pivots
About this episode
JPMorgan reiterates SpaceX Overweight at $240 as Cursor deal closes with $4B ARR, Paramount-Warner Bros. settlement talks collapse with $7M daily costs mounting, private credit managers shift toward asset-based finance as direct lending spreads compress
Chapters
Sources & Citations
JPMorgan Keeps SpaceX $240 Price Target, Cites Grok and Cursor
coinpedia.org
SpaceX Stock Primed for 122% Upside, JPMorgan Says
www.benzinga.com
SpaceX Officially Closes Its Cursor Acquisition
techcrunch.com
SpaceX Cursor Deal Closes: $60B Adds Enterprise AI to Starlink + AI Revenue Boom
www.tradingkey.com
Paramount–Warner Bros. Merger Will Cost 4,500 L.A. Production Jobs, Report Finds | Variety
variety.com
California Attorney General Cancels Paramount Settlement Talks Over $111 Billion Warner Bros. Discovery Deal | Variety
variety.com
Paramount Requests States and WGA Post $1.9 Billion Bond | Variety
variety.com
Judge Sets Paramount-Warner Bros. Antitrust Trial for March 2027 | Variety
variety.com
Twitter/X (@exec_sum)
x.com
Private credit’s asset-backed pivot
www.privatedebtinvestor.com
Unlocking the next frontier of private credit: The rise of asset-based finance and other alternative credit verticals - AP Institutional | Invesco
www.invesco.com
Private credit: Beyond direct lending | Brookfield
www.brookfield.com