(Photo by Beata Zawrzel/NurPhoto via Getty Images)NurPhoto via Getty ImagesTucked amid the outcry over Jimmy Kimmel’s suspension, FCC threats against broadcast licensees, and all the rest, a modest analyst proposal surfaced that would short circuit the possibility of a future repeat of the mess. What if Disney stopped broadcasting, asked Needham Securities analysts Laura Martin and Dan Medina in a Sept. 23 research note? Don’t dismantle the network, just put all the news, sports, entertainment and more on D ...

[Music] A partial government shutdown is just days away as lawmakers continue to debate a spending agreement. So, we're taking a closer look at what a shutdown means for you and your money. Essential services will continue through a shutdown, including military, law enforcement, the Postal Service, the Federal Aviation Administration, and the Transportation Security Administration.But those workers will not be receiving paychecks. During past shutdowns, some TSA checkpoints were closed and travelers faced l ...

72 hours after Disney announced the Jimmy Kimmel would get his show back, Sinclair Broadcast Group and Nexstar Media said on Sept. 26 that they would resume airing "Jimmy Kimmel Live!" after initially refusing to do so. Jimmy Kimmel attends the 28th Annual UCLA Jonsson Cancer Center Foundation's "Taste for a Cure" event at the Beverly Wilshire Hotel in Beverly Hills, Calif., on May 2, 2025. Tommaso Boddi/Getty Images for UCLA Jonsson Cancer Center FoundationSinclair, the nation's largest ABC station operato ...

Jimmy Kimmel Alive is back on ABC, but broadcast network owners Sinclair and NextStar have both refused to air the show on their ABC affiliate networks. The boycott sparking analysis that Disney could maybe divest from its linear TV business. Laura Martin from Needam, for example, argued that Disney should shut down ABC entirely.Joining me now with an investor playbook for media stocks is Rich Greenfield Lightshed Partners partner and media and technology analyst. There is a lot to weigh as a result of this ...

IRVING, Texas--(BUSINESS WIRE)--Nexstar Media Group, Inc. (NASDAQ: NXST), today announced that "Jimmy Kimmel Live!†will return to the company's owned and partner television stations affiliated with the ABC Television Network beginning tonight. We have had discussions with executives at The Walt Disney Company and appreciate their constructive approach to addressing our concerns. As a local broadcaster, Nexstar remains committed to protecting the First Amendment while producing and airing local. ...

Nexstar Media Group will restore Jimmy Kimmel Live! to its 24 ABC affiliates beginning tonight, ending a preemption of the show over a comment by the host about the death of conservative activist Charlie Kirk. The decision, announced Friday afternoon, followed a similar decision by Sinclair on Friday. Between the two station groups, about one-quarter of ABC’s total footprint was left without access to Kimmel. His show had also been sidelined by ABC for five days amid the firestorm stemming from the tossed- ...

市场表现 - 道琼斯指数上涨360点 涨幅08% 接近日内高点 [2][3] - 标普500指数上涨06% 但本周累计下跌03% [2][3] - 纳斯达克指数上涨04% 但本周累计下跌067% 为8月1日以来最差单周表现 [2][3] - 罗素2000指数上涨08% 但本周下跌075% 同样创8月1日以来最差周度表现 [4] - 消费 discretionary板块领涨 涨幅达15% 而必需消费品板块表现最差 [6] - 公用事业、材料、房地产和医疗保健板块涨幅均超1% [6] - 特斯拉股价上涨35% 本周累计上涨3% [7][8] - 英特尔股价表现突出 近5日上涨20% [8] - 波音股价上涨4% 本周累计上涨307% [9][10] 通胀数据 - 8月核心PCE通胀率为29% 符合预期 与7月持平 [11] - 整体PCE通胀率同比上升27% 仍高于美联储2%目标 [62][66] - 通胀未出现加速迹象 但粘性较强 [11][62] - 美联储主席鲍威尔表示关税提高可能导致价格一次性上涨 但影响可能分散在多个季度 [12] 美联储政策动向 - 美联储官员对通胀持续性表示担忧 芝加哥联储主席古尔斯比指出通胀连续五年高于2%目标令人不安 [13] - 里士满联储主席巴尔金认为AI和自动化带来的生产率提升可能抵消通胀压力 [13] - 美联储官员暗示可能转向关注就业端 因应劳动力市场疲软 [14][16] - 美联储理事鲍曼警告劳动力市场恶化风险 认为可能需要更快更大幅度降息 [16] - 市场预期10月可能降息25个基点 12月可能再次降息 [34] 关税政策影响 - 新关税政策针对家具和药品 税率最高达50% [17] - 家具行业面临成本上升和供应链中断风险 RH、Williams-Sonoma和Wayfair等公司受影响 [18] - 药品关税设定为100% 但多数药企因在美国拥有生产基地而获得豁免 [19] - 实际有效关税税率约为9% 远低于18%的理论税率 因企业通过转口和成本吸收等方式缓解影响 [99][100] - 卡车制造商Paccar受益于25%进口重型卡车关税 股价上涨 [94] 行业特定影响 - 半导体板块表现疲软 软件板块更为乐观 ServiceNow上涨近2% IBM涨幅超2% [8] - 制药公司对关税反应平淡 因多数企业符合本土生产要求 [19][20] - 生物科技公司可能更易受关税影响 [20] - 家具制造业面临劳动力密集型挑战 即使高关税下也难以完全回流美国生产 [23][24] AI投资趋势 - 云计算巨头今年投资4000亿美元 明年预计全球投资达7000亿美元 [48] - 自由现金流成为关注焦点 Oracle过去12个月自由现金流为负59亿美元 [48] - 投资者对AI投资回报存疑 担心万亿美元年投资能否带来良好回报 [50][51] - 分析师认为需要 scrutinize 自由现金流状况 避免投资负现金流公司 [52] 流媒体与传媒 - Sinclair广播公司恢复播出Jimmy Kimmel节目 而NextStar继续拒绝播出 [54] - 传统广播电视面临挑战 观众向流媒体平台迁移 [56][59] - 迪士尼连续第四年提高流媒体价格 寻求直接消费者部门持续盈利 [60] 数字货币发展 - 180多家上市公司将比特币纳入资产负债表 [75] - Breer Holdings更名为Soulmate 转型为Solana数字资产 treasury 平台 [75] - Solana处理能力达每秒数十万笔交易 远高于以太坊 [87] - 公司在中东建设实体金融基础设施 以区别于纯金融工程型 treasury 公司 [91][92] 减肥药物市场 - GLP1市场规模可能达到1000亿美元 [106][107] - 礼来和诺和诺德主导市场 预计将保持90%份额 [116] - 口服制剂可能明年夏季上市 审批最快可能提前至今年11-12月 [114] - 药物减重效果达12-20% 耐受性良好 [110][112] - 安进公司作为潜在第三大竞争者 其药物可能每2-3个月注射一次 [117]

Local TV conglomerate Sinclair Broadcast Group said its ABC-affiliate stations will start airing Jimmy Kimmy Live! again on Friday night, ending its preempting of the show.Sinclair, along with fellow station owner Nexstar Media Group, continued to preempt Kimmel’s late-night talkshow even after ABC had put Kimmel back on air.Together, Sinclair and Nexstar’s preemption of the show left about 25% of TV viewers in the US unable to watch it, with the two companies owning 70 ABC-affiliate stations combined.The t ...

Local-television giant Sinclair Inc. said Friday that it was ending its boycott of late-night host Jimmy Kimmel's program on the company's ABC affiliates, leaving Nexstar Media Group Inc. as the last ... ...

ToplineThe conservative-leaning Sinclair Broadcast Group, which owns dozens of ABC affiliates nationwide, said it would bring “Jimmy Kimmel Live!” back to the air Friday night after pre-empting the late-night host’s show over Kimmel’s comments on the killing of conservative activist Charlie Kirk. Sinclair had suspended Kimmel on its ABC affiliate stations, including Washington, D.C., its biggest market. (Photo by Randy Holmes/Disney via Getty Images)Disney via Getty Images ...