FCC wants change of US court hearing challenges to net neutrality rules
- FCC Legal Challenges: The FCC asked the U.S. 6th Circuit Court of Appeals to transfer industry legal challenges on reinstating net neutrality rules to a federal court in Washington.
- Net Neutrality Rules: These rules require ISPs to treat internet data and users equally, prohibiting restrictions like blocking content or slowing speeds for certain users.
- Reinstatement of Open Internet Rules: In April, the FCC voted along party lines to reinstate open internet rules from 2015 that were rescinded under former President Donald Trump.
- Prohibitions Under New Rules: The new rules will prevent ISPs from blocking or slowing down traffic to specific websites and engaging in paid prioritization of lawful content.
- Industry Groups' Request Rejection: The FCC rejected industry groups' request to halt the order from taking effect, citing benefits to consumers related to national security and public safety.
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- Bidding Update: Netflix announced it would not raise its counteroffer for Warner Bros. Discovery, effectively allowing Paramount's revised cash bid of $31 per share to take center stage, indicating a strategic shift and investor preference for clarity in bidding processes.
- Market Reaction: Following Netflix's announcement, its shares surged over 10% in after-hours trading, while Paramount's stock rose by 5%, reflecting investor optimism about the deal's prospects, despite a 1.39% decline in WBD's stock price.
- CEO Remarks: WBD CEO David Zaslav stated that the Paramount merger agreement would create
- Acquisition Proposal Competition: Paramount has raised its latest bid for Warner Bros. Discovery to $31 per share, up from $30, demonstrating its determination in the competitive landscape against Netflix, aiming to strengthen its position in the media asset market.
- Transaction Value Analysis: Paramount's acquisition proposal has a total enterprise value of approximately $82.7 billion, while Netflix's previous offer was $27.75 per share, valuing the overall assets at around $72 billion, indicating Paramount's significant interest in WBD's assets.
- Breakup Fee Arrangements: The latest Paramount bid includes a $7 billion breakup fee in case the merger does not receive regulatory approval, along with agreeing to pay the $2.8 billion breakup fee that WBD would owe Netflix, reflecting confidence in the success of the transaction.
- Shareholder Transparency Commitment: Netflix, during its renewed engagement with WBD, has committed to providing clarity to shareholders, although CEO Ted Sarandos did not explicitly state whether the company would increase its offer, highlighting the complexities and uncertainties in the acquisition negotiations.
- Market Haven: In 2026, investors are turning to stable dividend payers due to concerns over artificial intelligence, with Wolfe Research noting that the Dividend Aristocrats ETF (NOBL) has risen over 9% year-to-date, demonstrating the effectiveness of its defensive strategy amid economic uncertainty.
- Telecom Performance: Verizon has raised its dividend for 19 consecutive years, with a 20% stock price increase in 2026 and a current dividend yield of about 5.8%; despite cautious analyst sentiment, Daiwa Capital Markets upgraded it to buy, highlighting its stable profits and dividends.
- Costco's Steady Growth: Costco has consistently raised its dividend over the past 20 years, recently increasing its quarterly payout from $1.16 to $1.30, with a 14% stock price rise in 2026, and analysts predict it will be a key beneficiary in a stimulated consumer environment, with a projected 6% upside in stock price over the next year.
- Emerging Dividend Aristocrats List: In addition to Verizon and Costco, Wolfe Research identified companies like BlackRock, Hershey Co, and Waste Management as emerging dividend aristocrats, highlighting their appeal and stability in an uncertain market.
- Strong Performance: Salesforce reported Q4 2026 revenue of $11.2 billion, a 12% year-over-year increase that exceeded market expectations of $11.18 billion, indicating robust growth potential driven by its Agentforce AI platform.
- Adjusted EPS Beat: The adjusted earnings per share reached $3.81, surpassing the consensus estimate by 77 cents and reflecting a 37% year-over-year increase, although overall margin performance was mixed with GAAP results falling short of expectations.
- Agentforce Platform Success: Since its launch, the Agentforce platform has closed over 29,000 deals, generating $800 million in annual recurring revenue, highlighting its significance in enterprise transformation, despite ongoing market skepticism about its long-term growth potential.
- Future Guidance: Salesforce anticipates Q1 FY 2027 revenue between $11.03 billion and $11.08 billion, with adjusted EPS projected at $3.11 to $3.13, slightly above market expectations, yet overall guidance remains below analyst forecasts, reflecting concerns about growth sustainability.
- Small-Cap Focus: Congressman Tim Moore has made multiple trades in 2025, including purchasing shares of Genprex, a gene therapy company with a market cap of $5.2 million, indicating a continued interest in small-cap stocks that may influence investor confidence in this sector.
- Significant Trade Amounts: Moore's three purchases of Genprex totaled between $31,000 and $115,000, reflecting his optimism about the company despite its recent poor performance, which could attract the attention of other investors.
- Investment in Simply Good Foods: Moore also bought shares of Simply Good Foods, with investments ranging from $30,000 to $100,000, despite the company's stock price dropping 53% over the past 52 weeks, highlighting the potential for high-risk investments.
- Outstanding Trading Performance: Moore was recognized as the top-performing member of Congress for stock trades in 2025, achieving a 52% return that significantly outperformed the S&P 500's 16.6% gain, which may draw more investors to his trading strategies.
Recent Contract Award: AST SpaceMobile shares have surged over 9% following the announcement of a $30 million prime contract awarded by the U.S. Space Development Agency for the HALO Europe Program, marking a significant milestone for the company.
Emerging Government Contractor: AST SpaceMobile is positioning itself as a major government contractor, leveraging its partnerships with various telecommunications companies to enhance its capabilities in delivering rapid communication services via its Bluebird satellite constellation.
Future Launch Targets: The company aims to launch 45 to 60 Bluebird satellites into orbit by the end of 2026, with ongoing discussions about its ability to meet these ambitious targets amidst market skepticism.
Investor Sentiment: Despite short-term concerns regarding its upcoming earnings report and previous revenue misses, institutional investors have shown strong interest, with significant inflows into AST SpaceMobile, indicating confidence in its long-term growth potential.











