Trump Confirms Major Military Operations Against Iran
Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.STRIKES ON IRAN:The U.S. and Israel said they launched an attack on Iran, which retaliated with strikes on Israel and targeted U.S. bases. President Trump, in a video posted on social media, confirmed "major combat operations" against the regime, and urged Iranians to "take over your government" as the strikes continued. Trump said the U.S. was "undertaking a massive and ongoing operation to prevent this very wicked, radical dictatorship from threatening America and our core national security interests." The U.S. and Israel plan to carry out several days of intensive attacks, people familiar with the matter told the Wall Street Journal. Iran's Islamic Revolutionary Guard Corps said they had launched missile and drone attacks toward Israel.CEASE ALL USE:In aon Truth Social, President Donald Trump said that "leftwing nut jobs" at AI company Anthtropic have made a mistake trying to "strong-arm" the Department of War and "force them to obey their Terms of Service instead of our Constitution." The Fly notes that Anthropic said Thursday that the company "cannot in good conscience" allow the Pentagon to use its models in lawful cases without limitation. "Therefore, I am directing EVERY Federal Agency in the United States Government to IMMEDIATELY CEASE all use of Anthropic's technology," Trump posted. "We don't need it, we don't want it, and will not do business with them again! There will be a Six Month phase out period for Agencies like the Department of War who are using Anthropic's products, at various levels. Anthropic better get their act together, and be helpful during this phase out period, or I will use the Full Power of the Presidency to make them comply, with major civil and criminal consequences to follow."CALLS FOR SCRUTINY:U.S. Senator Cory Booker, a Democrat from New Jersey, said in aon X, formerly Twitter, "The proposed merger between Paramountand Warner Bros. Discoveryis far from settled. It must be examined by Congress like all mergers to ensure it does not harm consumers, raise prices, or threaten jobs. I hope state AGs will use their powers as well. I intend to exercise Congress' oversight authority and scrutinize this deal just as we did the Netflixtransaction. And I will soon be unveiling legislation that would require DOJ & FTC to review all mergers under this Trump Admin and unwind any that are anticompetitive, bad for consumers, or put Americans out of work."TARIFFS:President Donald Trump stated in ato Truth Social, "Tariffs have influenced Novartis, and its great leader, VasantNarasimhan, M.D., to build 7+ Manufacturing and R&D Facilities, creating thousands of Jobs. The Radical Left and the Lunatics who are suing against Tariffs refuse to talk about this, but the same thing is happening with hundreds of other Companies!"REFUNDS:Hasbrohas joined hundreds of other companies in suing for refunds of President Trump's IEEPA tariffs, which the U.S. Supreme Court deemed illegal last week, Reuters' Arriana McLymore. The toymaker, which has not disclosed how much it paid in such duties, is requesting full refunds with interest, the author notes.
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- Investment Intent: Tencent plans to invest several hundred million dollars in Paramount Skydance Corp. to support its acquisition of Warner Bros. Discovery, although Tencent may ultimately decide against the investment, indicating its strategic positioning in the global media market.
- Passive Investor Role: Reports suggest Tencent will act as a passive financial investor in this deal, meaning its influence during the acquisition process will be limited, yet it may still provide essential funding support to Paramount to facilitate the transaction.
- Transaction Background: Paramount's acquisition proposal last December included a $1 billion equity commitment from Tencent, which was withdrawn due to Warner Bros.' concerns over national security issues, highlighting the regulatory challenges that cross-border transactions face between the U.S. and China.
- Credit Rating Warning: S&P Global Ratings placed all of Paramount Skydance's corporate credit ratings on CreditWatch with negative implications last week, indicating an elevated downgrade risk in the near term, which could impact its financing capabilities and market confidence.
- Analyst Rating Downgrade: BofA Securities analyst Jessica Reif Ehrlich maintained an Underperform rating on Paramount and cut the price target to $11.00, which directly impacted market sentiment and put pressure on the stock price.
- Weak Stock Performance: Paramount shares are currently trading at $10.28, which is 8.4% below the 20-day SMA and 23.7% below the 100-day SMA, indicating a downward intermediate trend, with a 12.10% decline over the past 12 months.
- Technical Indicator Analysis: The RSI stands at 46.66, indicating neutral territory and suggesting the stock is not at an extreme level, while the MACD shows bullish signals with the MACD line above the signal line, indicating potential upside momentum.
- Support and Resistance Levels: Key support is at $10.00; if this level fails, the stock risks revisiting the 52-week low zone, while reclaiming the $11.50 resistance could provide room for a bullish rebound.
- Acquisition Success: Paramount Skydance successfully acquired Warner Bros. Discovery, outmaneuvering Netflix in the process.
- Integration Challenges: The integration of the newly acquired company will be a complex and time-consuming process, according to BofA Securities.
- Lack of Review: Senator Elizabeth Warren criticized the Trump administration for failing to conduct a serious national security review of Paramount's $111 billion acquisition of Warner Bros., particularly concerning the $24 billion from Arab sovereign wealth funds, which constitutes 22% of the deal's total value.
- Foreign Influence Concerns: Warren highlighted that the transaction raises antitrust concerns by potentially allowing foreign entities to influence company decision-making and access U.S. consumer data, exacerbated by the perceived corruption surrounding the Trump administration's review process.
- Merger Risk Warning: Warren warned that the merger between Paramount and Warner Bros. could lead to higher prices and fewer choices for consumers, increasing the risk of foreign control over American media content and undermining consumer choice.
- CEO Confidence and Compensation Commitment: Paramount CEO David Ellison expressed confidence that the deal will close this year and is willing to pay up to $650 million to Warner shareholders each quarter if it fails to clear regulatory hurdles, indicating a strong expectation for the transaction's success.
- Portfolio Adjustment: Billionaire Philippe Laffont of Coatue Management completely sold 6,724,615 shares of CoreWeave in Q4, totaling over $920 million, indicating concerns about the company's future profitability and reflecting a strategic shift in AI investments.
- Profitability Risks: Despite CoreWeave's sales doubling to $5.13 billion in 2025, its net loss surged to $1.17 billion, highlighting the potential impact of its debt-heavy balance sheet on future financing capabilities, necessitating investor scrutiny of its operational sustainability.
- Netflix Stake Increase: Laffont increased his stake in Netflix by 467,400 shares, a 76% rise, pushing the market value of his holdings above $1 billion, demonstrating confidence in the company's leadership in the streaming market and its growth potential.
- Market Reaction: Following Netflix's stock decline post-acquisition proposal for Warner Bros. Discovery, Laffont's purchase may reflect a strategic assessment of market reactions, especially after Paramount submitted a superior bid, further solidifying Netflix's market position.
- Massive Sell-off: Billionaire Philippe Laffont sold over 6.7 million shares of CoreWeave in Q4, totaling more than $920 million, indicating concerns about the company's future profitability despite sales doubling to $5.13 billion in 2025.
- AI Investment Risks: Although Nvidia invested over $5 billion in CoreWeave, the company reported a net loss of $1.17 billion, raising doubts about its operational sustainability due to a heavy debt load.
- Netflix Stake Increase: Laffont increased his stake in Netflix by 76% in Q4, adding 467,400 shares to make it a $1 billion holding, reflecting confidence in Netflix's leadership in the streaming market and its content creation capabilities.
- Market Reaction: Laffont's purchase of Netflix is seen as a positive signal for the company's growth potential, especially amid concerns over its proposed acquisition of Warner Bros. Discovery in a highly competitive streaming industry.











