Episode Details

Fox’s $22 billion Roku buyout—its biggest move since selling assets to Disney—isn’t winning over Wall Street. Shares plunged after the deal, fueled by its massive cost, a $12 billion loan, and distant payoff. Analyst Jessica Reif Ehrlich keeps her “sell” call, noting no near-term upside despite a slightly higher price target. The merger won’t close until mid-2027, with cost savings years away and NFL rights renewals looming. Investors are waiting for proof this streaming gamble pays off—so far, they’re staying away.

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