DiscoverThe Real Eisman PlaybookNetflix & Paramount’s WBD Fight Heats Up + Oracle Falls as AI Doubts Grow | The Weekly Wrap
Netflix & Paramount’s WBD Fight Heats Up + Oracle Falls as AI Doubts Grow | The Weekly Wrap

Netflix & Paramount’s WBD Fight Heats Up + Oracle Falls as AI Doubts Grow | The Weekly Wrap

Update: 2025-12-121
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On this episode of The Weekly Wrap, Steve Eisman breaks down the Netflix/Paramount battle for Warner Bros Discovery and why he isn't certain that Netflix's deal will go through. He also discusses Oracle's rough week, the increasing anxiety surrounding AI, housing updates, and more.




00:00 - Intro


02:23 - Fed Cut Update


02:45 - Oracle's Stock Goes Down


04:37 - Housing Update


05:25 - Netflix & Paramount Battle For Warner Bros.


10:26 - Risks in the AI World


15:53 - Mailbag: Benefits For AI


21:03 - Outro




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Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.
Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in ‘The Eisman Playbook' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.




Copyright ©2025 Steve Eisman

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Netflix & Paramount’s WBD Fight Heats Up + Oracle Falls as AI Doubts Grow | The Weekly Wrap

Netflix & Paramount’s WBD Fight Heats Up + Oracle Falls as AI Doubts Grow | The Weekly Wrap

Steve Eisman