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Warner Bros Seeks Paramount's "Best and Final Offer," Upside Ahead?
Submitted by Leo Miller. First Published: 2/18/2026.
Key Points
- Warner Bros. Discovery is on the rise again as the firm seeks the "best and final" acquisition offer from Paramount Skydance.
- WBD's press release indicates that PSKY is willing to up its bid to $31, or potentially even higher.
- Still, WBD remains concerned about PSKY's funding sources, and is pushing for more certainty.
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Shares of entertainment giant Warner Bros. Discovery (NASDAQ: WBD) rose about 2.7% on Feb. 17 after the latest development in its acquisition saga.
The catalyst was WBD's recent press release, which said WBD will initiate discussions with Paramount Skydance (NASDAQ: PSKY) to request its "best and final offer" to acquire the company. At the same time, WBD continues to unanimously recommend that shareholders approve Netflix's (NASDAQ: NFLX) offer.
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Investors are taking this as a sign the final purchase price for WBD could move higher. Here's a closer look at the announcement and the latest rumors to explain what it means for WBD stock.
Netflix Grants Waiver, Putting the Ball in PSKY’s Court
Netflix granted WBD a seven-day waiver that allows the company to engage with Paramount Skydance on a revised acquisition proposal. At first glance that may seem unusual, since Netflix already has a deal in place with WBD, but there are clear reasons for the move.
Netflix likely recognizes Paramount won't stop pursuing a transaction. By granting the waiver, which runs through Feb. 23, Netflix is aiming to force a resolution to the bidding contest between it and PSKY.
WBD shareholders will vote on the Netflix deal on March 20.
With that deadline approaching, Netflix probably wants all parties to reveal their positions quickly. If Paramount intends to buy WBD, now is the time for a firm proposal.
The waiver gives Netflix time to calibrate a response before the March 20 vote. Importantly, Netflix retains the right to match any new offer Paramount presents.
Agreeing to the waiver also bolsters Netflix's optics should it ultimately win the deal and proceed through regulatory review. It allows WBD to show it fulfilled its fiduciary duty by seeking the best possible outcome for shareholders — a point regulators are likely to weigh.
PSKY’s Offer Could Move to $31 or Higher, But Issues Remain
One notable excerpt from WBD's press release reads:
“On February 11th, a senior representative of your [PSKY's] financial advisor communicated orally to a member of our Board that PSKY would agree to pay $31 per WBD share if we engage with you, and that $31 is not PSKY's best and final proposal.”
That language creates an expectation that PSKY's next offer will be at least $31 per share, up from its previous $30-per-share proposal. A $31 bid would also sit in the mid-to-upper range of the approximate value the Netflix deal provides WBD shareholders, roughly $28 to $33.
Paramount has said it would pay Netflix the $2.8 billion break-up fee if WBD accepts Paramount's offer — a key point that has complicated WBD's consideration of the bid.
Even though PSKY has agreed to that payment and other financial enhancements, WBD still has a list of concerns it wants Paramount to address. Those concerns include financing fees, which party would control WBD's operations before closing, and certainty around Paramount's funding sources.
Paramount's offer is all-cash, but much of that cash would be raised through financing. If market conditions or business fundamentals deteriorate, PSKY's borrowing costs could rise or funding could evaporate. That could weaken Paramount's incentive to complete the deal as agreed, opening the door to renegotiation — or a collapse of the transaction.
Ultimately, a failed or renegotiated Paramount deal could leave WBD with a worse outcome than the Netflix proposal. To guard against that risk, WBD is seeking a commitment from PSKY that its owners would cover any shortfall if debt financing falls through.
WBD Continues to Be in a Strong Position
WBD views PSKY's current proposal as structurally riskier than Netflix's offer. Even if Paramount's headline bid is higher, WBD sees more paths by which that deal could be renegotiated or fail to close.
The developments are generally positive for WBD shareholders. Further upside could arrive if PSKY increases its bid and improves financing terms, which might also prompt Netflix to raise its offer. At the same time, Netflix's existing proposal should provide a floor of downside support.
Forget Chips, Buy Wires: BHP Hits Highs as Copper Overtakes Iron
Submitted by Jeffrey Neal Johnson. First Published: 2/19/2026.
Key Points
- BHP Group reported that copper earnings have officially surpassed iron ore earnings for the first time in history as the company pivots toward future-facing commodities.
- The rapid expansion of artificial intelligence data centers is creating an inelastic demand shock for copper, driving prices higher and benefiting major producers.
- Strategic government initiatives to stockpile critical minerals are establishing a price floor that supports long-term growth for allied producers in the mining sector.
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While investors obsess over the next fluctuation in chipmaker stock prices, a quiet revolution pushed the world's largest miner to a record high on Feb. 17, 2026. BHP Group (NYSE: BHP) climbed to about $74.27, signaling that the digital economy has finally bumped into a physical constraint: electricity.
For the first time in its 170-year history, BHP's earnings report revealed a fundamental shift in the global economic engine.
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I predicted the 1987 crash six weeks early. I called the fall of the Berlin Wall. I pinpointed the exact bottom in 2009.
Now I'm staking my reputation on March 26, 2026 - the day I believe Elon will announce the SpaceX IPO.
Bloomberg is calling it "the biggest listing of ALL TIME."
A $1.5 TRILLION valuation... the "wealth-building" moment of the decade.
Today, I'll show you how to get in before the big announcement.
The company's copper division generated more underlying earnings than its iron ore division.
This crossover is a significant structural milestone; it marks the end of the Iron Age—driven by Chinese urbanization—and the start of a Copper Age defined by Western artificial intelligence (AI) and electrification.
As the Great Rotation from technology stocks to materials gains momentum, investors are realizing that the AI revolution cannot exist without copper infrastructure to power it.
The New King of Commodities
The headline figures from BHP's half-year results were strong: underlying profit rose 22% to $6.2 billion. But the internal mix of those earnings tells the real story. Copper earnings (EBITDA) jumped to $7.95 billion, eclipsing iron ore earnings of $7.5 billion.
Historically, BHP has been viewed as a proxy for the Chinese property market. Iron ore was the cash cow that funded dividends, while other commodities played supporting roles. Today's report flips that narrative. The company has shifted portfolio exposure toward future-facing commodities, a pivot that removes much of the China discount often applied to miners and re-rates the stock from a cyclical value play to a secular growth proxy. By aligning production with the needs of the digital age rather than the industrial age, BHP has insulated itself from slowing steel demand in emerging markets.
47 Tonnes Per Megawatt: The Perfect Economic Storm
Two powerful macro forces are converging to create a copper supercycle: inelastic commercial demand and strategic government support.
On the demand side, the buildout of AI infrastructure is consuming copper at rates that defy historical models. Standard data centers used for cloud storage are relatively efficient, requiring about two tonnes of copper for every megawatt (MW) of power capacity. New AI training data centers are a different beast: they require much higher power densities for liquid cooling and high-performance computing. According to S&P Global, copper intensity for these AI-specific centers can surge to 47 tonnes per MW.
This demand is price-inelastic. Hyperscale developers are engaged in an existential arms race; they cannot afford to delay a $5 billion data center launch because copper wiring costs have risen. They will pay whatever the market demands to secure the physical materials needed to go online.
On the supply side, geopolitics is reinforcing the floor. Earlier this month, the U.S. government officially launched Project Vault, a $12 billion Strategic Critical Minerals Reserve. Designed to stockpile up to 60 days' worth of essential industrial metals, the initiative acts as a government-backed put option for producers in allied nations such as Australia and Chile. Unlike past cycles—when inventory gluts caused price crashes—the U.S. has positioned itself as a buyer of last resort. That policy de-risks new mine development for companies like BHP and tightens available free-float inventory for the rest of the market.
A Growth Stock Paying Value Dividends
Investors often must choose between high-growth companies that reinvest every dollar and low-growth companies that pay steady dividends. BHP's current position bridges that gap. Alongside its earnings beat, the Board declared a $0.73 interim dividend, a 46% increase year-over-year. That represents a payout ratio around 60%, signaling strong confidence in future cash flows.
Importantly, BHP is funding its copper growth pipeline—including projects in South Australia and the Andes—without stressing its balance sheet. The company announced a $4.3 billion silver streaming deal with Wheaton Precious Metals. A streaming deal allows BHP to sell future silver production (a by-product of its copper mines) in exchange for upfront cash today.
This is smart financial engineering. By monetizing a non-core asset like silver, BHP raised billions in near-term cash to preserve its fortress balance sheet (net debt at $14.7 billion) and fund copper expansion without issuing new debt or diluting shareholders. The capital allocation strategy offers investors both immediate income and exposure to long-term capital appreciation.
The Cleanest Shirt in the Mining Sector
In a sector frequently disrupted by operational setbacks, BHP stands out for stability. While some competitors struggle to maintain output, BHP achieved record throughput at Escondida, the world's largest copper mine.
The contrast with peers is stark. Rio Tinto (NYSE: RIO) is contending with a production halt at its massive Simandou iron ore project in Guinea following a tragic fatality. That disruption not only hit cash flow but underlines the risks of operating in difficult jurisdictions. Meanwhile, Freeport-McMoRan (NYSE: FCX), the premier U.S. copper play, is still recovering from the Grasberg mine mudflow incident in late 2025. Those production cuts have limited Freeport's ability to fully capitalize on the current price rally.
For investors seeking exposure to the copper theme, BHP offers the cleanest shirt in the sector: operational reliability that Freeport currently lacks and a commodity mix Rio Tinto is still chasing.
Infrastructure Is the New Tech
The rotation from technology to materials is not a temporary trade; it reflects a basic infrastructure reality. The digital future is constrained by physical limits, and copper is the bottleneck.
If NVIDIA (NASDAQ: NVDA) is the gold rush of the modern era, BHP is the company selling the picks and shovels. With a record-setting earnings pivot, a potential government-backed price floor via Project Vault, and a capital allocation strategy that rewards shareholders now while funding growth, BHP has positioned itself as a cornerstone stock for the next phase of the global economy. In a world where data centers are the new oil wells, the miner of this essential metal holds significant leverage.
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