2026년 2월 11일 · Unknown · financial · 출처 Yahoo Finance
Charles Schwab (SCHW), Stifel (SF), Paramount Skydance (PSKY), and Oscar Health (OSCR) are just some of the stocks trending on Yahoo Finance. Market Domination Anchor Josh Lipton and Senior Reporter Brooke DiPalma explain why.
To watch more expert insights and analysis on the latest market action, check out more Market Domination.
Video Transcript
00:00 Speaker A
we're looking at wealth management firms, Paramount Skydance and Oscar Health. going to start here with AI fears shaking the wealth management world. Schwab, Raymond James and Steel all under pressure here after tech platform Altrus launched AI powered tax planning tools through its platform Hazel. So this is sort of our our new world, Brooke, you know, you you wake up, you congrats, AI is coming after your industry.
00:22 Speaker B
Yep, and I think that's what the fear was last week when we saw the software stock sell off. That was the fear is that someone in their note put the fear of being obsolete. and I think that's what's echoing through right now when it comes to these specific uh financial stocks, Charles Rob and Svery and James you named. But what's interesting is despite this sell-off, slight sell off that we're seeing today, there's still lots of optimism on the street, take Charles Schwab for example. There's 19 buys, four holds and one sell. And so it's right now it's this fear. Once it gets to a certain sector, it seems that investors are immediately pulling back reacting to the day of news and but as we saw with software, maybe this is just a minor blimp as investors kind of assess. They need to sort of figure out and go around how they're going to stay relevant within this AI new dimension that we're seeing.
00:57 Speaker A
All right, meanwhile Paramount Skydance, let's talk about that one as well. not giving up in its fight to acquire Warner Brothers Discovery. PSKY now agrees to pay the 2.8 billion dollar termination fee that WBD would owe Netflix if that deal were to fall through. So, uh Paramount sweetens the bid for Warner Brothers uh uh will cover that termination fee. Uh Warner Brothers saying here, we'll review the amended offer, make a wreck to shareholders.
01:17 Speaker B
Yeah, we'll also what Warner Brothers did say here is that they're advised or rather the board is not modifying their recommendation with respect to the Netflix merger agreement that WNMD WBD rather will review once again the amended offer and advise its stockholders, the board's recommendation. but it seems like Warner Brothers really isn't going to budge here. It seems like they're going with Netflix deal. We know that the Netflix executives are currently uh facing an investigation by the DOJ over possible monopoly here, but they're willing to stand up. Once again, Netflix has a $83 billion dollar deal that's already seems to be in cahoots there. They're already working through it, whereas Paramount continues to up the ante with their more than $100 billion dollar deal in addition to the fact that they said that they're going to cover that termination cost. The company also said that they're going to uh do this ticking fee. Essentially they're going to offer uh 25 cents per share for every quarter that the transaction is not closed beyond December 31st, 2026. And so Paramount still trying to stay in this fight here.
01:57 Speaker A
Finally, Oscar Health shares higher on an upbeat outlook as the insurer looks to reach profitability this year. still the company reporting wider losses as it struggles with high utilization rates among its customers. So this one higher today, but this one's been rough. uh stock in the red year to date and over the past 12 months. They did though, the revenue, the operating profit forecast for the year. That that was enough to beat the street's expectations.
02:16 Speaker B
And it seems like the optimism here is what exactly this could turn out to be in 2026. Some rhetoric on the call as we heard as well, weighted average rate increase for 2026 was approximately 28%. The increase on a per member per month basis is lower reflecting shifts in member age and metal mix as well. But it really sort of the outlook for this industry, especially with the implications of Obamacare and all that sort of weighing in on this company as well.
02:33 Speaker A
All right, thank you Brooke, appreciate it.
View Comments