Hollywood Backstages

Show notes

The fight for Warner Bros. is heating up. Netflix has bid for the studio’s content and streaming assets, while Paramount has countered with an offer for the full company. The outcome could reshape the streaming landscape, determining who controls some of Hollywood’s most valuable franchises.
Meanwhile, IBM is making strategic moves in the AI space, acquiring data-streaming company Confluent to strengthen its software and real-time analytics capabilities, enhancing AI offerings across industries.
Nvidia also made headlines, receiving approval to sell its H200 chips in China, a step that could boost its AI hardware sales, though challenges remain with domestic competitors and regulatory restrictions.
On the macro front, markets are watching the FOMC’s two-day meeting, where a 25-basis-point rate cut is expected. Between media battles, AI expansion, and central bank policy, investors have plenty to digest this week.

Listen to find out more!

Ipek Ozkardeskaya has begun her financial career in 2010 in the structured products desk of the Swiss Banque Cantonale Vaudoise. She worked at HSBC Private Bank in Geneva in relation to high and ultra-high net worth clients. In 2012, she started as FX Strategist at Swissquote Bank. She worked as a Senior Market Analyst in London Capital Group in London and in Shanghai. She returned to Swissquote Bank as Senior Analyst in 2020, and launched her own website ipekScope.com in 2025.