There’s been lots of attention paid to Vivendi’s board meeting today as a sign of whether it will sell its 20% stake in NBC Universal and thereby clear the way for the deal I have been reporting on that is close between GE and Comcast. But whether Vivendi decides it wants out of its partnership with GE is not the point.    Read More

Have a healthy dose of cynicism when taking in earnings estimates. They are merely guesses; measured guesses, but still just educated speculations about the past and future.
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General Electric is an example of a company making changes based on a dramatic shift in the environment.   Read More

Wall Street's bears have the upper hand ahead of Friday's September jobs report, expected to show a decline in September of about 200,000 non-farm payrolls and an unemployment rate of 9.8 percent.   Read More

The Street is swirling with market rumors that GE is in talks to spin off its NBC Universal unit into a new company. What must you know about a deal?   Read More

As David Faber reported, General Electric and Comcast are in talks to spin off GE's NBC Universal, parent of CNBC, into a new company that will be merged with the content assets of Comcast.  What might this deal be worth?  Start by looking at comparable valuations.   Read More

The movie industry has been ruled by very specific rules about how and when different home video formats are released. The idea is that home video -- DVDs and video-on-demand -- has to come out long enough after a theatrical film release to keep moviegoers driving to movie theaters and paying for tickets.    Read More

U.S. consumers are still strapped, but some consumer stocks are on the rise, said Ron Sloan, senior portfolio manager at AIM Charter Fund. He shared his best consumer-related picks with CNBC.    Read More

In the after hours, traders were trying to get a handle on Morgan Stanley’s future after learning that CEO John Mack is stepping down.   Read More

The fall TV season starts this week and this year it'll be easier than ever to find all that content online-on Hulu. I sat down with Jason Kilar, the CEO of the two-year-old startup to hear where he thinks the company-and the industry-is headed next.    Read More