Alex Sherman covers technology, media and telecommunications for CNBC. He joined CNBC in Jan. 2018 after almost 10 years at Bloomberg, where he worked as an M&A reporter and a media reporter. Alex frequently appears on TV and was the host of Bloomberg's Deal of the Week podcast. He graduated from Harvard in 2004 and has two master's degrees, an MS in journalism from Northwestern University's Medill in 2007 and an MBA from NYU Stern in 2014.
The basic hypothesis for bulls is that Netflix is on its way massive global subscriber growth that will eat away at legacy media companies. But that thesis only works if the company keeps being rewarded by the market for spending big on content.
The chance of the DOJ winning its appeal may be slim, unless the government can prove one very important point: that U.S. District Court Judge Richard Leon was wrong in his application of the law to AT&T's acquisition of Time Warner.
Broadcom CEO Hock Tan views infrastructure software companies as similar to the hyper-fragmented semiconductor industry from about seven years ago, according to a person familiar.
Comcast has a little-known British rule to consider as it moves forward with Fox and Sky
Comcast CEO Brian Roberts can't talk to Disney executives to broker a deal for Fox because Disney and Fox have a signed merger agreement while the top media executives gather in Sun Valley, Idaho.
Dell Technologies owners Michael Dell and Silver Lake get some benefits out of Monday's deal to buy back Dell's tracking stock, but the real goal -- owning all of WMware -- remains elusive.
Dell Technologies plans to announce an acquisition of its publicly traded tracking stock that mirrors the performance of VMware in a cash-and-stock deal later this week, people familiar with the matter told CNBC.
People close to Sky are unsure about how Disney sees its future if CEO Bob Iger ends up victorious in buying Fox.
GoodRx, which helps consumers with no health insurance or high-deductible plans find cheaper prescriptions, is talking to several potential buyers, including McKesson.
Disney has raised its offer to buy a bundle of Fox's assets by nearly $20 billion since its initial acquisition agreement in December.