Peter Supino, managing director and senior analyst at Wolfe Research, joins 'Squawk on the Street' to discuss the battle for Warner Bros. Discovery, Comcast's next move, and more.

Continuum Advisory LLC raised its stake in Comcast Corporation (NASDAQ: CMCSA) by 12.8% in the undefined quarter, according to its most recent filing with the SEC. The fund owned 151,036 shares of the cable giant's stock after purchasing an additional 17,087 shares during the period. Continuum Advisory LLC's holdings in Comcast were worth

Boston Trust Walden Corp reduced its position in shares of Comcast Corporation (NASDAQ: CMCSA) by 27.2% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 982,141 shares of the cable giant's stock after selling 367,326 shares during the period. Boston Trust Walden

DIS' streaming turnaround to $1.33 billion profit and record $10 billion Experiences income highlight why DIS may offer stronger upside than CMCSA.

Comcast (CMCSA) stock could be a wise investment at this time. Why? Because it offers high margins – indicative of its pricing power and ability to generate cash – at a discounted price.

U.S. equity markets climbed to fresh record highs in the Christmas-shortened trading week, buoyed by surprisingly solid GDP data, positive holiday spending trends, and a pullback in global interest rates. The delayed GDP report released this week showed a modest reacceleration in U.S. economic growth in the third-quarter to the strongest pace in two years alongside a cooler-than-expected inflation reading. Precious metals stole the show. Gold, silver, and platinum extended a historic rally fueled by a combination of easing rates, central-bank buying, end-market demand, and investor appetite for hard assets.

SpaceX will IPO in 2026. Will investors get what they bargained for?

Comcast is among the S&P 500's 10 cheapest stocks based on projected 2026 earnings.

Valuation momentum sits at the center of the buy case for Amazon (AMZN) as investors eye 2026. Analysts expect FY2026 EPS of $7.85, and a conservative P/E midpo

Comcast has entered into a new employment agreement with Michael Cavanagh in connection with his upcoming appointment as co-chief executive officer alongside Brian Roberts starting January 2. The contract secures Cavanagh's employment through January 1, 2029, the company said in an SEC filing. Cavanagh will be entitled to an annual base salary of $2.