Show notes
Fox announced a $22 billion deal to acquire streaming device maker Roku this week, a blockbuster move that signals how traditional media companies are racing to control the living room hardware layer. We look at what this mega-merger reveals about the economics of streaming, the value of distribution, and what consolidation means for consumers and investors.Today's Stocks & Topics: BNY Mellon Municipal Bond Infrastructure Fund, Inc. (DMB), Viking Holdings Ltd (VIK), ONEOK, Inc. (OKE), YPF Sociedad Anónima (YPF), Kinder Morgan, Inc. (KMI), The Fox-Roku Deal: What Big Media M&A Tells Us About the Streaming Economy, Southern Copper Corporation (SCCO), State Street Materials Select Sector SPDR ETF (XLB), State Street SPDR S&P Metals & Mining ETF (XME), AI Earnings, Simon Property Group, Inc. (SPG), Vanguard Real Estate ETF (VNQ), Bank Regulations.Our Next Wealth Webinar: “Beyond the Yield: How to Invest for Your Income Needs” June 30th, 2026 - 12:00 pmTo sign up: https://us06web.zoom.us/webinar/register/5717793889555/WN_XuoDgMVwSv6wZXXurrZTLgOur Sponsors:* Check out Chilipad and use my code INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands