Stocks @ Night is a daily newsletter delivered after hours, giving you the first information about tomorrow and the last information about today. Sign up for free to receive it straight to your inbox. Here’s what CNBC TV producers had their eye on and what they’re looking for in the upcoming session. A real drama series is unfolding before our eyes Netflix CEO Ted Sarandos left the White House on Thursday afternoon after a meeting in the nation’s capital. While he was in the White House, news broke that Warner Bros. Discovery said its $31-per-share deal for Paramount Skydance was better than the existing Netflix offer. Next scene: Netflix refuses to sign a deal with Paramount Skydance. This means that Netflix has backed away from the entire incident. Paramount has agreed to pay the $2.8 billion breakup fee that Warner Bros. would have paid to Netflix if the deal remained on the cutting room floor. All of this really accelerated last October when Warner Bros. announced it was considering all sorts of options. Since October 21st, Warner Bros. stock has increased 57%. Shares were down more than 1% after hours. Since October 21st, Netflix has fallen 32%. Shares are up 11% after hours. Since October 21st, Paramount Skydance is down 35%. Shares are up 5% after hours. Stay up to date on “Worldwide Exchange” with Morgan Brennan starting at 5 a.m. ET. NFLX Shares of 6 Million Mountains on Netflix in the Past 6 Months Another big drama unfolds on Friday We’ll be watching closely as Anthropic and the Department of Defense resolve their differences on the deal. The deadline is set for Friday. You’ll also get exclusive information from a new source called Verb.AI. It’s run by a company called Generation Lab, which tracks the buying and mobile search habits of 18-34-year-olds in real time. Let’s see which artificial intelligence platforms they prefer. Special details will be broadcast live at 5am. Big Data from “Squawk Box” Get agricultural price index numbers at 8:30 a.m. sharp. Becky Quick, Andrew Ross Sorkin and Joe Kernen will know the numbers and the immediate market reaction. Looking at the numbers, the US 10-year Treasury yield is 3.99%. The yield on two-year bonds is 3.42%. The yield on one-year Treasury bills is 3.52%. The yield on three-month Treasury bills is 3.69%. iShares iBoxx High Yield Corporate Bond ETF (HYG) has a dividend yield of 5.75%. iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) has a dividend yield of 7.02%. The State Street SPDR Bloomberg High Yield Bond ETF (JNK) has a dividend yield of 6.55%. The Fidelity Corporate Bond ETF (FCOR) has a dividend yield of 4.42%. US10Y 1Y Mountain 10-Year Treasury Yield Over the Past Year Software CNBC TV’s Seema Modi covers the entire story of the struggling software sector. The software and services industry is down 16% over the past month. It was the worst performer in the S&P industry during the same period. Oracle has fallen 17% over the past month. Microsoft has fallen about 15% over the past month. Salesforce has fallen 13% over the past month. Last trading day of February The NYSE Composite Stock Price Index rose 3.55% in February. The Russell 2000 has gained 2.43% since the beginning of the month. The Dow 30 rose 1.24% in February. The Nasdaq 100 fell 2.03% in February. The Nasdaq Composite Index fell 2.49% in February. March trading begins on Monday.
