Matt Stoller

Matt Stoller

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Antitrust analyst/author; writes on market power and consolidation’s policy implications.

Iran Vows Economic Chokehold, Dismisses Cease‑fire, Wall Street Skeptical
SocialMar 9, 2026

Iran Vows Economic Chokehold, Dismisses Cease‑fire, Wall Street Skeptical

Iranians told CNN their strategy is to choke the world economy until Trump is forced to remove U.S. forces from being able to threaten Iran. Wall Street doesn’t believe they can or will. https://t.co/iYUzaEGQy7

By Matt Stoller
Iranian Leaders Grasp U.S. Politics Better Than Vice Versa
SocialMar 9, 2026

Iranian Leaders Grasp U.S. Politics Better Than Vice Versa

Whether these arguments from the Iranian Foreign Minister are sincere or not, Iranian leaders seem to understand U.S. politics far better than American leaders understand Iranian politics.

By Matt Stoller
Ellison's $150B Loss Dwarfs Warner's Value
SocialMar 9, 2026

Ellison's $150B Loss Dwarfs Warner's Value

When Larry Ellison made the bid for Warner Discovery, his net worth was $350 billion. Today it's $200 billion. That's down $150 billion, more than the entire value of Warner. Keep that in mind as the Saudis retrench investments. https://t.co/DvJ2hRN8H1 https://t.co/Cv09NOzsS4

By Matt Stoller
Iran Can Cripple U.S. by Blocking Strait of Hormuz
SocialMar 8, 2026

Iran Can Cripple U.S. by Blocking Strait of Hormuz

I don't generally believe stories about high American casualties or Iranian military wins. But the thing is, Iran doesn't have to 'win' militarily to defeat the U.S. They just have to put a few guns in some caves next to...

By Matt Stoller
Trump Antitrust Division Unlikely to Block Paramount‑Warner Merger
SocialMar 3, 2026

Trump Antitrust Division Unlikely to Block Paramount‑Warner Merger

The Trump Antitrust Division will likely not bring charges to block the Paramount-Warner merger. https://t.co/yh0yoJNUUF

By Matt Stoller
HSR Waiting Period Expired; U.S. Deal Can Close Today
SocialMar 2, 2026

HSR Waiting Period Expired; U.S. Deal Can Close Today

David Ellison today: "As we've said, the HSR waiting period has expired. Obviously, domestically, which means that there is no reason if we had cleared globally why we couldn't close in the U.S. today legally."

By Matt Stoller
Industry Complacency Fuels Ongoing Hollywood Consolidation
SocialMar 1, 2026

Industry Complacency Fuels Ongoing Hollywood Consolidation

Want to know why consolidation keeps happening? People within industries just don’t see problems with it. A lot of the major Hollywood players are fine with the Paramount merger. https://t.co/lWXZRyUNqb

By Matt Stoller
California May Counter Warner‑Paramount Merger with Robust State Law
SocialFeb 27, 2026

California May Counter Warner‑Paramount Merger with Robust State Law

California legislators could hit back at the Warner-Paramount deal by passing a strong state level merger law.

By Matt Stoller
Deal Masks Circular Financing, Smells Like Ponzi
SocialFeb 27, 2026

Deal Masks Circular Financing, Smells Like Ponzi

It’s not actual cash raised, this deal adds to the thicket of circular financing from the biggest companies in the worlds. A whiff of Ponzi.

By Matt Stoller
Democrats Could Block Paramount Merger, Says California AG
SocialFeb 26, 2026

Democrats Could Block Paramount Merger, Says California AG

Uh, Democrats can stop the Paramount merger. State attorneys general have jurisdiction. California AG Rob Bonta said he’s watching it closely.

By Matt Stoller
Warner Must Remain Independent to Prevent Illegal Consolidation
SocialFeb 22, 2026

Warner Must Remain Independent to Prevent Illegal Consolidation

This question by @MarkRuffalo is critical. Right now there's an attempt to force people to pick either Paramount or Netflix as the right acquirer, but both are wrong answers. An acquisition by either firm would consolidate the market and is...

By Matt Stoller
Delrahim's Gambit Could Save Ellison Billions, Seal Merger
SocialFeb 20, 2026

Delrahim's Gambit Could Save Ellison Billions, Seal Merger

If this gambit works then Makan Delrahim saved the Ellison family many billions of dollars and potentially closed the merger.

By Matt Stoller
Warner Should Stay Independent Amid Bidding Hype
SocialFeb 20, 2026

Warner Should Stay Independent Amid Bidding Hype

Trade press are trying to present it as either Netflix or Paramount wins the bidding contest. But Warner should obviously remain independent.

By Matt Stoller