Breakingviews TV: Buoyant boutiques

With Lazard joining Evercore and Moelis in reporting strong earnings, Antony Currie and Tom Buerkle discuss how smaller investment banks are cleaning up on the rise in M&A activity.

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Tech hype drives Didi Chuxing to $50 bln valuation

Enthusiasm for tech funds has China's top ride-hailing app pegged for a $50 billion valuation, on the back of a new round of fund-raising. Reuters Breakingviews Robyn Mak explains that it's less clear what they'll spend that money on.

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Breakingviews TV: Twitter's challenge

The human newswire's user growth rose in the first quarter, but revenue declined. Jennifer Saba and Rob Cox discuss why advertisers are shying away from Twitter.

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Breakingviews TV: Tyson’s tasty deal

Antony Currie and Tom Buerkle explain why the poultry company’s $3.2 bln offer for AdvancePierre makes financial sense both for Tyson and its target’s biggest shareholder, Oaktree.

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Breakingviews TV: $24 bln of needles and tubes

Robert Cyran and Richard Beales discuss the rationale for Becton Dickinson's agreed purchase of U.S. medical-devices rival C.R. Bard given the weakness of the financial logic.

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Breakingviews TV: 100 billion reasons

Breakingviews editors chew over potential candidates for a record-breaking $100 billion cash-financed acquisition, a hypothetical possibility recently floated by JPMorgan's M&A chairman.

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Breakingviews TV: Verizon's M&A call

The U.S. wireless giant lost customers and its profit fell, perhaps helping explain CEO Lowell McAdam's recent remarks about mergers. Jennifer Saba and Jeffrey Goldfarb discuss.

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Breakingviews TV: Morgan beats Goldman

Morgan Stanley hit its return target with $1.8 bln in first-quarter earnings. Antony Currie and Tom Buerkle discuss how the strong showing put traditional rival Goldman Sachs in the shade.

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Breakingviews TV: Netflix original

Jen Saba and Richard Beales explore why Netflix's usually volatile stock didn't react to its quarterly earnings on Monday, and what the video streaming service seems to be getting right.

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Breakingviews TV: Grabbing MoneyGram

Jeff Goldfarb and Antony Currie explain why Euronet might be better off hoping regulators kill Ant Financial’s increased $1.2 bln bid for the payments firm rather than offering more money.

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Breakingviews TV: Bank bonanza

Citigroup, JPMorgan and Wells Fargo all delivered results that exceeded expectations amid investor exuberance. Antony Currie and Jeffrey Goldfarb discuss the valuation disconnects.

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Breakingviews TV: Toshiba’s travails

Antony Currie and Richard Beales explain how poor governance, bad dealmaking and a lack of focus took the Japanese electronics-to-nuclear-power conglomerate into an existential crisis.

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Breakingviews TV: United in sorrow

Antony Currie and Rob Cox explain why the airline’s poor response to a passenger’s forced removal from a flight is a reminder to companies to apologize first and ask questions later.

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Breakingviews TV: Tesla's ludicrous mode

Antony Currie and Richard Beales figure out what's needed to justify Tesla's $51 bln market value – more than GM or Ford – and whether those assumptions are realistic.

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Breakingviews TV: Banking on clawbacks

Tom Buerkle and Richard Beales wonder whether Wells Fargo's board has done enough following its investigation into practices that led to an embarrassing fake-accounts scandal.

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Breakingviews TV: Comcast's crossed lines

The $180 bln U.S. cable colossus is now selling mobile service, too. Jen Saba and Jeffrey Goldfarb discuss why Comcast is getting into the cutthroat market as its telecom rivals move into TV.

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Breakingviews TV: Bezos’ space race

Amazon CEO Jeff Bezos is selling $1 bln of stock a year to fund his space venture. Rob Cyran and Tom Buerkle discuss how the firm’s cloud-computing wealth is rocket fuel for his ambitions.

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Breakingviews TV: M&A bread maker

Antony Currie and Tom Buerkle explain why the yeasty premium on JAB’s $7.5 bln deal for Panera is unlikely to be replicated in other deals in the fast-consolidating restaurant industry.

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Breakingviews TV: Fox and fewer friends

Jennifer Saba and Richard Beales evaluate the impact on Fox News' business of past and present allegations of sexual harassment against the likes of on-air host Bill O'Reilly and former Chairman Roger Ailes.

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Breakingviews TV: Yuan percent

Tom Buerkle talks to Richard Beales about why the Chinese currency makes up only 1 pct of global central banks' reserves, according to the IMF, and how that may change over time.

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Breakingviews TV: Hollywood drama

Stagnant ticket sales, competition from streaming services, studio turmoil: Jen Saba and Tom Buerkle discuss the litany of woes plaguing the movie industry.

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