The investment firm funded this new position by exiting its holdings in Nvidia and Broadcom. Warner Bros. Discovery's Q2 2026 revenue of $8.72 billion missed estimates, but GAAP EPS of $0.06 beat the consensus, and operating income jumped 228.11% year over year. The company's streaming revenue surpassed $3 billion for the first time, with adjusted EBITDA up 63% ex-FX.