Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis.

Good afternoon. Today is Tuesday, December 30th, and I'm your host, Kim Kahn.

Our top story so far, that's the sound of coins echoing in OpenAI's coffers.

CNBC reports that SoftBank has now fulfilled its $40 billion investment commitment to OpenAI,

after sending a final 22 to $22.5 billion tranche last week.

The conglomerate has already syndicated about $10 billion and invested $8 billion into the

Sam Altman-led firm.

Part of the funding is earmarked for Stargate,

OpenAI's AI Infrastructure Joint Venture with Oracle and SoftBank,

aimed at building a U.S.-wide network of data centers to support AI applications.

The completion of the OpenAI investment comes alongside major portfolio moves at SoftBank,

including the sale of its $5.8 billion stake in Nvidia, the offloading

of $4.8 billion of T-Mobile shares, and deep cuts to its Vision Fund staff.

SoftBank and Open AI are also partnering on an AI data center in Japan, expected to begin

operations sometime in 2006. Among active stocks, Warner Brothers Discovery is expected to reject the latest buyout offer

from Paramount Skydance, according to CNBC.

Paramount had sweetened its $30 per share bid with a higher termination fee

and a personal equity financing guarantee of more than $40 billion from Oracle founder

Larry Ellison.

Melina Healthcare is higher after Michael Burry likened the beaten-down managed care firm

to Warren Buffett's auto-insurer Geico.

Burry said Molina is looking to make money, albeit less, in Medicaid in 26, while most

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