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2023-11-15 12:06:08 ET More on Markets UBS highlights 14 stocks on its list of high-conviction names Global X says AI, cybersecurity among four key themes for 2024 Cathie Wood's ARK Invest launches crypto ETFs in partnership with 21Shares Producer Price Index...
2023-11-15 01:56:28 ET Summary Baillie Gifford's 13F portfolio value decreased from ~$118B to ~$110B this quarter. The top three holdings in the portfolio are MercadoLibre, NVIDIA, and Tesla. There were stake increases in companies such as PDD Holdings, Coupang, and BeiGene, a...
2023-11-14 17:14:34 ET More on Netflix Streaming Reality Vs. Fantasy With Dan Rayburn Netflix Doesn't Deserve Its Recent Appreciation Netflix: Only Profitable Growth Matters Netflix gains as JP Morgan sees 'accelerating' revenue growth in 2024 Verizon...
2023-11-14 15:46:57 ET More on Roku Streaming Reality Vs. Fantasy With Dan Rayburn Roku: David Defeats Goliath Roku Stock: A Buy Amid Tough Market Conditions Biggest stock movers today: Moderna, Starbucks, Qualcomm, PayPal, Roku, Fastly and more Roku ...
2023-11-14 13:30:00 ET Summary Streaming expert Dan Rayburn discusses the reality of the industry and the slow process of technology disruption. Q3 earnings reports reveal the importance of defined methodology and the need for profitability in the streaming market. Rayburn cri...
2023-11-14 01:43:47 ET Summary Fisher's 13F portfolio value decreased by about 3% this quarter. The top five individual stock positions in the portfolio are Apple, Microsoft, Alphabet, Amazon, and Nvidia. Fisher made stake increases in Apple, Microsoft, Alphabet, ASML Holding,...
2023-11-13 11:42:24 ET Summary The Walt Disney Company surprised the market with strong results and stated clear goals for the future, boosting investor confidence. Disney management aims to achieve $7.5 billion in cost reductions and focuses on profitability in streaming, digital...
2023-11-12 18:00:00 ET Summary On our last coverage we identified Disney's stock $80 as the magical number that would likely be tested. The stock broke through that but rebounded strongly with Disney's Q4-2023 results. We examine the results and the success of the Bob Iger tur...
2023-11-11 13:00:00 ET Summary In today’s article, I will show you the current allocation of the 20 largest positions of my personal investment portfolio. I will demonstrate that the portfolio is relatively concentrated, with 5 positions accounting for 50.79% of the overall...
2023-11-10 07:37:01 ET More on Netflix Netflix Doesn't Deserve Its Recent Appreciation Netflix: Only Profitable Growth Matters The Netflix Effect Verizon reported to bundle Max, Netflix streaming services at discount; WBD rises Actors, studios reach t...
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2024-07-30 09:13:49 ET Netflix (NASDAQ: NFLX) is known as the king of streaming, and for good reason. It has the biggest subscriber base and the most revenue, but Disney (NYSE: DIS) isn't far behind. And as Disney bundles services like Disney+ with Hulu and now Max, there's ...
2024-07-26 10:32:54 ET The tech sector is a dynamic and innovative part of the stock market . It includes companies that develop and sell technology products and services. These range from software and hardware to internet services and artificial intelligence. Tech stocks represent owne...
2024-07-23 04:57:00 ET Netflix (NASDAQ: NFLX) is the world's largest streaming platform for TV shows and films by number of subscribers and by share of television viewing time. The company just reported its financial results for the second quarter of 2024 (ended June 30), and it ext...