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2024-02-07 04:30:00 ET Summary From peak to trough, Netflix went from a market capitalization of $300 billion to just $75 billion. Netflix continued investment in its nascent games business has the potential to expand the TAM even more. Our belief that Netflix had the right st...
2024-02-07 02:30:31 ET Summary Fisher's 13F portfolio value increased by approximately 15% to $203 billion in Q4 2023. The number of holdings decreased from 1168 to 1161, with significantly large positions decreasing from 66 to 65. The top five individual stock positions in th...
2024-02-05 18:58:27 ET Summary Amazon Prime Video is gaining momentum in the streaming wars, with recent earnings beating expectations. The streaming industry is becoming more competitive, with companies focusing on monetization and increasing average revenue per user. Amazon'...
2024-02-05 14:00:00 ET Summary Welcome to another installment of our monthly Rare Stock Picks series. Today, we're highlighting January 2024 investment picks you may have missed. As you know, some Seeking Alpha analysts are more discerning by nature. Others are finding compelling ...
2024-02-05 10:48:55 ET More on S&P 500 Index: I Think The Bulls Win Either Way The U.S. Dollar And Rates Rise Further SP500: Major Deflationary Warning - Rents Are Collapsing Paul Tudor Jones: The economy is in an unsustainable path S&P, Nasda...
2024-02-05 09:45:00 ET When is it time to buy a stock? One of the best-known pieces of investing advice tells us to buy low and sell high. But what constitutes "low" is relative. A stock near its 52-week high can still be considered at a "low" point, provided there's plenty of upside left. ...
2024-02-04 22:53:20 ET Summary January employment exceeds expectations at 353,000, with prior months' figures revised up by 126,000. Unemployment remains at 3.7%, continuing a streak below 4% since December 2021. Average hourly earnings increased by 0.6% in January, with a 4.5...
2024-02-04 08:00:00 ET During the first and second quarters of 2022, Netflix (NASDAQ: NFLX) reported a combined loss of 1.2 million subscribers, a shocking occurrence for the streaming industry leader. After years of expansion, the reversal called into question the company...
2024-02-04 07:17:00 ET More on Anheuser-Busch InBev, General motors, etc. Paramount: Bidding War And Short Squeezes Ahead General Motors: Shares Surge On Optimistic Outlook, Rightly So General Motors Company (GM) Q4 2023 Earnings Call Transcript Biggest stock...
2024-02-03 00:59:29 ET Summary Netflix seemingly declares victory in the streaming wars with a triumphant earnings report. The company's subscriber growth and cash flow continue to impress. Advertising shows great promise, but Netflix needs more innovation to stay ahead of the...
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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...
2024-07-22 19:04:10 ET Netflix (NASDAQ: NFLX) stock got off to a good trading week on Monday, outpacing many other companies on the exchange. On the back of several positive analyst notes, the streaming giant's stock closed the day over 2% higher, more than double the percentage-rat...