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Netflix (NasdaqGS:NFLX), Amazon and YouTube have formed the Streaming Access and Choice Alliance to lobby on streaming policy and sports rights. The coalition plans to push for technology neutral rules that cover both traditional broadcasters and online platforms in live sports distribution. Founding members intend to present a unified position to governments that are reviewing how sports rights are licensed and regulated on streaming services. The creation of the Streaming Access and Choice...

Netflix shares have shed more than a third of their value over the past year, yet the company's ad business is exploding and buybacks are hitting record pace. Our proprietary model sees a stark disconnect between where the stock trades today and where the fundamentals say it should go.

Ackman was right about Netflix, but he still lost money on his investment.

These stocks offer an attractive combination of value and growth.

The streaming giant's stock has taken six declines of 35% or more before this one. Every round trip ended at a new high -- eventually.

Duolingo scores high on Safety and Innovation in the Roundtable 100 this week.

This week of The Dealmaking 3 with “The Sports Professor” Rick Horrow features Genius Sports Limited (NYSE: GENI) and Grupo Televisa, S.A.B. (NYSE: TV) partnering for AI-powered graphics and new sponsorship to Liga MX broadcasts, Southern Miss making Mississippi college football history with a 10-year naming rights deal, and Paramount+ becoming the exclusive streaming and service […] The post The Dealmaking 3: Genius Sports’ AI Liga MX Deal, Southern Miss Makes History, Paramount+ at Vegas appea

It has been a successful first two weeks for Apple’s new CEO, John Ternus. First at the Emmys, where Apple TV dominated the trophy haul, and then in the battle for auto makers’ infotainment systems. Last Wednesday, Ternus graduated from his usual supporting role at Apple’s annual launch event to center stage.

Netflix (NFLX) has fallen about 35% over the past year, while the S&P 500 returned about 17%. The complaint is simple. Sales growth is slowing, and management will not show the quality metrics it leans on. That case misses the engine under per-share earnings, a wider margin, and a shrinking share count.

Amazon.com (AMZN) stock has returned 8.9% over the past twelve months and trades about 13% below its 52-week high. Its cloud arm spent those months doing something the share price has not reflected. AWS growth sped up again in Q2 2026, and the contracts queued up behind it kept building. The upside case for the stock rests almost entirely on turning that queue into revenue.

Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second-quarter 2026 investor letter. The letter can be downloaded here. During the quarter, the Fund (Investor Shares) returned 17.49% (net of fees), outperforming the Russell 1000 Growth Index’s 16.74%. Holdings in Information Technology and Consumer Discretionary sectors boosted relative returns, while Communication Services […]

Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the “Multi Cap Equity Fund”. The letter can be downloaded here. The Multi Cap Equity Fund’s Institutional Class returned 7.90% in Q2, underperforming the Bloomberg U.S. 3000 Index’s 15.71% gain. Markets rose in the quarter on hopes of de-escalating Middle East […]

Does Ackman know something Wall Street doesn't?

Netflix (NFLX) shares moved about 3% higher after Evercore highlighted live events, short form video and the ad supported tier as key levers to deepen engagement beyond traditional series and films. For context, Netflix shares have drifted lower this year, with a year-to-date share price return down about 14%, even though the 3-year total shareholder return is a little over 100%. This indicates that recent momentum looks softer than the longer-term record. Scan beyond Netflix and see how...

President Donald Trump has had a love/hate relationship with the National Football League in recent years as he was the first sitting president to attend a Super Bowl, but lately has been critical of the league’s various TV and streaming...

Netflix (NFLX) concluded the recent trading session at $77.91, signifying a -3% move from its prior day's close.

Netflix (NFLX) trades at about $80, and its own options put a price on how far that can travel over the twelve months ahead: a floor near $54.21 and a ceiling near $119. The options market is charging nothing unusual for that range. Ordinary, for Netflix, already means a range wide enough to take a third of your money.

Bill Ackman closed his Netflix position in 2022. A 50% drawdown and a collapsed multiple brought him back.

Alphabet (GOOGL) has returned about 46% over the past year. In the June quarter it spent more on AI capacity than its operations produced in cash, and free cash flow was negative $5.9 billion. Over the trailing twelve months free cash flow was still positive, at $53.3 billion, and management said in July that the pressure will continue. So what happens to the stock if one negative quarter becomes a negative year.

Disney's stock has barely moved in a year while Wall Street's consensus target sits 20% higher, and a string of earnings beats has done almost nothing to close that gap. The reason why reveals a deeper tension inside the company that one upcoming earnings report could either resolve or rupture.

Whether it be online shopping or social media, secular forces are propelling consumer internet businesses forward. These themes have enabled solid growth for the industry, which has posted a 14% gain over the past six months. This return was on par with the S&P 500.

Anthropic CEO Dario Amodei called for a slowdown of the development of AI capabilities.

The streaming pioneer got a little love from Wall Street.

Evercore says live events and short-form video could give Netflix another way to keep users coming back.

Consumer stocks were mixed late Monday afternoon, with the State Street Consumer Staples Select Sect

The streamer put $415 million into property and equipment in the first half of 2026 -- about 1% of what Alphabet spent in the second quarter alone.

Netflix Stock Rallies As Analyst Raises Target, Points To Stronger Subscriber Trends

Consumer stocks were higher Monday afternoon, with the State Street Consumer Staples Select Sector S

A new streaming policy coalition just handed Netflix a potential key to unlock live sports rights that have been legally off-limits, and the gap between Netflix's stock surge and its founding partners' shrug tells you exactly who stands to win.

Netflix, Amazon, and YouTube have established a unified policy coalition to safeguard their growing live sports investments amid mounting federal regulatory pressure.