
One Wall Street analyst says the streaming giant’s edge over its biggest rival is slipping.
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One Wall Street analyst says the streaming giant’s edge over its biggest rival is slipping.

The streaming stock that cost Pershing Square $400 million now has a different risk profile.

The Google-owned platform is rolling out better tools for digital producers that could help it to keep more of their content exclusively.

Netflix stock just hit a crossroads. Wall Street can’t agree.

Both Paramount and Warner Bros. jumped on Monday after settling an antitrust lawsuit that could have blocked the merger.

Paramount Skydance has cleared the last major hurdle to its acquisition of Warner Bros. Discovery by reaching a settlement with California and 11 other states that sued over antitrust concerns. A settlement would remove a key obstacle for the $110 billion megamerger of the two entertainment giants. Warners Bros. Discovery stock surged 10% to $30.57 on the reports, erasing all its losses for the year.

Netflix shares plunged more than 5% this morning after Wells Fargo downgraded the stock to underweight and slashed its price target to $57 a share, from $80. "Engagement trends look worrying to us," wrote a team of analysts led by Steven Cahall, who estimated that viewership in the first half of 2026 was down 8% from the same period in 2023.

Paramount Skydance and Warner Bros. Discovery long-awaited merger has been at a standstill. Barclays analysts led by Kannan Venkateshwar resumed coverage of both stocks, rating Warner Bros at Equal Weight with a $28 price target and Paramount at Underweight with a $8 price target. Venkateshwar said in a research note Thursday that while the proposed $110 billion merger could increase growth potential for the studios, it could introduce massive financial and operational risks that make the stock hard to value, and “a moving target.”
Netflix, Amazon, and YouTube have established a unified policy coalition to safeguard their growing live sports investments amid mounting federal regulatory pressure.

The three companies are founding members of a new Streaming Access and Choice Alliance that will advocate for consumer access to online content.

After losing a real bid for a major media company, Netflix now sits on a shortlist of four potential acquisition targets, but regulatory walls, controlling shareholders, and astronomical price tags eliminate most of them before the conversation even starts.

Both of these entertainment giants have lost money for their shareholders in 2026.

The company says the litigants who sued to stop the deal should have to cover financial damages if they lose their lawsuit.

Netflix stock has taken a beating in recent months, down 42% from its all-time highs. For a company once seen as untouchable, the ongoing decline may be making investors nervous. Notably, Bill Ackman just built a new position in Netflix (NFX) through his hedge fund, Pershing Square Capital ...

Bill Ackman just did something few investors expected. He bought Netflix stock again. His hedge fund, Pershing Square Capital Management, disclosed a new Netflix (NFLX) position of 3.15 million shares. The stake now makes up about 4.9% of Pershing Square's portfolio. The purchase is notable ...

Enthusiasm for Big Tech and its huge investments in artificial intelligence is powering the stock market to record highs again. With a resilient economy and scorching demand, there’s seemingly only one obstacle that can derail this ride: higher interest rates.

Bill Ackman unveiled six new holdings including Netflix, Visa and Mastercard, marking the billionaire investor's biggest portfolio overhaul in years. Ackman said on Thursday he acquired shares starting in the second quarter that will be held in his investment funds including his newest offering Pershing Square USA, which was listed on the New York Stock Exchange in April. Along with Netflix, which Ackman held briefly in 2022 before selling at a loss, his funds are also investing in eye care firm Alcon, exchange operator Intercontinental Exchange and financial data provider S&P Global.
Intel’s stock dropped 4%, weighing on the Nasdaq after announcing a $15 billion stock offering.
The streaming leader no longer trades like a growth stock. Run the numbers forward, and that's exactly what makes it interesting.
AMC Networks (NASDAQ:AMCX), which referred to itself as AMC Global Media during its second-quarter 2026 earnings call, raised its full-year outlook after announcing a five-year global co-exclusive streaming licensing agreement with Netflix for the entire The Walking Dead universe. The agreement cov
Moby summary of EPR Properties's Q2 2026 earnings call
(Bloomberg) -- Larry Ellison and his family would be on the hook for $9.8 billion if Paramount Skydance Corp.’s deal to buy Warner Bros. Discovery Inc. falls apart.Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeApple Set to Make Big Smart Home Push With Siri AI at CenterASML Slides on Report of China Starting DUV Tool ProductionParamount, which
Warner Bros. Discovery stock Monday hit its lowest point since the company’s merger with Paramount Skydance was reached in February as Wall Street appears to be putting little more than a 50% chance that the deal will get done. Warner Bros. stock dropped 1.8% Monday to $25.28, ending about 18% below the $31-a-share cash offer from Paramount, whose stock also declined Monday. Warner Bros. stock had been trading around $27 in June.
Netflix (NFLX) has spent 2026 testing the patience of its own shareholders. The stock that once traded like it was unstoppable is now down more than 40% over the past year, and it sank again after the company's latest earnings report. However, Jim Cramer is stepping in to defend it. On the July 20 ...
Netflix revolutionized home cinematic viewing, first with its DVD subscription service, then with the rollout of its online streaming service. With hundreds of millions of subscribers globally, Netflix is one of the dominant streaming providers in the world, and its stock price has reflected its ...
Comcast's Peacock streaming service reported its first quarterly profit ever on Thursday, as the soccer World Cup and the hit reality show "Love Island USA" attracted more subscribers. Shares of the company were up 3% in premarket trading. The $189 million pre-tax profit marks a major win for the streaming service, which was a late entrant in 2020 and had to spend billions of dollars on content to establish a foothold in a market dominated by Netflix, Disney+ and Amazon Prime Video.
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