
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 has "a growing YouTube problem," a Wall Street analyst says. Alphabet's YouTube is taking increasing viewer share.

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 (PSKY) has agreed to settle a multistate antitrust lawsuit involving its proposed

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.

Antitrust settlement talks are reshuffling the media landscape in real time, sending two rival stocks surging for completely opposite reasons while their biggest streaming competitor barely flinches.

Netflix stock tanked on Friday after a Wall Street analyst downgraded the streaming video giant to the equivalent of a sell rating.

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.
Investing.com - U.S. stock futures edged broadly higher on Friday, following a rally in stocks in the wake of the Federal Reserve’s interest rate hike on Wednesday.

The Wall Street firm sees a rare entry point in one streaming stock’s roughest stretch in years.

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.”

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

Florida is suing Netflix for billions, accusing the streaming giant of secretly tracking children for advertisers while publicly promising families a safe alternative to social media surveillance. The outcome could unravel the economics powering Netflix's fastest-growing business.

Amazon.com (AMZN) trades at $255, down 10% over the past month and about 10% below its 52-week high. The second quarter of 2026, reported in July, was a strong one: revenue rose 20% year over year to $200.6 billion and operating income rose 43%, though about $1.2 billion of that income came from tariff refunds and an energy-contract accounting gain. That makes the drop worth sizing, because this is a stock with a long habit of falling further than the market.

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.

Netflix stock has only fallen by such a large percentage twice in the last 15 years.

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.
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