Notícias

A $76 target leaves limited upside while YouTube contests television time and Netflix's original-content pull.

Surging bond yields send a shiver through markets; Trump, Xi, and the battle for AI; and more news to start your day.

Netflix shares have struggled in 2026 despite double-digit revenue growth, as competition and questions about future growth weigh on the stock.

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

Steve Weiss, founder and managing partner of Short Hills Capital Partners, told viewers of CNBC’s Halftime Report on September 23, 2026 that he had added to his position in Netflix (NASDAQ:NFLX) after a Wells Fargo downgrade to sell pushed the stock lower. The trade is notable because Weiss had exited the name in June and […]

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

Netflix has seen its share price fall sharply over the past year, yet over a three year window the stock is still well ahead of where it was. This puts fresh focus on whether that journey lines up with the cash the business can generate. With investors weighing recent news on engagement, advertising and content spending, the live question is whether today’s valuation is grounded in the company’s underlying cash flows rather than just sentiment around streaming. Over the past 3 years, Netflix...

Shares of AT&T, insurers, travel agents and other consumer stocks have been hit by worries that Muse will hurt their businesses.

Shares of AT&T, insurers, travel agents and other consumer stocks have been hit by worries that Muse will hurt their businesses.

Muse’s growing popularity has led Wall Street to worry that agentic AI adoption poses a risk for companies that rely on consumers who pay for their products or services out of habit.

Walt Disney is raising its streaming subscription prices for the second time in a year as it looks to focus on investing in content. The move comes at a notable time: The popularity of Meta Platform’s Muse has raised concerns that artificial-intelligence agents pose risks to companies that rely on recurring payments s if they help consumers cancel those payments from simple prompts. A Disney spokesperson confirmed the price changes to Barron’s on Wednesday.

CorpGov hosted the second LA CorpGov Forum on Sept. 18, 2026, at The Huntington Library in San Marino, California. This event brought together members of the financial community from both LA and beyond in panels focused on the finance of entertainment and media, sports, along with capital markets and shareholder activism. Panel: Entertainment in the […] The post Entertainment in the AI Era: Music, Games and Film​: 2nd LA CorpGov Forum appeared first on CorpGov.

YouTube is introducing new production tools to woo top creators to stay on the platform as Netflix aggressively poaches popular channels.

CorpGov hosted the second LA CorpGov Forum on Sept. 18, 2026, at The Huntington Library in San Marino, California. This event brought together members of the financial community from both LA and beyond in panels focused on the finance of entertainment and media, sports, along with capital markets and shareholder activism. Panel: Shareholder Activism: Media […] The post Shareholder Activism: Media and Entertainment Focus: 2nd LA CorpGov Forum appeared first on CorpGov.

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

After a powerful run to new highs, this media giant's stock is asking every investor the same question: is the turnaround in streaming enough to carry the whole company higher.

Netflix (NFLX) has been a somewhat complicated story for some time now, with shares unable to find consistent stability. As a current Zacks Rank #4 (Sell), investors have better options available for near-term gains.

Yahoo Finance Executive Editor Brian Sozzi explains why Google's YouTube (GOOG, GOOGL) is a growing problem for Netflix (NFLX).

DIS is scaling local originals, cutting churn and improving SVOD profitability as it builds an international streaming challenge to Netflix and Amazon.

Walt Disney (DIS) owns theme parks and streaming services. The stock costs 21.8 times its earnings of the past year. The S&P 500 is at 22.6 times. So you pay less than the market for these businesses. That case only pays off if two things are both true. Disney's latest earnings call gave a reason to doubt the first. What did management say about ad prices.

Netflix and Airbnb could see meaningful earnings growth, delivering compounding returns.

It's been a rough run for Netflix stock.

A widening viewing gap is reshaping Netflix's growth outlook

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

In recent days, Wells Fargo downgraded Netflix after flagging weaker viewer engagement and rising pressure from rivals such as YouTube, intensifying concerns about how much time subscribers spend on the platform. The downgrade has thrown a spotlight on whether Netflix’s push into formats like live sports, video podcasts, and short-form “Verts” can meaningfully revive engagement. Now we’ll examine how these engagement concerns and competitive pressures could influence Netflix’s previously...

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

A 12-state antitrust settlement just removed the last legal wall blocking a $110 billion media megadeal, yet the company being acquired barely moved while the buyer surged. Understanding why reveals exactly where the real risk still sits.

Analysts raised concerns around Netflix’s engagement trends as YouTube expands its living-room presence and Netflix heads into a potentially weaker second-half content slate.

BMO's consumer survey lands days after Wells Fargo cut the stock to Underweight

Wells Fargo downgraded Netflix to "Underweight." Why, and how should you play NFLX here?