JPM shows solid operational strength as analysts highlight its NII outlook, fee pressures and expense trajectory through 2027.
Netflix's growth is impressive, but it's based on a less diversified business model than Alphabet's. Alphabet benefits from streaming tailwinds through YouTube while also drawing on search, cloud, and subscriptions.
Netflix shares jumped after its 10-for-1 stock split but sank after submitting a bid on Warner Bros. Discovery. YouTube has been winning the streaming war by gaining more viewers than Netflix and Disney+ combined. As YouTube gains share, Netflix is taking action as the TV market consolidates. Netflix's growth comes at a steep premium, and downward earnings revisions are on the rise.
NFLX's 10-for-1 split takes effect as the company enters a new phase backed by strong operational momentum. Hold the stock for now.
Netflix (NFLX) signals willingness to honor Warner Bros. (WBD) theatrical releases if it acquires the studio, amid ongoing bidding interest.
NBC will now have Sunday Night Baseball from 2026 to 2028. ESPN opted out of its Sunday Night Baseball rights earlier this year.
The agreements are valued at a combined $800 million annually.
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
The stock market appears to be in turmoil right now. Many of the hottest tech names are sinking, as investor sentiment sours on the future of the economy, uncertainty builds around an interest rate cut path given inflationary pressures, and spending is being called into question by many of the mega-cap tech names which are driving the economy forward.
Netflix Inc (NASDAQ:NFLX) recently announced a 10-for-1 stock split, with trading on a split-adjusted basis set to begin next week.
NFLX's 90% price drop stems solely from its 10-for-1 split as the company enters a new phase backed by strong operational momentum. Hold the stock for now.
The Investment Committee give you their top stocks to watch for the second half. Jenny Harrington also highlights her sale of WPP.