While AI was supposed to gut Google's core business and rivals like Meta and Tesla have stumbled badly this year, Alphabet's founders are sitting on a jaw-dropping windfall that tells a very…
Wolfe Research says Netflix's rough summer had nothing to do with demand, and that one reframing sent shares jumping while Disney and Warner Bros. Discovery barely flinched. Here is what the analyst…
Netflix has shed a third of its value in the past year, and now a proprietary model is flashing a signal that has traders paying close attention. The math behind what happens…
Netflix has shed more than a third of its value over the past year, yet a billionaire who once lost $400 million betting on this exact stock just bought back in, and…
Semiconductors are bleeding while software stocks quietly climb, and the gap between those two moves tells a story about how investors are repricing the entire AI trade right now.
Bill Ackman just bought back into Netflix after losing hundreds of millions on the same trade in 2022, and streaming rivals are barely flinching while one major hedge fund makes its biggest…
Bill Ackman burned himself on Netflix once before, locking in a painful loss, yet Pershing Square just dove back in. Whether this bold second act signals a screaming bargain or a costly…
Joey Frenette Dan Loeb just deployed over half a billion dollars into a battered media stock that activist, value, and macro investors almost never agree on, and he was not alone in the quarter.
Daniel Loeb just made Warner Bros. Discovery his largest new position, exiting Nvidia and Broadcom to fund it. Here is what billionaires see that most analysts are still missing.
Bill Ackman once fled Netflix at a loss, so his decision to buy back in now raises a pointed question: does he see a genuine turnaround forming in a stock that has…
Bill Ackman once torched $400 million exiting Netflix, then swore off the stock entirely. Now he's building a new position while his fund trails the market badly, and his reasoning this time…
Bill Ackman just made his boldest portfolio move in years, adding Mastercard to his biggest funds at a moment when the stock is quietly losing ground to the broader market. Whether that…
Netflix has shed more than a third of its value in a year, yet analysts keep stacking up buy ratings with price targets that sit far above Wall Street consensus. The question…
Disney just posted its fifth straight earnings beat and sent streaming profits soaring, but the stock still sits nearly 10% in the red for the year. Our model puts a specific number…
Netflix shares dropped sharply after its Q2 earnings, but three popular ETFs that all hold the stock reacted in surprisingly different ways. The structure of each fund tells you far more about…
