Netflix has shed more than a third of its value while the broader market climbs, yet one Wall Street analyst sees a path back that would leave today's sellers deeply regretting their…
Rising Treasury yields are carving a sharp divide inside the streaming sector, and not every media stock is absorbing the pressure equally. The gap between the biggest loser and the name sitting…
FuboTV is surging midday with no earnings release, no filing, and no corporate announcement to explain it. Something is shifting in how the market values the combined live TV bundle, and it…
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…
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…
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.
David Ellison is dangling CNN to appease critics of his massive Warner Bros. Discovery deal, but the attorneys general suing to block it say the offer solves nothing. A September deadline and…
AJ Tiarsmith David Ellison insists his blockbuster media merger is still on track, but a legal standoff with a coalition of state attorneys general is about to flip an abstract delay into a very…
Wall Street analysts are reshuffling their bets ahead of the busiest earnings week of the quarter, and the moves span everything from legacy automakers to crypto miners to space launch companies. Find…
Netflix has shed nearly half its value while the broader market climbed, yet dozens of Wall Street analysts refuse to cut bait and at least one major ratings house sees a share…
A federal judge just froze David Ellison's dream of owning Hollywood's biggest studio, and the financial guarantee holding the deal together belongs to his father, whose personal fortune has been in freefall…
Analysts say Netflix is losing control of its own story, and a single line buried in Friday's earnings report about future disclosures is making Wall Street more nervous than the guidance miss…
Larry Ellison peaked as the second person in history to cross $400 billion in net worth, and now two crises are colliding at once: a brutal Oracle collapse and a 12-state legal…
Netflix (NASDAQ:NFLX | NFLX Price Prediction) heads into its July 16 earnings release with one of the cleanest setups in the market for a retirement portfolio, and the math is compelling. The…
