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YouTube Premium’s plan to bundle Peacock and NBCUniversal sports puts fresh attention on streaming competition. For you as an investor, it raises new questions about how Netflix (NFLX) is priced after its recent share decline. See our latest analysis for Netflix. Over the past year Netflix’s share price return has fallen 19.16% year to date and the 1 year total shareholder return is down 35.92%. However, the 3 year total shareholder return of 67.83% shows longer term holders are still well...

Amazon's cloud business is growing at a historic pace, but its plan to spend a fortune on new data centers was the only thing analysts wanted to talk about.

Free cash flow is negative while the cloud build runs, and that is the whole question for anyone weighing the stock today.

YouTube Premium will soon give consumers access to Peacock's streaming service.

While the market focuses on streaming wars, a different category is quietly inflecting inside the business. Monthly players for cloud games have increased 11x since last October. This adoption is already outpacing the company's earlier push into mobile games, suggesting a new engagement engine is taking hold.

IMAX, AMC, and Cinemark stocks climbed as blockbuster movies filled theaters, while Netflix stock declined.

Over the past six months, Netflix’s shares (currently trading at $71.76) have posted a disappointing 10.2% loss, well below the S&P 500’s 8.3% gain. This was partly due to its softer quarterly results and may have investors wondering how to approach the situation.

A promising architecture now needs customers and working silicon

A high five-year correlation says Alphabet moves largely in step with the index you already hold, and its up-day and down-day capture readings say what owning that overlap actually feels like.

Netflix was founded in 1997 as a DVDs-by-mail rental service, and it expanded into online streaming a decade later. Over the years, streaming has changed the way Americans and viewers worldwide watch movies and TV shows, and Netflix has become the largest paid subscription streaming service. Here’s ...

A near-in-line quarter came with a step change in cloud profitability and a bigger cash bill to fund it.

Legacy TV-movie companies may need to move to a "guns for hire" plan - producing TV/movie programming and selling it to big streaming platforms like Netflix, Amazon Prime Video, and Apple TV.

Accelerating for its fifth consecutive quarter alongside a growing contracted backlog, the cloud segment addressed key investor concerns regarding its elevated capital expenditures.

In late July 2026, Netflix announced that Anne Sweeney resigned from its Board of Directors and appointed Kumar Kanagasabapathy as Director of Brand Partnerships for Asia Pacific, where he will lead regional brand tie-ups. These leadership moves highlight Netflix’s focus on strengthening governance while deepening its advertising and brand partnership capabilities across high-growth international markets. Next, we’ll examine how Kanagasabapathy’s appointment to lead APAC brand partnerships...

Fundsmith, an investment management firm based in London, has released its second-quarter 2026 investor letter for its “Fundsmith Equity Fund.” A copy of the letter can be downloaded here. The Fund returned -2.9% in the first half of 2026, underperforming the MSCI World Index by 14.1 percentage points, driven by challenges from a momentum-driven market […]

An executive’s exit from the entertainment giant reminds us what a minefield ‘bring your whole self to work’ can be.

Netflix shares hit a 52-week low despite record revenue, sliding over 10% post-earnings on growth concerns, but analysts remain bullish, citing a lower valuation and record buybacks.

Video podcasting and gaming could be revenue generators for Netflix, but there isn't anything on the immediate horizon to help reverse stock price losses.

The streaming leader no longer trades like a growth stock. Run the numbers forward, and that's exactly what makes it interesting.

Shares of television broadcasting and production company AMC Networks (NASDAQ:AMCX) jumped 17% in the afternoon session after it announced a new distribution deal with YouTube TV and a major content licensing agreement with Netflix.

The offer requires four qualifying orders in a month.

Netflix will stream all 371 episodes of the 'Walking Dead' universe worldwide under a five-year, $500-million deal — but it loses its U.S. exclusive.

Analysts raised their price targets on AMCX stock, with Wells Fargo stating that the deal should provide additional cash flow and improve balance-sheet stability.

For decades, Americans have been told that tax cuts for the wealthy create jobs, that buying a home is always the best investment, and that anyone can get ahead simply by working harder. Personal finance expert Ramit Sethi says many...

Its cloud arm widened margins while the capital plan grew, and that pairing is what a re-rating would rest on.

It all comes down to one metric worth watching.

Scores of today's blue-chip giants once traded in the single digits, and five overlooked dividend payers under $10 are quietly building the same kind of case for your portfolio right now.

While the market sees an advertising giant, a merchant silicon business is quietly taking root inside the company. For the first time, Alphabet is selling its custom TPU systems directly into customer data centers. This marks a fundamental pivot from a services-led model to one that also sells the foundational hardware for the entire AI industry.

Netflix (NasdaqGS:NFLX) has agreed a multi year global licensing deal with AMC Global Media for The Walking Dead Universe. The agreement covers The Walking Dead and six spin offs for international streaming on Netflix. Content is scheduled to arrive on the service in key markets including the UK, Italy, Australia, and New Zealand starting in 2027. For Netflix, this deal adds a well known genre franchise to its content slate at a time when global streamers are competing for viewer attention...

Its moderate long-run correlation to the broad market says much of the ride is genuinely its own story, and its volatility says that ride is a rough one.