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Netflix Rewarded Patient Investors But the Last 12 Months Exposed Two Potential Outcomes
24/7 Wall St.73d agoneutral
Netflix Rewarded Patient Investors But the Last 12 Months Exposed Two Potential Outcomes

From DVD Disruptor to Streaming Incumbent A decade ago, Netflix (NASDAQ: NFLX) was still proving streaming could scale globally. Since then, the company has launched hit originals in dozens of languages, weathered a brutal 50.64% drawdown in 2022 after losing subscribers, then re-accelerated through a password-sharing crackdown, an ad-supported tier, and live events like NFL ... Netflix Rewarded Patient Investors But the Last 12 Months Exposed Two Potential Outcomes

Qualcomm Drops 8% on ByteDance ASIC Deal, Marvell Falls 10% as Custom-Silicon Stocks Slide
24/7 Wall St.73d agobearish
Qualcomm Drops 8% on ByteDance ASIC Deal, Marvell Falls 10% as Custom-Silicon Stocks Slide

Shares of Qualcomm (NASDAQ:QCOM) are down 8% to $201 in Tuesday morning trading, while Marvell Technology (NASDAQ:MRVL) shares are off 10% to $260. The catalyst centers on news that ByteDance is moving forward with a custom AI silicon (ASIC) deal that touches Qualcomm directly, reshaping the merchant custom-silicon narrative across the sector. The selling action ... Qualcomm Drops 8% on ByteDance ASIC Deal, Marvell Falls 10% as Custom-Silicon Stocks Slide

Anthropic Advisor Says AI Productivity Gains Are Vastly Exaggerated, Valuations Are ‘Crazy’
24/7 Wall St.73d agoneutral
Anthropic Advisor Says AI Productivity Gains Are Vastly Exaggerated, Valuations Are ‘Crazy’

Eric Ries, author of the legendary book The Lean Startup and, more recently, Incorruptible, and a governance advisor to Anthropic since 2021, delivered a sharp critique of the AI investment boom. He told CNBC’s Squawk Box on June 8, 2026, that he believed corporate AI productivity claims are largely unproven. He believes many AI-attributed layoffs are repackaged cost-cutting, and ... Anthropic Advisor Says AI Productivity Gains Are Vastly Exaggerated, Valuations Are ‘Crazy’

Palo Alto Networks Hits $10B Revenue Run Rate Beats S&P 500 Across All Timeframes
24/7 Wall St.73d agobullish
Palo Alto Networks Hits $10B Revenue Run Rate Beats S&P 500 Across All Timeframes

From Firewall Vendor to AI Security Platform A decade ago, Palo Alto Networks (NASDAQ: PANW) was still primarily known as a next-generation firewall company competing with legacy network security incumbents. The transformation since then has been dramatic. Under CEO Nikesh Arora, the company pivoted into a sprawling cybersecurity platform spanning network, cloud, security operations, identity, ... Palo Alto Networks Hits $10B Revenue Run Rate Beats S&P 500 Across All Timeframes

Prediction: Google Stock Will Hit $500 on This Date
24/7 Wall St.73d agoneutral
Prediction: Google Stock Will Hit $500 on This Date

Alphabet (NASDAQ:GOOGL) is running one of the most aggressive AI infrastructure buildouts in corporate history. CEO Sundar Pichai told investors “2026 is off to a terrific start. Our AI investments and full stack approach are lighting up every part of the business.” Google Cloud printed $20.03 billion in Q1 revenue, up 63% YoY, with backlog ... Prediction: Google Stock Will Hit $500 on This Date

Wall Street sees AI trade bearing fruit with MANGOS ahead of IPOs
Yahoo Finance Video73d agoneutralVIDEO
Wall Street sees AI trade bearing fruit with MANGOS ahead of IPOs

MANGOS — no, not the tropical stone fruit — is the latest Big Tech acronym to be at the top of investors' minds ahead of 2026's biggest IPOs. MANGOS consists of Meta Platforms (META), Anthropic (ANTH.PVT), Nvidia (NVDA), Alphabet (GOOG, GOOGL), OpenAI (OPAI.PVT), and SpaceX (SPCX, SPAX.PVT). Yahoo Finance Senior Business Reporter Ines Ferré explains the latest AI tech groupings being coined by Wall Street analysts.

Siri Didn’t  Rescue Apple
24/7 Wall St.73d agoneutral
Siri Didn’t Rescue Apple

Apple’s (NASDAQ: AAPL) new Siri upgrade won’t work in the EU or China for now. China is the world’s largest smartphone market. So, in China, consumers will use old apps on current Apple products. Siri works, supposedly, the way products like OpenAI’s ChatGPT do. Many of its features were teased at the Worldwide Developers Conference, ... Siri Didn’t Rescue Apple

Meet the Parabolic 7. The Group Leaving the Mag 7 in the Dust
24/7 Wall St.73d agoneutral
Meet the Parabolic 7. The Group Leaving the Mag 7 in the Dust

The broad stock market is really taking things into overdrive, and that’s thanks primarily to the new class of heavy-lifters referred to by Ben Emons as the “Parabolic 7.” Indeed, it’s a fitting name for the new leadership group leading tech and the indices higher. But that’s not to say investors should neglect the Magnificent ... Meet the Parabolic 7. The Group Leaving the Mag 7 in the Dust