
The streamer desperately needs to find the next Squid Game. Weak engagement numbers are dire news for its shares, down 20% this year.
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The streamer desperately needs to find the next Squid Game. Weak engagement numbers are dire news for its shares, down 20% this year.

Wells Fargo just handed Netflix one of the street's most bearish ratings while a rival analyst pushed a price target nearly double that level, leaving investors to figure out which firm is reading the audience right before earnings arrive.

Paramount Skydance has been under pressure for years, and with merger headlines swirling around Warner Bros. Discovery, the real question for investors is whether the current share price lines up with what its cash flows can support. The stock has fallen 70.2% over the past 5 years, which puts the focus squarely on whether that drop now matches or misfits the cash the business can realistically generate. Ongoing court ordered merger talks, bond discussions and extended tender and exchange...

Netflix (NFLX) trades at about $80, and its own options put a price on how far that can travel over the twelve months ahead: a floor near $54.21 and a ceiling near $119. The options market is charging nothing unusual for that range. Ordinary, for Netflix, already means a range wide enough to take a third of your money.

Netflix (NFLX) grew revenue faster over the past twelve months than Amazon, Apple, Comcast, or Disney and earned a wider operating margin than all of them except Apple. Its shares still finished those twelve months down 38.9%, the last of the five. The fall has not made the stock cheap. That is the mismatch worth explaining.

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 virtually unchanged tells you something important about how rate risk hides in plain sight.

Insider disposed of 126,707 shares following a 138% annual return, retaining over 1 million shares worth $30 million.

The insider dumped a substantial portion of their direct holdings after the stock surged 130% over the past year.

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 a seven-figure daily fee are forcing a decision that no single concession can fix.
Warner Bros. Discovery Inc. executives on Thursday said the streaming bundle with The Walt Disney Co. is generating measurable benefits, helping reduce customer cancellations. Disney Bundle Is Driving Better Streaming Metrics During Warner Bros. Discovery’s second-quarter earnings call, an analyst...
Warner Bros. Discovery Inc. (NASDAQ:WBD) executives on Thursday said the streaming bundle with The Walt Disney Co. (NYSE:DIS) is generating measurable benefits, helping reduce customer cancellations. Disney Bundle Is Driving Better Streaming Metrics During Warner Bros. Discovery’s second-quarter earnings call, an analyst asked whether the company was seeing measurable benefits from the bundle, which combines Max, Disney+ and Hulu under a discounted subscription. Responding to the question, execu
HBO Max growth and lower expenses produced a surprise profit despite severe pressure across studios and traditional advertising.
Sirius XM (SIRI) delivered earnings and revenue surprises of -10.26% and +0.91%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
The latest trading day saw Warner Bros. Discovery (WBD) settling at $25.28, representing a -1.9% change from its previous close.
Investing.com -- Seaport Research Partners downgraded Warner Bros Discovery to Neutral from Buy, arguing that a prolonged delay to its proposed acquisition by Paramount Skydance reduces the attractiveness of the stock despite potential upside if the transaction is ultimately completed. The downgrade follows Paramount Skydance's decision to put the acquisition on hold until as late as June 1, 2027, as it seeks to address legal challenges from the Writers Guild and several U.S. state attorneys gen
Steer clear of the entertainment company’s shares for now—there’s just not enough regulatory clarity for investors.
Are the concerns that have weighed on the stock overblown?
The entertainment giant reported a notable insider sale amid legal challenges to its merger with Paramount Skydance.
Larry Ellison's fortune, Oracle's stock, and Hollywood's biggest merger are now deeply intertwined -- and investors should understand why the outcome could matter far beyond the entertainment industry.
Investing.com -- Paramount said Friday it agreed to halt its $111 billion merger with Warner Bros. Discovery until June 1, 2027, or until a federal judge rules on a lawsuit filed by state attorneys general seeking to block the deal.
According to a court filing from Friday, the companies have agreed to pause the transaction until five days after the court issues a final decision on the merger, or until June 1, 2027.
Paramount Skydance, McDonald's, and Northrop Grumman’s shares slumped to annual lows amid legal uncertainty, slowing consumer spending, and margin compression.
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 for months.
On July 20, 2026, a California federal judge halted the $110 billion acquisition for at least 14 days, extending legal uncertainty around the merger.
In the closing of the recent trading day, Warner Bros. Discovery (WBD) stood at $26.87, denoting a -1.54% move from the preceding trading day.
NFLX beats Q2 EPS but misses revenue estimates as shares slide on a lower 2026 outlook. See what drives results and the company's updated guidance.
Investing.com -- Netflix dropped about 4% in extended trading on Thursday after issuing third-quarter revenue and earnings guidance that missed Wall Street estimates, raising fresh concerns about the pace of the streaming company’s growth.
A coalition of 12 state attorneys general, led by California, has filed an antitrust lawsuit to block the proposed Paramount, Skydance, and Warner Bros. Discovery (NasdaqGS:WBD) merger valued at about US$110b. The states have also submitted emergency motions seeking a temporary restraining order, prompting immediate court hearings and a likely pause to the transaction. The filings allege threats to competition and consumer harm, as well as concerns about market concentration and special...
The primary reason for the 12-state lawsuit is that a Paramount-WBD combination would curb entertainment content and distribution, putting the TV/movie marketplace into fewer hands. What's the fallout?
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