News — AI supercycle headlines

Reuters5d agoneutral

Netflix spent over $135 billion on film, TV over last decade

Netflix has invested over $135 billion in films and television series over the past decade, ‌the company said on Tuesday, underscoring the dominance of ‌the streaming giant and the growth of on-demand entertainment. During the same period, Netflix contributed more than $325 billion to the global economy and created over 425,000 jobs on productions, it said. The Los Gatos, California-based company is one of the world's largest video streaming platforms, ‌with over 325 million ⁠paid members as of the end of 2025, having pioneered at-home video entertainment and producing original ⁠intellectual properties that have dominated popular culture.

Simply Wall St.5d agobearish

Texas Lawsuit Puts Netflix Data Practices And Ad Growth Under Scrutiny

Texas Attorney General Ken Paxton has filed a lawsuit against Netflix (NasdaqGS:NFLX). The suit accuses Netflix of illegally collecting data on children and designing its platform to be addictive. Allegations include misrepresenting data practices, unlawful surveillance of users, and prioritizing behavioral data monetization. The case seeks penalties, state-level restrictions, and a permanent injunction on certain user data practices. For investors watching Netflix as a large subscription...

Reuters Videos5d agoneutralVIDEO

Texas sues Netflix for allegedly spying on kids, addicting users

<body>STORY: Netflix was sued Monday by Texas Attorney General Ken Paxton for allegedly collecting data on children and other consumers without consent and designing its platform to be addictive.Texas said that for years the streaming giant has falsely represented to consumers that it did not collect or share user data.But it said the company actually tracked and sold viewers' habits and preferences, making billions of dollars a year.Netflix was also accused of quietly using "dark patterns" to keep users watching, including an autoplay feature.The complaint said that the firm's endgame is to "get children and families glued to the screen, harvest their data while they are stuck there, and then monetize the data for a handsome profit."Paxton wants the company to purge data it collected illegally, not use the data for targeted advertising without users' consent, and pay civil fines of up to $10,000 per violation.A Netflix spokesperson said the lawsuit "lacks merit and is based on inaccurate and distorted information,"adding the company complies with privacy and data protection laws everywhere it operates. </body>

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MT Newswires6d agoneutral

Sector Update: Consumer Stocks Decline Late Afternoon

Consumer stocks fell late Monday afternoon with the State Street Consumer Staples Select Sector SPDR

DIS GM NFLX

Investing.com6d agoneutral

Texas sues Netflix over data collection; shares edge lower

Investing.com -- Texas Attorney General Ken Paxton has filed a lawsuit against Netflix Inc (NASDAQ:NFLX), alleging the streaming giant illegally surveilled users and exploited children’s data. The legal action claims the company rebranded itself as a "logging company" that prioritizes data monetization over consumer privacy. The state’s petition alleges that Netflix deceptively collected sensitive behavioral information without obtaining proper consent from its millions of Texas subscribers. Sha

NFLX

24/7 Wall St.6d agobullish

Comcast vs Netflix: Which Is the Better Dip Buy Now?

Both Comcast (NASDAQ: CMCSA) and Netflix (NASDAQ: NFLX) have taken hits over the past month, and retirement-focused investors are wondering which one belongs in the portfolio right now. Both stocks are bruised, both are buying back shares, and both are in the Communication Services sector. But the cases diverge sharply on price, payout, and growth. ... Comcast vs Netflix: Which Is the Better Dip Buy Now?

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Barchart6d agoneutral

Is Wall Street Bullish or Bearish on Netflix Stock?

Despite Netflix's weak performance relative to the broader market over the past year, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.

NFLX

Simply Wall St.7d agoneutral

Is It Time To Reassess Warner Bros. Discovery (WBD) After The Terminated Netflix Proposal?

If you are wondering whether Warner Bros. Discovery is attractively priced or already fully valued, the current share price of US$27.12 is a good starting point but far from the whole story. The stock has returned 0.3% over the last week, a 0.9% decline over the last month, a 4.9% decline year to date and 201.0% over the past year, which can change how investors think about both opportunity and risk. Recent headlines have focused on Warner Bros. Discovery's efforts to reshape its content...

NFLX WBD

Insider Monkey9d agobullish

Jim Cramer on Netflix: “It’s Not a Buy, Buy, Buy”

Netflix, Inc. (NASDAQ:NFLX) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. A caller asked if the stock is a buy, given the competition in the streaming space. Cramer replied: Well, okay, it’s not a buy, buy, buy, because we’re still, it’s a quizzical moment for […]

NFLX

Simply Wall St.9d agobullish

Netflix (NFLX) Is Down 5.7% After Cautious Q2 Guide And $25 Billion Buyback Plan - Has The Bull Case Changed?

In recent days, Netflix reported Q1 results that beat expectations but were accompanied by softer Q2 guidance, while also authorizing a US$25.00 billion share repurchase plan and preparing for co‑founder Reed Hastings to leave the board in June. These moves highlight Netflix’s shift from subscriber-led expansion to monetizing a large user base through advertising, pricing power, and capital returns at a time when rivals like Disney are showing strong streaming profitability. Next, we’ll...

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Moby9d agoneutral

Warner Music Group Corp. Q2 2026 Earnings Call Summary

Moby summary of Warner Music Group Corp.'s Q2 2026 earnings call

NFLX PSKY

Barchart10d agobullish

Josh D’Amaro Has a ‘Vision’ for Disney. That Makes DIS Stock a Buy Here.

Disney stock rose sharply yesterday after the company released its fiscal Q2 2026 earnings, wherein, among others, CEO Josh D'Amaro laid out his vision for the entertainment giant. Is DIS stock a buy after the Q2 earnings?

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Proactive10d agoneutral

Warner Bros Discovery posts wider Q1 loss driven by Netflix termination fee

Warner Bros Discovery Inc (NASDAQ:WBD, XETRA:J5A) reported a wider-than-expected first quarter loss as a $2.8 billion termination fee tied to Netflix weighed heavily on results, while revenue came in slightly below analyst expectations. The media and entertainment company posted a net loss of...

NFLX PSKY WBD

Zacks10d agobearish

Warner Bros. Discovery Q1 Earnings Miss Estimates, Revenues Fall Y/Y

WBD's Q1 loss widens on merger and restructuring costs, even as streaming subscribers topped 140M and Studios revenue surged.

NFLX WBD

24/7 Wall St.10d agobearish

S&P 500 Gains Unleashed on Chip Stock Strength, Falling Oil and Return to Optimism

The S&P 500 (^GSPC) punched to a fresh record Wednesday, with the broader market index now perched above 7,300. With a 7.6% YTD gain in the S&P 500 (^GSPC), bulls are back in control, citing a roughly 15% rally off the March low as AI earnings, easing Iran tensions, and softer crude combine to push ... S&P 500 Gains Unleashed on Chip Stock Strength, Falling Oil and Return to Optimism

ABNB AMD COIN DDOG MCD NFLX QQQ SPY+2

24/7 Wall St.10d agoneutral

Netflix and Meta On Sale: Which One Deserves Your Capital Today?

Two of the largest names in communication services are both trading off recent highs, but the dips look nothing alike. The question for a retirement-focused investor is straightforward. Between Netflix (NASDAQ: NFLX) and Meta Platforms (NASDAQ: META), which one deserves capital today? Netflix represents the deeper, scarier drawdown. Meta represents a shallower pullback from a ... Netflix and Meta On Sale: Which One Deserves Your Capital Today?

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Simply Wall St.10d agoneutral

Is It Time To Reassess Netflix (NFLX) After Recent Share Price Weakness

If you are looking at Netflix and wondering whether the current price really reflects what the stock is worth, this breakdown is designed to help you separate story from numbers. After reaching a last close of US$88.27, the stock has seen a 4.2% decline over 7 days, a 10.8% decline over 30 days, a 3.0% decline year to date, but a 163.2% return over 3 years and an 82.0% return over 5 years, which can affect how you think about both growth potential and risk. Recent coverage around Netflix has...

NFLX

Barrons.com10d agoneutral

Ken Burns on What He Will and Won’t Allow When Financing His Films

The filmmaker on his new documentary, ‘The American Revolution,’ and why he steers clear of HBO and Netflix.

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The Wall Street Journal10d agoneutral

Warner Bros. Discovery Logs $2.92 Billion Loss Tied to Netflix Termination Fee

The media and entertainment company’s huge loss came after recording a $2.8 billion termination fee that was triggered when Paramount Skydance beat out Netflix to acquire Warner.

NFLX PSKY WBD

Insider Monkey11d agoneutral

Analyst Downgrades Netflix (NFLX) From ‘Buy’ to ‘Hold’

With an upside potential of 24.92% as of May 3, Netflix, Inc. (NASDAQ:NFLX) is included among the 10 Best Fortune 500 Stocks to Buy According to Analysts. Netflix, Inc. (NASDAQ:NFLX) is one of the world’s leading entertainment services offering TV series, films, games and live programming across a wide variety of genres and languages. On April […]

NFLX

Barrons.com11d agoneutral

Warner Bros. Earnings Are on Deck. How Disney Turned Up the Heat.

Media companies across the board are seeing a fundamental change in how customers watch TV. Disney has found a way to capitalize on it.

DIS NFLX PSKY WBD

24/7 Wall St.11d agobullish

Disney Stock Is Up 8% Today: Is It Outperforming Other Streaming Stocks Like Netflix and Warner Bros. Discovery?

Shares of Walt Disney (NYSE:DIS) are up 8% in early trading on May 6 after the company posted fiscal Q2 2026 results that topped revenue and earnings estimates. Disney stock recently changed hands near $107.85 and is the standout performer in large-cap media today. Even with the pop, Disney stock is still down 5% year ... Disney Stock Is Up 8% Today: Is It Outperforming Other Streaming Stocks Like Netflix and Warner Bros. Discovery?

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