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Netflix's Ad Business Is Starting to Scale

This article first appeared on GuruFocus. Netflix Inc. (NFLX, Financials), the streaming giant, is showing more signs that advertising is becoming a meaningful second growth engine. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NFLX fairly valued? Test your thesis with our …

Microsoft Stock Rises 1.7% as JPMorgan Backs AI Payoff

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software and cloud giant behind Azure, reported accelerating cloud growth just as Wall Street gets more comfortable with the biggest question hanging over the AI boom: Are those staggering infrastructure bills actually paying off? Microsoft …

Meta Stock Rises as $1 Billion AI Strategy Unfolds

This article first appeared on GuruFocus. Meta Platforms (NASDAQ:META), the social-media and AI powerhouse behind Facebook and Instagram, unveiled its next big AI swing Monday, and the strategy is becoming hard to miss: Zuckerberg wants Meta's models everywhere. Shares gained approximately 0.9% in regular …

Warner Bros. Discovery Says Disney Bundle Is Delivering: ‘Proof Is in the Data’ as Churn Falls, Subscriber Growth Improves

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. 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 …

Apollo Economist Drops Stark Take On AI Boom

This article first appeared on GuruFocus. Apollo Chief Economist Torsten Slok is warning that the AI boom could become a market-wide problem if returns on massive hyperscaler spending arrive later than investors expect. Alphabet (NASDAQ:GOOGL), Meta (NASDAQ:META), Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN) are collectively …

Take-Two Interactive Software Fiscal 2027 Guidance Could Prove Conservative, UBS Says

Take-Two Interactive Software (TTWO) fiscal Q1 results were stronger than expected, while management PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? …

Upwork Talent Is Now Everywhere AI Works

Upwork Inc. With the new Upwork MCP server, hiring the right expert, or finding the right job, can start inside the AI tools where work is already happening PALO ALTO, Calif., Aug. 10, 2026 (GLOBE NEWSWIRE) -- Upwork Inc. (NASDAQ: UPWK), the world's human …

Microsoft Rethinks Its Nvidia Reliance

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is preparing its biggest push yet to turn homegrown AI silicon into a meaningful alternative to Nvidia, with the software giant reportedly planning to unveil its Maia 300 accelerator as early as September. Microsoft is also …

La caída de las acciones de The Trade Desk se profundiza tras resultados débiles en el segundo trimestre de 2026

Social media platforms still facing thousands of user addiction lawsuits after failed appeals

Social media companies like Meta, TikTok, Snapchat, and Google are facing a long road of litigation over claims that they intentionally designed their products to be addictive to minors. According to a report from Reuters, San Francisco's 9th U.S. Circuit Court of Appeals denied …

Tencent Music Entertainment Q2 2026 Earnings Preview

* Tencent Music Entertainment (TME [https://seekingalpha.com/symbol/TME]) is scheduled to announce Q2 earnings results on Tuesday, August 11th, before market open. * The consensus EPS Estimate is $0.24 [https://seekingalpha.com/symbol/TME/earnings/estimates] (+4.3% Y/Y) and the consensus Revenue Estimate is $1.3B (+10.2% Y/Y). * Over the last 2 …

APP Stock Falls 17% Since Q2 Earnings: Is it a Buy After the Pullback?

AppLovin APP reported second-quarter 2026 results on Aug. 5, and a few trading sessions have provided a clearer view of how investors are digesting the report. The stock has declined roughly 17% since the earnings release, suggesting that the market has focused less on …

Sector Update: Tech Stocks Decline Monday Afternoon

Tech stocks were lower Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XL PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already …

Is OPTU Stock a Buy as Mobile Growth Meets Debt and Revenue Risks?

Optimum Communications, Inc. OPTU is expanding its mobile business, improving operating efficiency and investing in network modernization. However, declining residential revenue, elevated leverage and negative free cash flow complicate the investment case. The stock's Zacks Rank and Style Scores point to a setup that …

OPTU Stock Falls 28% in a Month: Is the Weakness an Opportunity?

Shares of Optimum Communications, Inc. OPTU have declined 28% in the past month, putting the spotlight on whether the sharp pullback reflects deteriorating fundamentals or creates an opportunity if the company's operational initiatives gain traction. Compared with larger telecom peers such as AT&T Inc. …

Tech stocks still have plenty of believers on Wall Street, inflow data shows

Despite a summer swoon for tech stocks as investors fret over capex spending at the likes of Meta (META), Alphabet (GOOG), and Amazon (AMZN), tech still looks to be the place to be when analyzing fund inflows. Tech stock reality check: Tech stocks are …

Netflix Is Down 42% From Its High. Here's Why I'm Buying More.

It's been a tough year for Netflix (NASDAQ: NFLX). Shares in what is one of the most popular streaming services are down by over 20% year to date and nearly 42% from their 52-week high. Netflix hit a new 52-week low after its latest …

Roblox accused of failing to protect children, misleading investors in class-action lawsuit

Ohio has joined a class-action lawsuit filed against video game developer Roblox. [DOWNLOAD: Free WHIO-TV News app for alerts as news breaks] The office of Ohio Attorney General Andy Wilson is seeking lead-plaintiff status in a securities class-action lawsuit that accuses Roblox of misleading …

Taalas Buyout Boosts AMD's AI Inference Abilities Against NVDA & GOOGL

Advanced Micro Devices AMD announced on Thursday (Aug. 6) that it has entered into a definitive agreement to acquire Taalas, a Toronto-based developer of specialized AI inference silicon, as the company looks to strengthen its position in the rapidly expanding AI inference market. Taalas' …

Why Momentum, Fed Liquidity, & Tech Beats Signal More Upside

Strength Begets Strength "A body in motion stays in motion." ~ Newton's First Law of Motion On Wall Street, one of the best predictors of momentum, is past momentum. Thanks to OddStats (@OddStats), we have the data to back up the claim. "QQQ finished …

US appeals court allows thousands of lawsuits against social media companies over user addiction claims to proceed

By Diana Novak Jones Aug 10 (Reuters) - A U.S. appeals court on Monday allowed thousands of lawsuits to move forward against Meta Platforms, Alphabet's Google, ByteDance's TikTok, and other social media companies over claims they designed their products to be addictive to young …

Berkshire shares climb to highest level under Abel on strong results, new stakes

Investing.com -- Berkshire Hathaway Inc. shares were trading over 2.5% higher on Monday, reaching their highest level since legendary investor Warren Buffett announced his departure as chief executive in May 2025. The stock climbed as much as 3.3% earlier in the session after successor …

Google Stock Sputters, But These Catalysts Could Spark A Rebound

Google stock is in need of a jump-start after the recent DeepMind shake-up. Robust 2026 estimates may reignite the AI giant's shares. Continue Reading

Berkshire is buying stocks under Greg Abel, but who’s really in charge?

Yahoo Finance Markets and Data Editor Jared Blikre and Breaking News Reporter Jake Conley break down Berkshire Hathaway (BRK-A, BRK-B)'s new approach under CEO Greg Abel. The company bought more stocks than it sold for the first time in three years, signaling a potential …

Analyst Warns Alphabet (GOOG) Faces Two Major AI Problems; SpaceX (SPCX) a Better AI Bet?

Alphabet shares made headlines recently after Google (NASDAQ:GOOG, GOOGL) AI division saw a series of high-profile departures. Gene Munster, managing partner at Deepwater Asset Management, recently said on CNBC that the brain drain at Google should not be ignored, arguing that the departures of …

APPS or SPOT: Which Is the Better Value Stock Right Now?

Investors interested in Internet - Software stocks are likely familiar with Digital Turbine (APPS) and Spotify (SPOT). But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look. We have found that the best …

1 Super Streaming Stock Down 37% You'll Regret Not Buying on the Dip, According to Wall Street

It has been a volatile year for the stock market, with investors having to navigate the ongoing geopolitical tensions in the Middle East, new leadership at the Federal Reserve, and a series of new tariffs imposed by the Trump administration. But Spotify (NYSE: SPOT) …

Sandisk Stock Sold Off on Earnings and Was Rewarded With an Upgrade

Argus Research analyst Jim Kelleher early Monday upgraded Sandisk to Buy from Hold with a 12-month price target of $1,600. Sandisk stock advanced 2.2% to $1,238.50 on Monday. At the time, Sandisk was trading around $1,757. Continue Reading

Key Earnings Reports Ahead

Last week was "Jobs Week," and the week before held the most recent Fed meeting on interest rates, along with several marquee names reporting quarterly earnings. This week, we pivot to "Inflation Week," with Wednesday and Thursday morning bringing new monthly price index data. …

Is Netflix’s (NFLX) Long-Term Dominance Under Threat?

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, …

Ohio AG goes after Roblox for losses suffered by state pension funds

[Roblox Headquarters] JasonDoiy Ohio Attorney General Andy Wilson seeks to recover losses suffered by the state’s pension funds, alleging Roblox (RBLX [https://seekingalpha.com/symbol/RBLX]) failed to establish effective child safety protections and misled investors, ultimately contributing to billions of dollars in shareholder losses. “Roblox lied to …

Trading Week Awaits Inflation Reports Starting Wednesday

Monday, August 10th, 2026 Last week was "Jobs Week," and the week before held the most recent Fed meeting on interest rates, along with several marquee names reporting quarterly earnings. This week, we pivot to "Inflation Week," with Wednesday and Thursday morning bringing new …

Down but Not Out: Analysts See 40% Upside in Netflix After the Slide

Quick Read Netflix fell 37% in a year, but record $4.7B buybacks and ad revenue doubling to $3B in 2026 support a $170 price target. Netflix's 33.4% operating margin outpaces Disney's streaming unit, while Spotify's ad-growth premium multiple validates Netflix's $3B ad-tier ambitions. Act …

Disney Beats on Parks & Streaming Growth in Q3: Buy or Hold the Stock?

Disney DIS delivered a third-quarter fiscal 2026 performance leaning on two durable engines, Experiences and streaming, even as shares have struggled to reflect that operating momentum. For the quarter ended June 27, 2026, total segment operating income climbed 21% year over year to $5.6 …

Xfinity and Comcast Business High-Speed Internet Now Available to More Than 2,400 Homes and Businesses in Putnam County, Florida

The Broadband Infrastructure Project Ensures More Rural Floridians Can Access America's Smartest Converged WiFi Network PALATKA, Fla., August 10, 2026--(BUSINESS WIRE)--Comcast announced today Xfinity and Comcast Business high-speed, reliable Internet services are now available to more than 2,400 homes and businesses in Putnam County. …

TTWO Q1 Earnings Call Keeps GTA VI at Center of FY27 Outlook

Take-Two Interactive Software, Inc. TTWO entered fiscal 2027 with first-quarter Net Bookings slightly above guidance, while management kept its full-year outlook unchanged ahead of the Nov. 19 launch of Grand Theft Auto VI. Chief executive officer Strauss Zelnick framed the year as an inflection …