CNBC's MacKenzie Sigalos reports on the dip in Netflix stock a day after the company reported earnings. ...

Market Trends & AI Dynamics - Investors are closely monitoring the "AI Selloff" and its impact on tech earnings and market volatility [1] - Analysts highlight the "AI Arms Race" and the significant capital expenditure on AI infrastructure by hyperscalers [1] - Market sentiment is shifting toward a rotation strategy as tech volatility persists alongside AI spending concerns [1] - Deutsche Bank projects a potential path for the S&P 500 index to reach 8,000 points [1] Macroeconomic & Geopolitical Risks - Escalating tensions in Iran and the Strait of Hormuz are creating uncertainty in global energy markets and US strategic planning [1] - US-China relations remain a focal point, specifically regarding AI policy, trade risks, and competitive dynamics [1] - Energy markets face supply constraints, with specific concerns regarding oil shortages and refining bottlenecks [1] - Analysts are evaluating the impact of money supply fluctuations and inflation data on future Federal Reserve policy decisions [1] Corporate & Sector Performance - Netflix is undergoing a strategic shift focusing on growth, streaming business models, and the integration of live sports content [1] - Global labor markets are experiencing shifts in hiring trends, which are being analyzed in the context of AI adoption [1]

Joining us this morning TD Cowen internet and media analyst John Blackledge has a buy rating, did cut his target to 100. John, happy Friday. It's good to have you back.>> Yeah, thank you. Thanks for having >> you did you did trim the target, but you you think this morning's action might be a bit of an overreaction. >> I I do.I mean, it it it was definitely mixed, but down over 11% pre-market um when sentiment was weak going in, stock down 40% over the past 12 months pre-open. Um it feel it feels uh a little ...

I'm Jill Schneider, CNBC. Stocks sharply lower in early trading. The Dow down 500 points, the S&P 500 lower by 87, and the Nasdaq tanking 450 points, nearly 2%.Among the morning's biggest movers, shares of Netflix falling more than 11% after the streaming giants second quarter results disappointed investors hurt by guidance indicating slow growth. TD Cowan internet and media analyst John Blackledge thinks that drop might be a bit of an overreaction. >> I I do I mean it was definitely mixed but down over 11% ...

Market Trends and Technology Sector - Technology stocks face significant sell-off pressure as investors rotate away from momentum-driven assets toward value-oriented stocks [1][10][11][55] - The Philadelphia Semiconductor Index is nearing bear market territory, with valuations dropping by 25% while the index itself declined by 20% [11][12] - Artificial Intelligence (AI) is transitioning from a service to an industry, forcing investors to scrutinize capital expenditure (CapEx) and return on investment (ROI) [13][22] - Concerns persist regarding the sustainability of AI-driven growth, with companies like Topamax managing AI spending budgets amid a lack of incremental positive catalysts [9] - China’s rapid progress in frontier AI technology offers cheaper alternatives to OpenAI and Anthropic, potentially impacting the profit margins of U.S. tech firms [7] Macroeconomic and Geopolitical Outlook - U.S. inflation data shows easing pressures in services and wage growth, though geopolitical tensions in the Strait of Hormuz continue to drive oil price volatility [41][42][54] - The U.S. S&P 500 price-to-earnings (P/E) ratio has compressed from approximately 22.5x to 20.5x as earnings growth supports valuations [20] - The U.K. economy faces a challenging backdrop with 3% headline inflation and high debt levels, while the 10-year Gilt yield recently exceeded 5% [50][63][64] - Germany is shifting its stance to potentially allow UniCredit’s takeover of Commerzbank, provided there are guarantees regarding job security and continued funding for midsize German companies [86][88] Corporate Developments - SpaceX faces a setback following the scrubbed launch of Starship, a critical platform for the company's future orbital data center network and revenue growth [2][3][4] - Netflix experienced a stock decline following earnings, driven by concerns over falling engagement and a reduction in the transparency of subscriber data provided to investors [5][6] - Luxury brand Burberry reported sales growth across all categories for the first time in three years, with strong demand in the U.S. and China [97][99] - LVMH and other luxury players are expanding into the sports sector, identifying men's luxury handbags as a potential growth category [109][110]

Where is the growth for this company. Well, it's clearly just from a numbers perspective outside the U.S.. I mean, North America is pretty well, uh, pretty well blanketed.So you kind of rely on a little bit of fringe ads, and then just the price, it increases over time. The rest of it is, is outside of the, uh, outside of North America. So, you know, again, I love the comment with Apple.I was when you were saying that I was agreeing. If you just focus on quality and getting people to have to come back for s ...

Market Trends & Sector Performance - Nasdaq futures declined by 2% amid a global sell-off in semiconductor and AI-related stocks [1] - Asian markets experienced sharp declines, with SoftBank shares falling over 9% as regional chip stocks tracked the AI-driven retreat on Wall Street [2] - Netflix shares tumbled following a disappointing earnings forecast and a reduction in the frequency of engagement updates [2] - SpaceX shares reached a new post-IPO low, losing $1 trillion in value over the past month following a launch delay [4] Corporate Strategy & Investment - Taiwan Semiconductor Manufacturing Company (TSMC) announced a $100 billion investment to expand US chip-making capacity while raising capital expenditure and revenue forecasts [3] - Anthropic is preparing for a potential IPO, evidenced by the recruitment of an investor relations director with a $600,000 salary [5] - Sironic Technologies selected Texas for a $3.2 billion shipyard project at the Port of Brownsville, expected to create up to 10,000 jobs [8][9] Macroeconomic Indicators & Regulatory Updates - US mortgage rates climbed to 6.55%, marking the highest level in a year and increasing pressure on the housing market [6] - US retail sales growth slowed, falling short of economist forecasts due to the impact of inflation and higher interest rates on consumer spending [7] - The FDA approved Merck’s Lipfinza, the first oral PCSK9 inhibitor for lowering LDL cholesterol, offering a daily pill alternative to injectable treatments [8]

📅 Netflix earnings snapshot💰 Revenue $12.6B — beat📈 EPS $0.80 — beat📉 Stock after hours -8.6% — new 52-week low🧐 Wall Street's take?✅ Per TipRanks (as of 2026-07-17), most analysts still rate it Buy🌐 No US brokerage account needed — hold it on-chain; Trade 24/7, no market-hours limits📝 New here? Sign up: https://t.co/zjiOjPcOPa📊 Trade NFLXON now on BitMart: https://t.co/bX7oJst8vLDISCLAIMER:The information provided is for informational purposes only and should not be considered a recommendation to buy, sell ...

Market Sentiment & AI Sector Dynamics - Global chipmaker stocks face a significant selloff driven by mounting concerns over the sustainability of AI investment returns [1][11][44] - Chinese AI startup "Moonshot" released a new model, triggering market fears that U.S. companies may shift toward cheaper Chinese alternatives, pressuring major U.S. AI model developers [3][13][14][81] - MSCI Asia index declined by approximately 3%, while Taiwanese stocks entered correction territory, down 10% from their June peak [3][45] - Japan's Nikkei 225 index entered technical correction territory, with key tech shares falling sharply [4][45] - Intel shares dropped more than 5%, and Intuitive Surgical shares fell over 11% due to slowing demand for surgical robots [11][12][49] Corporate Performance & Financials - Netflix shares fell nearly 10% in pre-market trading following an underwhelming third-quarter forecast [12][48] - Burberry reported a 5% increase in same-store sales for the first quarter, marking its first growth in three years [21] - Saab reported strong fourth-quarter profits beating analyst estimates, with plans to double annual aircraft production capacity from 15 to between 25 and 30 units by 2030 [22][30] - Saab currently spends approximately 10 billion Swedish Krona (roughly 1 billion USD/EUR) annually on operations and capacity building [29] Macroeconomic & Geopolitical Environment - U.S. tariff revenue collection reached 66 billion USD, with approximately 71 billion USD (including interest/adjustments) refunded to businesses, though the process remains complex for SMEs [41][42] - The U.S. 10-year Treasury yield is approximately 4.50% to 4.53%, while the 2-year yield remains below 4.12% [46] - Geopolitical tensions between the U.S. and Iran have intensified following a sixth day of strikes, raising concerns over potential economic impacts and supply chain stability [1][44][78]