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Netflix's ad experience is 'unexciting'; it looks like TV ads, says Lightshed Partners' Greenfield
Youtube· 2025-10-21 22:25
Welcome back to Fast Mind. Another check on Netflix after earnings. Uh the stock is down six and a quarter%.Lightshed partners Rich Greenfield joins us fresh from the earnings call with more. Why is it down Rich. >> I mean look, investors wanted faster growth.I mean there was like a tax issue this quarter but like look I think there was just the whisper was that they were going to have even faster growth in Q4. I mean they're growing revenues in the mid to high teens. They're growing earnings 30%.Like this ...
BrightSpire Capital Ahead of Q3: Hopeful But Not Convinced (NYSE:BRSP)
Seeking Alpha· 2025-10-21 22:24
BrightSpire Capital (NYSE: BRSP ) is a hybrid REIT currently trying to right its ship and get back into growth. While income investors may love seeing a 12% yield, BrightSpire's history and near-term hurdles raise some doubts. For thatI analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles as those are considered short theses, and I never recommend shorting.Former advisory representative at Fidelity. I do my own investing now and share my resea ...
GeoPark Limited (GPRK) Analyst/Investor Day Transcript
Seeking Alpha· 2025-10-21 22:24
PresentationMaria Catalina Escobar So good morning, everyone, and welcome to GeoPark's 2025 Investor Day. We are delighted to have many of you here in_person and many more joining via webcast. My name is Maria Catalina Escobar, and I am the Director of Shareholder Value and Capital Markets at GeoPark. Thank you for the interest and for taking the time to be part of this very important day for our company. GeoPark is entering a new phase of discipline and sustainable growth, built on our strong base in Colom ...
Meta, Blue Owl and AI: Here are the details of Wall Street's biggest private-capital deal ever
MarketWatch· 2025-10-21 22:24
Core Insights - Meta and Blue Owl have established a record joint venture valued at $27 billion for the Hyperion data center, indicating a significant shift in how major technology companies are financing their artificial intelligence initiatives [1] Company Summary - The joint venture represents a strategic collaboration between Meta, a leading tech giant, and Blue Owl, highlighting the increasing importance of data centers in supporting AI development [1] - This partnership may set a precedent for future funding models within the tech industry, as companies look for innovative ways to finance their AI projects [1] Industry Summary - The $27 billion investment underscores the growing trend of Big Tech companies investing heavily in infrastructure to bolster their AI capabilities [1] - This move reflects a broader industry shift towards collaborative funding approaches, which may influence how technology firms allocate resources for AI advancements in the future [1]
Netflix goes ‘all in' on generative AI as entertainment industry remains divided
TechCrunch· 2025-10-21 22:21
As the entertainment industry reckons with when and how to use generative AI in filmmaking, Netflix is leaning in. In its quarterly earnings report released on Tuesday afternoon, Netflix wrote in its letter to investors that it is “very well positioned to effectively leverage ongoing advances in AI.”Netflix isn’t planning to use generative AI as the backbone of its content but believes the technology has potential as a tool to make creatives more efficient. “It takes a great artist to make something great, ...
Final Trade: F, HAL, MA, GILD
Youtube· 2025-10-21 22:21
Final trade time. Steve >> Horn's got some tailwind wins here. >> Karen, >> yes.You know, I would say if it's good enough for the FB block, then it's good enough for the final trade. So, I'm going with Hallebert. >> I think banks and Capital One have kind of given you early indication.I think Mastercard trades into the print. >> In the state of South Carolina, Gail Ford is celebrating a birthday. Happy birthday from all of us here at the NASDAQ and Fast Money.Uh, Gilead, >> thank you for watching Fast Madam ...
ROSEN, TOP RANKED INVESTOR COUNSEL, Encourages Lantheus Holdings, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – LNTH
Globenewswire· 2025-10-21 22:20
NEW YORK, Oct. 21, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Lantheus Holdings, Inc. (NASDAQ: LNTH) between February 26, 2025 and August 5, 2025, both dates inclusive (the “Class Period”), of the important November 10, 2025 lead plaintiff deadline. SO WHAT: If you purchased Lantheus securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arra ...
Allied Critical Metals Closes Upsized $16.25 Million LIFE Offering
Newsfile· 2025-10-21 22:16
Vancouver, British Columbia--(Newsfile Corp. - October 21, 2025) - Allied Critical Metals Inc. (CSE: ACM) (OTCQB: ACMIF) (FSE: 0VJ0) ("Allied" or the "Company"), is pleased to announce that it has closed its previously announced non-brokered private placement offering (the "Offering"). In connection with the Offering, the Company issued an aggregate of 27,083,266 common shares of the Company (the "Shares" and, each, a "Share") at a price of $0.60 per Share for gross proceeds of $16,249,960.The Company inte ...
NFL star Travis Kelce teams up with JANA Partners for major Six Flags investment
Fox Business· 2025-10-21 22:15
JANA Partners, a New York-based investment firm, has tapped NFL superstar Travis Kelce for a venture that is the literal definition of fun.  Kelce joins a group, which also includes consumer executive Glenn Murphy and technology executive Dave Habiger, that is investing in Six Flags Entertainment Corporation – the theme park giant with 42 locations across the United States, Mexico and Canada, with one coming to Saudi Arabia in 2026. This group will collectively own an economic interest of around 9%, or roug ...
Coke Is Leaning Into the Protein Craze as It Lands in More Drinks, Snacks—and Pet Foods
Investopedia· 2025-10-21 22:15
Companies often roll out new recipes or flavors, or otherwise "innovate" a product to help justify higher prices and attract new buyers. Protein-dense products may exemplify this sort of business strategy, but they may also indicate broader shifts in diet prompted by growing use of GLP-1 medications. Many consumers—on and off the aforementioned medication—are keen to add more protein, which can make people feel more full and assist with building muscle, to their diets. (Americans generally get enough of the ...