Fox Corporation (NASDAQ:FOX) is one of the Cheap NASDAQ Stocks To Buy in 2026. On February 10, Fox Corporation (NASDAQ:FOX) announced that Red Seat Ventures, which is a division of the company, acquired Supercast. Supercast is an online platform that helps podcast creators earn money through paid subscriptions. ​Management noted that the company was launched in 2019 and its top 10 users have been pulling in roughly $26 million in annual recurring revenue. Fox Corporation (NASDAQ:FOX) noted that the acqui ...

Core Insights - The Indian government's allocation of ₹250 crore for the AVGC ecosystem aims to formalize talent development in animation, visual effects, gaming, and comics, indicating a significant push towards institutionalizing the creator economy [1][2] Government Initiatives - The Union Budget includes support for the Indian Institute of Creative Technologies (IICT) to establish AVGC content creator labs in 15,000 secondary schools and 500 colleges across India, promoting early exposure to digital content creation [2] - This initiative aligns with the Economic Survey's recognition of the "orange economy" as a vital growth driver in India's media and entertainment sector, projected to reach ₹2.5 trillion in 2024 [4] Industry Valuation and Growth - The animation, VFX, and post-production segment of India's media and entertainment industry was valued at ₹10,300 crore in 2024, highlighting the sector's growth potential [3] - Digital media now constitutes approximately one-third of the sector's revenues, increasing demand for content production and related services [4] Expert Opinions - Industry leaders emphasize the importance of formal training in enhancing content quality and career sustainability, with the creator economy influencing over 30% of consumer purchase decisions and generating $350–400 billion in consumer spending [5][6] - The initiative is expected to strengthen India's gaming ecosystem and build long-term industry capacity, positioning the country as a global hub for gaming and interactive entertainment [6][7] Skills Development and Employment - The focus on skilling in creative industries is seen as a hedge against traditional job roles affected by AI and global supply chain changes, creating new monetizable skills in content creation and game development [8] - Experts note that the COVID-19 pandemic has shifted consumption patterns towards smartphones, emphasizing the need for new storytelling formats that cater to evolving audience preferences [9][11] Educational Impact - The government's emphasis on creative education is viewed as crucial for fostering innovation and imagination among young minds, preparing them for future opportunities in animation and gaming [10] - There is a call for a stronger pipeline of trained talent in film language and narrative craft, with suggestions for educational reforms to better align with industry needs [14]

Core Insights - The creator economy can be volatile, as demonstrated by the sudden departure of talent from FaZe Clan, highlighting the risks associated with influencer-led businesses [1][2][7] - FaZe Clan's financial structure has been deemed "unsustainable," leading to talent seeking independence or alternative deals [3] - The company is shifting focus towards its esports business after losing its prominent creators and their follower base [4][6] Company Overview - FaZe Clan was founded in 2010 and initially generated revenue through brand deals, amassing millions of fans [5] - The company went public in 2022, reporting tens of millions in revenue from brand sponsorships, with other business lines contributing less [5][6] - FaZe Clan's stock value declined significantly during its first year on Nasdaq, leading to staff cuts and eventual acquisition by GameSquare [6] Industry Implications - The exodus of creators from FaZe Clan underscores the risks of relying heavily on specific influencers or revenue streams in the creator economy [2][7] - Diversification is suggested as a critical strategy for companies in the creator economy to mitigate risks associated with talent dependency [7]

Core Insights - Society Pass Incorporated is launching TMG Social, a live commerce platform aimed at capturing a share of the projected $90 billion Southeast Asian social commerce market [1][4] - TMGX aims to achieve a revenue target of $10 million in 2026 from its TMGX Social business unit, leveraging a network of over 10,000 influencers [5][6] Industry Overview - Live commerce has evolved into a significant sales engine in Southeast Asia, with platforms like TikTok, Shopee, and Lazada connecting brands with consumers [4] - Social media influences up to 60% of online purchases in countries like Thailand and Vietnam, indicating a strong trend towards social commerce [6] Company Strategy - TMGX focuses on core sectors such as fast-moving consumer goods, beauty and wellness, personal care, and food and beverage, utilizing its expertise to drive revenue growth [5] - The company employs a data-driven approach to track gross merchandise value for sales campaigns, enhancing performance and transparency for brands [5] TMG Social Features - TMG Social offers shoppable posts, livestream shopping, hashtag challenges with shopping features, and a creator marketplace to facilitate influencer marketing [5][9] - The revenue model includes flexible pricing structures, allowing clients to choose between campaign-based or retainer fee models, and incorporates a commission-based approach for livestreaming events [9]

Core Insights - The Home Depot has launched the Creator portal, a platform aimed at connecting digital content creators with the brand to monetize home improvement content and foster new partnerships [1][2][3] Group 1: Creator Portal Features - The Creator portal serves as a centralized hub for creators to access content inspiration, campaign opportunities, and expertise related to home improvement, DIY projects, and decor tips [1][2] - Creators can earn commissions through shoppable links, utilize training resources, and access tools to maximize content opportunities and track performance [1][2] Group 2: Community and Engagement - The portal is designed to create a community that enhances engagement with current and future customers through talented personalities, particularly in the context of home improvement projects [3][4] - The initiative is timed with the world's largest soccer event, leveraging the popularity of sports to generate excitement and tailored content for soccer enthusiasts [3][4] Group 3: Starting Lineup of Creators - The Starting Lineup includes a diverse group of creators such as Dude Perfect, Trinity Rodman, and others, each bringing unique strengths to support various projects [5][6] - The partnership with notable figures aims to inspire the next generation of homeowners and enhance the brand's visibility [4][5] Group 4: Company Overview - The Home Depot is the largest home improvement specialty retailer, operating 2,356 retail stores and over 1,200 SRS locations across North America [7] - The company employs over 470,000 associates and is publicly traded on the New York Stock Exchange [7]

Core Thesis - WEBTOON Entertainment Inc. is positioned as a global leader in digital comics with significant growth potential, currently trading at $13.91 as of December 2nd [1] Company Overview - WEBTOON operates a mobile-first platform for creators to publish episodic stories in over 150 countries, boasting 155 million monthly active users and 24 million creators [2] - The company was originally part of Naver and went public in mid-2024, monetizing through paid content, advertising, and IP licensing, having paid out $2.8 billion to creators from 2017 to 2023 [3] Growth and Market Expansion - WEBTOON's user growth is accelerating in Western markets, particularly the U.S., with a 19% year-over-year increase in monthly active users, supported by partnerships with major IP holders like Disney and Marvel [4] - The company has a clean balance sheet with zero debt and over $580 million in cash, enabling aggressive investments in content and global expansion [4] Financial Performance - WEBTOON is nearing profitability, reporting an adjusted EBITDA of $9.7 million in Q2 2025 and positive free cash flow, with revenue showing double-digit growth [5] - The stock is considered underappreciated at around $17 per share, with potential for significant returns as the company scales and monetizes its platform further [5] Competitive Landscape - The bullish thesis on WEBTOON aligns with broader trends in the entertainment industry, emphasizing the importance of creator ecosystems and strategic partnerships for growth [6]

Core Viewpoint - Amaze Holdings, Inc. demonstrates strong management confidence in its long-term growth prospects through significant stock purchases by CEO Aaron Day, following the release of positive third-quarter results [1][2][3] Company Actions - CEO Aaron Day purchased 335,440 shares of Amaze's stock, increasing his total ownership to over 575,000 shares, indicating a strong belief in the company's future [1][2] - The stock transactions were filed with the Securities and Exchange Commission, reflecting transparency in management's actions [1] Financial Performance - Amaze reported a 44% sequential net revenue growth in Q3 2025, showcasing strong demand from creators [3] - The company anticipates achieving near-profitability in Q4 2025 and GAAP profitability in Q1 2026, driven by seasonal sales strength and operational improvements [3] Strategic Vision - The management emphasizes a commitment to delivering sustainable value for investors and executing the company's strategic plan effectively [2][3] - The CEO highlighted the ongoing creator economy revolution, suggesting that the company is positioned for continued growth [3] Company Overview - Amaze Holdings, Inc. operates as a creator-powered commerce platform, providing tools for product creation and e-commerce solutions, enabling creators to monetize their content [5]

Core Insights - The rise of creator-led commerce in India is transforming how consumers shop, with creators acting as unofficial personal shoppers for millions [1][25] - India's creator economy is rapidly expanding, with 2-2.5 million monetized creators influencing over 30% of shoppers and shaping $350-400 billion in annual consumer spending [2][25] - Major platforms like Myntra, Snapchat, YouTube, Amazon, and Flipkart are investing heavily in creator ecosystems to capitalize on this trend [11][12][14][17] Myntra's Strategy - Myntra has developed a robust social commerce strategy, contributing 10% to its revenue, with a 50% increase in just four months [25] - The platform boasts 3.5 million shopper-creators, primarily Gen Z, generating over 9 billion impressions monthly through user-generated content (UGC) [4][5] - Myntra plans to triple its creator base and double revenue from content-led commerce, with conversion rates from social commerce 28% higher than the platform average [5][25] Snapchat's Growth - Snapchat has cultivated a vibrant Gen Z creator ecosystem, with creator activity and content supply doubling over the past two years [6][7] - 70% of Gen Z users utilize creator channels as search destinations, highlighting the platform's unique value proposition [8] - The Snap Star Incubator Program aims to mentor emerging beauty creators, further enhancing the platform's creator ecosystem [10] YouTube and Amazon's Initiatives - YouTube's ecosystem contributed over Rs 16,000 crore to India's GDP, with shopping-related watch time increasing by over 250% year-over-year [11][25] - Amazon's Influencer Program includes over 1.25 lakh creators, providing tools and visibility to help them build sustainable businesses [12][25] - Amazon's creator-led discovery influenced nearly 2 crore consumers, with 70% of purchases coming from non-metro cities [13][26] Flipkart's Infrastructure Investment - Flipkart is establishing Creator Cities, production hubs that provide creators with access to studios and training [15][26] - The platform's Creator Hood initiative supports Tier 2 and 3 creators in monetization and training [16][26] Meesho's Affiliate Ecosystem - Meesho is building India's largest affiliate-driven commerce ecosystem, helping creators earn steady incomes [17][18] - The platform's high conversion rates enable viral content to rapidly deplete inventory, with over 1 lakh creators engaging monthly [18][19] UGC and Brand Strategy - Brands are increasingly leveraging user-generated content (UGC), with over 1 lakh active micro and nano creators producing brand-linked content [19][20] - Content licensing is becoming a significant revenue source for creators, allowing brands to enhance efficiency and improve return on ad spend (ROAS) [20][21] Future Projections - Creator-influenced spending in India is projected to exceed $1 trillion by 2030, unlocking $100-125 billion in direct economic value [22][24] - Approximately 70% of brands plan to increase creator budgets significantly, with influencer marketing already accounting for 10-20% of marketing budgets [22][23] - Despite rapid growth, only 8-10% of creators currently monetize effectively, indicating substantial room for expansion in the creator economy [23][24]

Core Insights - Tayla Cannon transitioned from traditional physiotherapy to a more holistic approach, focusing on proactive pain management and rehabilitation [1][2] - Cannon has built a significant online presence with over 130,000 followers on Instagram and established a company, Athletic Rebuild, along with a mentorship app, Rebuildr, set to launch soon [3] - Slow Ventures invested $1.1 million in Cannon's initiatives as part of their $60 million Creator Fund aimed at supporting impactful content creators [3] Company Development - Athletic Rebuild provides rehabilitation and performance coaching specifically for athletes, indicating a niche market focus [3] - The upcoming launch of Rebuildr, a HIPAA-compliant app, suggests a move towards digital solutions for rehabilitation professionals [3] Industry Trends - The shift from traditional healthcare models to more proactive and holistic approaches reflects a growing trend in the wellness and rehabilitation industry [2][4] - The challenges faced by Cannon highlight a gap in business education for healthcare professionals, emphasizing the need for skills in brand building and consumer engagement [5]

Core Insights - Amaze Holdings, Inc. has announced an extension of its partnership with Adobe Express to enhance access to e-commerce and design tools for creators in India, a market with over 2 million monetized content creators and $350 billion in consumer spending [1][2][3] Group 1: Partnership Expansion - The partnership aims to simplify the process for creators to design, sell, and fulfill merchandise orders through the integrated platform, thereby overcoming traditional barriers to entry in e-commerce [2][3] - The expansion into India is expected to empower a larger community of global creators, allowing them to turn ideas into tangible products [2][3] Group 2: Event Highlights - Amaze showcased its creator commerce platform at the Adobe MAX Conference held from October 28-30, 2025, providing insights into the growing creator economy [4] - The conference included an interactive exhibit and a confessional booth for attendees to discuss challenges and trends in the creator industry [4] Group 3: Company Overview - Amaze Holdings, Inc. is positioned as a leader in creator-powered commerce, offering tools for product creation, advanced e-commerce solutions, and managed services to enable creators to sell products globally [5]