Core Insights - Meta Platforms (META) shares increased by 10.4% following better-than-expected Q4 2025 results, with positive sales and capital expenditure guidance contributing to investor optimism [1][11] Financial Performance - META reported earnings of $8.88 per share, surpassing the Zacks Consensus Estimate of $8.21, and revenues of $59.89 billion, exceeding the consensus by $1.3 million, with both metrics showing double-digit year-over-year growth [7][11] - The company experienced a 6% year-over-year growth in employees, focusing on monetization, infrastructure, and compliance [7] Innovation and Growth - META launched a new run-time model for Instagram Feed stories and reels, resulting in a 3% increase in conversion rates, and doubled the number of GPUs for its GEM model, leading to a 3.5% increase in ad clicks on Facebook and over 1% gain in conversions on Instagram [8] - The company projects Q1 2026 revenues between $53.5 billion and $56.5 billion, significantly higher than the consensus estimate of $51.38 billion, with capital expenditure projected between $115 billion and $135 billion [9][10] Challenges and Concerns - The Reality Labs unit reported an operating loss of $6.02 billion, exceeding analysts' expectations, and is expected to incur similar losses in the upcoming year, raising concerns among investors [2][3] - Regulatory challenges in the EU and the US may pose risks to META's business, leading to skepticism among some investors [3] Investment Strategies - For investors seeking exposure to META without the associated risks, exchange-traded funds (ETFs) with significant META holdings are recommended, allowing for potential upside while mitigating company-specific risks [5][11] ETF Options - iShares Global Comm Services ETF (IXP) holds 22.65% of its assets in META, with net assets of $739.8 million and a 21.8% increase over the past year [12][13] - Vanguard Communication Services ETF (VOX) has 23.12% of its assets in META, with net assets of $6.3 billion and a 20.7% increase over the past year [14] - Communication Services Select Sector SPDR ETF (XLC) holds 20.26% of its assets in META, with assets under management of $27.74 billion and a 17.5% increase over the past year [15][16] - Global X PureCap MSCI Communication Services ETF (GXPC) has 23.21% of its assets in META, with net assets of $88.9 million and a 25.8% increase over the past year [17]

The Walt Disney Co. has hired veteran media analyst Benjamin Swinburne as EVP of Investor Relations and Corporate Strategy. Swinburne comes to the company after a long stint at Morgan Stanley, which is also the alma mater of Disney Chairman James Gorman. He will be a key member of the executive team communicating with Wall Street as Disney goes through a major leadership change. Longtime CEO Bob Iger is due to hand the reins to his successor in the coming months, with a formal announcement expected in Febr ...

分组1 - Apple is expected to report a record quarter, but concerns remain regarding its AI performance [2][26] - Microsoft shares experienced a significant decline of 10%, marking its worst day since 2020, due to record spending and slowing cloud sales growth [18][19] - Meta Platforms reported strong earnings, with a 10% increase in stock price, driven by better-than-expected revenue outlook [9][10] 分组2 - Visa reported net revenue of $10.9 billion, slightly above the Street estimate of $10.7 billion, with cross-border volumes up 12% [12] - Deckers Outdoor AG reported third-quarter net sales of $0.96 billion, beating estimates of $0.87 billion, and shares rose by 4.8% [20] - Royal Caribbean shares surged nearly 19% after positive commentary on cruise demand and plans to expand its fleet [16][17] 分组3 - SanDisk's shares rose by 10% after reporting revenue of $3.03 billion, exceeding the Street's expectation of $2.67 billion [28] - Western Digital's second-quarter adjusted EPS was $2.13, beating the expected $1.95, with a strong outlook for the third quarter [24][26] - The S&P 500 showed a mixed performance, with consumer communication services being a significant winner due to media rallies [7][8]

Key Takeaways CMCSA posted Q4 EPS of 84 cents, beating estimates, while consolidated revenue increased 1.2% year over year.Comcast's Content & Experiences revenue grew 5.4%, led by theme parks' growth and higher Peacock subscribers.CMCSA added 364,000 wireless lines, while broadband and video customers declined during the quarter.Comcast (CMCSA) reported fourth-quarter 2025 adjusted earnings of 84cents per share, which beat the Zacks Consensus Estimate by 12% and declined 12.4% year over year.Consolidated r ...

Core Insights - Barry Diller expressed interest in acquiring CNN from Warner Bros. Discovery (WBD) last year, but discussions did not progress beyond preliminary inquiries [1][4][9] - WBD has stated that CNN is not for sale and is considered a core asset in the planned spinoff of Discovery Global [5][6][12] Company Developments - WBD is planning to spin off its cable networks, including CNN, into a new publicly traded entity called Discovery Global, which will inherit significant debt [14] - The spinoff is part of a broader strategy to separate high-growth streaming and studio assets from traditional cable networks facing decline [10][15] - Netflix has agreed to acquire WBD's studio and streaming business in a $72 billion deal, which includes Warner Bros.' film and television studios and HBO [5][11] Market Context - The separation of assets is aimed at unlocking value by allowing investors to price fast-growing streaming assets separately from traditional cable networks [15] - Critics of the spinoff plan, including rival bidder Paramount Skydance, argue that it is overly complex and may leave the spun-off cable company with limited growth prospects and high debt [15]

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty Images Good morning! Here's the latest in trending:Central banking: The Federal Reserve hit pause after a three-meeting cutting streak. Here's a full breakdown of Chair Jay Powell's press conference.California Post: Rupert Murdoch's News Corp (NWSA) debuted its new daily tabloid this week, marking the New York Post's expansion into the West Coast.Tech earnings: Key takeaways at ...

Core Insights - Comcast reported mixed results for its fourth quarter, beating earnings expectations but slightly missing revenue targets [1][10] Financial Performance - Net income attributable to Comcast decreased by 54.6% to $2.17 billion, or 60 cents per share, compared to $4.78 billion, or $1.24 per share a year earlier [3] - Adjusted net income was reported at $3.06 billion, or 84 cents per share, with adjusted earnings before interest, taxes, depreciation, and amortization down 10% to $7.9 billion [4] - Overall quarterly revenue increased by more than 1% to $32.31 billion, slightly below the expected $32.35 billion [4][10] Business Segments - Revenue for the connectivity and platforms unit, including Xfinity services, decreased by 1% to $20.24 billion, with domestic broadband revenue down 1% to approximately $6.32 billion [5] - The media unit, which includes NBCUniversal, saw revenue rise by 5.5% to $7.62 billion, driven by domestic advertising revenue growth of 1.5% [6][7] - Universal film studio revenue fell by 7.4% to $3.03 billion, while theme parks revenue increased by 22% to roughly $2.9 billion, attributed to the opening of Epic Universe [9] Customer Metrics - Comcast lost 181,000 domestic broadband customers but gained 364,000 mobile customers, bringing the total to over 9.3 million [2] - The company also lost 245,000 pay TV customers, resulting in a total of 11.27 million pay TV customers [6] - NBC's streaming service, Peacock, added 3 million paid customers, ending the year with 44 million paid subscribers, despite reporting losses of $552 million for the fourth quarter [8]

1月29日早盘，沪指盘中窄幅震荡，创业板指冲高回落，科创50指数弱势下探，A股市场超2800股飘 绿。 截至午间收盘，沪指跌0.1%，深证成指微涨，创业板指微跌0.05%，科创50指数跌1.52%，沪深北三市 合计成交约2.03万亿元。 盘面上看，半导体、券商、医药、军工等板块走低，传媒、地产、石油、有色、酿酒、保险、银行等板 块拉升，AI应用概念、稀土概念等活跃。 中银证券认为，短期来看，春躁行情运行至高位震荡与预期分化阶段，结构分化或有增加。目前市场对 扩内需政策及遏制行业"内卷"的供给侧政策抱有期待，周期股的阶段性催化依旧。但需注意短期监管降 温带来的ETF及杠杆资金增量边际走弱对市场的影响。节前市场或进入震荡博弈阶段，重点关注业绩主 线。 ...

Gains in US stock futures slackened on Thursday as investors digested the latest megacap tech earnings ahead of Apple's report, while gold (GC=F) and oil (BZ=F) rallied amid fears of US military strikes on Iran. Contracts on the tech-heavy Nasdaq 100 (NQ=F) and the S&P 500 (ES=F) were both up roughly 0.2%. Dow Jones Industrial Average futures (YM=F) nudged up 0.1% as stocks pared an earlier premarket advance that followed Wednesday's muted performance. The S&P 500 (^GSPC) is gearing up for another bid o ...

Amazon.com Inc. (NASDAQ:AMZN) officially announced approximately 16,000 job reductions across the company on Wednesday, according to Beth Galetti, Senior Vice President of People Experience and Technology at Amazon.In a message shared with employees on Tuesday, Galetti stated the cuts follow organizational changes that began in October. “We’ve been working to strengthen our organization by reducing layers, increasing ownership, and removing bureaucracy,” Galetti wrote.The company will offer most U.S.-based ...