Josh Brown's best stocks in the market. An update on which name. Uh I want to talk about Netflix.I I wrote this up with uh with Sean Russo back in July, 87 days ago. The stock has basically been flat. It's done nothing.It sat out this entire AI mania. Um but I think that could be about to change. Company reports on October 21st.I am long the stock personally by the way. Um, you can see this thing has bounced off of its uh rising 200 day moving average. And I think the fact that it sat out actually works in ...

Gaming Initiative - Netflix users can now play games on their smart TVs [1] - This marks a major step for the company's gaming initiative [1]

from kpop and kdramas to solo leveling (manhwa), korea stands unrivaled as the world’s leading exporter of cultural IP.had the chance to be at KBW 🇰🇷 2025 this year and took the time to attend Origin Summit, where i got my first real look into @StoryProtocol, which brought together the who’s who of web3.it’s clear to me now that @StoryProtocol is uniquely positioned to become the home of web3 $IP and the supercycle is just about to get started.S.Y. Lee Story/IP (@storysylee):Big Tech broke journalism's ad m ...

Partnership - Doodles 与 Universal Horror 达成合作，将推出好莱坞风格的 Doodles 电影 [1] - 合作内容为 "reimagined stuff of nightmares"（噩梦的重新想象）[1] Project Timeline - 预计本月发布 [1]

Core Insights - The company reported a net income of $1.5 million for the first fiscal quarter of 2026, with adjusted EBITDA increasing by 9% to $10 million, and a significant improvement in net cash used in operations by $34 million year-over-year [1][3][5]. Financial Performance - Net revenue rose by 5% to $209.5 million compared to $200.0 million in the previous year [5][26]. - Gross profit decreased to $57.5 million from $59.7 million, resulting in a gross margin of 27%, down from 30% [5][26]. - Cannabis net revenue increased by 5% to $64.5 million, while cannabis gross profit fell to $23.3 million, leading to a gross margin of 36%, down from 40% [5][30]. - Beverage net revenue was $55.7 million, slightly down from $56.0 million, with a gross profit of $21.3 million and a gross margin of 38%, down from 41% [5][30]. - Wellness net revenue increased to $15.2 million from $14.8 million, maintaining a gross margin of 32% [5][30]. - Distribution net revenue grew to $74.0 million from $68.1 million, with a gross margin of 11%, down from 12% [5][30]. Operational Efficiency - The company improved its cash flow, with cash used in operations significantly reduced to $(1.3) million from $(35.3) million [3][28]. - The balance sheet was strengthened with a cash balance of $265 million and net debt reduced to $4 million [1][4]. Strategic Outlook - The company reiterated its fiscal year 2026 adjusted EBITDA outlook of $62 million to $72 million [1]. - The CEO expressed confidence in the company's ability to capitalize on transformative opportunities in the evolving cannabis landscape, particularly in the U.S. and Europe [2]. Market Position - Canadian adult-use cannabis gross revenue increased by 12%, maintaining the company's 1 position in revenue and expanding market share, while international cannabis revenue grew by 10% year-over-year [1].

RT Bloomberg Live (@BloombergLive)TUNE IN: Co-CEO of @netflix Greg Peters joins #BloombergScreentime Host @Lucas_Shaw on stage to discuss how the world's most valuable entertainment company plans to maintain its lead while investing in what’s next.Today at 7:20 PM PT!https://t.co/vfToPmiwqO https://t.co/Saow4h2c00 ...

Market Overview - U.S. equities are experiencing another record-setting day, driven primarily by strong performance in tech stocks [2][7] - The S&P 500 is in record territory, with a gain of approximately 39 points, while the Nasdaq composite has seen a significant increase of over 300 points [7][8] - The Dow Jones Industrial Average closed nearly unchanged, while the Russell 2000 gained about 1% [8] Federal Reserve Insights - There is ongoing uncertainty regarding inflation risks, with the Federal Reserve discussing potential upside to inflation and its implications for interest rates [4][5] - The market appears to be largely unconcerned about inflation pressures for the time being, focusing instead on tech stocks [5] Sector Performance - The tech sector is outperforming, with a notable increase of 1.5%, while industrials also had a strong day [9][10] - Financials were the biggest decliners, with expectations for upcoming big bank earnings [10] Notable Stock Movements - AST Space Mobile shares rose by 8% after signing an agreement with Verizon for direct cellular connectivity [12] - AMD shares increased by 11% following news of a significant investment from Nvidia into OpenAI for data center development [13] - Beauty brand Road, associated with Hailey Bieber, saw a 3% increase in shares due to a price target lift from Morgan Stanley [14] Decliners - FICO shares fell due to competitive pressure from Equifax's new credit scoring service [16] - Warner Brothers shares declined amid reports of acquisition discussions involving Paramount Skydance and Legendary Entertainment [18] Other Noteworthy News - Poly Market's CEO Shane Kaplan became the youngest self-made billionaire following a $2 billion investment from ICE, raising the company's valuation to $8 billion [26][27]

Group 1 - The "Double Festival" holiday has ended, showing a continuous increase in national consumer market vitality, with key retail and catering enterprises' sales rising by 3.3% year-on-year during the first four days of the holiday [1] - The integration of culture and tourism has become the strongest engine for consumption, with a clear trend towards policy support, quality upgrades, and experiential consumption [1] - New consumption scenarios, business models, and experiences have emerged, with foot traffic in 78 monitored pedestrian streets and business districts increasing by 4.2% year-on-year during the first three days of the holiday [1] Group 2 - Technology products have become highly sought after during the holiday, with various shopping districts in Hangzhou attracting young visitors through "black technology" experiences, including over 50 types of robots providing diverse interactive performances [2] - The government has played a crucial role in stimulating consumption through policies, with the National Development and Reform Commission issuing 690 billion yuan in special bonds to support the replacement of old consumer goods [2] - As of October 7, over 127 million subsidy applications for vehicle replacements have been received, leading to new car sales exceeding 160 billion yuan, while 823.8 million consumers purchased 11.78 million units of major home appliances, generating over 55.7 billion yuan in sales [2] Group 3 - Various local markets and events have been organized to attract consumers, such as special discounts and live performances, with significant participation noted in places like Zhuzhou and Lushi County [3] - During the National Day cultural and tourism consumption month, over 29,000 cultural and tourism activities will be held, with more than 480 million yuan in consumer subsidies distributed to stimulate spending [3]

Gold Market - Gold prices have reached record levels above $4,000 for the first time, with a return of over 50% in 2025 alone [6][7][8] - Experts suggest that gold should be a permanent position in diversified portfolios, typically around 5% allocation, due to its historical role as a store of value [8][9][10] - The gold market is estimated to be $25 trillion, about half the size of the US stock market, indicating significant potential for growth as it catches up with stock market performance [11] Tesla - Tesla has unveiled cheaper versions of its Model Y and Model 3 in an effort to boost sales following the expiration of the federal EV tax credit [42][44] - Analysts predict that while these cheaper models may help sales volume marginally, a significant drop in sales is expected due to the tax credit expiration and cooling EV sales overall [43][44][48] - Concerns have been raised about Tesla's stagnant vehicle portfolio, with only one new model introduced in over five years, leading to a loss of market share to competitors [51][53] Coffee Industry - Dunkin' has opened its 10,000th US location and plans to double its footprint, targeting growth in the afternoon segment with a new pilot program [60][61][62] - The company emphasizes its market leadership in coffee sales and aims to compete effectively against rivals like Starbucks and Dutch Bros by enhancing its afternoon offerings [63][64] - Dunkin' is leveraging its rewards program and targeted offers to maintain consumer engagement and manage costs amid rising commodity prices [68][70] Luxury Housing Market - The luxury housing market is experiencing a paradox where prices are rising by 4% year-over-year, yet sales have fallen to their lowest levels in over a decade [79][80] - Economic uncertainty and concerns about a potential downturn are causing buyers to hesitate, leading to a decrease in demand despite elevated inventory levels [81][84] - Regional variations exist, with some areas like West Palm Beach seeing price increases while others, such as Tampa, are experiencing declines [86] Stable Coins - The total market capitalization for stable coins has surpassed $300 billion, with predictions that it could reach $1.5 trillion by 2030 [24][26] - Stable coins are primarily used for trading within the crypto markets, cross-border payments, and digital commerce, providing a stable alternative to more volatile cryptocurrencies [27][28] - Major players in the stable coin market include Tether and Circle, which together control over 80% of the market, with significant backing from US Treasury bills [29][30]

Larry Ellison, Oracle’s chairman and chief technology officer, has by all means conquered the tech world. With a net worth near $345 billion, the database pioneer began his success by founding Oracle in the 1970s. Earlier this month, he briefly became the richest person in the world, topping Elon Musk before going back to second place. But now the Ellison name has a new venture: media. The 81-year-old, alongside his son, David, could soon own CBS, Paramount, CNN and TikTok.Ellison has been an ongoing ally o ...