We came across a bullish thesis on Roku, Inc. on Accrued Interest’s Substack by Simeon McMillan. In this article, we will summarize the bulls’ thesis on ROKU. Roku, Inc.'s share was trading at $107.55 as of January 14th. ROKU’s forward P/E was 93.46 according to Yahoo Finance. Roku, Movie Photo by JESHOOTS.COM on Unsplash Roku ($ROKU) has emerged as a notable share gainer in the U.S. streaming landscape, ranking fifth overall with a 2.9% share, underscoring the platform’s accelerating momentum. After be ...

Core Insights - Netflix is expected to report its fourth-quarter earnings, with significant stock movement anticipated following the results [1] - Options pricing indicates that Netflix stock could fluctuate by up to 7% in either direction by the end of the week, potentially reaching around $94 or dropping below $82 [2] - The stock has declined nearly 30% since the last quarterly report due to a missed earnings forecast and concerns regarding the acquisition of Warner Bros. Discovery [3] Financial Expectations - Revenue is projected to increase by nearly 17% to $11.97 billion, while earnings per share are expected to rise nearly 30% year-over-year to $0.55 [4] - Analysts from Goldman Sachs anticipate a solid performance in the fourth quarter, focusing on user engagement and the expansion of live sports and gaming offerings [5] Market Sentiment - Most Wall Street analysts maintain a bullish outlook on Netflix, with eight out of ten analysts rating the stock as a "buy" and an average price target of $135, suggesting over 50% upside potential [6] - Investor attention is likely to center on the Warner Bros. Discovery acquisition and related regulatory and competitive challenges rather than solely on the company's financial fundamentals [6]

Economic Reports - The delayed November Personal Consumption Expenditures (PCE) report is expected on Thursday, skipping the October report due to a government shutdown, with the last September report showing +2.8% for both headline and core PCE [4] - The quarterly Gross Domestic Product (GDP) for Q3 2025 is also due on Thursday, with a first revision expected to align with the previously announced +4.3%, a significant improvement compared to the -0.6% reported in Q1 2025 [5] - Initial Jobless Claims are anticipated to rise above +200K, from +198K reported last week, indicating a "no hire, no fire" environment despite weaknesses in monthly job numbers [6] Q4 Earnings Reports - Q4 earnings season begins this week, with key reports from 3M and D.R. Horton before the market opens, and from Netflix, United Airlines, and Interactive Brokers Group after the market closes [7] - Interactive Brokers is rated as a buy (Zacks Rank 2), with expected growth of +2% on earnings and +4.3% on revenues [8] - Netflix, rated as a hold (Zacks Rank 3), is projected to achieve +27.9% growth in earnings and +16.8% in revenues as it expands globally [8] - D.R. Horton aims to exceed expectations of -25% earnings growth and -12% revenue decline [8]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists, ensuring independent content production [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors, including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Monday, January 19, 2026, sees the U.S. stock markets, including the New York Stock Exchange (NYSE) and Nasdaq, closed in observance of Martin Luther King Jr. Day. This federal holiday means no cash equity trading will occur, nor will there be pre-market or after-hours sessions for stocks. Despite the holiday, global financial markets are actively responding to significant geopolitical developments, with U.S. stock futures pointing sharply lower.Premarket Trading Activity and Futures MovementsU.S. equity fu ...

After banks and other financial institutions set the tone with early fourth-quarter results, a wider array of companies — including Netflix, Johnson & Johnson, and Intel — are scheduled to report earnings this week. Investors are banking on strong results and optimistic guidance to counter rising political and macroeconomic uncertainties.In 2025, after a robust run, major U.S. equity indexes have extended gains into the new year, though they slipped modestly this week and volatility indicators edged higher ...

Wednesday's speech by President Trump at 8:30am represents a critical market catalyst as he outlines economic priorities and policy initiatives for the year ahead. Investors will scrutinize the address for insights into potential tax policy changes, infrastructure spending proposals, regulatory approaches, and crucially, any evolution in trade policy that could impact multinational corporations and global supply chains. Trump's commentary on China relations will be particularly important given ongoing tensi ...

Group 1: U.S.-European Relations and Tariffs - President Trump is leading the largest-ever U.S. delegation to the World Economic Forum in Davos, where he is expected to discuss the war in Ukraine and new tariffs imposed on several European nations [4][5] - Eight countries, including the U.K., France, Germany, and Denmark, will face a 10% tariff starting February 1, which could increase to 25% by June 1 unless agreements are reached [5] - French President Macron has strongly opposed the tariff threats, stating they are unacceptable and will request the activation of the EU's anti-coercion trade tool [5][6] Group 2: AI and Industry Leaders at Davos - The World Economic Forum will focus on AI, particularly the concept of the "Co-Pilot Economy," which emphasizes using AI to augment rather than replace workers [6] - Notable executives attending include Nvidia CEO Jensen Huang, Microsoft CEO Satya Nadella, and Salesforce CEO Marc Benioff [7] Group 3: Netflix Earnings and Market Expectations - Netflix is expected to report earnings with an EPS of $0.55 on revenue of $11.97 billion, driven by major holiday releases [7] - Over the last three months, Netflix has seen 18 upward revisions in EPS estimates and 25 upward revisions in revenue estimates [8] - Analysts suggest Netflix is preparing an all-cash offer for Warner Bros. Discovery, which could impact EPS but help avoid ownership dilution [8][9] Group 4: Upcoming Earnings Reports - Other companies reporting earnings include 3M, United Airlines, Johnson & Johnson, Kinder Morgan, Halliburton, Intel, Visa, GE Aerospace, and Procter & Gamble [9] - Caterpillar and Dell will go ex-dividend on Tuesday, with payout dates in February, while Colgate-Palmolive and Pfizer will also go ex-dividend later in the week [10]

Listener in headphones facing glowing Spotify logo and soundwaves, symbolizing streaming price hike and growth Key Points The transition to a new pricing structure is expected to boost operating income and expand gross margins as revenue flows to the bottom line. Investments in audiobooks and video podcasts have created a comprehensive super bundle that increases subscriber retention and justifies higher monthly fees. Wall Street analysts remain bullish on the long-term growth story because the company ...

The major indexes finished last week little changed and head toward the teeth of fourth quarter earnings season near record highs. A rotation in markets saw the small-cap Russell 2000 (^RUT) close at a record high on each of the week's final three trading days, while the Dow Jones Industrial Average (^DJI) — which has lower exposure to Big Tech and the dominant AI theme driving markets — paced gains among the major averages. The S&P 500 (^GSPC) was virtually unchanged for the week, while the Nasdaq Comp ...