Market Performance - The stock market experienced a bullish day with the Dow increasing by 229 points (+0.52%), the S&P 500 rising by 33 points (+0.54%), the Nasdaq gaining 153 points (+0.74%), and the Russell 2000 leading with a rise of 27 points (+1.22%) [1] - Year-to-date performance shows the Dow up +4.56%, S&P 500 up +7.07%, Nasdaq up +8.15%, and Russell 2000 up +1.07% [1] Bond Market - Bond yields moderated after rising due to strong economic reports, with the 10-year yield at +4.46%, the 2-year at +3.91%, and the 30-year above +5.01% [2] Economic Indicators - Business Inventories for May remained flat at 0.0% for the second consecutive month, with only one negative month in the past year [3] - Homebuilder Confidence for July reached 33, slightly above the previous month's 32 [3] Company Earnings - Netflix reported Q2 earnings of $7.19 per share, exceeding estimates of $7.07, with revenues of $11.08 billion, close to the expected $11.09 billion [4] - Netflix raised its full-year revenue guidance to $44.8-45.2 billion and marked its sixth consecutive quarterly earnings beat, despite a slight decline in shares [5] - Interactive Brokers reported Q2 earnings of 51 cents per share, beating estimates by 5 cents, with revenues of $1.48 billion, surpassing the expected $1.36 billion [6] - Interactive Brokers' shares rose nearly +5% in after-hours trading following its earnings report [6] Upcoming Economic Data - Upcoming reports include Housing Starts and Building Permits for June, expected to show slight increases, and a preliminary Consumer Confidence reading for July, anticipated to rise to 61.8 from 60.7 [7] - The Q2 earnings season continues with reports expected from companies like 3M, Schlumberger, and American Express, with major companies like Alphabet, Intel, and Tesla reporting next week [8]

Uh it is interesting what they note about the boost in revenue mostly due to the weakness in the US dollar. So you look through currency swings, maybe that revenue would not have changed in terms of guidance, right. And so the bigger bigger revenue beat was in the United States, right.But um I you know the expectations were so high so high. So this is they delivered, right. If if you if you had just told them last quarter this is what they're going to put in next quarter and this is the number that would be ...

Market Trends - All major indices ended the day up, fueled by fresh earnings reports and new economic data [2] - The S&P 500 and NASDAQ reached fresh record closes as investors digested corporate earnings and economic data [21] - Meme stocks were up, considered a win for the stock market [24] Netflix Performance and Strategy - Netflix's Q2 revenue growth exceeded guidance and expectations, with operating margin also outperforming expectations [4] - Netflix increased its full-year revenue growth outlook from 13% to 15% [5] - Netflix slightly raised its full-year operating margin forecast to 295%, though investors anticipated a range of 30% to 31% [5] - Netflix's content slate for the second half of the year is expected to be very strong, potentially leading to strong subscriber growth [8][9][10] - Netflix is taking a disciplined approach to content spend, aiming for revenue growth to outpace content spend growth [11][12] - Netflix is leveraging AI to revamp its user interface and improve its content recommendation engine [18][19] Commodities Market - The 30-year yield has been juicing commodities due to record fiscal deficits and the Federal Reserve's expected easing [25] - Commodities are experiencing pressure, with platinum up 35%, palladium up 24%, and orange juice up 18% over the past month [28] Sports Gambling Legislation - A new provision in the One Big Beautiful Bill Act could cap gambling loss offsets at 90%, potentially harming professional gamblers and leading them to offshore markets [36][37] - The federal government could benefit from increased tax revenue, shifting revenue from the states [39] Hawkeye Technology - Sony owns Hawkeye, a technology used in various sports for reviewing calls and providing analytics [46] - Installing Hawkeye on a tennis court costs approximately $100000 [46] - FIFA installation costs $250000 with 6 to 12 cameras [49] Return to Office Trends - 29% of men are now working from home, down from 34% two years ago, while 36% of women are still working from home [50] - 9 in 10 CEOs value people who come into the office for raises and promotions, potentially widening the pay gap for women, who currently make about 85% of male wages [51][52]

Market Overview - S&P 500 closing at a fresh record high around 6000 to 97 and change, up about 05% [7] - Nasdaq composite adds 153 points, Nasdaq 100 adds more than 170 for a fresh record high [7] - Russell 2000 adding 27 points or 12% [7] - Nine out of the 11 sectors finishing in the green, financials and consumer staples leading the way up 09% [8] - Healthcare is the laggard on the day, down about 12% [8] Company Performance (Netflix) - Netflix's revenue and profit rose, beating estimates, and gross margin operating margin expanded in the most recent quarter [10] - Netflix expects revenue from the ads business alone to double in 2025 [15] - Netflix's market cap is bigger than Walt Disney, Comcast and Warner Brothers Discovery [21] - Netflix is strategizing globally versus in the US, because growth prospect within the US is really diminished and the growth opportunity is really overseas [20] Guidance - Netflix's revenue will be in the range of 448 billion to 452 billion, above the previous guidance [11]

Comcast raised the price of its Peacock streaming service by $3 a month for new customers starting July 23, an increase of almost 38% for the lowest-priced plan https://t.co/aXdkAW5GeC ...

Financial Performance - Netflix's Q2 revenue increased by 13% last quarter [1] - Morgan Stanley upped Netflix's price target to $450, approximately 12% upside [1] Generative AI Impact - Generative AI can substantially reduce content production costs for animated films and scripted television series [2] - Generative AI can enhance personalization and curation, improving user engagement and pricing power [3][4] - Morgan Stanley's bull case projects Netflix's margins reaching 50% over time due to Gen AI [3] Market Opportunity & Competition - Netflix has over 300 million members, while there are over 700 million connected households in its operating markets, indicating further growth potential [6] - Netflix distributed a linear network in France called TF1 to grow engagement and reach [7] - YouTube and Netflix are increasingly defining television for the global audience [12] Strategic Evolution - Netflix's product is evolving to include other kinds of programming, potentially including sports, to be perceived as TV [8] - Consumers turn to Netflix to decide what to watch, unlike other streaming services except for YouTube [10][11]

Core Viewpoint - Netflix is expected to report strong second-quarter results, with analysts optimistic about its market position and financial performance, particularly in viewership gains and content monetization [1][2][4]. Group 1: Financial Performance Expectations - Analysts anticipate Q2 revenue around $11.04 billion, slightly above Netflix's guidance of $11.035 billion, with a consensus estimate for earnings per share (EPS) at $7.06 [4][5]. - Netflix shares have risen 41% in 2025 to date, starting Thursday's trading at $1,253, down from an all-time high of $1,341.15 in June [7]. - Several analysts have raised their price targets for Netflix, with Michael Morris of Guggenheim increasing his outlook to $1,400 from $1,150, citing the need for the company to prove its advertising business and programming strategy [8]. Group 2: Strategic Outlook and Market Position - Netflix has established a significant lead in the streaming industry, with no major global competitors currently [2]. - The company has shifted focus from reporting quarterly subscriber numbers to broader financial performance and strategic outlook, indicating a change in how investors should assess its value [3]. - Management's outlook includes a robust content slate for the second half of the year and expanded live content partnerships, which are expected to support long-term growth potential [9]. Group 3: Industry Context - The media industry is undergoing significant changes, with companies like Comcast, Warner Bros. Discovery, and Disney also set to report earnings, indicating a consolidating landscape [6]. - The advertising market has shown improvement, with more investment shifting towards connected TV (CTV), which could benefit Netflix's advertising strategy [9].

Stocks trying to hold on to this head of steam this morning. Dow's up 80 points. NASDAQ just hit another record high.Big tech of course joins the earnings fund tonight with Netflix after the bell after a strong start to the year. Joining us this morning is NEM analyst Laura Martin. A $1,500 price target and a buy rating on the stock.Laura, it's good to have you back. I've seen a lot of 1100s and 1200s, but is is that close to a street high. you know, it might be.But, you know, we're really looking forward t ...

With Netflix shares trading near its highest valuations going back to 2022, there’s a lot riding on the streaming giant’s upcoming earnings report and its outlook for the months ahead https://t.co/i9SpP9SfPF ...

Core Viewpoint - Trump Media and Technology Group Corp. is advancing its social media platform Truth Social by integrating artificial intelligence features, aiming to enhance user experience and expand its ecosystem [2][3]. Group 1: Company Initiatives - Trump Media has applied for trademarks for "Truth Social AI" and "Truth Social AI Search," indicating a strategic move to incorporate AI functionalities into its platform [2]. - The AI integration is intended for the Truth Social iOS and Android applications, as well as the web version, signifying a comprehensive approach to platform enhancement [3]. Group 2: Leadership Perspective - CEO Devin Nunes emphasized that the integration of AI represents a significant step forward in developing Truth Social as a reliable source for information and entertainment, countering perceived biases in mainstream media [3]. Group 3: Company Mission - Trump Media's mission focuses on promoting free speech and providing a platform for expression amidst increasing censorship by major tech companies, positioning itself as a safe harbor for users [5].