Key Takeaways Comcast delivered a Q4 earnings and revenue beat, fueled by strong Theme Parks and Peacock performance.CMCSA's Theme Parks revenues jumped around 22%, while Peacock posted record revenue and subscriber growth.Comcast faced pressure from broadband subscriber losses, weaker Studios performance and margin compression.Comcast (CMCSA) reported fourth-quarter 2025 adjusted EPS of 84cents, which beat the Zacks Consensus Estimate by 12% and declined 12.4% year over year.Revenues of $32.31 billion beat ...

4 th Quarter and Full Year 2025 Results J a n u a r y 2 9 , 2 0 2 6 IMPORTANT INFORMATION Caution Concerning Forward-looking Statements This presentation includes statements that may constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements are not historical facts or statements of current conditions, but instead represent onl ...

Core Viewpoint - The major market experienced a net outflow of 48.602 billion yuan in principal funds as of January 16, with significant withdrawals from various sectors [1]. Group 1: Sector Performance - The top ten sectors with the largest net outflows include: - Internet Services: -2.89% with a net outflow of 14.738 billion yuan [2] - Software Development: -2.29% with a net outflow of 9.073 billion yuan [2] - Cultural Media: -4.48% with a net outflow of 6.488 billion yuan [2] - Non-ferrous Metals: -0.47% with a net outflow of 5.372 billion yuan [2] - Communication Equipment: -0.2% with a net outflow of 4.046 billion yuan [2] - Aerospace: -1.22% with a net outflow of 3.629 billion yuan [2] - Power Grid Equipment: +1.8% with a net outflow of 3.587 billion yuan [3] - Energy Metals: -2.96% with a net outflow of 2.991 billion yuan [3] - Batteries: -0.37% with a net outflow of 2.472 billion yuan [3] - Medical Services: -2.89% with a net outflow of 2.371 billion yuan [3] Group 2: Notable Companies - The companies with the largest net outflows in their respective sectors include: - State Grid Information Communication in Internet Services [2] - iFlytek in Software Development [2] - Wanrun Technology in Cultural Media [2] - Chuangjiang New Materials in Non-ferrous Metals [2] - Tianfu Communication in Communication Equipment [2] - Guangqi Technology in Aerospace [2] - Siyuan Electric in Power Grid Equipment [3] - Greenme in Energy Metals [3] - Enjie in Batteries [3] - WuXi AppTec in Medical Services [3]

Netflix Inc. (NASDAQ:NFLX) is one of the best communication services stocks according to Hedge Funds. On December 17, James Heaney of Jefferies reiterated his optimism on Netflix, Inc. (NASDAQ:NFLX). Heaney assigned a Buy rating to the stock with a target price of $134. As per the analyst’s forecast, investors should expect an upside of almost 48% from the current level. Netflix (NFLX) Ends 3-Day Run After $620-Million Tax Blow Pixabay/Public Domain Heaney downplayed a potential bidding war scenario re ...

The U.S. stock market is closed today, Thursday, December 25, 2025, in observance of the Christmas Day holiday, with trading on both the New York Stock Exchange (NYSE) and Nasdaq suspended for the entire day. However, the preceding trading session on Wednesday, December 24, 2025 (Christmas Eve), saw the Dow Jones Industrial Average (^DJI) advance 288.75 points (0.5961%) to 48,731.16, reaching a new record high in a shortened trading day. This upward movement occurred amidst light trading volumes as markets ...

Citi Research 19 December 2025 US Equity Strategy SIGN (Sector & Industry Group Navigator): A Balanced Start to the Year Scott Chronert AC Managing Director, US Equity Strategist Scott.t.chronert@citi.com +1 (415) 951-1771 Drew Pettit Director Drew.pettit@citi.com +1 (415) 951-1621 Patrick Galvin, CFA Vice President patrick.galvin@citi.com +1 212-816-5373 See AppendixA-1 for AnalystCertification, Important Disclosures and ResearchAnalystAffiliations Citi Research is a division of Citigroup Global Markets In ...

Core Insights - Wall Street banks are positioned to benefit significantly from Warner Bros. Discovery's (WBD) potential sale to either Netflix or Paramount Skydance, with a total of $225 million in fees expected to be paid to advisors if a deal is finalized [1][2]. Group 1: Deal Dynamics - WBD is currently evaluating competing offers from Netflix, which aims to acquire its studio and streaming business, and Paramount, which has made a bid for the entire company, including cable TV channels [2]. - WBD's board has expressed continued support for Netflix's offer following a hostile bid from Paramount [2]. - The advisory firms involved in the bidding process have played a crucial role in board meetings, negotiations, and evaluations of the offers [2][7]. Group 2: Advisory Fees - The fee structure for the advisory firms includes significant contingent payments, with Allen & Co. and J.P. Morgan each set to receive $85 million, of which $45 million and $50 million, respectively, are contingent on a successful deal [11]. - Evercore is expected to receive $55 million, also contingent on the deal's completion [11]. Group 3: Market Context - The investment banking sector has seen a surge in activity, particularly in media and telecom mergers and acquisitions (M&A), with a reported 61% increase in deal value from the second half of 2024 to the second half of 2025, excluding the WBD sale [9]. - PwC anticipates that robust M&A activity will persist in the coming years as investors seek value in content libraries, video games, and sports assets [10].

Group 1: Stock Performances - EchoStar Corporation (NASDAQ:SATS) gained 24.70% after Morgan Stanley upgraded the stock from Equal-Weight to Overweight and raised its price target from $82 to $110 [1] - Rocket Lab Corporation (NASDAQ:RKLB) rose 22.78% due to advancing a South Korean Earth-imaging mission into its next available launch window [2] - Pan American Silver Corp. (PAAS) increased 11.18% amid higher trading of precious metal companies, driven by investor optimism of a Fed rate cut [3] - Core & Main, Inc. (NYSE:CNM) gained 11.19% after reporting better-than-expected Q3 adjusted EPS, with multiple analysts raising their price forecast [3] - Flex Ltd. (NASDAQ:FLEX) increased 4.70% after Goldman Sachs maintained a Buy rating and raised its price forecast from $67 to $74 [4] Group 2: Acquisitions and Analyst Upgrades - Confluent, Inc. (NASDAQ:CFLT) increased 0.64% following IBM's agreement to acquire the company for $31 per share, with multiple analysts raising their price forecast [1][2] - Carvana Co. (NYSE:CVNA) rose 5.35% after announcing it will join the S&P 500 on December 22, 2025, along with multiple analysts raising their price forecast [2]

Market Overview - US stocks experienced a stall on Monday, with the S&P 500 and Dow Jones Industrial Average dipping 0.2%, while the Nasdaq Composite slipped below the flat line, following gains from the previous Friday [1] - The market is anticipating the Federal Reserve's final policy meeting of 2025, with a significant focus on interest rate cuts [1][2] Federal Reserve Insights - There is an 88% probability of an interest rate cut during the Fed's two-day policy meeting, a notable increase from 67% a month ago, driven by a tame reading on September PCE consumer inflation [2] - Despite a split among policymakers regarding the focus on the labor market versus inflation, influential officials support a third rate cut this year, although the outlook for 2026 remains uncertain [3] Economic Data Focus - This week’s economic data will be closely monitored, particularly the JOLTS job openings report, which is expected to provide insights into hiring activity, layoffs, and worker turnover [4] Company News - Warner Bros. Discovery (WBD) stock surged following Paramount's $108 billion hostile bid for the media giant, impacting Netflix's plans to acquire the company [5] - Earnings reports from Oracle (ORCL) and Adobe (ADBE) are anticipated on Wednesday, while Broadcom (AVGO) and Costco (COST) will headline on Thursday [5]

Meta Platforms - Meta is reportedly planning to cut 30% of its budget allocated to the metaverse, aiming to redirect those savings towards artificial intelligence initiatives [2][4][5] - Following the news, Meta's stock saw an increase of approximately 3%, although it retreated from pre-market highs of around $687 [3][6] - Mark Zuckerberg has shifted focus away from the metaverse in recent communications, emphasizing artificial intelligence instead, indicating a broader strategy to cut costs across all business segments by about 10% [5][7] Job Market Data - Initial jobless claims were reported at 191,000, significantly lower than the expected 219,000, with notable drops in California (36.6%) and Texas (42.8%) [9][10][11] - The Challenger job cuts report indicated 1.1 million layoffs this year, the highest since 2020, suggesting potential disruptions similar to those seen in the early 2000s technology sector [13] Factory Orders and Economic Indicators - September factory orders increased by 0.2% month-over-month, a revision down from a previous estimate of 1.4%, indicating some stabilization in the manufacturing sector [14][15] - The manufacturing sector, which constitutes about 30% of the U.S. economy, has been in a recession for the past 2-3 years, yet it has not significantly impacted equity markets [15][16] Commodity Market Insights - Oil and gasoline prices are trending lower, influenced by recent announcements regarding fuel economy standards, which may have long-term implications for fuel efficiency [18][19] - Gasoline prices are currently around $181 for unfinished products, indicating a downward trend that could signal economic weakening in certain areas [21][22]