U.S. stocks traded higher this morning, with the Dow Jones index gaining around 300 points on Wednesday.Following the market opening Wednesday, the Dow traded up 0.63% to 48,792.32 while the NASDAQ gained 0.75% to 23,126.84. The S&P 500 also rose, gaining, 0.73% to 6,846.72.Check This Out: How To Earn $500 A Month From Goldman Sachs Stock Ahead Of Q4 EarningsLeading and Lagging SectorsEnergy shares gained by 2.3% on Wednesday.In trading on Wednesday, consumer staples stocks dipped by 0.6%.Top HeadlineNetfli ...

There is nothing wrong with what people call "sticking to knitting.†That is, stay with the business plan that made you successful. Get better at it every day. Manage for growth and margins. Give your shareholders reason to believe that the strategy they bought into is good enough. Netflix Stock Price Prediction and Forecast 2026–2030 Get Ready To Retire (Sponsored) Netflix Inc. (NASDAQ: NFLX) announced what appeared to be good earnings, but its stock fell. It will continue to fall as the media company pushe ...

U.S. equity markets are showing signs of cautious stabilization this Wednesday, January 21, 2026, as investors digest a turbulent Tuesday marked by significant declines and look ahead to crucial economic data and corporate earnings. After experiencing their worst single-day drops since October, major indexes are attempting to find their footing, though premarket and early trading activity suggest a mixed sentiment driven by ongoing geopolitical concerns and a busy earnings calendar.Premarket Trading and Fut ...

Futures have reversed modest overnight gains and are trading near session lows while small caps continue to outperform (for a record 12th day in a row) even as Japanese and global bond yields stabilize and the market awaits today's major catalysts including Trump's speech in Davos due within the hour after flight had to be changed due to mechanical issues, while the Supreme Court will consider whether Trump can fire the Fed’s Cook.Selling pressure initially eased after Trump struck a more conciliatory tone  ...

Market Overview - The S&P 500 futures are little changed following a significant sell-off, marking the worst day for the three major indexes in months [1] Company Earnings - Netflix narrowly beat expectations for the fourth quarter, but shares fell 7% as results were compared to higher internal targets [4] - United Airlines shares increased by 3% after reporting that earnings could reach a record this year, surpassing earnings per share expectations while revenue met Wall Street's consensus [6] Strategic Partnerships - ServiceNow signed a three-year contract with OpenAI to utilize its models for AI agents and GPT-5.2 on its enterprise platform, aiming to enhance customer value and improve AI interaction [8] Industry Insights - At the JPMorgan Healthcare Conference, discussions centered on the pharmaceutical industry's strategies for handling new pricing deals with the White House and the potential $300 billion revenue loss from drug patent expirations [11] - Natural gas experienced a significant increase of nearly 26%, marking its best day in four years, driven by rising heating demand due to cold weather [12]

1. Netflix's Business Model Under Fire Despite Q4 Beat Netflix beat Q4 earnings estimates but the stock dropped 7% anyway, revealing what Wall Street really cares about: future growth, not past performance. ...

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 is the latest in trending:Assets outlook: Ray Dalio said gold is now "the second largest reserve currency," while bitcoin (BTC-USD) is only money "for some."Affordability push: President Trump signs order to restrict large institutional investors from buying single-family homes.War of words: OpenAI's Sam Altman fires back at Elon Musk linking ChatGPT to ...

U.S. stock futures are showing a modest rebound this Wednesday, January 21, 2026, as investors digest a flurry of corporate earnings reports and keep a watchful eye on geopolitical developments, particularly surrounding U.S. President Donald Trump's appearance at the World Economic Forum in Davos. This premarket uptick follows a significant selloff on Tuesday, which saw major indexes record their steepest declines since October.As of early trading, futures tied to the S&P 500 (SPX) are up approximately 0.3- ...

Netflix's stock has fallen steadily since it announced its acquisition of WBD.Netflix (NFLX 0.84%) announced its blockbuster acquisition of Warner Bros. Discovery (WBD 1.19%) on Dec. 5. Since then, the stock is down 20%, including an after-earnings sell-off on Tuesday.The earnings call gave Netflix management its first chance to convince shareholders that the deal was in its best interest, but it seems to have come up short.Netflix stock fell approximately 5% after hours on the report, even as the results w ...

Market Overview - U.S. equity markets ended the fourth quarter positively, with the S&P 500 and Nasdaq 100 rising 2.4% and 2.6% respectively, while the Dow Jones Industrial Average led with a 3.6% return [2] - The Russell 1000 Growth Index lagged, increasing only 1.1% as investors shifted from high-growth technology stocks to more defensive sectors [2] - The quarter was marked by significant volatility, influenced by a 43-day government shutdown that affected market transparency and risk appetite [2] Economic and Monetary Policy - Approximately 83% of S&P 500 companies reported positive earnings surprises, indicating a broadening economic recovery beyond the "Magnificent Seven" [4] - The Federal Reserve implemented two 25-basis point cuts, bringing the federal funds rate to a range of 3.50% to 3.75% by year-end, and concluded its quantitative tightening program [4] - The Fed's balance sheet expanded by approximately $100 billion to $6.6 trillion, reflecting a shift from "abundant" to "ample" bank reserves [4] Sector Performance - Ithaka's portfolio underperformed the Russell 1000 Growth Index by 700 basis points, with stock selection detracting 740 basis points from relative performance [6] - Positive relative returns were generated in the Materials and Processing sector, while Technology and Consumer Discretionary sectors were significant sources of underperformance [7] - Weakness in Technology was attributed to fears of AI disintermediating software stocks, while Consumer Discretionary faced pressures from consumer spending concerns [7] Top Contributors and Detractors - Top contributors included Intuitive Surgical (26.6% return), Advanced Micro Devices (32.4%), and Alphabet (28.9%), driven by strong earnings and positive investor sentiment [9][10][12] - Major detractors were ServiceNow (-16.8%), Netflix (-21.8%), and Veeva Systems (-25.1%), with concerns over AI impacts and unexpected financial disclosures affecting stock performance [9][15][16] Investment Strategy and Outlook - Ithaka initiated three new positions and eliminated four during the quarter, with a trailing 12-month turnover of 22.1% [17] - The investment approach focuses on long-term wealth creation through concentrated positions in high-quality companies with strong management and favorable market conditions [4][19] - The narrative around AI is shifting towards tangible productivity gains, suggesting that the economic opportunities from AI will continue to expand [18]