[music] Hello and welcome to Market Sunrise. I'm Raman Karamali live from Yahoo Finances Studios in London. It's Tuesday, 2nd December.Coming up on the show, Apple suddenly replaces its AI chief. Short seller Michael Bur says Tesla is quote ridiculous, ridiculously overvalued. Costco sues the Trump administration.It wants a tariff reduct refund and I've got details of the fallout from Bitcoin's worst day since March. So, grab your coffee and let's own the morning. Well, the first thing you need to know is a ...

Core Viewpoint - Deutsche Bank maintains a Buy rating and a price target of $775 for Spotify, indicating strong potential for revenue, margin, and profit growth under various pricing scenarios [1] Group 1: Pricing Scenarios and Revenue Impact - A $1 per month price increase (8% hike) is projected to raise 2026 revenue by approximately 2%, with similar effects on gross profit and a 5% increase in EBIT [1] - If only the Premium tier is raised by $1, while Music-only pricing remains unchanged, this would still lead to a 2% revenue increase, with 60-70% incremental margins, resulting in a 4% boost to gross profit and a 9% increase in EBIT [2] - In a more optimistic scenario, raising Premium pricing by $2 and Music-only pricing by $1 could lead to nearly a 5% rise in revenue, a 10% increase in gross profit, and a 22% expansion in EBIT, assuming historical revenue-share patterns are maintained [3]

Financial giants have made a conspicuous bullish move on Netflix. Our analysis of options history for Netflix (NASDAQ:NFLX) revealed 65 unusual trades.Delving into the details, we found 56% of traders were bullish, while 32% showed bearish tendencies. Out of all the trades we spotted, 18 were puts, with a value of $1,459,767, and 47 were calls, valued at $2,482,275.Expected Price MovementsAfter evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a pric ...

You may want to consider buying this not-so-obvious AI stock on its recent 20% pullback.There is so much hype surrounding artificial intelligence (AI) right now that some wonder whether the market has entered bubble territory, akin to the internet's early years in the late 1990s. The dot-com bubble ended with a vicious bear market, and some of the most-hyped stocks took years to recover, if at all.History may rhyme, but it's never a word-for-word, bar-for-bar duplicate of the past. Some AI stocks trade at u ...

Core Viewpoint - Netflix's interest in acquiring Warner Bros. Discovery has raised significant antitrust concerns among senior White House officials, who fear that such a deal could grant Netflix excessive power in the Hollywood ecosystem [1][7][10]. Group 1: Antitrust Concerns - A high-level meeting among White House officials discussed the unique antitrust concerns posed by Netflix, suggesting that a successful acquisition could trigger a lengthy investigation similar to those faced by Google and Amazon [2][3]. - Officials expressed that Netflix's existing market dominance, combined with the acquisition of a major streaming service, could stifle competition in the industry [4][10]. - There is a possibility of a broader investigation into Netflix's market power, as officials believe its size could hinder competition in the streaming sector [2][10]. Group 2: Acquisition Dynamics - Warner Bros. Discovery's board has set a deadline for a second round of offers, with Netflix expected to submit a revised bid for the studio and HBO Max [4][9]. - Other competitors, such as Paramount Skydance and Comcast, are also expected to increase their bids for Warner Bros. Discovery, indicating a competitive bidding environment [5][6][9]. - If Netflix's bid is successful, it could lead to a protracted investigation by the Department of Justice, potentially expanding to examine Netflix's overall operations [17][18]. Group 3: Regulatory Landscape - Netflix's legal team is advocating that the acquisition would not violate antitrust laws based on the theory of "category ambiguity," arguing that the streaming market is too diverse for traditional antitrust concerns to apply [11][13]. - Despite some support for this argument, skepticism remains among senior White House officials regarding Netflix's substantial influence in the media landscape [14][15]. - Concerns have been raised about Netflix's power over content creators and talent, aligning with a broader regulatory agenda focused on anti-competitive practices in media and technology [15][18].

Netflix, Inc. (NFLX) completed a 10-for-1 stock split as of Nov. 17, reducing the price from over $1,100 to $107.58 as of Friday, Nov. 28. That makes it much easier to sell short out-of-the-money (OTM) put options for income. As a result, less collateral is required to sell short one put contract. Moreover, it makes it easier to set a lower potential buy-in point. This article will show why. More News from Barchart NFLX stock - last 3 months - Barchart - As of Nov. 28, 2025 Higher Values for NFLX Stock ...

Core Viewpoint - Netflix, Inc. (NFLX) is characterized as a controversial stock with strong supporters and critics in the market [1] Company Analysis - The article does not provide specific financial metrics or performance indicators for Netflix, Inc. [1] Market Sentiment - There is a division among investors regarding Netflix, with both fans and detractors expressing their views [1]

Core Viewpoint - Netflix, Inc. (NFLX) is characterized as a controversial stock with strong opinions from both supporters and critics in the market [1] Group 1 - The company has a significant following and detractors, indicating a polarized view among investors [1] - The analysis of Netflix is informed by over two decades of trading experience across various asset classes [1]

Netflix's 10-for-1 stock split comes at a time of incredible growth at the company. Time to buy?Netflix (NFLX +1.35%) just completed a 10-for-1 stock split, moving its share price back near the hundred-dollar level while leaving the company's market value unchanged.The split comes at a time of significant momentum for the underlying business. The streaming leader's revenue has been growing rapidly, and management expects its operating margin to expand this year -- even as Netflix spends heavily on new serie ...

Group 1 - Rosenblatt Securities reduced its price target on Netflix to $152 from $153 while maintaining a Buy rating [1] - The price target adjustment was primarily due to updates in the financial model, including the impact of Netflix's 10-for-1 stock split [1] - Minor updates to share counts, price levels, FX assumptions, and debt contributed to the split-adjusted target reduction by $1 [1] Group 2 - Rosenblatt maintained a bullish outlook for Netflix, projecting a potential trading P/E of 45x relative to 2026 EPS estimates [2] - The bullish stance is supported by a 28% EPS CAGR, strong market leadership, resilient growth, and shareholder-friendly capital deployment [2] - The analyst expressed skepticism regarding Netflix's potential acquisition of Warner Bros. Discovery, which was not included in the outlook but noted as a risk consideration [2]