Market Analysis by covering: Netflix Inc. Read 's Market Analysis on Investing.com ...

RT End Wokeness (@EndWokeness)Haakon Jarl was a Viking warrior that ruled Norway in 975-995Netflix made him a black woman https://t.co/Cj9C6NkAwE ...

We came across a bullish thesis on Netflix, Inc. on Quality Value Investing’s Substack by David J. Waldron. In this article, we will summarize the bulls’ thesis on NFLX. Netflix, Inc.'s share was trading at $79.94 as of February 3rd. NFLX’s trailing and forward P/E were 33.00 and 26.45 respectively according to Yahoo Finance. Netflix, Inc. provides entertainment services worldwide. NFLX is transitioning from a pure growth story into a mature global media platform, and the market narrative has not fully c ...

Core Viewpoint - The article discusses President Trump's non-involvement in the bidding war between Netflix and Paramount for Warner Bros. Discovery (WBD), highlighting a shift in his stance from previous comments regarding the potential market implications of the acquisition [1] Group 1: Company Actions - Netflix has proposed a $72 billion acquisition of WBD, excluding the latter's cable network business [1] - Paramount has initiated a hostile takeover bid, offering over $108 billion for a complete acquisition of WBD [1] Group 2: Regulatory Context - Trump stated that he would not participate in the bidding process and that the Department of Justice would handle the matter [1] - Previously, Trump expressed concerns about Netflix's potential market share increase if the acquisition were approved, indicating he would engage in the review process [1]

美国总统特朗普当地时间周三表示，他无意卷入奈飞和派拉蒙天空之舞对华纳兄弟探索公司的竞购大 战。 "我没有参与其中，"特朗普在接受NBC新闻采访时表示。 "我必须说，我想我被认为是个非常强势的总统。人们都这样说我。但这是他们双方的事，我已经决定 不参与其中。司法部会处理这件事的。" 责任编辑：于健 SF069 美国总统特朗普当地时间周三表示，他无意卷入奈飞和派拉蒙天空之舞对华纳兄弟探索公司的竞购大 战。 "我没有参与其中，"特朗普在接受NBC新闻采访时表示。 "我必须说，我想我被认为是个非常强势的总统。人们都这样说我。但这是他们双方的事，我已经决定 不参与其中。司法部会处理这件事的。" 责任编辑：于健 SF069 ...

U.S. President Donald Trump said on Wednesday he plans to stay out of the Netflix and Paramount Skydance fight over Warner Bros Discovery. ...

Core Viewpoint - President Trump has decided not to involve himself in the acquisition battle between Netflix and Paramount Skydance for Warner Bros. Discovery, stating that the Justice Department will handle the matter [1]. Group 1: Company Involvement - Trump has been approached by both Netflix and Paramount Skydance regarding the acquisition but has chosen to remain uninvolved [1]. - In December, Trump expressed concerns that Netflix's acquisition could pose a problem due to the significant market share it would gain if approved by regulators [2]. Group 2: Regulatory Context - The Justice Department is expected to oversee the regulatory aspects of the acquisition, indicating a formal review process for the proposed deal [1].

Core Viewpoint - Politicians from both parties are increasingly leveraging antitrust policy as a political tool to address various issues in the market [1] Group 1 - The use of antitrust policy is becoming a bipartisan strategy, indicating a shift in how political parties approach market regulation [1] - This trend reflects a growing concern over market concentration and the power of large corporations [1] - The political weaponization of antitrust policy may lead to increased scrutiny and potential regulatory actions against major companies [1]

Group 1: AMD's Sales Forecast and Market Reaction - AMD shares fell significantly, down 15%, marking its largest drop since October 2018, following a disappointing sales forecast of approximately $9.8 billion, which was below investor expectations of $10 billion [3][4][27]. - The company's revenue from China impacted margins negatively, and while revenues were recognized, the overall performance did not meet the high expectations set by the market [5][6]. - The anticipated growth in CPU and GPU segments is not expected until the second half of the year, leading to a cautious outlook among investors [7][8]. Group 2: Broader Market Trends and Software Sector Concerns - The technology sector is experiencing a selloff, with fears of disruption following the introduction of a new AI automation tool by Anthropic, leading to a significant decline in the Goldman Sachs Software Index, which has lost around $2 trillion since its peak [11][57]. - Concerns about the impact of AI on software companies are prevalent, with many investors reassessing valuations and business models in light of rapid advancements in AI technology [57][59]. - Major companies like NVIDIA and Google are also feeling the pressure, with NVIDIA's stock down and Google facing scrutiny ahead of its earnings report [12][16]. Group 3: NVIDIA's Investment in OpenAI - NVIDIA is reportedly close to finalizing a $20 billion investment in OpenAI, which would be part of a larger commitment potentially reaching $100 billion [46][48]. - This investment is seen as a strategic move to strengthen NVIDIA's position in the AI market, although details regarding the overall agreement are still being finalized [49][50]. - The relationship between NVIDIA and OpenAI is crucial for NVIDIA's long-term strategy, particularly in terms of chip usage for AI model training [69]. Group 4: Uber's Financial Outlook and New Initiatives - Uber's stock fluctuated, down 3% in premarket trading, as the company provided a weak profit outlook and announced a new CFO focused on future markets, including robotaxi initiatives [20][21][25]. - The adjusted EPS forecast for the first quarter was lower than expected, attributed to new product initiatives that have not yet yielded anticipated returns [22][23]. - Despite these challenges, underlying demand in the U.S. remains strong, and Uber expects growth to accelerate as previous risks, such as high insurance costs, are expected to abate [23][24]. Group 5: Antitrust Concerns in Streaming Industry - The Senate Committee is holding hearings on the future of self-driving cars, with significant attention on the merger between Netflix and Warner Brothers, which raises antitrust concerns [26][29]. - The merger is argued to create value for consumers and enhance opportunities for the creative community, although competitive concerns remain [31][32]. - The regulatory landscape is complex, with different standards applied in the U.S. and the EU regarding consumer benefits and competitive effects [40][41]. Group 6: Supply Chain Innovations and Market Dynamics - A new startup, Auger, founded by former Amazon supply chain chief Dave Clark, aims to provide an operating system for supply chains, emphasizing the need for contextual data integration [71][75]. - The startup is focused on addressing the challenges of disconnected data in supply chains, which is critical for operational efficiency [76][84]. - Auger's approach is seen as timely, given the current market dynamics and the increasing importance of supply chain management across various industries [80][82].

Why is Netflix the preferred partner for this deal. The Netflix transaction is the result of a very extensive process that this board really undertook in 2022 after we acquired WarnerMedia to get the value out of those assets, to deliver the company, to make the operations more effective and robust, and then looked at separating the businesses. And then it turned out not only did we have the possibility to separate the two businesses, but also a lot of people were interested in buying one or the other or bo ...