Netflix, Inc. NFLX

The bank just upgraded Netflix on a thesis that has little to do with its American viewers. The analyst also sees AI as more of a tailwind than a threat.

Amazon now spends more on building its business than the business brings in as cash. On its July 2026 earnings call, management raised its 2026 spending plan to about $220 billion. Most of the prior $200 billion budget had been allocated toward AI and AWS. Management has not said when the spending will slow, though it noted on the call that Amazon has already issued debt this year and cited further borrowing among its options to cover any shortfall. So could Amazon keep paying for the build-out

Netflix is expected to release its third-quarter earnings next month, and analysts expect a double-digit percentage rise in its bottom line.

Alphabet (GOOGL) stock costs 22% less than the median S&P 500 company, measured by price against the past year's earnings. Alphabet's revenue still grew 20.1% over the past year, against 8.3% for the median S&P 500 company. Investors usually pay more for faster growth. So is Alphabet stock a bargain, or is the low price a warning.

Netflix has shed more than 40% in a year while one top Wall Street analyst holds a target that towers above the crowd. The question is whether the bull case rests on a real inflection or wishful thinking about ads and live events.

Netflix (NFLX) is back in focus after a series of analyst downgrades linked to rising competition from YouTube, softer engagement trends, and high profile funds trimming their positions in the stock. The recent downgrades and competitive pressure from YouTube have landed on a stock that is already under strain. Netflix’s share price is down 22.74% year to date and its 30 day share price return has fallen 13.26%, even though the 3 year total shareholder return is 86.52% and the 1 year total...

Netflix, Inc. (NASDAQ:NFLX) and Spotify Technology S.A. (NYSE:SPOT) have built two of the world’s biggest subscription businesses, but they’ve done so in very different ways. Netflix’s advantage comes largely from its scale and the amount of content it can offer. Its huge subscriber base allows it to spread the cost of making and licensing shows […]

Deutsche Bank called a bottom to Netflix's slide, upgrading shares of the streaming video leader to buy from neutral. Netflix stock rose.

Alphabet turns about 42 cents of every sales dollar into operating cash, yet only about 12 cents is left as free cash flow. That's less than any of its big-tech peers except Amazon, and lower vs its own three-year average. The gap is capital spending, mostly on AI. Even so, Alphabet (GOOGL) stock returned 40% over the past twelve months, against 17.7% for the S&P 500. The price appears to assume that the spending will pay for itself. With Google Cloud growing fast, that looks reasonable. But man

Deutsche Bank Just Upgraded Netflix: Analyst Says Investors May Be Missing a Huge Global Opportunity

Netflix stock rises after Deutsche Bank upgrades shares to Buy despite weakening U.S. engagement time.

Deutsche Bank turned bullish on Netflix even as it lowered its price target and cut some financial estimates.

Global growth is quietly reshaping the streaming investment case