Key Points Netflix stock continues to dip, with an expensive pending acquisition weighing on shares. AI-powered media dominance could be in the cards, eventually. Netflix has slipped to an attractive valuation, worth buying into. 10 stocks we like better than Netflix › Quick, think about an artificial intelligence (AI) stock. What's the first name to pop into your mind? It probably wasn't streamin...
Key Points Netflix stock continues to dip, with an expensive pending acquisition weighing on shares. AI-powered media dominance could be in the cards, eventually. Netflix has slipped to an attractive valuation, worth buying into. 10 stocks we like better than Netflix › Quick, think about an artificial intelligence (AI) stock. What's the first name to pop into your mind? It probably wasn't streaming giant Netflix (NASDAQ: NFLX). But don't be fooled: AI is going to start changing the way we work, shop, and consume media. Netflix may not be an obvious AI stock, but it is an AI company. Its algorithms gently push you to binge-watch the new show you love, and it will continue to evolve, looking for ways to commandeer your attention. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Despite the market's AI craze, Netflix stock has dumped more than 35% since the summer. World-class companies don't go on sale often. Here is why investors may want to buy the dip before Netflix's potential monster run this year. Acquisition drama is weighing the stock down Netflix peaked over the summer, but the stock has only fallen further since the company announced it had struck an $82.7 billion deal to acquire Warner Bros. Studios, HBO, and HBO Max from Warner Bros. Discovery. The deal still needs to go through regulators, but it would clearly be a massive swing for the company if it closes. One of the market's primary concerns about the acquisition is its funding. Netflix was going to fund the deal with a mix of cash and stock, but had to revise it to an all-cash structure under pressure from a competitor, Paramount Skydance, which was hoping to convince Warner Bros. Discovery to back out. The deal could add up to $59 billion to Netflix's balance sheet. Netflix, which currently has little debt, can afford it, but all that new debt would likely weigh on the company for a while and diminish its financial ...
Microsoft just delivered another quarter of headline outperformance. Revenue rose at a double-digit pace, earnings came in comfortably ahead of expectations, and cloud and AI demand remained strong. Yet, the market reaction told a different story. Despite the beat, MSFT stock dropped over 6% in after-hours trading as per Google Finance, as investors fixated on cloud growth moderation, surging AI s...
Microsoft just delivered another quarter of headline outperformance. Revenue rose at a double-digit pace, earnings came in comfortably ahead of expectations, and cloud and AI demand remained strong. Yet, the market reaction told a different story. Despite the beat, MSFT stock dropped over 6% in after-hours trading as per Google Finance, as investors fixated on cloud growth moderation, surging AI spending, and cautious forward guidance . This quarter highlights a familiar Big Tech tension. Microsoft continues to scale AI and cloud at an unprecedented level, but Wall Street is increasingly focused on whether spending intensity is getting ahead of near-term returns. Let’s break down with this blog Microsoft’s Q2 FY26 earnings snapshot, how much it beat estimates, why the stock fell, what management said, and what investors should track next. Microsoft Q2 FY26 Earnings Snapshot Key Metric Q2 FY26 YoY Growth Revenue $81.3B +17% Operating Income $38.3B +21% Non-GAAP EPS $4.14 +24% Microsoft Cloud Revenue $51.5B +26% Capital Expenditure $37.5B +66% Commercial RPO $625B +110% Source: Microsoft Earnings Release The numbers reflect a company still growing at scale. Microsoft crossed $50 billion in quarterly cloud revenue for the first time, underscoring continued enterprise demand. Operating income expanded faster than revenue, showing cost leverage even amid heavy infrastructure investment. However, market sentiment was less about what Microsoft delivered and more about how sustainable and profitable future growth will be. Did Microsoft Beat Analyst Expectations? Yes, and by a meaningful margin. Microsoft reported adjusted EPS of $4.14, beating consensus estimates of around $3.91 to $3.93. Revenue of $81.3 billion also topped forecasts of roughly $80.2 to $80.3 billion. Azure revenue grew 39% YoY, slightly above Wall Street’s expectations of around 37.8% to 38.8%. While technically a beat, the market was likely hoping for clear acceleration rather than incremental upside. In...
Another huge technology company, Apple, is set to post quarterly earnings after results from Tesla, Microsoft and Meta Platforms. Plus, a reading on supplier inflation is due. Here is what to watch: Today ...
Another huge technology company, Apple, is set to post quarterly earnings after results from Tesla, Microsoft and Meta Platforms. Plus, a reading on supplier inflation is due. Here is what to watch: Today ...
Endeavour Mining ( EDVMF ) declares $0.83/share semi-annual dividend . Payable April 14; for shareholders of record March 13; ex-div March 13. The miner declared a record H2 dividend of $200.0 million, bringing total shareholder returns to $435.3 million for the year, 93% above its minimum commitment and equivalent to $360 per ounce produced. Endeavour Mining ( EDVMF ) plans to boost shareholder r...
Endeavour Mining ( EDVMF ) declares $0.83/share semi-annual dividend . Payable April 14; for shareholders of record March 13; ex-div March 13. The miner declared a record H2 dividend of $200.0 million, bringing total shareholder returns to $435.3 million for the year, 93% above its minimum commitment and equivalent to $360 per ounce produced. Endeavour Mining ( EDVMF ) plans to boost shareholder returns from 2026 to 2028, targeting at least $1 billion billion as it develops Assafou, with potential for higher payouts at current gold prices. See EDVMF Dividend Scorecard, Yield Chart, & Dividend Growth. More on Endeavour Mining plc Endeavour Mining: Strong Execution And Industry-Leading Shareholder Returns Endeavour Mining: A Solid Buy-The-Dip Candidate Endeavour Mining plc (EDV:CA) Q3 2025 Earnings Call Transcript Endeavour Mining beats top-line estimates; on track to achieve the top half of its production guidance Seeking Alpha’s Quant Rating on Endeavour Mining plc
An 80-year-old man who won £2.4m on the national lottery helped build a multimillion pound drug empire that involved manufacturing counterfeit tablets on an industrial scale, a court has heard. John Eric Spiby was the leader of a drugs operation worth up to £288m that centred around his “quiet rural” home near Wigan, Manchester crown court heard. Spiby won the money in 2010, the court was told, an...
An 80-year-old man who won £2.4m on the national lottery helped build a multimillion pound drug empire that involved manufacturing counterfeit tablets on an industrial scale, a court has heard. John Eric Spiby was the leader of a drugs operation worth up to £288m that centred around his “quiet rural” home near Wigan, Manchester crown court heard. Spiby won the money in 2010, the court was told, and was involved in flooding the region with millions of tablets disguised as diazepam. Diazepam, also known as Valium, calms the nervous system to treat anxiety, muscle spasms, seizures, and alcohol withdrawal. The court heard that he also “provided the premises and helped adapt the premises and purchase machinery” worth thousands of pounds to make the drugs. Spiby was one of four men, including his son John Colin Spiby, who police said were part of an organised crime gang producing drugs on an “industrial scale” and supplying firearms. John Eric Spiby denied any knowledge of the conspiracy but after a trial at Bolton Crown Court he was convicted by a jury of conspiracy to produce class C drugs and conspiracy to supply class C drugs. He was also found guilty of two counts of possession of firearms, possession of ammunition and perverting the course of justice and was given a jail sentence of 16 years and six months. Sentencing, Judge Clarke KC told Spiby Sr: “Despite your lottery win you continued to live a life of crime beyond what would normally have been your retirement years.” Three other men who were part of the organisation – John Colin Spiby, 37, Lee Drury, 45, and Callum Dorian, 35 – have also been jailed. Bolton crown court heard how Spiby Sr had boasted “Elon and Jeff best watch their backs” in a group chat. A senior judge described the case as the biggest of its kind. The prosecutor Emma Clarke said the plotters were involved in producing counterfeit pills with a street value that could have to run to as much as £288m. Adam Kent KC, for Spiby Sr, said Dorian rathe...
SweetBunFactory/iStock via Getty Images As ASML Holding ( ASML ) closed down 2% on Wednesday, we look at what each type of ratings say about the company. The SA Quant rating is a “Hold” with a score of 3.45, Wall Street analysts sit at “Buy” with a 4.43 average, and Seeking Alpha’s own contributors also rate it “Hold” with a score of 3.46. For ASML, the Quant result reflects a combination of very ...
SweetBunFactory/iStock via Getty Images As ASML Holding ( ASML ) closed down 2% on Wednesday, we look at what each type of ratings say about the company. The SA Quant rating is a “Hold” with a score of 3.45, Wall Street analysts sit at “Buy” with a 4.43 average, and Seeking Alpha’s own contributors also rate it “Hold” with a score of 3.46. For ASML, the Quant result reflects a combination of very high margins and growth, offset by a premium valuation well above the semiconductor and equipment group. The Wall Street rating shows a strong conviction in the company's business, which is a strong endorsement and close to Strong Buy. Seeking Alpha analysts are also positive about the company' stock price and structural tailwinds, yet see valuation and macro/geopolitical risks as enough to justify a Hold. More on ASML Holding ASML Holding N.V. 2025 Q4 - Results - Earnings Call Presentation ASML: Not Cheap, But The 2027-28 Setup Looks Real (Upgrade) ASML Holding N.V. (ASML) Q4 2025 Earnings Call Transcript ASML outlines €34B–€39B 2026 sales target amid AI-driven demand acceleration and new €12B buyback plan ASML outlines €34B–€39B 2026 revenue target amid record Q4, EUV momentum, and major engineering restructuring
Amazon (NASDAQ: AMZN) stock comes under pressure after the tech giant announced it would lay off 16,000 employees. Human Resources Chief Beth Galetti termed the decision as efforts to “reduce layers, increase ownership, and remove bureaucracy” in the company. The e-commerce giant is trimming its workforce and also announced it would close the remaining Fresh grocery stores and Go markets. This com...
Amazon (NASDAQ: AMZN) stock comes under pressure after the tech giant announced it would lay off 16,000 employees. Human Resources Chief Beth Galetti termed the decision as efforts to “reduce layers, increase ownership, and remove bureaucracy” in the company. The e-commerce giant is trimming its workforce and also announced it would close the remaining Fresh grocery stores and Go markets. This comes after the firm is looking to offset its AI-related spending as investors are closely watching the costs involved. Amid all the developments, Bank of America revised its forecast for Amazon stock and lowered the price target. Also Read: Meta Platforms Stock Climbs after Beating Q4 Earnings Projections Amazon Stock: Bank of America Goes Bearish on AMZN Source: People Matters Bank of America previously forecasted that Amazon stock could reach a high of $303. The leading bank had also given a ‘buy’ rating, citing that AWS is dominating the industry. However, in a new revised setting, the bank has lowered the AMZN price target to $286, citing layoffs, closures of grocery stores, and its spending on AI infrastructure. That’s a reduction of $17 from its previous forecast, where it was estimated to go above $300. The other downside factors Bank of America associated with Amazon stock:
South Korea’s National Pension Service is weighing options including issuance of foreign-currency bonds to diversify its financing in the face of rising exchange-rate volatility. NPS, which managed 1,437.9 trillion won ($1 trillion) as of the end of November, is consulting external organizations to study the feasibility of such issuance, Chief Executive Officer Kim Sung-joo said at a briefing on T...
South Korea’s National Pension Service is weighing options including issuance of foreign-currency bonds to diversify its financing in the face of rising exchange-rate volatility. NPS, which managed 1,437.9 trillion won ($1 trillion) as of the end of November, is consulting external organizations to study the feasibility of such issuance, Chief Executive Officer Kim Sung-joo said at a briefing on Thursday, adding that amendments to the National Pension Act would be required before any foreign-currency bonds could be sold. “As a long-term investor, the National Pension Service is not immune to exchange-rate fluctuations,” Kim said at his first press conference since taking the helm of the fund in December. A weaker won raises the cost of overseas investments, making foreign-exchange risk a more pressing challenge, he added. The approach would mirror strategies used by global peers such as the Canada Pension Plan Investment Board and reflects growing concern within one of the world’s largest public pension funds about the impact of currency swings on its long-term investment strategy. The NPS’s activities are closely watched by investors, as its investment decisions have the potential to move the won, which has come under pressure amid heavy purchases of US assets by Korea’s retail investors. Bloomberg News reported last month that the NPS had started selling dollars to support the won. The fund also decided to trim its exposure to overseas stocks this year to an estimated $20 billion less than it originally planned, recalibrating its portfolio in response to the Kospi’s blistering rally and the won’s decline. The fund has cited difficulties in acquiring foreign currency and conditions in the local foreign-exchange market as reasons for its portfolio change. In recent years, the fund has broadened its currency-management toolkit, extending foreign-exchange swap arrangements with the Bank of Korea and adopting a more flexible approach to strategic hedging. It has also p...