kasinv/iStock Editorial via Getty Images Why Netflix Is Back in the Spotlight It looks like Netflix, Inc. ( NFLX ) is back in the headlines for both bulls and bears again following its earnings release. On one side, we have a business that closes 2025 with metrics that, if you look at them coldly, are blue chip. But on the other side, we have the proposed acquisition of Warner Bros. Discovery, Inc...
kasinv/iStock Editorial via Getty Images Why Netflix Is Back in the Spotlight It looks like Netflix, Inc. ( NFLX ) is back in the headlines for both bulls and bears again following its earnings release. On one side, we have a business that closes 2025 with metrics that, if you look at them coldly, are blue chip. But on the other side, we have the proposed acquisition of Warner Bros. Discovery, Inc. ( WBD ) for around $82.7B could introduce an extra layer of uncertainty for the market, as it is a deal that carries both execution risk and leverage risk. As of the time of writing, the company is trading around $83, and NFLX has been experiencing a drop of more than -30% over the last 6M, which leaves a current valuation around 26x 2026 P/E and a FWD FCF yield of about 2.8%. A valuation that, in my opinion, seems to suggest the market is questioning whether current valuations correctly reflect the size of the transaction and the company’s future balance sheet. On the positive side, I would say that in 2025 revenues keep moving forward at a double-digit pace, up to $45.2B (+16% YoY), with a margin close to 30%, and FCF of $10.1B. On top of that, the company’s guidance for 2026 points to growth in advertising from $1.5B up to $3B and, in general, another year of double-digit sales growth. But on the other hand, viewing hours barely grew +2% in the second half of 2025 despite the increase in subscribers, which could signal an engagement issue that caps pricing and retention if the catalog does not lift this metric, which I consider key. Strong Execution, but Viewing Hours Are the KPI That Matters It is time to start breaking down the operating performance after the latest results. And at first glance, my view is that these are good results if we look at execution, but there is a yellow warning light that turns on if we focus on one of the key KPIs for a business like NFLX. Even though the company crosses the milestone of 325M paid memberships, it is important to look at ho...
We recently published 14 Stocks Jim Cramer Talked About. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks Jim Cramer talked about. Retail and software giant Amazon.com, Inc. (NASDAQ:AMZN)’s shares are flat over the past year and are up by 3.6% year-to-date. In mid-January, TD Cowen raised the firm’s share price target to $315 from $300 and kept a Buy rating on the shares, as per The Fly. The in...
We recently published 14 Stocks Jim Cramer Talked About. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks Jim Cramer talked about. Retail and software giant Amazon.com, Inc. (NASDAQ:AMZN)’s shares are flat over the past year and are up by 3.6% year-to-date. In mid-January, TD Cowen raised the firm’s share price target to $315 from $300 and kept a Buy rating on the shares, as per The Fly. The investment firm discussed Amazon.com, Inc. (NASDAQ:AMZN)’s advertisement business based on the annual Ad Buyer survey. TD Cowen pointed out that the retail company could benefit from a growth in advertisement spending as data showed that more than 60% of the company’s customers planned to increase their spending. Bernstein kept a $300 share price target and an Outperform rating. It commented that Amazon.com, Inc. (NASDAQ:AMZN)’s cloud business, Amazon Web Services, and its retail margins could grow. In his recent remarks about the firm, Cramer focused on the retail business. The CNBC TV host pointed out that Amazon.com, Inc. (NASDAQ:AMZN) was facing tough competition from Walmart. In this appearance, he discussed the firm’s popularity with price-conscious customers seeking trade-down deals: Focus On Amazon (AMZN)'s Retail Business As Well, Says Jim Cramer Zapp2Photo/Shutterstock.com “I did like the fact that Jassy talked about how people are trading down, because if you go on Amazon, there are so many great things to trade down to. . .” While we acknowledge the potential of AMZN as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.
We recently published 14 Stocks Jim Cramer Talked About. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks Jim Cramer talked about. Retail and software giant Amazon.com, Inc. (NASDAQ:AMZN)’s shares are flat over the past year and are up by 3.6% year-to-date. In mid-January, TD Cowen raised the firm’s share price target to $315 from $300 and kept a Buy rating on the shares, as per The Fly. The in...
We recently published 14 Stocks Jim Cramer Talked About. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks Jim Cramer talked about. Retail and software giant Amazon.com, Inc. (NASDAQ:AMZN)’s shares are flat over the past year and are up by 3.6% year-to-date. In mid-January, TD Cowen raised the firm’s share price target to $315 from $300 and kept a Buy rating on the shares, as per The Fly. The investment firm discussed Amazon.com, Inc. (NASDAQ:AMZN)’s advertisement business based on the annual Ad Buyer survey. TD Cowen pointed out that the retail company could benefit from a growth in advertisement spending as data showed that more than 60% of the company’s customers planned to increase their spending. Bernstein kept a $300 share price target and an Outperform rating. It commented that Amazon.com, Inc. (NASDAQ:AMZN)’s cloud business, Amazon Web Services, and its retail margins could grow. In his recent remarks about the firm, Cramer focused on the retail business. The CNBC TV host pointed out that Amazon.com, Inc. (NASDAQ:AMZN) was facing tough competition from Walmart. In this appearance, he discussed the firm’s popularity with price-conscious customers seeking trade-down deals: Focus On Amazon (AMZN)'s Retail Business As Well, Says Jim Cramer Zapp2Photo/Shutterstock.com “I did like the fact that Jassy talked about how people are trading down, because if you go on Amazon, there are so many great things to trade down to. . .” While we acknowledge the potential of AMZN as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.
We recently published 14 Stocks Jim Cramer Talked About. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks Jim Cramer talked about. Retail and software giant Amazon.com, Inc. (NASDAQ:AMZN)’s shares are flat over the past year and are up by 3.6% year-to-date. In mid-January, TD Cowen raised the firm’s share price target to $315 from $300 and kept a Buy rating on the shares, as per The Fly. The in...
We recently published 14 Stocks Jim Cramer Talked About. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks Jim Cramer talked about. Retail and software giant Amazon.com, Inc. (NASDAQ:AMZN)’s shares are flat over the past year and are up by 3.6% year-to-date. In mid-January, TD Cowen raised the firm’s share price target to $315 from $300 and kept a Buy rating on the shares, as per The Fly. The investment firm discussed Amazon.com, Inc. (NASDAQ:AMZN)’s advertisement business based on the annual Ad Buyer survey. TD Cowen pointed out that the retail company could benefit from a growth in advertisement spending as data showed that more than 60% of the company’s customers planned to increase their spending. Bernstein kept a $300 share price target and an Outperform rating. It commented that Amazon.com, Inc. (NASDAQ:AMZN)’s cloud business, Amazon Web Services, and its retail margins could grow. In his recent remarks about the firm, Cramer focused on the retail business. The CNBC TV host pointed out that Amazon.com, Inc. (NASDAQ:AMZN) was facing tough competition from Walmart. In this appearance, he discussed the firm’s popularity with price-conscious customers seeking trade-down deals: Focus On Amazon (AMZN)'s Retail Business As Well, Says Jim Cramer Zapp2Photo/Shutterstock.com “I did like the fact that Jassy talked about how people are trading down, because if you go on Amazon, there are so many great things to trade down to. . .” While we acknowledge the potential of AMZN as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.
We recently published 14 Stocks Jim Cramer Talked About. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer talked about. NVIDIA Corporation (NASDAQ:NVDA) continues to be on Jim Cramer’s radar. The CNBC TV host has continued to defend the stock even though gains have stalled lately. Since early November, the shares are down by 10%. During this time period, Cramer has asserted that NV...
We recently published 14 Stocks Jim Cramer Talked About. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer talked about. NVIDIA Corporation (NASDAQ:NVDA) continues to be on Jim Cramer’s radar. The CNBC TV host has continued to defend the stock even though gains have stalled lately. Since early November, the shares are down by 10%. During this time period, Cramer has asserted that NVIDIA Corporation (NASDAQ:NVDA)’s valuation is low when compared to the firm’s intellectual property. Analysts have also continued to be optimistic about the company. RBC Capital and Wolfe Research have reiterated Outperform ratings on the stock. Some of the reasons the analysts have cited as driving their confidence include NVIDIA Corporation (NASDAQ:NVDA)’s strong ecosystem, AI demand, and order backlog. In his recent remarks about the firm, Cramer asserted that market watchers should have more faith in the firm’s CEO. CEO Jensen Huang’s fireside chat with Eli Lilly’s CEO has also piqued Cramer’s attention, after the pair discussed the role AI could play in extending human lifespan. In this appearance, Cramer discussed a recent blog post by OpenAI CFO, Sarah Friar: NVIDIA (NVDA)'s Stock "Can't Get Out of its Way," Says Jim Cramer “Right and when she says compute, again I’m referencing Sarah Friar, CFO of OpenAI. Compute’s a scarce resource in AI, well compute, a lot of people read that and they think, okay, that’s accelerated computing, that’s NVIDIA, that’s Jensen Huang. And yet if you look at NVIDIA, the stock can’t get out of its way.” While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks ...
We recently published 14 Stocks Jim Cramer Talked About. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer talked about. NVIDIA Corporation (NASDAQ:NVDA) continues to be on Jim Cramer’s radar. The CNBC TV host has continued to defend the stock even though gains have stalled lately. Since early November, the shares are down by 10%. During this time period, Cramer has asserted that NV...
We recently published 14 Stocks Jim Cramer Talked About. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer talked about. NVIDIA Corporation (NASDAQ:NVDA) continues to be on Jim Cramer’s radar. The CNBC TV host has continued to defend the stock even though gains have stalled lately. Since early November, the shares are down by 10%. During this time period, Cramer has asserted that NVIDIA Corporation (NASDAQ:NVDA)’s valuation is low when compared to the firm’s intellectual property. Analysts have also continued to be optimistic about the company. RBC Capital and Wolfe Research have reiterated Outperform ratings on the stock. Some of the reasons the analysts have cited as driving their confidence include NVIDIA Corporation (NASDAQ:NVDA)’s strong ecosystem, AI demand, and order backlog. In his recent remarks about the firm, Cramer asserted that market watchers should have more faith in the firm’s CEO. CEO Jensen Huang’s fireside chat with Eli Lilly’s CEO has also piqued Cramer’s attention, after the pair discussed the role AI could play in extending human lifespan. In this appearance, Cramer discussed a recent blog post by OpenAI CFO, Sarah Friar: NVIDIA (NVDA)'s Stock "Can't Get Out of its Way," Says Jim Cramer “Right and when she says compute, again I’m referencing Sarah Friar, CFO of OpenAI. Compute’s a scarce resource in AI, well compute, a lot of people read that and they think, okay, that’s accelerated computing, that’s NVIDIA, that’s Jensen Huang. And yet if you look at NVIDIA, the stock can’t get out of its way.” While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks ...
Data centers siphon huge amounts of energy to power artificial intelligence. But their environmental footprint starts to balloon even before the first server switches on due to the immense amount of carbon-intensive concrete needed to build them. As the US data center buildout surges, with construction beginning on multibillion-dollar facilities from Texas to Wisconsin, tech companies are becoming...
Data centers siphon huge amounts of energy to power artificial intelligence. But their environmental footprint starts to balloon even before the first server switches on due to the immense amount of carbon-intensive concrete needed to build them. As the US data center buildout surges, with construction beginning on multibillion-dollar facilities from Texas to Wisconsin, tech companies are becoming buyers of low-carbon concrete. Through 2030, data center expansion is expected to require 2 million metric tons of cement, the binding agent in concrete, according to environmental nonprofit RMI. If these facilities are constructed with traditional concrete, they could generate 1.9 million metric tons of CO2 emissions, according to Chandler Randol , a senior associate with the group’s cement and concrete team. That’s the equivalent of annual emissions from 415,000 gas-powered cars. Concrete — as well as steel — is a significant portion of the emissions associated with building data centers, said Katherine Vaz Gomes, a decarbonization engineer at Carbon Direct, a climate advisory firm. “The boom in data centers is providing an opportunity to evaluate, address and move on the carbon impacts of concrete,” said Vaz Gomes. “As AI infrastructure explodes, data center construction is accelerating and bringing concrete demand with it.” Microsoft Corp. announced a deal with low-carbon concrete maker Sublime Systems last year, allowing the tech company to purchase up to 622,500 metric tons of cement over a period of six to nine years. “As demand for AI and cloud services grows, we are advancing how we design, build, and operate our datacenters and campuses. Decarbonizing the built environment is a crucial element in this process,” Melanie Nakagawa, Microsoft’s chief sustainability officer, said. Read: Why Microsoft Just Signed a Deal for Green Cement In August, Amazon.com Inc. struck a similar deal with startup Brimstone, but didn’t disclose how much concrete it would purchase. To h...
A Department of Sanitation truck plows snow off of Parkside Avenue on January 25, 2026 in the Flatbush neighborhood of the Brooklyn Borough in New York City. Michael M. Santiago | Getty Images The U.S. work week opened with yet more snow dumping on the Northeast under the tail end of a colossal winter storm that brought ice and power outages, impassable roads, canceled flights and frigid cold to m...
A Department of Sanitation truck plows snow off of Parkside Avenue on January 25, 2026 in the Flatbush neighborhood of the Brooklyn Borough in New York City. Michael M. Santiago | Getty Images The U.S. work week opened with yet more snow dumping on the Northeast under the tail end of a colossal winter storm that brought ice and power outages, impassable roads, canceled flights and frigid cold to much of the southern and eastern United States. Deep snow — over a foot (30 centimeters) extending in a 1,300-mile (2,100-kilometer) swath from Arkansas to New England — halted traffic, canceled flights and triggered wide school cancellations Monday. Up to two feet (60 centimeters) was forecast in some of the harder-hit places. In Falmouth, Massachusetts, about an hour's drive south of Boston, snow was coming down in sheets and closing down the town. Local minister Nell Fields had to shovel out just to be able to let her dog outside. Seven inches (18 centimeters) had fallen, with up to that much more still on the way. "I feel that the universe just put a big, huge pause on us with all the snow," Fields said. On Manhattan's Upper East Side, January Cotrel enjoyed the fresh snow on a block that always closes during snowstorms for residents to sled, throw snowballs and make snowmen. "I pray for two feet every time we get a snowstorm. I want as much as we can get," she said. "Let the city just shut down for a day and it's beautiful, and then we can get back to life." Meanwhile, bitter cold followed in the storm's wake. Overnight Sunday, the entire Lower 48 states were forecast to have their coldest average low temperature — 9.8 degrees (minus 12.3 Celsius) — since January 2014. Record warmth in Florida was the only thing keeping that average from going even colder, said former National Oceanic and Atmospheric Administration chief scientist Ryan Maue, who calculates national averages based on National Weather Service data. From Montana to the Florida Panhandle, the weather servic...
grandriver The Mexican government is reviewing whether to continue sending oil to Cuba, three sources familiar with the discussions told Reuters , amid growing fears that the shipments could antagonize U.S. President Donald Trump. Mexico is the largest oil supplier to Cuba, as Venezuelan oil shipments to the island have halted due to the U.S. tanker blockade. Earlier this month, Trump decried Vene...
grandriver The Mexican government is reviewing whether to continue sending oil to Cuba, three sources familiar with the discussions told Reuters , amid growing fears that the shipments could antagonize U.S. President Donald Trump. Mexico is the largest oil supplier to Cuba, as Venezuelan oil shipments to the island have halted due to the U.S. tanker blockade. Earlier this month, Trump decried Venezuela sending oil to Cuba and warned on Truth Social, "THERE WILL BE NO MORE OIL OR MONEY GOING TO CUBA - ZERO!" Mexican President Claudia Sheinbaum previously said Mexico would continue to send oil to Cuba. But the policy is now under internal review due to fears of reprisals from the U.S., Mexican government sources told Reuters . In a phone call last week, Trump questioned Sheinbaum about oil and fuel shipments to Cuba as well as the presence of thousands of Cuban doctors in Mexico. Sheinbaum said the shipments are "humanitarian aid" and the program to hire Cuban doctors is "in full compliance" with Mexican law, sources familiar with the call said. Trump did not push Mexico to halt oil shipments on the call. Cuba already suffers from energy shortages and frequent power blackouts, and relies heavily on imports to meet its energy needs. Cutting off oil imports could push Cuba into an unprecedented humanitarian crisis and trigger mass migration to Mexico. The report comes ahead of this year's review of the U.S.–Mexico–Canada free trade deal, in which the three countries will decide on whether to extend the pact. Mexico is also trying to convince the U.S. that it is doing enough to combat drug cartels amid growing fears of U.S. military intervention. An increasing number of U.S. Navy drones have been spotted over the Gulf of Mexico since December. More on Mexico Mexico, And EWW, Can Continue The Rally: 2026 Outlook EWW: I'm Less Bullish On Mexico After This Year's Rally (Downgrade) MXF: Stellar 2025, But Possible Slowdown In 2026 Trump threatens 5% tariff on Mexico over wate...