Key Points Both companies saw their revenue growth rates accelerate in their most recent quarters. Netflix's advertising business more than doubled last year and is expected to roughly double again in 2026. Alphabet's cloud computing business now represents 15% of its total revenue. 10 stocks we like better than Netflix › For investors looking for a good investment, one good filter is to think dee...
Key Points Both companies saw their revenue growth rates accelerate in their most recent quarters. Netflix's advertising business more than doubled last year and is expected to roughly double again in 2026. Alphabet's cloud computing business now represents 15% of its total revenue. 10 stocks we like better than Netflix › For investors looking for a good investment, one good filter is to think deeply about a business's durability. Is it a company likely to still be performing well 10 years from now? This helps rule out businesses that may be too risky for a portfolio in the first place. Two companies with durable traits that come to mind are Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) and Netflix (NASDAQ: NFLX). Both companies have dominant brands in their respective spaces. 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 » While Netflix's business is the more focused of the two, with most of its revenue coming from subscriptions to its streaming service, it also has an emerging advertising business. And, of course, its streaming service is made up of an exhaustive library of licensed content, but more notably, many popular original series and movies as well. And though Alphabet generates the majority of its revenue from advertising, it also makes money from subscriptions across its platforms and a fast-growing cloud computing business. But which of these two market leaders is the better buy? Netflix: strong revenue growth and expanding operating margins While Netflix isn't the sprawling technology company that Alphabet is, the company's streaming service does have global reach. The service is available in more than 190 countries and boasts over 325 million subscribers. And despite its size, the company continues to grow rapidly. Revenue in Netflix's fourth quarter rose 17.6% year over year -- an acceleration from 17.2% in Q3 and even higher than the company's full-year growth rate of 1...
Signage at the SK Hynix Inc. booth at the China International Import Expo (CIIE) in Shanghai, China, on Thursday, Nov. 6, 2025. The expo runs through Nov. 10. Photographer: Qilai Shen/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images South Korea's SK Hynix on Wednesday posted record quarterly revenue and profit, boosted by surging memory prices and demand from generative AI chipsets,...
Signage at the SK Hynix Inc. booth at the China International Import Expo (CIIE) in Shanghai, China, on Thursday, Nov. 6, 2025. The expo runs through Nov. 10. Photographer: Qilai Shen/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images South Korea's SK Hynix on Wednesday posted record quarterly revenue and profit, boosted by surging memory prices and demand from generative AI chipsets, as it battles rival Samsung for the status as the world's top memory producer. Here are SK Hynix's first-quarter results versus LSEG consensus estimates: Revenue: 32.827 trillion won ($23 billion) vs. 32.132 trillion won Operating profit: 19.17 trillion won vs. 17.729 trillion won Revenue rose about 66% in the December quarter compared with the same period a year earlier, while operating profit surged 137% in the same period. SK Hynix makes memory chips used to store data, which are found in everything from servers to consumer devices such as smartphones and laptops. The company has benefited from a boom in artificial intelligence as a key supplier of high-bandwidth memory or HBM chips used to power AI data center servers. HBM falls into the broader category of dynamic random access memory, or DRAM — a type of semiconductor memory used to store data and program code that can be found in PCs, workstations and servers. "HBM revenue more than doubled year-on-year, making a significant contribution to the company's record performance [last year]," it said in its earnings report. Demand for HBM has far outpaced what memory makers have been able to supply, with the impacts on manufacturers' capacity also triggering shortages for less advanced memory chips used in consumer electronics and EVs. As a result of this environment, memory prices have been surging, with shortages expected to last into next year as companies like Sk Hynix wait for more capacity expansions to come online. SK Hynix will hold an earnings call with investors on Thursday. Samsung, SK Hynix's leading competito...
MicroStockHub/iStock via Getty Images Although the S&P 500 begins 2026 with a higher uncertainty over geopolitical conditions and tariffs, the fundamentally sound large caps appear in a position to extend their momentum into 2026. In particular, the mega- and large-cap tech stocks with an exposure to the AI market can deliver robust earnings growth to fuel their share price momentum. Moreover, lar...
MicroStockHub/iStock via Getty Images Although the S&P 500 begins 2026 with a higher uncertainty over geopolitical conditions and tariffs, the fundamentally sound large caps appear in a position to extend their momentum into 2026. In particular, the mega- and large-cap tech stocks with an exposure to the AI market can deliver robust earnings growth to fuel their share price momentum. Moreover, large caps from the financial, industrial, and healthcare sectors are also poised to generate double-digit earnings growth. Therefore, I maintain my buy rating on Fidelity Fundamental Large Cap Core ETF ( FFLC ). Large Caps With Strong Fundamentals Can Lead the Market S&P 500 price performance (Seeking Alpha) After generating a solid price surge in the past three years, the S&P 500 kicks off 2026 with concerns over geopolitical tensions and renewed risk of tariffs. However, historical trends show that wars can create a temporary downtrend in the stock market. Wall Street currently expects the S&P 500 to end 2026 around 8000 points. I also believe that the market has the potential to generate solid returns in 2026 due to the strong earnings growth power, rate cuts, and economic growth trends. I believe the AI and tech market is likely to be a key driver of the potential uptrend. This is because the emerging technology has been delivering robust revenue and profits for large-cap tech companies. Moreover, large caps can lead the AI market due to their significant investment power. In 2025, Microsoft ( MSFT ) invested around $80 billion in capex with a focus on AI projects, including data center infrastructure and product development. This was up 58% compared to the past year. The company anticipates continued growth in AI investment in 2026. Here is what Microsoft’s CEO stated in the latest earnings release : "Our planet-scale cloud and AI factory, together with Copilots across high-value domains, is driving broad diffusion and real-world impact. It's why we continue to increase ...
Zelensky condemns Russian drone strike that killed five on passenger train 47 minutes ago Share Save Jaroslav Lukiv Share Save Ukraine's DSNS emergency service/Kharkiv region At least one carriage of the passenger train was burning after the Russian drone attack in north-eastern Ukraine Ukrainian President Volodymyr Zelensky has condemned as "terrorism" a Russian drone attack on a crowded passenge...
Zelensky condemns Russian drone strike that killed five on passenger train 47 minutes ago Share Save Jaroslav Lukiv Share Save Ukraine's DSNS emergency service/Kharkiv region At least one carriage of the passenger train was burning after the Russian drone attack in north-eastern Ukraine Ukrainian President Volodymyr Zelensky has condemned as "terrorism" a Russian drone attack on a crowded passenger train that local officials say killed at least five people and injured several others. More than 200 people were on the train, officials said, when one of the carriages was hit by a drone and two other drones exploded nearby, in Ukraine's north-eastern Kharkiv region on Tuesday. Zelensky said 18 people were in the carriage at the time and there was no "military justification" in targeting civilians. Russia has not commented on the strike, but it has intensified drone and missile attacks on Ukraine's energy and transport infrastructure during the harshest winter in years. Elsewhere in Ukraine, the southern port city of Odesa was hit by dozens of drones and officials said three people were killed and dozens more wounded. Energy officials said a local facility had suffered "enormous damage" overnight into Tuesday and Odesa city chief Serhii Lysak said attacks had continued for a second night into Wednesday. Meanwhile, in the Kyiv region, a couple were killed and their four-year-old child was hurt when a residential block of flats was hit in a district close to the capital, police said. Millions of people across Ukraine have been left without heating, electricity and water after the Russian assaults. Russian President Vladimir Putin launched a full-scale invasion in February 2022, and Moscow currently controls about 20% of Ukrainian territory. In a post on social media late on Tuesday, Zelensky wrote: "In any country, a drone strike on a civilian train would be considered in exactly the same way - purely as terrorism." Pictures and footage released by Ukraine's emergency serv...
With the arrival of a US Navy aircraft carrier task force in the Middle East near Iran on Tuesday, President Donald Trump is set to have all the military assets in place needed to launch a war against Tehran by the end of this week. While a last-minute diplomatic breakthrough is still on Washington’s cards, Trump may soon have to pick one of the plans drawn up by the Pentagon to meet his desired o...
With the arrival of a US Navy aircraft carrier task force in the Middle East near Iran on Tuesday, President Donald Trump is set to have all the military assets in place needed to launch a war against Tehran by the end of this week. While a last-minute diplomatic breakthrough is still on Washington’s cards, Trump may soon have to pick one of the plans drawn up by the Pentagon to meet his desired outcomes – none of which have been made public. Washington has maintained diplomatic backchannels open between US Special Envoy to the Middle East Steve Witkoff and Iranian Foreign Minister Abbas Araghchi, and through the mediation of Gulf states Oman, Qatar and Saudi Arabia. Advertisement In an interview with the Middle East-focused US news site Axios on Monday, Trump highlighted Washington’s leverage in its standoff against Tehran, with the arrival of the naval strike force. “We have a big armada next to Iran. Bigger than Venezuela,” he said, referring to the recent US military action resulting in the capture of President Nicolas Maduro. Advertisement “But they want to make a deal. I know so. They called on numerous occasions. They want to talk,” he added.
Get Into Cryptocurrency Trading Today AMZN Breakout Imminent? 5 Chart Patterns Aligning Now AMZN Chart | TradingView Amazon (NASDAQ: AMZN) has caught the eye of traders and investors as it teeters on the brink of a potentially significant breakout. In an equity market dominated by modest gains in the S&P 500 and NASDAQ-100, AMZN’s 2.63% surge has outshone its peers, suggesting a brewing momentum t...
Get Into Cryptocurrency Trading Today AMZN Breakout Imminent? 5 Chart Patterns Aligning Now AMZN Chart | TradingView Amazon (NASDAQ: AMZN) has caught the eye of traders and investors as it teeters on the brink of a potentially significant breakout. In an equity market dominated by modest gains in the S&P 500 and NASDAQ-100, AMZN’s 2.63% surge has outshone its peers, suggesting a brewing momentum that cannot be ignored. The current market climate, bolstered by a weakening US Dollar and risk-on sentiment, sets the stage for AMZN to potentially ascend to new heights. But there's a complex web of technical patterns and macroeconomic factors that make this a story worth watching closely. In today’s dynamic financial environment, where the ebb and flow of risk sentiment shapes every ticker, AMZN's upward trajectory amid a risk-on atmosphere presents a compelling narrative. With the US Dollar exhibiting weakness—an advantageous backdrop for large-cap multinationals like Amazon—there's an augmented competitiveness globally and increased potential for robust overseas earnings. However, the lurking presence of rising bond yields could temper enthusiasm, especially for growth stocks traditionally sensitive to shifts in interest rates. Yet, many analysts believe that as long as growth stocks maintain leadership, this pressure may remain subdued. As we dive into the current market setup, AMZN stands out with its impressive performance. Trading at $244.68, the stock challenges its immediate resistance level, supported by a modest yet meaningful volume. This performance, set against the backdrop of the weakening US Dollar and rising bond yields, underscores AMZN’s robust market positioning. Such a move hints at a short-term uptrend, further reinforced by today’s strong bullish price candle—a signal of significant buying pressure. With near-term support pegged at $238.08, traders are keenly observing for any signs of a breakout from the current consolidation. Technical Analysis The...
Getty Images This 2026 outlook examines how evolving market structure is reshaping crypto’s core narratives, from Bitcoin’s changing cycle dynamics to the competitive realities of Layer 1s, perpetual DEXs, and prediction markets . Bitcoin: Broke the Pattern, Not the Cycle In 2025, Bitcoin ( BTC-USD ) presented an apparent contradiction that has reignited debate around the validity of the 4-year cy...
Getty Images This 2026 outlook examines how evolving market structure is reshaping crypto’s core narratives, from Bitcoin’s changing cycle dynamics to the competitive realities of Layer 1s, perpetual DEXs, and prediction markets . Bitcoin: Broke the Pattern, Not the Cycle In 2025, Bitcoin ( BTC-USD ) presented an apparent contradiction that has reignited debate around the validity of the 4-year cycle theory. Historically, the post-halving year has always seen strong positive returns. In 2025, however, Bitcoin delivered a first-ever negative annual return in a post-halving year, breaking this long-standing belief. Yet, paradoxically, 2025 also saw Bitcoin reach a new all-time high, with the price peak occurring in Q4. This is precisely in line with the prior cycle. In that sense, Bitcoin still followed the cycle, even though the path looked different from the past. This leads to the second question: if the cycle theory implies that 2026 should be a bear market year, does this framework still hold under today's market condition, where the demand structure is fundamentally different from the prior cycles? The introduction of spot Bitcoin ETFs and the growing number of institutional investors have entered the market as a consistent bidding power. Unlike retail-driven flows, which tend to be sentiment driven, institutional capital brings the Bitcoin market a more persistent and structured bid, they either view Bitcoin as a long-term hedge to money debasement or allocate a small percentage of portfolio (like 4%) for diversification purposes. Both investment objectives focus more on long-term rather than short-term price fluctuation. This change has led many to argue that the four-year cycle is dead. However, we believe that declaring the death of the four-year cycle is premature. Bitcoin's value is driven largely by investor expectations (since it has no earnings or cash flows), making its price highly reflexive. The four-year cycle pattern played out reliably in all prev...