Streaming is a crowded and brutally competitive business, requiring big investments in content and a constant drumbeat of hits to keep subscribers coming back. For a company to succeed in the space, it needs not only an expansive library of great content but also a lot of cash for future content. Netflix (NASDAQ: NFLX) , of course, fits the bill. But so does Apple (NASDAQ: AAPL) . And Apple also h...
Streaming is a crowded and brutally competitive business, requiring big investments in content and a constant drumbeat of hits to keep subscribers coming back. For a company to succeed in the space, it needs not only an expansive library of great content but also a lot of cash for future content. Netflix (NASDAQ: NFLX) , of course, fits the bill. But so does Apple (NASDAQ: AAPL) . And Apple also has unique structural advantages: A complementary services business it can bundle with its Apple TV offerings and a more diversified and financially robust business that enables it to take bigger swings on content deals without changing the risk profile of the overall business. Given how established Apple 's overall business is, and how its streaming service is just one small portion of a thriving services business, the iPhone maker is arguably one of the few companies in the world that can treat streaming as a long game, not a quarter-to-quarter fight. Even more, I believe that it is finally putting some real weight behind its streaming business. And it's working. This is not to say Netflix is in trouble. It is still the category leader, and its business appears to be firing on all cylinders. But Apple has a set of advantages that most streaming service rivals do not, and it is starting to use them more visibly. Continue reading
On Friday, OpenAI announced it will begin testing advertisements inside the ChatGPT app for some US users in a bid to expand its customer base and diversify revenue. The move represents a reversal for CEO Sam Altman, who in 2024 described advertising in ChatGPT as a "last resort" and expressed concerns that ads could erode user trust, although he did not completely rule out the possibility at the ...
On Friday, OpenAI announced it will begin testing advertisements inside the ChatGPT app for some US users in a bid to expand its customer base and diversify revenue. The move represents a reversal for CEO Sam Altman, who in 2024 described advertising in ChatGPT as a "last resort" and expressed concerns that ads could erode user trust, although he did not completely rule out the possibility at the time. The banner ads will appear in the coming weeks for logged-in users of the free version of ChatGPT as well as the new $8 per month ChatGPT Go plan, which OpenAI also announced Friday is now available worldwide. OpenAI first launched ChatGPT Go in India in August 2025 and has since rolled it out to over 170 countries. Users paying for the more expensive Plus, Pro, Business, and Enterprise tiers will not see advertisements. Read full article Comments
Seeking Alpha's roundup of statements, announcements, and remarks that could impact markets, sectors, or individual stocks. OpenAI ( OPENAI ) said it plans to test placing ads within certain ChatGPT replies, but that AI responses won't be influenced by them. In a
Seeking Alpha's roundup of statements, announcements, and remarks that could impact markets, sectors, or individual stocks. OpenAI ( OPENAI ) said it plans to test placing ads within certain ChatGPT replies, but that AI responses won't be influenced by them. In a
Their "Democracy" Is Nothing More Than A Gigantic Engine Of Grift Authored by James Howard Kunstler, Act Now! "The more contradiction you carry, the more reality resists you. Because you’re fracturing the signal with every step." - SightBringer on "X" Don’t be too surprised if sometime later this day, Friday, the president invokes the Insurrection Act to tranquilize the city of Minneapolis, since ...
Their "Democracy" Is Nothing More Than A Gigantic Engine Of Grift Authored by James Howard Kunstler, Act Now! "The more contradiction you carry, the more reality resists you. Because you’re fracturing the signal with every step." - SightBringer on "X" Don’t be too surprised if sometime later this day, Friday, the president invokes the Insurrection Act to tranquilize the city of Minneapolis, since aerial spraying of Olanzapine is probably out of the question. Where, oh where, are the mythologized “nice,” and “above-average” people of Minnesota, once praised in song and sketch on those long-ago Saturday nights of The Prairie Home Companion ? They have been replaced by a mutant army of psychotic Transtifa wendigos on the payroll of Arabella Advisors (now operating as Sunflower Services), or the Tides Foundation, or some other Soros-connected money-laundry . And many have come from other states, possibly even other nations (or planets), to join the Cluster-B viragos native to the city in the crusade to defend “Joe Biden’s” legion of illegally imported Democratic Party voters. This acute agitation in the streets against federal officers is obviously and brazenly abetted by those in charge: Governor Tim Walz, Mayor Jacob Frey, and Attorney General Keith Ellison. Walz is a huckleberry for the ages. Did you catch his smarmy sob-story act the day before yesterday, weeping for his “communities” and “neighbors-of-color,” “who continue to stand up for freedom with empathy, blah blah.” Who does this fraudster think he is kidding with his act? Perhaps the erstwhile normies of his own sadly-deranged state, those Norwegian bachelor farmers, red-cheeked farm girls, and spelling bee champs of the Great Plains, sulking in a state of permanent cringe out in St. Cloud, Red Lake, and Sleepy Eye. It’s a wonder that these folks didn’t form a mob of their own and converge on the Governor’s mansion in St. Paul with pitchforks, torches, and thirty-odd feet of good organic sisal rope. Apparent...
Techa Tungateja Artificial intelligence voice generator startup ElevenLabs is in discussions to raise funding at a $11B valuation, the Financial Times reported. ElevenLabs could raise hundreds of million of dollars from investors, the news outlet added , citing people familiar with the matter. The new
Techa Tungateja Artificial intelligence voice generator startup ElevenLabs is in discussions to raise funding at a $11B valuation, the Financial Times reported. ElevenLabs could raise hundreds of million of dollars from investors, the news outlet added , citing people familiar with the matter. The new
CoreWeave (NASDAQ: CRWV) has posted explosive gains amid surging demand for artificial intelligence (AI) data center services. Since the market close on the day of the company's initial public offering (IPO), the stock has risen approximately 119%. On the other hand, shares are also down 52% from the 52-week high it hit in June. With a market capitalization of approximately $39 billion, CoreWeave ...
CoreWeave (NASDAQ: CRWV) has posted explosive gains amid surging demand for artificial intelligence (AI) data center services. Since the market close on the day of the company's initial public offering (IPO), the stock has risen approximately 119%. On the other hand, shares are also down 52% from the 52-week high it hit in June. With a market capitalization of approximately $39 billion, CoreWeave is valued at approximately 3.6 times expected forward sales. Given the company's incredible rate of sales expansion, the stock could actually look quite cheap on a price-to-sales basis -- but there are some big questions connected to the business's infrastructure buildout and path to profitability. Read on for a look at the crucial issue that could shape the stock's performance. Continue reading
March NY world sugar #11 (SBH26 ) on Friday closed up +0.39 (+2.68%). March London ICE white sugar #5 (SWH26 ) closed up +10.20 (+2.44%). Sugar prices settled sharply higher on Friday amid fund short covering ahead of a three-day weekend in the US, with markets closed on Monday for...
March NY world sugar #11 (SBH26 ) on Friday closed up +0.39 (+2.68%). March London ICE white sugar #5 (SWH26 ) closed up +10.20 (+2.44%). Sugar prices settled sharply higher on Friday amid fund short covering ahead of a three-day weekend in the US, with markets closed on Monday for...
March ICE NY cocoa (CCH26 ) on Friday closed up +110 (+2.22%). March ICE London cocoa #7 (CAH26 ) closed up +62 (+1.70%). Cocoa prices moved higher on Friday as a smaller-than-expected decline in Asian cocoa grindings sparked short covering in cocoa futures. The Cocoa Association of Asia on Friday...
March ICE NY cocoa (CCH26 ) on Friday closed up +110 (+2.22%). March ICE London cocoa #7 (CAH26 ) closed up +62 (+1.70%). Cocoa prices moved higher on Friday as a smaller-than-expected decline in Asian cocoa grindings sparked short covering in cocoa futures. The Cocoa Association of Asia on Friday...
March arabica coffee (KCH26 ) on Friday closed down -2.80 (-0.78%). March ICE robusta coffee (RMH26 ) closed down -3 (-0.07%). Coffee prices gave up an early advance on Friday and settled lower after updated weather forecasts boosted the chance of rain in Brazil's coffee-growing areas over the next week....
March arabica coffee (KCH26 ) on Friday closed down -2.80 (-0.78%). March ICE robusta coffee (RMH26 ) closed down -3 (-0.07%). Coffee prices gave up an early advance on Friday and settled lower after updated weather forecasts boosted the chance of rain in Brazil's coffee-growing areas over the next week....
SpyGlass Pharma Inc . filed for an initial public offering to help fund late-stage trials of its intraocular lens and drug delivery solutions to treat patients with chronic eye conditions such as glaucoma. The Aliso Viejo, California-based firm had a net loss of $27.3 million for the nine months ended September 30, 2025, compared with net loss of $20.8 million a year earlier, according to its fili...
SpyGlass Pharma Inc . filed for an initial public offering to help fund late-stage trials of its intraocular lens and drug delivery solutions to treat patients with chronic eye conditions such as glaucoma. The Aliso Viejo, California-based firm had a net loss of $27.3 million for the nine months ended September 30, 2025, compared with net loss of $20.8 million a year earlier, according to its filing Friday with the US Securities and Exchange Commission. It had $106 million of cash and equivalents on hand as of Sept. 30. SpyGlass has raised about $200 million in funding, most recently via a $75 million Series D round to support the advancement of its drug delivery platform through the readout of two registrational Phase 3 trials. The Series D funding was led by Sands Capital , joined by Gilde Healthcare and existing investors New Enterprise Associates , RA Capital , Vensana Capital , Samsara BioCapital , and Vertex Ventures HC . New Enterprise owns 29% of the company, and RA Capital has 19%, the filing shows. SpyGlass is led by Chief Executive Officer Patrick Mooney , a former head of Novartis AG ’s opthalmic division. He also previously worked at eye care products maker Alcon AG , which competes with SpyGlass in the market for alternative glaucoma surgical devices. For the latest news on equity capital markets activity in the US, Canada and Latin America, follow the channel or visit NI BFWECMUS . To subscribe to ECM Watch , Bloomberg’s daily roundup of news from around the region, click here . The offering is being led by Jefferies Financial Group Inc. , Leerink Partners , Citigroup Inc. and Stifel Financial Corp. The company expects its shares to trade on the Nasdaq Global Select Market under the symbol SGP.
Bloomberg’s Ed Ludlow discusses the plan laid out by the Trump administration and several states to have tech companies pay for surging energy prices following the rise of AI data centers. Plus, AI coding startup Replit nears a $9 billion valuation in a new funding round. And the Chairman of the Federal Trade Commission, Andrew Ferguson discusses acquihires, consumer protection and AI regulation. ...
Bloomberg’s Ed Ludlow discusses the plan laid out by the Trump administration and several states to have tech companies pay for surging energy prices following the rise of AI data centers. Plus, AI coding startup Replit nears a $9 billion valuation in a new funding round. And the Chairman of the Federal Trade Commission, Andrew Ferguson discusses acquihires, consumer protection and AI regulation. (Source: Bloomberg)
Viasat (NASDAQ: VSAT) stock gained ground Friday after Morgan Stanley analyst Landon Park raised his price target on the stock by (checks notes)... 325%! By the closing bell, the satellite communications stock had gained 4.1%. Image source: Getty Images. Continue reading
Viasat (NASDAQ: VSAT) stock gained ground Friday after Morgan Stanley analyst Landon Park raised his price target on the stock by (checks notes)... 325%! By the closing bell, the satellite communications stock had gained 4.1%. Image source: Getty Images. Continue reading
(RTTNews) - Stocks moved to the upside in early trading on Friday but quickly gave back ground and showed a lack of direction over the remainder of the trading session.
(RTTNews) - Stocks moved to the upside in early trading on Friday but quickly gave back ground and showed a lack of direction over the remainder of the trading session.
PENN DAVIS MCFARLAND INC disclosed a buy of 51,516 Sprouts Farmers Market (NASDAQ: SFM) shares, according to an SEC filing. (NASDAQ:SFM) shares in its January 16, 2026 SEC filing. PENN DAVIS MCFARLAND INC reported to the Securities and Exchange Commission ( SEC filing ) that it increased its position in Sprouts Farmers Market by 51,516 shares during the fourth quarter of 2025. The estimated value ...
PENN DAVIS MCFARLAND INC disclosed a buy of 51,516 Sprouts Farmers Market (NASDAQ: SFM) shares, according to an SEC filing. (NASDAQ:SFM) shares in its January 16, 2026 SEC filing. PENN DAVIS MCFARLAND INC reported to the Securities and Exchange Commission ( SEC filing ) that it increased its position in Sprouts Farmers Market by 51,516 shares during the fourth quarter of 2025. The estimated value of these purchases was $4.62 million, based on the average closing price for the quarter. The quarter-end value of the position, reflecting both the additional shares and changes in share price, decreased by $915,227 to $17.83 million. Sprouts Farmers Market, Inc. is a leading U.S. grocery retailer specializing in fresh, natural, and organic foods. The company leverages a differentiated product assortment and a store model focused on health and value to attract a growing base of health-oriented shoppers. Its broad footprint and focus on perishables position it to compete effectively in the consumer defensive sector. Continue reading
In trading on Friday, shares of Vipshop Holdings Ltd (Symbol: VIPS) crossed below their 200 day moving average of $16.76, changing hands as low as $16.59 per share. Vipshop Holdings Ltd shares are currently trading down about 8.6% on the day. The chart below shows the one year
In trading on Friday, shares of Vipshop Holdings Ltd (Symbol: VIPS) crossed below their 200 day moving average of $16.76, changing hands as low as $16.59 per share. Vipshop Holdings Ltd shares are currently trading down about 8.6% on the day. The chart below shows the one year
In trading on Friday, shares of West Fraser Timber Co Ltd (Symbol: WFG) crossed above their 200 day moving average of $69.68, changing hands as high as $70.17 per share. West Fraser Timber Co Ltd shares are currently trading up about 0.8% on the day. The chart below shows the
In trading on Friday, shares of West Fraser Timber Co Ltd (Symbol: WFG) crossed above their 200 day moving average of $69.68, changing hands as high as $70.17 per share. West Fraser Timber Co Ltd shares are currently trading up about 0.8% on the day. The chart below shows the
"On "Bloomberg Real Yield", Guneet Dhingra, head of US rates strategy at BNP Paribas, and Priya Misra, portfolio manager of the JPMorgan Core Plus Bond ETF (ticker: JCPB), talks with Bloomberg's Scarlet Fu about Fed independence, the central bank's monetary policy for 2026 and the direction of Treasuries. Investors don’t expect another rate cut before June, according to futures. The Fed’s latest s...
"On "Bloomberg Real Yield", Guneet Dhingra, head of US rates strategy at BNP Paribas, and Priya Misra, portfolio manager of the JPMorgan Core Plus Bond ETF (ticker: JCPB), talks with Bloomberg's Scarlet Fu about Fed independence, the central bank's monetary policy for 2026 and the direction of Treasuries. Investors don’t expect another rate cut before June, according to futures. The Fed’s latest set of projections, published in December, showed officials see just one quarter-point reduction in 2026, according to their median estimate. (Source: Bloomberg)