Wachiwit Netflix ( NFLX ) is using artificial intelligence to help viewers cut through content overload and find relevant titles more efficiently, according to Elizabeth Stone, the company’s Chief Product and Technology Officer. Speaking at the Bloomberg Tech conference in San Francisco on Wednesday, Stone said generative AI capabilities will enable “the more personalized, the more interactive, th...
Wachiwit Netflix ( NFLX ) is using artificial intelligence to help viewers cut through content overload and find relevant titles more efficiently, according to Elizabeth Stone, the company’s Chief Product and Technology Officer. Speaking at the Bloomberg Tech conference in San Francisco on Wednesday, Stone said generative AI capabilities will enable “the more personalized, the more interactive, the more immersive” experience of choosing what entertainment to consume. “That helps to solve a consumer frustration that’s brewing, which is, there’s so much content. How do I make sense of it, and what’s right for me, and what’s right for me in this moment?” Stone said. Netflix ( NFLX ) now integrates generative AI and natural language processing to help discern what a viewer is in the mood to watch, Stone said, as per the report. It is testing a voice user interface and other experiments that combine a person’s viewing preferences and history with other factors like what is trending, helping the platform make a highly tailored recommendation, she said. “That’s been a strength for Netflix for a long time, and I think it needs to continue to be a place where we’re state-of-the-art and continuing to innovate,” Stone added. More on Netflix Missing This Netflix Bottom Will Haunt Your Portfolio For Years (Upgrade) Netflix Is Still In A Bear Market And I Think The Market Is Wrong Netflix: Ad Empire Story Is Too Good To Ignore Hinde Group adds AMZN, NFLX; trims IBKR among Q1 moves Netflix continues losses for seven straight sessions
Cyriac Roeding, CEO and co-founder of cancer therapeutics startup Earli, gives his assessment of China's biotech developments, after predicting a decade ago that the country would become a main competitor to the US. He speaks with Yvonne Man on Bloomberg's The China Show." (Source: Bloomberg)
Cyriac Roeding, CEO and co-founder of cancer therapeutics startup Earli, gives his assessment of China's biotech developments, after predicting a decade ago that the country would become a main competitor to the US. He speaks with Yvonne Man on Bloomberg's The China Show." (Source: Bloomberg)
OntheRunPhoto/iStock Editorial via Getty Images Mexico’s ultra-low-cost carrier Volaris ( VLRS ) delivered strong traffic gains for May 2026 , driven heavily by an international expansion that offset softer domestic performance. Total traffic (measured in Revenue Passenger Miles, or RPMs) climbed 4.9% year-over-year to 2.56B, fueled by a 15.9% surge in international demand that counteracted a 1.4%...
OntheRunPhoto/iStock Editorial via Getty Images Mexico’s ultra-low-cost carrier Volaris ( VLRS ) delivered strong traffic gains for May 2026 , driven heavily by an international expansion that offset softer domestic performance. Total traffic (measured in Revenue Passenger Miles, or RPMs) climbed 4.9% year-over-year to 2.56B, fueled by a 15.9% surge in international demand that counteracted a 1.4% dip in the Mexican domestic market. Volaris transported 2.7M passengers during the month—a 7.2% annual increase—even as the airline trimmed its overall capacity (Available Seat Miles, or ASMs) by a marginal 0.4% to 2.97B. This disciplined capacity deployment pushed the airline's consolidated load factor up by a substantial 4.3 percentage points to 86.2%. CEO Enrique Beltranena attributed the strong month to healthy demand trends and a spike in close-in bookings, stating that the airline's disciplined operational execution remains fully in line with its full-year guidance. More on Controladora Vuela Compañía de Aviación, S.A.B. de C.V. Controladora Vuela Compañía de Aviación, S.A.B. de C.V. 2026 Q1 - Results - Earnings Call Presentation Controladora Vuela Compañía de Aviación, S.A.B. de C.V. (VLRS) Q1 2026 Earnings Call Transcript Volaris: Oil Shock And A Volatile Path To Recovery Volaris reports March RPM growth of 2% BofA recommends Latin American carriers Copa and Volaris despite oil price shock
Getty Images A Healthcare REIT With 4 Earnings Beats in a Row In today's article, I'm initiating my first coverage of a REIT named National Health Investors ( NHI ), a Tennessee-based company focusing on the niche of senior and assisted living, skilled nursing, and specialty hospitals. It beat Q1 earnings estimates recently when reporting on May 4th, its 4th beat in a row, and it is a dividend pay...
Getty Images A Healthcare REIT With 4 Earnings Beats in a Row In today's article, I'm initiating my first coverage of a REIT named National Health Investors ( NHI ), a Tennessee-based company focusing on the niche of senior and assisted living, skilled nursing, and specialty hospitals. It beat Q1 earnings estimates recently when reporting on May 4th, its 4th beat in a row, and it is a dividend payer with a yield around 5% as of this writing. My analysis today explores 7 rating categories, with the goal of having a holistic rating for this REIT, in a sector I have actually written about often if you follow me on Seeking Alpha. The Thesis: Bulls Come Out of the Gate the First Time My initial thesis for this stock argues that it is a buy. Despite some bearish technical patterns recently and some market underperformance in its share price, what really could drive upside is macro demand for senior care and skilled nursing as well as portfolio expansion, while the balance sheet is boosted by a favorable rating from Fitch, the dividend case is compelling, and it is fairly valued. NHI - rating worksheet (author) The Growth Case is Boosted by Demand for Senior Care and Skilled Nursing In this initial section, which is on the topic of top line growth, I gave the stock a strong buy due to macro demand for senior and skilled nursing facilities, recent portfolio expansion, geographic diversity across the US, and a proven 5-year revenue growth. To get a sense of what macroeconomic factors could impact growth in this niche, I considered what type of properties this REIT invests in, and we can see from its May investor deck (pg. 6) that the focus revolves largely around senior and skilled nursing facilities: NHI - investment types (May investor deck) One forecast that could point to upside in this niche is a 2025 note from the Health Industry Distributors Association , which wrote that "SNF (skilled nursing facility) demand is expected to increase as more than 20% of the U.S. popul...
DINphotogallery/iStock via Getty Images In January, I upgraded Freightos ( CRGO ) stock to a buy as the company neared positive EBITDA and demonstrated strong SaaS and data revenue growth. However, since then, the stock has lost nearly 40% of its value, and that makes for a horrible return on a name with a buy rating. In this report, I discuss the company’s Q1 2026 earnings, the downward revision ...
DINphotogallery/iStock via Getty Images In January, I upgraded Freightos ( CRGO ) stock to a buy as the company neared positive EBITDA and demonstrated strong SaaS and data revenue growth. However, since then, the stock has lost nearly 40% of its value, and that makes for a horrible return on a name with a buy rating. In this report, I discuss the company’s Q1 2026 earnings, the downward revision on the guidance, and explain why there is pressure on the current buy rating, making investment in Freightos highly speculative. Freightos Shifts Business Model Freightos is not a freight broker or forwarder. Brokers buy transportation capacity and sell that capacity to shippers. Freightos provides a digital marketplace and SaaS platforms connecting freight logistics companies with customers. The company also sells data solutions. The company’s platform revenues come from Freightos.com, which connects freight forwarders with carriers, and WebCargo, which connects freight forwarders with carriers. It creates a vertical chain from shipper to carrier. The Freightos.com platform compares quotes from logistics providers, answering the question “Who can move my cargo and at what rate?” while the WebCargo platform answers the question “How do I move this cargo and at what rate?” Freightos.com uses a largely transaction-based revenue model, while WebCargo and data services use a subscription-based model. Freightos.com revenues are a function of the fee per transaction with sensitivity to the transaction volumes. So, if economic growth looks good, then volumes are high, and Freightos.com revenues increase, but if economic growth softens, the Freightos.com revenues also decrease. The WebCargo revenue model is shielded from the volume risk as customers pay an annual fee. When dividing the platform revenues by the gross booking value, which is the dollar value of freight services booked, we know how much revenue the company generates from one unit in freight services booked. This is kn...
quantic69 A group of Amazon ( AMZN ) engineers reportedly attended a Seattle City Council hearing on Wednesday to support proposals aimed at regulating the expansion of large AI data centers in the region, as construction continues amid ongoing workforce reductions at the company. “It’s been reported that this year, Amazon is spending $200B dollars on capital, with most of it going to data centers...
quantic69 A group of Amazon ( AMZN ) engineers reportedly attended a Seattle City Council hearing on Wednesday to support proposals aimed at regulating the expansion of large AI data centers in the region, as construction continues amid ongoing workforce reductions at the company. “It’s been reported that this year, Amazon is spending $200B dollars on capital, with most of it going to data centers and AI,” Patrick Schloesser, a software engineer at Amazon Web Services, said at a hearing, as per CNBC . “Microsoft ( MSFT ) is spending $190B. Meanwhile, the leaders at my company have laid off 30,000 corporate employees in the last eight months. What that tells me is that Big Tech is desperate to build as much compute capacity as it can, as fast as it can.” An Amazon spokesperson told CNBC in a statement that the company respects its colleagues’ right to voice their opinions. Officials in Seattle voted to approve a one-year moratorium on new large-scale artificial intelligence data centers to allow time for the city to regulate the projects. The proposal came after four developers approached a local utility provider to pitch building five large scale facilities in Seattle. Two of those developers have since withdrawn their proposals following public outcry, the Seattle Times reported. “Currently, we don’t have any plans to construct data centers within the Seattle city limits,” the Amazon ( AMZN ) spokesperson said. “Across the communities where we do operate data centers, we’re committed to being a responsible neighbor — investing in local economic development while prioritizing water and energy efficiency that exceeds industry standards.” According to the National Conference of State Legislatures , 14 states are considering legislation that would pause or ban new data centers. A report from Data Center Watch found that in 2025, at least $156B in data center projects were blocked or delayed amid local opposition and litigation. More on Amazon Amazon: The Stock Is Missi...
quantic69 A group of Amazon ( AMZN ) engineers reportedly attended a Seattle City Council hearing on Wednesday to support proposals aimed at regulating the expansion of large AI data centers in the region, as construction continues amid ongoing workforce reductions at the company. “It’s been reported that this year, Amazon is spending $200B dollars on capital, with most of it going to data centers...
quantic69 A group of Amazon ( AMZN ) engineers reportedly attended a Seattle City Council hearing on Wednesday to support proposals aimed at regulating the expansion of large AI data centers in the region, as construction continues amid ongoing workforce reductions at the company. “It’s been reported that this year, Amazon is spending $200B dollars on capital, with most of it going to data centers and AI,” Patrick Schloesser, a software engineer at Amazon Web Services, said at a hearing, as per CNBC . “Microsoft ( MSFT ) is spending $190B. Meanwhile, the leaders at my company have laid off 30,000 corporate employees in the last eight months. What that tells me is that Big Tech is desperate to build as much compute capacity as it can, as fast as it can.” An Amazon spokesperson told CNBC in a statement that the company respects its colleagues’ right to voice their opinions. Officials in Seattle voted to approve a one-year moratorium on new large-scale artificial intelligence data centers to allow time for the city to regulate the projects. The proposal came after four developers approached a local utility provider to pitch building five large scale facilities in Seattle. Two of those developers have since withdrawn their proposals following public outcry, the Seattle Times reported. “Currently, we don’t have any plans to construct data centers within the Seattle city limits,” the Amazon ( AMZN ) spokesperson said. “Across the communities where we do operate data centers, we’re committed to being a responsible neighbor — investing in local economic development while prioritizing water and energy efficiency that exceeds industry standards.” According to the National Conference of State Legislatures , 14 states are considering legislation that would pause or ban new data centers. A report from Data Center Watch found that in 2025, at least $156B in data center projects were blocked or delayed amid local opposition and litigation. More on Amazon Amazon: The Stock Is Missi...
In this article 9434.T-JP SSNHZ SSNHZ HXSCL HXSCL Follow your favorite stocks CREATE FREE ACCOUNT CANADA - 2025/08/07: In this photo illustration, the SoftBank Group (Soft Bank) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images) Sopa Images | Lightrocket | Getty Images Shares of SoftBank fell 10% following an overnight sell...
In this article 9434.T-JP SSNHZ SSNHZ HXSCL HXSCL Follow your favorite stocks CREATE FREE ACCOUNT CANADA - 2025/08/07: In this photo illustration, the SoftBank Group (Soft Bank) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images) Sopa Images | Lightrocket | Getty Images Shares of SoftBank fell 10% following an overnight sell-off in the U.S. market on the back of wider profit taking in the tech sector. Other Asian tech giants also saw their share prices fall. While the Japanese investment giant recently overtook Toyota Motor as Japan's most valuable company , there are market concerns over SoftBank's high-risk bets on AI , even as its share price has risen about 70% year-to-date on investor enthusiasm over the new technology. SoftBank CEO Masayoshi Son told CNBC he expects the AI revolution to be 50 times larger than the dot-com revolution of the 2000s. "Now, if you look at the history, electronics and motorization crashed in 1929, but went up for many, many years, for the next 100 years after that … so there may be some correction, but that will be the best investment opportunity to me," Son said on Monday. The market appears "to become fixated on short-term momentum, and less interested, or unable, to map out the long-term trajectory with detailed assumptions," according to a recent investor note by Deutsche Bank analyst Peter Milliken . Over in South Korea, Samsung and SK Hynix saw their shares decline by 1.25% and 2.75% respectively amid some profit taking, after both companies each crossed a market valuation of $1 trillion in May. SoftBank's shares last traded 10.6% lower at 7,434 yen. —CNBC's Lee Ying Shan and Sawdah Bhaimiya contributed to the report. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.