New park and cruise capacity is filling up while guests spend more per visit, and that pairing is the clearest upside case for Walt Disney stock.

The platform has warned that creators who post to Netflix at the same time risk losing marketing support and a cut of brand campaign revenue

YouTube is offering millions of dollars to popular channels if they upload their videos to the site exclusively for a certain period of time, according to a Bloomberg report.

Its largest peers all trailed the market over the same year, so the re-rating was about what Alphabet's own spending started to earn rather than about artificial intelligence in general.

Netflix has shed more than a third of its value over the past year, yet a billionaire who once lost $400 million betting on this exact stock just bought back in, and the reasoning behind his conviction is harder to dismiss than you might expect.

Netflix's ad business is scaling fast, with billions in ad revenue targeted as live programming and new ad tools fuel demand.

Netflix stock has only fallen by such a large percentage twice in the last 15 years.

Netflix (NFLX) is back in focus after Bill Ackman’s Pershing Square Capital Management rebuilt a multi million share position, reversing an earlier exit that locked in a reported US$400 million loss. See our latest analysis for Netflix. Netflix’s recent 1 month share price return of 12.79% contrasts with a 90 day decline of 11.72% and a year to date fall of 14.53%, while the 3 year total shareholder return of 88.23% and 5 year total shareholder return of 40.53% point to a very different long...

Semiconductors are bleeding while software stocks quietly climb, and the gap between those two moves tells a story about how investors are repricing the entire AI trade right now.

Bill Ackman just bought back into Netflix after losing hundreds of millions on the same trade in 2022, and streaming rivals are barely flinching while one major hedge fund makes its biggest portfolio bet in years.

Elite companies can’t operate like families, according to Netflix’s Reed Hastings—a mindset that helped turn it into a $315 billion entertainment giant.

Bill Ackman burned himself on Netflix once before, locking in a painful loss, yet Pershing Square just dove back in. Whether this bold second act signals a screaming bargain or a costly repeat mistake depends on what you think streaming and AI can do together.

Based on the average brokerage recommendation (ABR), Netflix (NFLX) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. Pershing Square is an alternative asset manager that primarily manages capital in publicly traded investment vehicles, with 98% of its capital structure dedicated to such assets, including Howard Hughes Holdings. This capital […]

The company says the litigants who sued to stop the deal should have to cover financial damages if they lose their lawsuit.

The S&P 500 has delivered roughly 13% annualized returns over the past decade, one of the strongest bull runs in modern history. Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B), long the gold standard for patient capital, has matched that pace with about 13% annually over the same stretch. Impressive numbers for most investors. Yet both look like amateur hour next to the woman still serving out her final term in Congress: Nancy Pelosi.

The famed hedge fund manager believes a cheap valuation and strong earnings growth will drive the streaming stock in the coming years.

It's been a rough 14 months for Netflix investors, but history is on the side of the bulls after share drawdowns.

Netflix stock has taken a beating in recent months, down 42% from its all-time highs. For a company once seen as untouchable, the ongoing decline may be making investors nervous. Notably, Bill Ackman just built a new position in Netflix (NFX) through his hedge fund, Pershing Square Capital ...

Dan Loeb just deployed over half a billion dollars into a battered media stock that activist, value, and macro investors almost never agree on, and he was not alone in the quarter.