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media: Archive
Disney vs. Comcast: Which Media Giant Has Better Upside Potential?
by Vasundhara Sawalka
DIS' streaming turnaround to $1.33 billion profit and record $10 billion Experiences income highlight why DIS may offer stronger upside than CMCSA.
consumer-discretionary internet-content media
Understanding The Concept of Price Action Versus News (News Failure)
by Andrew Rocco
Follow the money, not the noise. Whether in politics or equities, markets offer real-time truth-based signals from where capital is actually flowing.
investing media
Bear of the Day: Comcast (CMCSA)
by Andrew Rocco
Although Comcast remains a dominant name in media and connectivity, the company is being squeezed on multiple fronts as its legacy cable and broadband businesses mature and face disruptive competition.
internet media
Pre-markets Down on AI Spending, Disney Earnings, Fed Rate Speculation
by Mark Vickery
No new government data yet on jobs or inflation. Disney beats, but shares are falling in early trading.
consumer-discretionary earnings media
Does Disney Stock Have More Upside as Q4 Results Approach?
by Shaun Pruitt
Investors are anxious to see if Disney's new prioritization of long-term growth over short-term cost savings is paying off.
consumer-discretionary earnings investing large-cap media
Big Bounceback Trading Day for AI & Tech
by Mark Vickery
This was the best single-day of trading on the Nasdaq since May, led by chipmakers generally and the AI infrastructure trade more specifically.
artificial-intelligence earnings media tech-stocks
3 Popular Stocks to Consider as Earnings Approach: DIS, FTNT, SHOP
by Shaun Pruitt
As it relates to portfolio-worthy stocks to consider, Disney, Fortinet, and Shopify will be three popular companies to watch as their quarterly results approach on Wednesday, August 6.
artificial-intelligence consumer-discretionary cybersecurity e-commerce earnings internet large-cap media tech-stocks
Is Netflix (NFLX) a 'Buy' Ahead of Q2 Earnings Announcement?
by Bryan Hayes
Our proprietary earnings model conclusively predicts another earnings beat for the upcoming announcement.
ad-tech advertising artificial-intelligence earnings investing media stock-performance tech-stocks television
Bear of the Day: Cloudflare (NET)
by Kevin Cook
Earnings growth is weak this year for a stock that has vaulted to a 200X forward P/E
artificial-intelligence cloud-computing internet-content media
The Market's Latest Scare Tactic: Trade the Reaction, Not the Headlines
by Bryan Hayes
Today, the market's best tactic is to scare us from the coming rebound. Investors nearly always doubt new bull markets, often for years after they begin.
artificial-intelligence inflation interest-rate investing media tech-stocks