Netflix Stock is Down 30%. Is It a Buy?
247Wallst· 2025-12-17 21:43
Shares of video streaming platform Netflix (NASDAQ:NFLX) now find themselves down close to 30% from their all-time highs, thanks in part to a tough third-quarter result and reports that the firm is in the running to acquire Warner Bros. ...
Protalix BioTherapeutics partners with Secarna Pharmaceuticals on rare kidney disease drug development
Proactiveinvestors NA· 2025-12-17 21:41
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Reddit Stock Gains As Analysts See User Growth Momentum Heading Into 2026
Investors· 2025-12-17 21:41
stocks they discuss. We make no representations or warranties regarding the advisability of investing in any particular securities or utilizing any specific investment strategies. Information is subject to change without notice. For information on use of our services, please see our Terms of Use. *Real-time prices by Nasdaq Last Sale. Real-time quote and/or trade prices are not sourced from all markets. Ownership data provided by LSEG and Estimate data provided by FactSet. IBD, IBD Digital, IBD Live, IBD We ...
More Rate Cuts Are Coming in 2026: Grab These Safe 7% and 8% Dividend Stocks Now
247Wallst· 2025-12-17 21:41
The September inflation reading of 3% represents moderate price growth, which is above the Federal Reserve's long-term target of 2% but well below the elevated rates seen in 2022 and early 2023. ...
Oracle: The $523 Billion Backlog Paradox -- CapEx Inversion With Potential 140% Upside
Seeking Alpha· 2025-12-17 21:39
文章核心观点 - 文章未提供关于具体公司或行业的实质性新闻内容、事件、财报数据或分析观点 [1][2] 根据相关目录分别进行总结 - 文章内容仅包含分析师及发布平台的标准披露声明 未涉及任何具体的行业趋势、公司动态、财务数据或投资分析 [1][2]
Allego partners with HOFER and Enertec to deploy one of Slovenia's largest fast-charging networks
Globenewswire· 2025-12-17 21:38
Arnhem / Ljubljana, Dec. 17, 2025 (GLOBE NEWSWIRE) -- Allego announced its expansion into Slovenia through a major partnership with HOFER, supported by Enertec as the project’s engineering and infrastructure partner. Fast-charging stations will be installed at HOFER outdoor parking areas across the country, giving drivers convenient access to charging while shopping, commuting or travelling longer distances. The rollout marks a significant step in increasing public charging availability in Slovenia, with st ...
Micron Muscles A.I. Memory Strength: MU's Path Ahead of Earnings
Youtube· 2025-12-17 21:37
财报预期与业绩表现 - 市场对美光科技本次财报的共识预期为每股收益391美元,营收127亿美元,部分观点认为营收可能略高于128亿美元 [1] - 公司今年执行情况良好,AI内存需求增长持续且正在加速,尤其是在高带宽内存领域,该领域贡献了公司大部分利润 [2] - 公司股价年初至今已上涨超过176%,成为市场表现突出的股票,部分原因是竞争对手在相关领域面临挑战 [4] 高带宽内存业务与战略 - 高带宽内存是美光科技的关键利润驱动因素,公司正全力推进其高带宽内存业务至2026年的既定目标 [6] - 在HBM领域,美光科技的市场份额正接近25%,但公司历史更侧重于执行而非单纯追求市场份额 [7] - 行业正从HBM 3e向HBM4过渡,预计2026年末至2027年将是关键时期,届时三星可能推出强劲产品进行反攻 [8] - 公司面临的挑战在于顺利度过2026年,并为2027年高带宽内存的下一代演进做好充分准备 [9] 行业地位与竞争格局 - 在AI基础设施中,内存已成为新的瓶颈,美光科技若能确保封装环节,将能解决此问题 [10] - 公司将内存供应至一个将GPU和高带宽内存集成在一起的复杂封装流程,该过程消耗大量晶圆,其执行情况备受关注 [10] - 美光科技的关键客户是英伟达和AMD,与这些GPU制造商的关系对其利润和盈利表现至关重要 [12][13] 内存市场前景与需求 - 内存需求,特别是高带宽内存的需求将持续存在,市场整体需求具有持续性 [13] - 内存行业历史上具有强周期性,部分原因在于内存产品易于倾销至市场,在NAND闪存领域仍可见此现象 [14] - 在服务器内存等复杂领域,存在市场份额波动和价格波动的风险,但驱动高利润的关键HBM(高带宽内存)领域需求旺盛,美光科技相关业务增长超过200%-250% [14]
Regulators will see our deal for Warner Bros. as pro consumer, says Netflix co-CEO Greg Peters
Youtube· 2025-12-17 21:37
and you guys will uh will join in this as well. But certainly very happy to have Greg Peters, the co-CEO of Netflix, join us now on a morning in which of course their deal to acquire uh Warner Brothers Discovery has been reaffirmed essentially by the Warner board. You heard from Sam Dipazo ear uh just a little while ago uh right here.Greg, great to have you with us this morning. Thank you. Um >> good to be here.love to start with antitrust because it has been one of the key risks seen for both your deal and ...
Coursera CEO on all-stock Udemy deal: Gives us ability to meet upskilling needs
Youtube· 2025-12-17 21:37
of the combined company and he joins us now a first on CNBC interview to discuss. Uh Greg welcome. So tell me this is big you guys and Udemy are two very big public names in this space.the stocks have uh have suffered since 2021, but you in particular Corsera continued to grow across your um universities, business with degrees, uh the consumer and the enterprise. What's the rationale for combining. >> Well, I think the rationale is pretty straightforward.The world has never needed the ability to scale and u ...
Fed chair candidate Waller says he will 'absolutely' emphasize importance of the central bank's independence to Trump
CNBC· 2025-12-17 21:36
美联储主席继任候选人表态 - 美联储理事克里斯托弗·沃勒是接替杰罗姆·鲍威尔的五位最终候选人之一 鲍威尔的主席任期将于五月结束 [2] - 沃勒计划在本周与总统唐纳德·特朗普进行面试 [2] 关于央行独立性的立场 - 沃勒在接受CNBC采访时明确表示 他将在与总统的面试中“绝对”强调央行独立性的重要性 [1][2] - 沃勒强调其长期致力于央行独立性研究 称“我花了20年时间研究央行独立性及其重要性”并拥有“大量的相关论文记录” [2]