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Netflix reports earnings after the bell Tuesday and traders know that pretty much all that matters to the stock is how many subscribers did the streamer add for the prior period. Netflix's recent streak of subscriber surprises come after the streaming giant struggled to add subscribers in the fourth quarter of 2021 and glaringly missed consensus expectations in the following quarterly period. But Netflix has doubled off its 52-week low as it got its subscriber mojo back. Here's a look at recent quarters' subscriber additions vs. Wall Street estimates and the subsequent stock reaction, according to Goldman Sachs data. Although ad-supported subscribers represent 1% of Netflix's U.S. subscriber base, Goldman analysts expect this plan to attract additional members.
E-commerce growth may have slowed post-pandemic, but Goldman Sachs remains bullish on the sector and thinks there is more growth ahead. Stocks to play it Goldman has named a number of e-commerce stock picks, including three that made the bank's global conviction list — a compilation of the bank's top buy-rated picks. Goldman also said China was the world's largest e-commerce market, with an estimated $1.5 trillion in e-commerce sales in 2022, or about 43% of total sales globally. The e-commerce market grew in 2020 as consumers stayed home during pandemic lockdowns. Goldman estimates that global e-commerce penetration jumped by about 6 percentage points in 2020, double the growth rate of the pre-pandemic era.
VCs and private equity have poured millions into startups bringing AI tech to film and TV production. AI startups disrupting Hollywood include MARZ and Wonder Dynamics, cofounded by "X Men" star Tye Sheridan. Investment in AI startups for entertainment is "blowing up right now," said Michael Blank, head of consumer investing at CAA. There are already AI tools that can write full scripts. Vendors and investors told Insider that over time, AI tools will change jobs, not replace them.
This halt, and how regulators and brokerage firms handled the outstanding options contracts, turned simple trades into a big headache for retail investors. Davies said that usually he would sell his winning options trades before expiration, so he does not have to deal with the settlement process. Robinhood later allowed Davies to create the naked short position and therefore to exercise his option. The naked short positions showed an on-paper loss in his account until the stock began trading over the counter on March 28. Another wrinkle is that some types of accounts, including retirement accounts, are not allowed to hold short positions, which created additional steps for traders and brokers to close out the trade.
Goldman Sachs has highlighted several opportunities for investors to play an uncertain environment now that the fourth quarter earnings season is over. With that in mind, Goldman highlighted Amazon as its top pick for the remainder of the year, among several other large cap, buy-rated stocks. Here are some of Goldman's other tech picks: The firm has a $145 price target on Amazon, which implies upside of about 54% from Monday's closing price. In gaming, Goldman names Take-Two Interactive its top pick. Goldman has a $155 price target on Take-Two, which is almost 34% above where it closed Monday.
Even before the war, some militaries were developing "light tanks" to complement heavier main battle tanks. Light tanks are seen as filling a capability gap between main battle tanks and other armored vehicles. Though not as powerful or as heavily armored as main battle tanks, light tanks are increasingly seen as filling a capability gap between full-fledged tanks and infantry fighting vehicles. Light tanksA US Army M24 Chaffee light tank on a street near Bologna, Italy in April 1945. NOEL CELIS/AFP via Getty ImagesThat capability gap stirred interest in light tanks, and over the past decade, three major militaries have adopted new designs.
The rumors have spread online with captions such as: “New York Fashion Week: Almost as if they're trying to tell us something” (here). He added that the series is purely a fantasy concept and not affiliated with New York Fashion Week, although he was inspired by it. Reuters reported that New York Fashion Week 2023 took place between Feb. 10 and Feb. 6 (here), (here), (here). New York Fashion Week representatives did not immediately respond to a request for comment. The images were created by an artist and don’t portray a real show at New York Fashion Week.
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Airbnb 's latest quarterly earnings outperformed expectations, but most analysts are still concerned about the stock going forward. Several analysts covering the stock reiterated their neutral or sell ratings on Airbnb a day after the company reported its calendar fourth-quarter results, citing ongoing risks for the short-term rental name. The analyst has a price target of $160 per share, implying upside of 32.3%. JPMorgan's Doug Anmuth also reiterated a neutral rating on the stock, noting that online travel is growing more competitive. Sheridan raised his price target on the stock to $98 per share from $87.
In 2020, Cody May became a digital nomad while growing his marking business, Sheridan St.Last year, his business booked $1.5 million in revenue while May traveled the world. May shares his advice for living as a digital nomad while growing a business. May became a digital nomad in 2020, when COVID-19 hit the US. He left his hometown in Canada to start his journey as a digital nomad, all while growing his business. Aside from team building, another potential difficulty in building a business while traveling is taxes.
The company's long-term revenue outlook is also promising for investors, according to the analyst. The analyst also noted that management's "focus on reprioritizing investments" could help Pinterest grow margins and long-term profitability. Sheridan maintained his price target of $30 per share on Pinterest, implying a 9.2% upside from the stock's closing price of $27.48 as of Monday. He reiterated his neutral rating on Pinterest shares and issued a price target of $26 per share, implying downside of 5.4%. JPMorgan lowered its price target to $27 from $28 and maintained its neutral rating for the stock.
Paramount+ (formerly CBS All Access) is beefing up by bringing sister network Showtime into the fold. "The shows with rich, deep libraries are the ones that get a lot of consumption," said Paramount+ streaming chief Tanya Giles. But Paramount+ (formerly CBS All Access) is beefing up by bringing sister network Showtime into the fold — rebranding both the Showtime cable network and the streamer as Paramount+ With Showtime. Paramount+ is also building upon its library with originals: The streamer recently revived "Criminal Minds," which aired on CBS for 15 seasons. In anticipation of "Criminal Minds: Evolution," viewership of the original CBS "Criminal Minds" jumped 46%, a Paramount+ spokeperson shared with Insider.
Showtime is making spinoffs of some of its biggest shows, like "Billions" and "Dexter." It reflects its owner Paramount's larger content strategy of doubling down on franchises. Showtime is planning to make up to four spinoffs of "Billions," including "Millions" and "Trillions." The plan reflects Paramount's larger content strategy of doubling down on its biggest hits and expanding them into franchises. Showtime content is being fully integrated within Paramount+, and some Paramount+ originals will air on Showtime linear programming.
Its stock was hit harder than peers Apple and Alphabet , which also reported on Thursday evening. Shares of Apple were trading up about 4% on Friday morning while Alphabet was down about 1%. Amazon said it expects revenue of between $121 billion and $126 billion in the current quarter. Similarly, despite Alphabet's misses, analysts are bullish on its prospects for artificial intelligence and highlighted its strong core business. WATCH: Arete Research's Richard Kramer on the outlook for Apple, Amazon and Alphabet
But even with these near-term headwinds, analysts remain confident in the long-term thesis for the e-commerce giant and its growth trajectory. The results from Amazon come on the heels of a difficult 2022 that saw the e-commerce bellwether shed roughly half its value and post its slowest year of growth . At the same time, revenue for its Amazon Web Services division fell short of Wall Street's estimates and showed slowing sales growth as business spending dwindles. Moderating growth within the company's cloud unit marked one of the biggest concerns for analysts, but nowhere near a shock. Revenue growth came in at 20% for the quarter, and below the already slow 27.5% growth rate the company experienced in third quarter.
Analysts are willing to overlook Alphabet' s disappointing quarter in lieu of its artificial intelligence push and focus on costs. Shares of the search giant fell more than 4% after the company missed Wall Street's expectations for the fourth quarter. But, analysts lauded the company's focus on artificial intelligence as it faces mounting pressures from popularized Microsoft-backed chatbot ChatGPT . Alphabet CEO Sundar Pichai said the company plans to release its LaMDA language model with search components "very soon." GOOGL 1D mountain GOOGL falls after earnings Analysts also cited some confidence in the company's push to reengineer its cost structure and reduce inefficiencies.
Meta Platforms is turning its focus toward efficiency, and analysts seem to like the narrative shift from the battered technology giant. "Our management theme for 2023 is the 'Year of Efficiency' and we're focused on becoming a stronger and more nimble organization." META YTD mountain Meta Platforms shares have already surged 27% this year Analysts also seemed to praise the company's move to lower its outlook for capital expenditures and operating expenses. The word "efficiency" came up over 25 times on the company's earnings call, according to Morgan Stanley's Brian Nowak. The analyst has an outperform rating on Meta and hiked his price target to $275, which implies upside of nearly 80%.
Snap may have trouble keeping up with ever-rising competition going forward, according to UBS. He also reiterated a price target of $10, which implies downside of 13.5% from Tuesday's close, and trimmed his 2023 revenue outlook on Snap. "We see increasing competition everywhere," analyst Lloyd Walmsley wrote in a client note on Wednesday. Given the magnitude of competition and Snap's relatively subscale nature, we see risk to revenue acceleration. Other analysts also grew more cautious on the stock after Snap's latest quarterly report.
In a Paramount+ video and Insider exclusive, the cast and crew discuss the drama's global scope. From the very first episode, this compelling new chapter set itself apart from earlier prequel "1883," and the present-day set series led by Kevin Costner with its incredibly ambitious scope that features storylines scattered across several continents. "The scale of what we're doing is so vast," Helen Mirren, who portrays the fearsome family matriarch Cara, says in an exclusive new Paramount+ video that takes viewers behind the scenes on the production. As Brandon Sklenar who plays the show's prodigal son, Spencer Dutton, says: "If Taylor writes you are somewhere, you're shooting there." Check out the cast and crew discussing the global journey of "1923" in the video below:"1923" is streaming on Paramount+.
Six stocks Goldman Sachs likes ahead of earnings
  + stars: | 2023-01-21 | by ( Alex Harring | ) www.cnbc.com   time to read: +7 min
Goldman Sachs' analysts have stocks they are confident about going into a new earnings season. The stocks we found are Amazon , ServiceNow , Colgate-Palmolive , Boeing , Microsoft and Cleveland-Cliffs . Colgate-Palmolive Analyst Jason English raised estimates ahead of Colgate-Palmolive's Jan. 27 earnings as headwinds from foreign exchange turn in to tailwinds. While English said the uncertain global environment could hurt Colgate's business, he still expects the toothpaste and soap maker to meet Goldman's 9% per-share earnings growth forecast for the year. Specifically, we are now forecasting AWS growth to decelerate to +21% YoY (vs. +27.5% YoY in Q3'22) with more subdued growth expectations in 2023.
Netflix 's strong fourth-quarter subscriber growth and solid content slate may signal the start of better times for the streaming stock, but it may be too early to buy up shares, according to some Wall Street analysts. Netflix reported 7.66 million adds, compared to 4.57 million subscribers expected by StreetAccount estimates. Analysts view the company's new advertising tier and its content slate as key to Netflix's financial performance in the months ahead. Since reporting second-quarter earnings results, Netflix shares have risen more than 46%. On the leadership front, Supino and analysts view the CEO transition as a positive for the company.
Check out the trailer for 'Mayor Kingstown' season 2Jeremy Renner returns for the show's the second season as Mike McLusky. How to watch 'Mayor of Kingstown'You can watch "Mayor of Kingstown" season two exclusively on Paramount Plus starting January 15, with new episodes dropping each Sunday. In order to watch "Mayor of Kingstown" season two in its entirety for free, you'll need to wait to sign up until the season two finale has been released. While season one had a 10-episode order, Paramount Plus hasn't confirmed how many episodes will be included in season two of "Mayor of Kingstown." If the viewership ratings and audience engagement are still high in season two, then "Mayor of Kingstown" season three could happen.
Paramount+'s new "Yellowstone" prequel "1923" is reportedly getting eight more episodes. Paramount+'s new "Yellowstone" prequel, starring Harrison Ford and Helen Mirren, is getting eight more episodes, on top of the originally planned first eight, according to a new Wall Street Journal story published on Saturday. WSJ categorized these additional episodes as "more '1923,'" but the "Yellowstone" expanded universe has sparked confusion before regarding the first prequel, "1883." It also announced a second prequel, which ultimately became "1923." They so far include "Mayor of Kingstown," "Tulsa King," and the "Yellowstone" prequels "1883" and "1923," all for Paramount+.
France said on January 5 that it would send the AMX-10RC armored vehicle to Ukraine. The "tank" vs. "armored vehicle" debate is a long and often contentious one, but AMX-10RCs are armored reconnaissance vehicles and not tanks, which usually have large-caliber main guns, heavy-duty armor, and tracks. Fighting there has become trench warfare, with incremental gains rather than sweeping armored offensives in which fast, armored scout vehicles excel. Armored vehicles are still vital on the battlefield, but an armored car may have limited utility against swarms of anti-tank missiles, attack drones, and smart artillery shells. What's important is that the West is sending armored fighting vehicles.
In Nebraska, the 2022 borrowing limit for FHA mortgages is $420,680 in all but three counties. Conforming mortgages and FHA mortgages both have borrowing limits. Nebraska borrowing limits in 2023 for conforming and FHA mortgages by countyCounty Conforming mortgage limit (single-family home) FHA mortgage limit (single-family home) Adams County $726,200 $472,030 Antelope County $726,200 $472,030 Arthur County $726,200 $472,030 Banner County $726,200 $472,030 Blaine County $726,200 $472,030 Boone County $726,200 $472,030 Box Butte County $726,200 $472,030 Boyd County $726,200 $472,030 Brown County $726,200 $472,030 Buffalo County $726,200 $472,030 Burt County $726,200 $472,030 Butler County $726,200 $472,030 Cass County $726,200 $472,030 Cedar County $726,200 $472,030 Chase County $726,200 $472,030 Cherry County $726,200 $472,030 Cheyenne County $726,200 $472,030 Clay County $726,200 $472,030 Colfax County $726,200 $472,030 Cuming County $726,200 $472,030 Custer County $726,200 $472,030 Dakota County $726,200 $472,030 Dawes County $726,200 $472,030 Dawson County $726,200 $472,030 Deuel County $726,200 $472,030 Dixon County $726,200 $472,030 Dodge County $726,200 $472,030 Douglas County $726,200 $472,030 Dundy county $726,200 $472,030 Fillmore County $726,200 $472,030 Franklin County $726,200 $472,030 Frontier County $726,200 $472,030 Furnas County $726,200 $472,030 Gage County $726,200 $472,030 Garden County $726,200 $472,030 Garfield County $726,200 $472,030 Gosper County $726,200 $472,030 Grant County $726,200 $472,030 Greeley County $726,200 $472,030 Hall County $726,200 $472,030 Hamilton County $726,200 $472,030 Harlan County $726,200 $472,030 Hayes County $726,200 $472,030 Hitchcock County $726,200 $472,030 Holt County $726,200 $472,030 Hooker County $726,200 $472,030 Howard County $726,200 $472,030 Jefferson County $726,200 $472,030 Johnson County $726,200 $472,030 Kearney County $726,200 $472,030 Keith County $726,200 $472,030 Keye Paha County $726,200 $472,030 Kimball County $726,200 $472,030 Knox County $726,200 $472,030 Lancaster County $726,200 $472,030 Lincoln County $726,200 $472,030 Logan County $726,200 $472,030 Loup County $726,200 $472,030 McPherson County $726,200 $472,030 Madison County $726,200 $472,030 Merrick County $726,200 $472,030 Morrill County $726,200 $472,030 Nance County $726,200 $472,030 Nemaha County $726,200 $472,030 Nuckolls County $726,200 $472,030 Otoe County $726,200 $472,030 Pawnee County $726,200 $472,030 Perkins County $726,200 $472,030 Phelps County $726,200 $472,030 Pierce County $726,200 $472,030 Platte County $726,200 $472,030 Polk County $726,200 $472,030 Red Willow County $726,200 $472,030 Richardson County $726,200 $472,030 Rock County $726,200 $472,030 Saline County $726,200 $472,030 Sarpy County $726,200 $472,030 Saunders County $726,200 $472,030 Scotts Bluff County $726,200 $472,030 Seward County $726,200 $472,030 Sheridan County $726,200 $472,030 Sherman County $726,200 $472,030 Sioux County $726,200 $472,030 Stanton County $726,200 $472,030 Thayer County $726,200 $472,030 Thomas County $726,200 $472,030 Thurston County $726,200 $472,030 Valley County $726,200 $472,030 Washington County $726,200 $472,030 Wayne County $726,200 $472,030 Webster County $726,200 $472,030 Wheeler County $726,200 $472,030 York County $726,200 $472,030Note: You'll need to get a jumbo loan if you want to borrow more than $726,200, regardless of which county you hope to reside in. Depending on the lender and term length, you might be able to lock in a lower rate for a conforming mortgage. If you plan to buy a more expensive home in Nebraska, jumbo loans let you borrow more money than the conforming mortgage limit.
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