Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
Both media companies rallied on reports that antitrust settlement discussions are advancing, while Netflix shares did not move with them.
Warner Bros. Discovery rose 7% and Paramount Skydance climbed 5% in the September 21 session after reports said talks to settle antitrust concerns over their proposed tie-up are progressing.
Coca-Cola's 64th consecutive dividend increase is outpacing the Magnificent Seven year-to-date while Netflix trades nearly 40% off highs and The Trade Desk suffers a violent de-rating, exposing a widening dispersion regime.
Dividend aristocrats are outperforming mega-cap growth in a year defined by sharp single-name drawdowns. Netflix is down almost 40%, The Trade Desk has crashed, and value-oriented names across consumer, chemicals and energy infrastructure are drawing renewed institutional attention.
From Netflix and Ameriprise to Trump Media, Cintas and Sea Limited, a dense cluster of Form 4 disposals hit the tape — the bulk driven by tax withholding and pre-scheduled 10b5-1 plans rather than conviction exits.
Two dozen insider transactions crossed the wire in 24 hours, dominated by mechanical, non-discretionary sales; two notable buys at NVR and Blackstone Mortgage Trust stand out as genuine signal.
New performance data renews pressure on the stock-picking industry as fee compression, index dominance and concentrated mega-cap leadership compound the hurdle for discretionary managers.
Just 13% of US large-cap stock-picking funds outperformed their benchmarks over the past ten years, according to the latest scorecard data. The result intensifies the secular flow shift toward passive vehicles and sharpens scrutiny of expense ratios across the fund complex.
S&P Global, Netflix, Rubrik and Intercontinental Exchange sit at the center of an investor argument over whether artificial intelligence erodes information moats or deepens them.
Research flow is coalescing around a single strategic question: does generative AI disintermediate incumbent data and content platforms, or does proprietary distribution and regulated infrastructure make them the primary beneficiaries? Current valuations for S&P Global and Netflix suggest the market is pricing the bear case.