Wall Street Breakfast Netflix earnings in the spotlight
Jan 20, 2025
Netflix's ad-supported subscriber numbers are creating buzz as investors eagerly await earnings results. Meanwhile, Bitcoin reaches new heights with Trump's upcoming inauguration looming. TikTok bounces back after a temporary service blackout, stirring conversation around its future in the U.S. Additionally, inflation and labor negotiations are heating up, particularly with Costco workers. The discussion also delves into dividends from major companies and the promising growth potential of AI chip stocks like Marvel Technology and NVIDIA.
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Netflix Earnings in Focus
- Netflix Q4 earnings are highly anticipated, with analysts focusing on ad-tier subscriber growth.
- Wedbush predicts the ad tier will be the primary revenue driver by 2026.
Housing Market Outlook
- Existing home sales data is due Friday, but rising mortgage rates near 7% pose challenges.
- Higher financial costs will limit new supply, impacting affordability and keeping housing activity tepid.
TikTok and Perplexity AI
- TikTok restored US service after Trump extended the sale deadline.
- Perplexity AI offered a merger, potentially valuing TikTok above $50 billion.