As of today, December 18, 2025, Trump Media & Technology Group Corp. (NASDAQ: DJT) stands at the most significant crossroads in its short but explosive history. Long dismissed by critics as a mere "meme stock" tethered to the political fortunes of its namesake, the company has stunned the market this morning with a definitive merger [...]
Date: December 11, 2025 1. Introduction As of December 11, 2025, Warner Bros. Discovery (WBD) stands as a pivotal entity in the global media and entertainment landscape, currently at the epicenter of an unprecedented bidding war and strategic reevaluation. Formed through a high-profile merger in 2022, WBD's extensive portfolio of intellectual property, coupled with ongoing [...]
Shares of streaming TV platform Roku (NASDAQ: ROKU)
jumped 3.6% in the morning session after Guggenheim maintained its Buy rating on the company but increased its price target to $115 from $110.
The financial markets are witnessing a historic "Great Rotation" this December, as the era of defensive posturing and mega-cap concentration appears to be giving way to a broad-based growth rally. Following the Federal Reserve’s third consecutive interest rate cut on December 10, 2025, institutional capital has begun a rapid
By breaking down physical barriers, consumer internet businesses are reshaping how people shop, connect, learn, and play. But it’s not all sunshine and rainbows as consumer purchasing power can make or break demand.
This unpredictability is weighing on the industry as its 7.1% return over the past six months has fallen short of the S&P 500’s 13.6% gain.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how consumer subscription stocks fared in Q3, starting with Roku (NASDAQ:ROKU).
Shares of television broadcasting and production company AMC Networks (NASDAQ:AMCX)
jumped 3.6% in the afternoon session after the company announced it had named Annie Luo as President of Streaming Growth, a new role focused on expanding its portfolio of targeted streaming services. In this position, Luo was tasked with creating strategies to boost the company’s streaming platforms and reported directly to CEO Kristin Dolan. This executive appointment followed other recent efforts by the company to broaden its streaming presence. These included an expanded partnership with Roku and a deal to add several of its free ad-supported streaming channels, such as AMC Reality and True Crime UK, to Channel 5's service in the United Kingdom. The move signaled a focused effort to accelerate growth in the competitive streaming market.
As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the consumer subscription industry, including Chegg (NYSE:CHGG) and its peers.
Growth boosts valuation multiples, but it doesn’t always last forever.
Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.
Volatility cuts both ways - while it creates opportunities, it also increases risk, making sharp declines just as likely as big gains.
This unpredictability can shake out even the most experienced investors.
Shares of streaming TV platform Roku (NASDAQ: ROKU)
fell 4.6% in the afternoon session after reports surfaced that Cathie Wood's ARK Invest sold a significant portion of its holdings in the company for the second consecutive day. The investment firm's daily trade report showed that it sold 181,303 shares of the streaming-device maker through its ARK Innovation ETF. This sale was valued at approximately $17.5 million. This action followed a smaller sale on the previous trading day, marking a continued reduction of ARK's stake in Roku. Such a move by a prominent investor often signals a shift in sentiment, which can lead other investors to sell their shares as well, putting downward pressure on the stock price.
Goldman Sachs has released its highly anticipated investment outlook for 2026, titled "Seeking Catalysts Amid Complexity," painting a picture of a diversifying market rally extending beyond the dominant large-cap technology giants. The influential financial institution is particularly bullish on the potential for small-cap stocks to thrive in this evolving landscape,
