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internet-content: Archive
Google Goes Windsurfing in the AI War for Talent
by Kevin Cook
The "acqui-hire" strategy is on fire in this battle among tech titans seeking AI dominance and a Goliath just beat David
GOOGLNegative Net Change AAPLNegative Net Change MSFTNegative Net Change TSLANegative Net Change METANegative Net Change
advertising artificial-intelligence cloud-computing internet-content social-media software
NFLX vs. WBD: Which Entertainment Stock Has an Edge Right Now?
by Vasundhara Sawalka
Netflix dominates Warner Bros. Discovery with consistent growth, strong cash generation and streaming leadership. Superior fundamentals make NFLX the clear investment winner.
NFLXNegative Net Change WBDNegative Net Change
consumer-discretionary internet-content
5 High-ROE Stocks to Buy as Markets Soar Despite Tariff Threats
by Supriyo Bose
DIS, TEL, FTNT, BBVA and CL are some of the stocks with high ROE to profit from as markets rise despite a fresh tariff salvo.
CLPositive Net Change DISNegative Net Change TELPositive Net Change BBVAPositive Net Change FTNTPositive Net Change
consumer-discretionary finance internet-content tech-stocks
CDW, Asato Boost Business Observability With AI-Driven IT Intelligence
by Zacks Equity Research
CDW teams up with Asato to deliver AI-native IT observability, helping clients cut costs and tame complex, scattered tech infrastructures.
CTSHNegative Net Change NTGRPositive Net Change CDWPositive Net Change TASKPositive Net Change
business-services cloud-computing internet-content saas tech-stocks
Disney Gains 9.3% YTD: 3 Key Reasons to Buy the Stock in 2H25
by Vasundhara Sawalka
DIS' streaming profits, $60B parks expansion and 9.3% YTD gains signal a strong 2H25 buy opportunity. Trading below industry P/E with multiple growth catalysts.
AMZNNegative Net Change AAPLNegative Net Change NFLXNegative Net Change DISNegative Net Change
consumer-discretionary internet-content
Bear of the Day: Cloudflare (NET)
by Kevin Cook
Earnings growth is weak this year for a stock that has vaulted to a 200X forward P/E
NETNegative Net Change AKAMNegative Net Change
artificial-intelligence cloud-computing internet-content media
NVIDIA Regains Its Lost Glory - Should You Buy on the Dip and Hold?
by Nalak Das
NVDA reclaims top market-cap spot with record highs, massive AI demand, and bold chip innovation driving growth.
AMZNNegative Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change METANegative Net Change
internet internet-content semiconductor social-media tech-stocks
Buy 3 E-Commerce Stocks to Tap Solid Earnings Growth Potential in 2025
by Nalak Das
CVNA, TRIP and GRPN show strong 2025 earnings momentum, fueled by AI, local demand and digital growth strategies.
GRPNNegative Net Change TRIPNegative Net Change CVNANegative Net Change
internet-content
DIS vs. PARA: Which Streaming Player Has Better Potential in 2H25?
by Vasundhara Sawalka
Disney outperforms Paramount Global with streaming profits and diverse revenue streams. Hold DIS, sell PARA for superior 2H25 upside potential.
DISNegative Net Change
consumer-discretionary internet-content
Pinterest Remains Plagued by Margin Woes: Can it Buck the Trend?
by Supriyo Bose
PINS ramps up global expansion and ad tech upgrades to boost engagement, but rising costs weigh on near-term margins.
SNAPNegative Net Change PINSNegative Net Change METANegative Net Change
artificial-intelligence communications internet-content tech-stocks
3 Reasons to Hold Netflix Stock in 2H25 Beyond its 38% YTD Growth
by Vasundhara Sawalka
NFLX rises 38% YTD on strong content and growth. While we recommend Hold for current investors, new investors should wait for better entry points in 2H25.
AMZNNegative Net Change AAPLNegative Net Change NFLXNegative Net Change DISNegative Net Change
consumer-discretionary internet-content
Bear of the Day: Akamai (AKAM)
by Kevin Cook
Growth has stalled for this key provider of CDN cloud services as investors focus on the AI revolution
AKAMNegative Net Change
cloud-computing internet-content
Netflix vs. Amazon: Which Streaming Giant Has Better Upside Potential?
by Vasundhara Sawalka
NFLX offers superior upside vs AMZN through a focused streaming model, doubling ad revenue potential and strong operating leverage.
AMZNNegative Net Change NFLXNegative Net Change
consumer-discretionary internet-content
Disney's New Amazon Deal: Does Ad Targeting Upgrade Justify a Buy?
by Vasundhara Sawalka
DIS' Amazon partnership enhances ad targeting, but the impact is delayed until 2026. Strong Q2 shows progress, yet competition persists. Hold or wait for 2025 entry.
AMZNNegative Net Change AAPLNegative Net Change NFLXNegative Net Change DISNegative Net Change
consumer-discretionary internet-content
3 Stocks to Watch From a Challenging Cable Television Industry
by Vasundhara Sawalka
Zacks Cable Television industry participants like CMCSA, CHTR and NPSNY are benefiting from growing demand for high-speed Internet and increased media consumption amid cord-cutting.
CMCSAPositive Net Change CHTRPositive Net Change NPSNYNegative Net Change
consumer-discretionary internet-content
Buy 3 Streaming Content Providers That Have Appreciated Past Month
by Nalak Das
NFLX, ROKU and FOXA have surged over the past month, fueled by strong growth forecasts and rising viewership.
NFLXNegative Net Change FOXANegative Net Change ROKUNegative Net Change
internet-content
The Trade Desk Transforms Digital Advertising With Deal Desk
by Zacks Equity Research
By unveiling a new component of its Kokai platform - Deal Desk, TTD is set to bolster programmatic advertising with transparency, AI and strategic innovation.
ANETNegative Net Change TTDPositive Net Change UIPositive Net Change
artificial-intelligence internet internet-content tech-stocks
Roku vs. Comcast: Which Streaming Stock is the Better Investment?
by Akashlina Dewanjee
ROKU outpaces CMCSA in streaming with surging ad revenues, daily users and narrowing losses fueling 2025 investor confidence.
CMCSAPositive Net Change ROKUNegative Net Change
advertising consumer-discretionary entertainment internet-content
Should You Hold on to AMZN Stock in 2H25 Despite its 5.8% YTD Decline?
by Vasundhara Sawalka
Amazon's solid Q1 results and AI innovations support holding for current investors, but new buyers may find better second-half 2025 entry points amid headwinds.
AMZNNegative Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing e-commerce internet-content
Pinterest Down 12.5% in Three Months: Should You Avoid PINS Stock?
by Aritra Chatterjee
PINS has dropped 12.5% in three months, but the introduction of AI-powered tools and strategic collaborations to venture into new markets may offer new growth potential.
SNAPNegative Net Change PINSNegative Net Change METANegative Net Change
artificial-intelligence internet-content social-media tech-stocks
4 Solid Dividend Growth Stocks to Buy Now
by Sweta Killa
NTES, FOX, QFIN and UGI stand out as strong dividend growth stocks amid market volatility and economic uncertainty.
NTESPositive Net Change UGIPositive Net Change FOXNegative Net Change QFINPositive Net Change
business-services consumer-discretionary internet-content utilities
Roku Stock Plunges 10% in 3 Months: Should You Buy the Dip or Wait?
by Akashlina Dewanjee
ROKU's Frndly TV deal, ad growth and positive 2025 outlook present a compelling entry point for investors in 2025.
NFLXNegative Net Change DISNegative Net Change WBDNegative Net Change ROKUNegative Net Change
ad-tech advertising consumer-discretionary internet-content
The Zacks Analyst Blog Highlights Reddit, Alphabet, Integral Ad Science and Snap
by Zacks Equity Research
Reddit stock is down 39% YTD despite 61% ad revenue growth and new AI tools; analysts recommend holding amid stiff competition and valuation concerns.
GOOGLNegative Net Change SNAPNegative Net Change IASPositive Net Change RDDTNegative Net Change
internet-content
3 Key Reasons to Buy Netflix Stock Beyond its 33% Year-to-Date Surge
by Vasundhara Sawalka
NFLX's trillion-dollar vision and strategic content investments position it as a compelling buy in 2025, with advertising revenues set to double in 2025.
AMZNNegative Net Change AAPLNegative Net Change NFLXNegative Net Change DISNegative Net Change
consumer-discretionary internet-content
Zacks Industry Outlook Highlights RELX and DHI Group
by Zacks Equity Research
RELX and DHI Group ride Gen AI momentum and digital demand, earning Zacks Rank #2 amid tough conditions in the Internet - Content industry.
DHXNegative Net Change RELXNegative Net Change
internet-content