Briefing

Netflix has had an impressive run. With its shares climbing over 30% year-to-date and currently trading at a price-to-earnings (P/E) ratio in the mid-40s, investors are increasingly asking whether there's room left for growth—or if the current valuation has already priced in the streaming giant’s future. At its core, Netflix’s bull case still hinges on global subscriber … [Read more...] about Can Netflix Still Climb? A Valuation Check on Future Growth Potential

Just days after reports painted a grim picture of OpenAI’s $500 billion Stargate initiative—describing it as a dramatically scaled-down effort confined to a single data center in Ohio—new announcements suggest a more complex, and cautiously optimistic, reality. Despite ongoing internal disputes and leadership rifts, Stargate is not only alive but expanding again, this time in … [Read more...] about Stargate Reboots: Scaled-Down Dreams Give Way to Fresh Momentum in AI Megaproject

The Stargate initiative, once heralded as a transformative $500 billion AI infrastructure moonshot, is stumbling under the weight of its own ambition. Originally backed by OpenAI, SoftBank, Oracle, and MGX (a UAE sovereign-linked fund), the project was intended to revolutionize global AI capacity with a network of exascale data centers stretching across the United States, … [Read more...] about Stargate Stalls: What the Scaled-Back AI Megaproject Means for Nvidia and AMD

The connection between inflation and the stock market is neither linear nor predictable. While it's tempting to assume that rising prices would automatically boost corporate revenues and stock valuations, the truth is far more nuanced, shaped by investor psychology, interest rate policy, and the overall health of the economy. In some scenarios, modest inflation—especially … [Read more...] about Inflation and the Stock Market: A Complicated Relationship

Markets can be brutally unsentimental, especially when expectations are sky-high. Both American Express and Netflix delivered strong second-quarter reports, exceeding Wall Street forecasts and offering signs of healthy underlying performance. But investors were not impressed. Instead of rewarding the results with gains, they pulled back. American Express shares fell sharply, … [Read more...] about Why American Express and Netflix Shares Fell Despite Strong Earnings