While investors will be focused on Amazon's giant e-commerce business when it reports earnings Thursday, its future is tied to Prime.» Read More
Daniel Ernst, Hudson Square Research, says he's surprised by the lack of direct competition for Netflix. "We have a buy rating on Netflix and a $110 price target," he adds.
Despite being a Netflix skeptic, Whitney Tilson of T2 tells us this is the time to buy. "There are a lot of different ways to win here," he says.
The U.S. stock market has risen almost 10 percent so far in October, one of the best monthly performances in two decades. But investors in high-momentum companies including Netflix and First Solar have been left out of the rally.
Value investor Whitney Tilson on Wednesday praised Netflix CEO Reed Hastings, even though the company's made a number of errors that have cost it hundreds of thousands of subscribers in the last few months.
"It's hard to imagine anyone could possibly fill the enormous vacuum left with the tragic death of Steve Jobs. But people are searching hopefully for such a person," and this author thinks that person could be Jeff Bezos.
European leaders have been setting the table for a plan that will likely fail to satisfy the financial markets' appetite for detail. Plus, earnings from Boeing & Ford.
Jim Cramer and his researcher, Nicole Urken, discuss what FSLR And NFLX have in common.
There's nothing wrong with taking profits, Cramer said.
Will Netflix continue to lose subscribers, and what are its new competitors? Mike Vorhaus, Magid Advisors president, provides insight on the direction of the the company and how to play it, with the Fast Money traders.
Stocks plunged sharply Tuesday to close at session lows amid jitters over the euro zone's ability to find a solution to the ongoing debt crisis.
On no news, the high-growth soda maker is off some 8 percent today, and as of 2pm, there were four puts purchased for every call.
CNBC's Herb Greenberg and Jim Cramer share the good, bad, and ugly on Netflix.
Amazon is doing so well it can afford to sacrifice some margin growth as it expands into digital media, Robert W. Baird senior research analyst Colin Sebastian told CNBC Tuesday.
Top analyst Mark Mahaney is among the many people burned by Netflix. But he thinks the pain is probably over.
Mark Mahaney, Citi internet analyst, weighs in on whether Netflix stock can rebound. The stock is trading at its lowest levels in 18 months.
Forget Netflix and Reed Hastings for a second. There's another stock down 40% today with an equally celebrated CEO: MF Global.
Analysis on Netflix's struggle on the Street and whether it's here to stay, with Brian Cooley, CNET editor-at-large.
A look ahead of Netflix's dreary Q4 guidance which pushed the stock to a new low, with Tony Wible, Janney Montgomery Scott analyst.
Futures edged lower Tuesday after investors became nervous following comments from Germany's Angela Merkel ahead of Wednesday's EU summit and following a slew of mixed earnings reports.
I’ve never met CEO Reed Hastings personally, but in the company’s pre-public days of the late 1990s, when I was a columnist for the San Francisco Chronicle, we corresponded a few times. He had this fascinating new business model—to deliver DVDs by mail—and I was raising red flags over Blockbuster.