Clouding the G-7 gathering, which represents the world's major industrial economies, are the tit-for-tat tariffs between Washington and Beijing.Politicsread more
President Donald Trump said that he would have a major trade deal with U.K. after it leaves the European Union.Politicsread more
The Goldman Sachs technology M&A team, led by Sam Britton, has cashed in on its software focus and decades of experience to dominate 2019's biggest deals.Technologyread more
American small and medium-size companies that rely on China are scrambling to adjust their business plans in response to the escalating trade war.Traderead more
Here are the products that stand to be the most affected by China's new tariffs on $75 billion worth of U.S. goods.Marketsread more
Carl Medlock used to work at Tesla. Now he's one of the few people in the U.S. that can fix the company's original Roadster electric vehicles.Technologyread more
The summit comes amid fears over a global economic slowdown, and U.S. tensions over trade allies, Iran and Russia.Politicsread more
The world's second biggest economy is past a point where it cannot ignore its enormous debt anymore, according to an analyst.China Economyread more
Trump does have some powerful tools that would not require approval from U.S. Congress.Politicsread more
Stocks dropped after Donald Trump ordered that U.S. manufacturers find alternatives to their operations in China.US Marketsread more
As demand for lab monkeys continues to rise, U.S. scientists are reporting delays in research projects because they can't obtain enough animals, according to the National...Politicsread more
Roku, which sells hardware and advertising, is poised to take a large chunk of the $70 billion U.S. television ad market while Netflix struggles with increased competition for subscriptions, analysts Laura Martin and Dan Medina said in a client note Monday.
"Roku is the dominant internet aggregator for streamed TV & movie content, like YouTube is for user generated content, at about 1/20th the valuation," the analysts wrote.
Needham, which has a buy rating on the stock, estimated that Roku reaches 80 million Americans. The firm raised its price target on Roku to $150 per share from $120. Shares rose 7.2% on Monday.
Roku provides a menu of streaming video services on a platform that allows for targeted advertising. It does not charge subscriptions or spend large amounts of money on content, like Netflix and Hulu, but it does negotiate revenue sharing agreements with the streaming services it offers.
Disney, Apple, AT&T's Warner Media and Comcast's NBCUniversal have all upcoming streaming video platforms that will require subscriptions. Disney will offer a bundle of its new service Disney+ with Hulu and ESPN+ for a price similar to a standard Netflix plan.
Netflix "has the most to lose unless you believe that US homes will add 3, 4 or 5 new [streaming video] services," the Needham analysts said.
The new competition could be a boon to Roku, however. Calling the company an "arms dealer," the analysts said, "It would be impossible (our word) to launch ... without access to Roku's 36% of connected TV homes."
The streaming video company beat expectations on the top and bottom lines in its most recent earnings report, with revenues of $250 million in a quarter.
Roku is up more than 300% year to date, while Netflix has risen roughly 15%.
Disclosure: Comcast owns NBCUniversal, the parent company of NBC and CNBC.