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Vasundhara Sawalka

3 Reasons to Hold Disney Stock Now Despite 23.1% Surge in 6 Months

DIS' 23% rally compresses valuation appeal. A strategic content pipeline and improved streaming economics support holding, but competition suggests patience.

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Zacks Equity Research

Amazon Expands Global Footprint: Will It Drive International Sales?

AMZN's bold global push is paying off, with overseas sales soaring and new tech, AI and video ads driving stronger margins.

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Bryan Hayes

Bull of the Day: PDD Holdings (PDD)

This leading e-commerce player is outperforming off the April lows, yet its stock remains relatively undervalued.

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Zacks Equity Research

Zacks Investment Ideas feature highlights: Alibaba, Baidu, Nvidia, CQQQ and FXI

Alibaba and Baidu surge past $100 with AI momentum, while ETFs like CQQQ and FXI offer broader China tech exposure.

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Anirudha Bhagat

4 Internet Delivery Services Stocks in Focus in a Prospering Industry

The Zacks Internet - Delivery Services industry participants like GDDY, VIPS, QNST and ASUR are poised to benefit from increasing smartphone and Internet penetration.

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Vasundhara Sawalka

Disney vs. Netflix: Which Streaming Giant Has an Edge Right Now?

DIS' discounted valuation and diverse revenue streams offer superior value vs NFLX's premium price amid streaming wars. DIS shows stronger upside potential.

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Zacks Equity Research

The Zacks Analyst Blog Highlights AbbVie, ServiceNow, Boeing, Tucows and and Ampco-Pittsburgh

Zacks spotlights AbbVie, ServiceNow, Boeing, Tucows, and Ampco-Pittsburgh, detailing growth drivers, headwinds, and industry positioning.

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Mark Vickery

Top Analyst Reports for AbbVie, ServiceNow & Boeing

AbbVie, ServiceNow, and Boeing outpace their industries as analysts highlight growth drivers and risks in fresh research reports.

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Vasundhara Sawalka

3 Reasons to Avoid Netflix Stock Despite Its 28% Surge in 6 Months

NFLX stock surges 28% in 6 months but faces margin pressures, fierce competition from Disney+ and Amazon Prime, and trades at a premium P/E above 5x.

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Supriyo Bose

Pinterest vs. Etsy: Which Social E-Commerce Stock Holds Promise?

PINS' stronger growth outlook, AI-driven ad tools and Amazon partnership give it an edge over ETSY despite higher costs.

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Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Meta Platforms, Alibaba Group and Medalist Diversified REIT

NVIDIA, Meta, Alibaba and Medalist Diversified REIT all topped their industries over the past year, but each faces unique risks despite strong momentum.

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Zacks Equity Research

Amazon Bets on AI Spending: Will Capex Drive Growth or Prove Risky?

AMZN pours $31.4B into AI and cloud in Q2, aiming for $100B capex this year as it races to scale AWS and expand enterprise contracts.

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Zacks Equity Research

Is Disney's DTC Momentum the Key to Reviving Entertainment Margins?

DIS's DTC turnaround, fueled by subscriber growth and price hikes, is emerging as the core driver of its entertainment recovery.

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Vasundhara Sawalka

Will Amazon Partnership Help Netflix Double Ad Revenue Targets?

NFLX-AMZN DSP deal expands reach to 94M ad users. NFLX up 40% YTD as ad tier drives 55% of signups, supporting 2025's revenue doubling targets.

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Vasundhara Sawalka

NFLX vs. PSKY: Which Streaming Giant Has Better Upside Potential?

Netflix trades at 41.7x P/E vs PSKY's 9.5x, but Netflix's 34% margins, $8B cash flow & strong content pipeline justify a premium over debt-laden Paramount Skydance.

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Vasundhara Sawalka

Disney Trades at 18.41x Discounted P/E: Buy, Sell or Hold the Stock?

DIS trades at 18.41x P/E, below historical averages. Despite streaming profits & park growth, hold for better entry as 2026 expansions create near-term risks.

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Zacks Equity Research

Can Sports Engagement Emerge as ROKU's Next Pillar for Revenue Growth?

Roku is leaning into live sports to grow high-value viewership, lift engagement and attract premium advertising dollars.

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Zacks Equity Research

DocuSign Shares Rise 4.7% Post Q2 Earnings & Revenue Beat

DOCU's Q2 earnings and revenues beat estimates by 9.5% and 2.8%, respectively, boosting shares by 4.7% and fueling an upbeat FY26 outlook.

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Kashvi Chandgothia

ROKU vs. CMCSA: Which Streaming Stock is Better Positioned for Growth?

Roku's content, commerce and ad synergy give it an edge as CMCSA navigates slower streaming profitability.

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Zacks Equity Research

Can Rising Streaming Hours Translate Into Revenue Gains for Roku?

As ROKU's streaming hours surge, the key question is whether engagement will translate into revenue.

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Vasundhara Sawalka

Can ROKU Channel Push Shares Higher After 19.8% 6-Month Rally?

ROKU rises 19.8% over 6 months on strength in Roku Channel, but elevated valuation suggests holding existing positions while waiting for better entry points in 2025.

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Zacks Equity Research

Bumble App Revenues Decline: Is User Churn a Bigger Threat to Growth?

BMBL's revenue drop and shrinking paying user base highlight churn as a bigger threat than short-term sales swings.

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Vasundhara Sawalka

Disney vs. Comcast: Which Theme Park Giant is a Stronger Pick?

DIS beats CMCSA despite the valuation gap. Streaming profits, theme park dominance, and Abu Dhabi expansion create a superior growth runway versus Epic Universe gains.

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Vasundhara Sawalka

Should You Buy Netflix at 40.8x P/E? 3 Reasons Despite the Premium

Buy NFLX despite 40.8x P/E. Ad transformation, robust content investments and strong cash generation drive multi-year outperformance.

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Supriyo Bose

PINS Focuses More on AI for Personalized Content: A Key Growth Driver?

Pinterest doubles down on AI-driven personalization and ad tools to boost user engagement and long-term monetization growth.

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