Netflix Strikes Major Deal for Exclusive Video Podcasts
Netflix partnered with iHeartMedia to stream video versions of over 15 popular podcasts like The Breakfast Club and My Favorite Murder exclusively, starting in early 2026.
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Morgan Stanley Upgrades Roku as Connected TV Ads Gain Momentum
Morgan Stanley upgrades Roku to Overweight, raises price target to $135, and highlights strong growth ahead for connected TV advertising.
JPMorgan Downgrades Roblox to Neutral Amid Slowing Growth
Roblox engagement peaked in 2025, but JPMorgan warns of slower growth, booking headwinds, and margin pressure in 2026.
Disney Invests $1B in OpenAI to Bring Iconic Characters to AI Videos
Disney is investing $1 billion in OpenAI and licensing characters like Mickey Mouse and Cinderella for AI-generated short videos on Sora, reshaping content creation.
Jefferies Upgrades Roku to Buy on Strong Growth Outlook
Jefferies upgrades Roku to Buy with a new $135 price target, citing strong platform revenue growth potential and resilience in the 2026 internet sector.
EchoStar Stock Surges Amid SpaceX Buzz
Morgan Stanley upgrades EchoStar after SpaceX deal. Shares jump on rising spectrum value and SpaceX IPO speculation.