- Communications & Media Roundup - Jan 25Streaming data crowns JioHotstar’s 'Special Ops' S2 while Netflix dominates India’s top 50. AST SpaceMobile schedules a late-Feb BlueBird 7 launch and ISPs brace for Winter Storm Fern. Read what to watch before markets open Monday.
- Communications & Media Wrap - Jan 24A mixed bag for communications and media: high-profile safety and PR incidents at Sundance and a Minneapolis shooting disrupted live events, while AST SpaceMobile and telecoms prepare key launches and storm response.
- Communications & Media Roundup - Jan 24A mixed set of Sundance reviews meets meaningful industry moves: India launches a $49M film city and AST SpaceMobile schedules a February launch with $T as partner. Markets are closed, so watch for Monday reactions.
- Communications & Media - Jan 23 WrapContent deals and live-entertainment demand stood out today, while regulatory scrutiny of the $83B Netflix-Warner Bros. proposal and storm prep kept investors cautious. Read what matters for your positions tomorrow.
- Communications & Media: Content Momentum - Jan 23Prime Video greenlit a U.K. thriller and rising British talent landed key film roles while Göteborg and Rotterdam festival buzz heats up. Investors should watch $AMZN content strategy and festival-driven licensing.
- Communications & Media Sees Space Push - Jan 22Satellite megaconstellations and AI partnerships led today's Communications & Media headlines, while Disney moves through leadership and content updates. Here's what investors should track for tomorrow.
- Communications & Media Snapshot - Jan 22Creators escalate an anti-AI campaign while festivals, co-productions and Oscar season drive content momentum. Read what that means for media names like $NFLX and major tech platforms today.
- Communications & Media Snapshot - Jan 21Telco investment plans and EU network policy set the tone for the sector, while streaming content and industry obituaries fill headlines. Read what this means for your media exposure.
- Communications & Media: BBC-YouTube Deal Leads Jan 21A landmark BBC-YouTube partnership and Warner Bros. Discovery's Harry Potter 25th push set the tone for media stocks today. Investors should watch distribution, franchise monetization, and regulatory headlines.
- Communications & Media Eyes Netflix Move - Jan 20Netflix’s all-cash pivot for WBD and record viewership for 'KPop Demon Hunters' put streaming back in the spotlight. Talent moves at IAG and connectivity deals add fuel for media and infrastructure plays.
- Communications & Media: Festival Buzz, Telecom Risk - Jan 20Festival sales, West End transfers and a new Abu Dhabi creative fund are driving content momentum today, while Telefónica and 5G supplier shifts introduce regional and infrastructure uncertainty. Read what matters for your portfolio.
- Communications & Media Wrap - Jan 19Reputational risks surfaced in Hollywood while A24 hit $100M and ESPN heads into a high-profile CFP final. Markets were closed for MLK Day; here’s what investors should know heading into Jan 20.
- Communications & Media Morning Brief - Jan 19Entertainment headlines dominate the weekend, from HBO’s GOT prequel to director and industry obituaries. Investors should note Mediacom founder Rocco Commisso’s passing and monitor related corporate updates.
- Communications & Media Wrap - Jan 18Super Bowl LX opening act, French awards, and a renewed CBS News controversy dominated entertainment headlines. This wrap explains what investors should watch when markets open Monday.
- Communications & Media Weekend Wrap - Jan 18Weekend headlines in film, TV and broadcast independence set a mixed tone for media investors. New European films and SNL cultural moments keep content momentum alive, while a CBS-White House dispute raises governance risk.
- Communications & Media Wrap - Jan 17Mixed headlines dominated the Communications & Media sector on Jan 17, from a high-profile personal story and film returns to a heated White House-CBS clash and streaming creative tensions. Investors should weigh content momentum against political and creative risks.
- Communications & Media Wrap - Jan 16Tech strategy and content performance shared the spotlight: Synopsys agreed to sell ARC IP to GlobalFoundries while AT&T outlined 5G vehicle plans, and Sony’s awards-season drama hit $46M global. Creative headlines kept investor attention balanced between studio wins and telecom infrastructure shifts.
- Communications & Media Briefing - Jan 15Leadership shifts at Lucasfilm, a strategic Japanese investment in Legendary, and California's conditional approval of Verizon's Frontier deal headline a mixed morning for media and telecom investors. Infrastructure and regulatory issues — plus AI-driven chip demand — set the agenda for trading today.
- Communications & Media Rally on Deals, AI Hopes - Jan 14Infrastructure deals and AI optimism drove today's Communications & Media headlines. A $1B spectrum sale to $T, a stadium connectivity win for $WIFI, and telco confidence in AI returns set the tone for investors.
- Communications & Media Highlights - Jan 14A mix of content deals, festival disruption and telecom infrastructure moves set the agenda for Communications & Media on Jan 14. Disney+ signs a U.K. first-look deal while SXSW Sydney is canceled and Boldyn pledges full Tube coverage.
- Communications & Media Wrap - Jan 13Mixed signals for Communications & Media: FCC clears SpaceX capacity expansion while Crown Castle moves to recover $3.5B from Dish. Entertainment gets a boost from BTS tour and new showrunner hires.
- Communications & Media Wrap - Jan 12Entertainment momentum and infrastructure moves dominated Jan. 12, with 50 Cent’s $124M studio plan, awards-season push and New York broadband grants balancing patent suits against major carriers. Investors should weigh content-driven growth against legal and consolidation risks.
- Communications & Media: Content & AI Momentum - Jan 12Global content deals, leadership moves and telecom AI investments dominated the overnight tape. Investors should watch $NFLX, $VOD and regional carriers after a large KT subscriber exodus tied to a data breach.
- Communications & Media: Box Office Strength - Jan 11Avatar’s strong fourth weekend and live awards-show streaming kept content demand front and center today. Investors should watch studio and exhibitor earnings, Golden Globes audience metrics, and catalog streaming trends.
- Communications & Media - Jan 9 WrapCES tech validation and telco trust moves led headlines as awards-season activity and new content projects filled the pipeline. Investors should monitor $QCOM hardware milestones, $SPOT partnerships and telco rollouts.
- Communications & Media: X Deepfake Fallout, Awards Buzz — Jan 9X moves Grok image editing behind a paywall after a deepfake scandal and a U.K. ban threat, while awards-season momentum and new content deals keep studio and streaming activity in focus.
- Communications & Media: FCC Push, Streaming & Casting - Jan 8FCC moves to expand 6 GHz Wi‑Fi and a GVP device class, streaming shows keep pulling viewers, and Disney casting plus AI integrity tools highlight growth catalysts across media and tech. Investors should watch device makers, platforms and content pipelines.
- Communications & Media: Deal Momentum Builds - Jan 8Streaming bundling in Germany, BYD backing European studio Mediawan, and an Airspan-Rakuten radio win highlight deal-driven momentum across content and networks. Investors should watch M&A signals and infrastructure contracts.
- Communications & Media Wrap-Up - Jan 7Infrastructure and content both made headlines Jan 7: Viavi launched hollow-core fiber testing as AI/ML adoption rises, while box-office and programming news keep streaming competition heated.
- Communications & Media: Viu Shorts, A24 Win — Jan 7Viu debuts vertical microdramas while union wins at Netflix and DreamWorks heighten cost and scheduling risks. A24 posts a U.K. milestone; geopolitical moves raise Huawei concerns.
- Communications & Media: xAI $20B, Telecom & TV - Jan 6xAI's $20B raise dominated today's Communications & Media headlines, while streaming hires, late-night format cuts and telecom partnerships signaled shifting revenue plays. Investors should watch content monetization, carrier-sponsorship deals and 6G rhetoric ahead.
- Communications & Media Highlights - Jan 6Key updates in the Communications & Media sector include Kristen Stewart's interest in directing a Twilight reboot and Oscar predictions ahead of nominations. Investors should take note of these developments.