에 대한 최신 뉴스 Fox (NASDAQ:FOXA) 주식

Fox operates in two segments: cable networks and television. Cable networks primarily includes Fox News, Fox Business, and several pay-TV sports stations. Television primarily includes the Fox broadcast network, 29 owned and operated local television stations, of which 18 are affiliated with the Fox network, and streaming platform Tubi, which is not subscription-based and is completely ad-supported. Fox effectively sold most of its entertainment assets to Disney in 2019, so it no longer creates entertainment content and relies heavily on live news and sports, with nearly all tied to the pay-TV bundle. The Murdoch family controls Fox.

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골드만삭스 리서치가 새로운 해를 맞아 대담한 주식 선택과 2025년 시장을 형성할 다섯 가지 투자 테마를 조명했다. 무슨 일이 있었나: 목요일에 공유된 노트에서, 스티븐 크론(Steven Kron)이 이끄는 애널리스트 팀은 &#34;컨빅션 리스트(Conviction List)&#34; - 주목할 만한 투자 아이디어로 구성된 포트폴리오를 재조정했다.

골드만삭스, &#39;컨빅션 리스트&#39;에 3개의 주식 추가 및 2025년 주목해야 할 5가지 시장 동향

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S&amp;P 500는 2024년에 23.31%의 수익률을 기록했지만, 통신 서비스 섹터가 주목을 받았다. S&amp;P 500 내의 통신 서비스 섹터에 노출되도록 설계된 상장지수펀드(ETF)인 Communication Services Select Sector SPDR Fund(NYSE:XLC)는 33.24%의 상승률로 선두를 차지했다.

S&amp;P 500가 인상적인 2024년 수익을 달성하며 XLC가 차트를 석권: 넷플릭스, 메타, 폭스에 주목

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내셔널 풋볼 리그(NFL)는 추수 감사절에 몇 가지 기록을 세우면서 2024 시즌의 강력한 시청률을 누리고 있다. 이는 스트리밍 거대 기업인 넷플릭스(NASDAQ:NFLX)가 환영할 만한 소식이다. 최근 라이브 복싱 이벤트로 어려움을 겪은 이후 긴장하고 있을 수도 있기 때문이다.

NFL 경기의 추수감사절 시청률 신기록: 넷플릭스에 좋은 소식일까, 나쁜 소식일까?

Fox Corp

Goldman Sachs research kicked off the new year with bold stock picks and a spotlight on five investment themes poised to <a href="https://www.benzinga.com/general/biotech/24/12/42710358/veteran-investor-bets-big-on-sp-500-hitting-7000-by-end-of-2025-these-sectors-could-lead-the-charge">shape markets in 2025.</a>
What Happened: In a note shared Thursday, the analyst team led by Steven Kron shuffled its &#8220;Conviction List&#8221; — a carefully curated portfolio of top investment ideas.
Goldman Sachs added Belden Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BDC#NYSE">BDC</a>), Norwegian Cruise Line Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NCLH#NYSE">NCLH</a>), and Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) to the list. These companies replaced Fox Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>), Parker Hannifin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PH#NYSE">PH</a>), and TPG Inc. (TPG).
See Also: <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/42777236/investors-dump-long-dated-treasury-etf-at-record-pace-ahead-of-trumps-white-house-return">Investors Dump Long-Dated Treasury ETF At Record Pace Ahead Of Trump&#8217;s White House Return</a>
Why It Matters: Industrial tech is back in vogue. Analyst Mark Delaney sees Belden riding a cyclical industrial recovery while expanding its high-margin software solutions business. Delaney models earnings per share (EPS) above consensus estimates for both 2025 and 2026, making this a standout pick in the industrial space.
Cruises are sailing into a stronger 2025. Analyst Lizzie Dove cites accelerating Net Purchase Intent (NPI) data and cost savings from a 2023 management shuffle. Dove expects Norwegian to widen its yield-to-unit-cost spread by 2.5 percentage points, bringing its valuation closer to peer Royal Caribbean Cruises Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>).
Analyst Eric Sheridan remains bullish on Uber despite skepticism over its mobility business and the rise of autonomous vehicles. He forecasts a robust 39% compound annual growth rate (CAGR) in adjusted EBITDA from 2023-2026. According to the bank, Uber is set to deliver $3.50 in GAAP EPS by 2026—a projection that sits 7% above consensus. Goldman Sachs holds a 12-month price target of $96 on Uber stock, implying a nearly 60% upside from current market levels.
<h3 class="wp-block-heading">Key Themes For 2025: AI, M&amp;A, Deglobalization, And More</h3>
The investment bank also outlined five key themes to track as we enter the new year.
<ul>
<li>Artificial Intelligence: Goldman's Kash Rangan expects AI investment to shift in 2025, moving from infrastructure spending to platforms and applications. In a recent note, Rangan highlighted the increasing integration of AI into enterprise software. Stocks with exposure to this trend include Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Snowflake Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>) and Teradyne Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TER#NASDAQ">TER</a>).</li>
</ul>
<ul>
<li>De-regulation, M&amp;A, And Capital Markets Rebound: Regulatory changes under a potential second Trump administration could accelerate M&amp;A activity, Goldman analysts say. Financial firms like Citigroup Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/C#NYSE">C</a>), Evercore Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EVR#NYSE">EVR</a>), and S&amp;P Global (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPGI#NYSE">SPGI</a>) are positioned to benefit. Analyst Richard Ramsden recently indicated a more favorable environment for banks and financial advisors.</li>
</ul>
<ul>
<li>Re-powering America: Carly Davenport flagged the surging power demands of data centers and AI compute, noting this trend is driving sustained growth in utilities capex. Her team stressed the importance of energy infrastructure to support the transportation electrification. Stocks like DBA Sempra (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SRE#NYSE">SRE</a>) is Goldman&#8217;s top pick here.</li>
</ul>
<ul>
<li>Deglobalization: The era of tariff wars is far from over. Jan Hatzius and economics team expect a 20 percentage point hike in tariffs on Chinese imports and new duties on European autos and Mexican EVs. Companies like Vulcan Materials Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VMC#NYSE">VMC</a>) and Woodward Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WWD#NASDAQ">WWD</a>) are well-positioned to adapt to supply chain disruptions caused by these policies.</li>
</ul>
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<li>Resilient US Consumers: Despite macro concerns, Goldman Sachs continues to paint another strong year for U.S. consumers. Discretionary cash flow is expected to grow by 5.2% in 2025, up from 4.4% in 2024, supported by higher savings rates. Stocks to watch include Norwegian Cruise Line, Uber, Burlington Stores Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BURL#NYSE">BURL</a>), and Pinterest Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PINS#NYSE">PINS</a>).</li>
</ul>
Read Now: 
<ul>
<li><a href="https://www.benzinga.com/news/large-cap/25/01/42770597/wall-street-watches-january-sp-500-tends-to-gain-yet-streaming-giant-steals-the-market-show">Wall Street Watches January &#8211; S&amp;P 500 Tends To Gain, Yet Streaming Giant Steals The Market Show</a></li>
</ul>
Image: Shutterstock

Goldman Sachs Adds 3 Stocks To 'Conviction List,' Flags 5 Market Trends To Monitor In 2025

The S&amp;P 500 delivered a 23.31% return in 2024, but the communications services sector<a href="https://www.benzinga.com/topic/s-p-500"> stole the spotlight</a>.
The Communication Services Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLC#NYSE">XLC</a>), an exchange-traded fund designed to provide exposure to the communication services sector within the S&amp;P 500, topped the leaderboard with a 33.24% gain. 
It outpaced the Consumer Discretionary Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLY#NYSE">XLY</a>), which was up 25.47%, and the Financial Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLF#NYSE">XLF</a>), which boasts a 28.54% return.
<h2 class="wp-block-heading">Entertainment Heavyweights Powered Communication Services&#8217; Surge</h2>
What powered this stunning performance? A trio of entertainment heavyweights: Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>), Meta Platforms Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) and Fox Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOX#NASDAQ">FOX</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>).
<ul>
<li>Netflix staged a blockbuster rally, skyrocketing over 83.07% as subscribers flocked to its ad-supported tiers.</li>
<li>Meta Platforms with its AI-powered ad targeting and immersive VR rollouts, soared over 65.42%, cementing its dominance.</li>
<li>Meanwhile, Fox Corp found a sweet spot in live sports and news, climbing 65.42% and 63.73%, respectively.</li>
</ul>
Live Nation Entertainment Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYV#NYSE">LYV</a>), though a smaller player, added its rhythm to the sector with a 38.35% gain, proving that live entertainment remains in demand.
Read Also: <a href="https://www.benzinga.com//node/42701434">Netflix&#8217;s NFL Debut Brings Record Streams But Lags Traditional TV: Report</a>
<h2 class="wp-block-heading">Communications Sector Outshines Tech, Broader Market S&amp;P 500</h2>
While the S&amp;P 500 made significant strides, the Communications Services sector outpaced even the vaunted Technology Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) sector (20.80%).
Entertainment and digital engagement proved to be the year's golden tickets, with XLC leveraging the dual engines of streaming and advertising innovation.
As 2025 approaches, all eyes will be on whether Communications Services can keep the momentum going—or if another sector will step up to claim the crown.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com//node/42678368">S&amp;P 500 Hits 57 All-Time Highs In Record-Breaking 2024: Magnificent 7 Drive 30% Of Nasdaq&#8217;s Surge</a></li>
</ul>
Image: Shutterstock

S&P 500 Delivers Impressive 2024 Return, XLC Tops Charts: Netflix, Meta, Fox Steal The Show

U.S. stocks settled higher on Friday, with the Dow Jones index surging almost 500 points during the session.
Even as the major indices recorded gains on Friday, all three averages fell last week. The Dow dipped around 2.3% to record its third losing week in a row. The S&amp;P 500 declined about 2%, while the Nasdaq Composite fell around 1.8% last week.
Wall Street analysts make new stock picks on a daily basis. Unfortunately for investors, not all analysts have particularly impressive track records at predicting market movements. Even when it comes to one single stock, analyst ratings and price targets can vary widely, leaving investors confused about which analyst&#8217;s opinion to trust.
Benzinga&#8217;s Analyst Ratings API is a collection of the highest-quality stock ratings curated by the Benzinga news desk via direct partnerships with major sell-side banks. Benzinga displays overnight ratings changes on a daily basis three hours prior to the U.S. equity market opening. Data specialists at investment dashboard provider Toggle.ai recently uncovered that the analyst insights Benzinga Pro subscribers and Benzinga readers regularly receive can successfully be used as trading indicators to outperform the stock market.
Top Analyst Picks: Fortunately, any Benzinga reader can access the latest analyst ratings on the <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">Analyst Stock Ratings</a> page. One of the ways traders can sort through Benzinga&#8217;s extensive database of analyst ratings is by analyst accuracy. Here&#8217;s a look at the most recent stock picks from each of the five most accurate Wall Street analysts, according to Benzinga <a href="https://www.benzinga.com/analyst-stock-ratings">Analyst Stock</a> Ratings.
Analyst: Jay McCanless
<ul>
<li>Analyst Firm: Wedbush</li>
<li>Ratings Accuracy: 87%</li>
<li>Latest Rating: Reiterated a Neutral rating on Lennar Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LEN#NYSE">LEN</a>) with a price target of $164 on Dec. 19. This analyst sees around 19% upside in the stock.</li>
<li>Recent News: On Dec. 18, Lennar reported worse-than-expected fourth-quarter financial results.</li>
</ul>
Analyst: Andres Sheppard
<ul>
<li>Analyst Firm: Cantor Fitzgerald</li>
<li>Ratings Accuracy: 87%</li>
<li>Latest Rating: Maintained an Overweight rating on Archer Aviation Inc. &nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACHR#NYSE">ACHR</a>) and raised the price target from $10 to $13 on Dec. 18. This analyst sees around 34% upside in the stock.</li>
<li>Recent News: On Dec. 12, Archer announced a partnership with Anduril to develop hybrid VTOL military aircraft and reported raising an additional $430 million in equity capital.</li>
</ul>
Analyst: Doug Anmuth 
<ul>
<li>Analyst Firm: JP Morgan</li>
<li>Ratings Accuracy: 86%</li>
<li>Latest Rating: Maintained an Overweight rating on Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and raised the price target from $250 to $280 on Dec. 18. This analyst sees around 24% upside in the stock.</li>
<li>Recent News: Amid peak holiday shopping, Amazon.com recently announced that its operations will remain unaffected despite a strike initiated by workers at seven of its U.S. facilities.</li>
</ul>
Analyst: Jessica Reif Ehrlich
<ul>
<li>Analyst Firm: B of A Securities</li>
<li>Ratings Accuracy: 86%</li>
<li>Latest Rating: Maintained a Buy rating on Fox Corporation &nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>) and increased the price target from $50 to $55 on Dec. 18. This analyst sees around 11% surge in the stock.</li>
<li>Recent News: On Dec. 17, Fox announced its digital presence reached 2.4 billion total multiplatform views in November.</li>
</ul>
Analyst: Aaron Rakers
<ul>
<li>Analyst Firm: Wells Fargo</li>
<li>Ratings Accuracy: 85%</li>
<li>Latest Rating: Maintained an Overweight rating on Micron Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>) and decreased the price target from $175 to $140 on Dec. 19. This analyst sees around 55% upside in the stock.</li>
<li>Recent News: On Dec. 18, Micron reported first-quarter revenue of $8.71 billion, missing the consensus estimate of $8.72 billion.</li>
</ul>
Read More: 
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/24/12/42616196/jim-cramer-likes-walmart-recommends-buying-this-very-very-good-financial-stock">Jim Cramer Likes Walmart, Recommends Buying This &#8216;Very, Very Good&#8217; Financial Stock</a></li>
</ul>

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This Analyst With 86% Accuracy Rate Sees Around 24% Upside In Amazon.com - Here Are 5 Stock Picks For Last Week From Wall Street's Most Accurate Analysts

Streaming giant Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) landed the U.S. media rights to the 2027 and 2031 Women's World Cup adding to its recent push into live sports, set to be front and center with two NFL games <a href="https://www.benzinga.com/general/sports/24/12/42354185/nfl-games-set-thanksgiving-day-records-why-this-is-good-and-bad-news-for-streaming-giant-netflix">on Christmas Day.</a>
What Happened: For years, Netflix has been a streaming platform <a href="https://www.benzinga.com/general/entertainment/22/03/26401426/after-formula-one-success-netflix-is-filming-a-docuseries-on-this-sport">for sports documentaries</a> that avoided live sporting content.
In recent years, the company dipped its toes in live content with comedy specials, a roast of Tom Brady and some one-off sporting events. Things escalated in 2024 with the live boxing event that featured Jake Paul and Mike Tyson.
Netflix is now adding one of the largest sporting events in the world to its library of live sports content <a href="https://inside.fifa.com/about-fifa/commercial/media-releases/fifa-netflix-historic-broadcast-deal-2027-2031-womens-world-cup">announcing </a>the "landmark media rights deal" for the 2027 and 2031 FIFA Women's World Cups rights for the U.S. and Puerto Rico across all languages.
Netflix will also produce an exclusive documentary series on women's soccer for both World Cups.
"I've seen the fandom for the FIFA Women's World Cup grow tremendously — from the electric atmosphere in France in 2019 to, most recently, the incredible energy we saw across Australia and Aotearoa New Zealand last year," Netflix Chief Content Officer Bela Bajaria said.
The 2027 Women's World Cup, which will be held in Brazil, takes place from June 24 through July 25 with 32 teams competing for the championship. The 2031 Women's World Cup host nation has not been decided yet.
Read Also: <a href="https://www.benzinga.com/news/earnings/24/10/41391637/netflix-q3-earnings-revenue-beats-eps-tops-q4-guidance-projects-subscriber-boost-from-squid-game-nf">Netflix Q3 Earnings: Revenue Beats, EPS Tops, Q4 Guidance Projects Subscriber Boost From &#8216;Squid Game,&#8217; NFL, And Boxing</a>
Why It's Important: Netflix isn't new to soccer having made several documentaries about soccer teams and figures including David Beckham, Neymar, Boca Juniors and the "Under Pressure: The U.S. Women's World Cup Team" series on the 2023 U.S. Women's team.
The strategy of sports documentaries and one-off events appears to be escalating with new media rights deals.
"We're super excited about the success of our sports-adjacent programming," Netflix co-CEO Ted Sarandos <a href="https://www.benzinga.com/general/entertainment/23/07/33308114/netflix-doesnt-want-to-live-sports-and-chill-were-happy-with-sports-adjacent-programming-ce">said last year.</a>
Sarandos said at the time that Netflix didn't need to get into "live sports licensing" at the time.
"We aren't anti-sports, we're pro-profit," Sarandos said last January.
The Paul vs. Tyson boxing match may have really kick-started plans for more live sports with <a href="https://www.benzinga.com/general/sports/24/12/42492251/netflix-ceo-says-paul-tyson-fight-really-phenomenal-strong-demand-for-nfl-game-advertising">huge viewership figures</a> and Sarandos recently saying Netflix may have left money on the table for advertising during the boxing match.
&#8220;If we knew the audience would be that big, we probably would have done a lot more selling on that fight," Sarandos said.
The NFL Christmas Day games have seen huge advertising demand and <a href="https://www.benzinga.com/general/sports/24/12/42512587/netflix-analyst-say-its-only-investable-media-stock-projects-150-million-nfl-christmas-day-boost">one analyst predicts</a> that Netflix might make as much from advertising as it paid for the media rights, making it a free way to try and grab new subscribers.
Sarandos hinted recently at doing more "big-scale live events" and doing them more frequently. Whether this meant the Women's World Cup could remain a mystery.
For Netflix, live sports events offer a way to gain subscribers and diversify its content. The events also allow the company to grow its advertising revenue with the ad-supported plans a growing focus.
The U.S. Women's soccer team won World Cups in 1991, 1999, 2015 and 2019 and is one of the top countries in the tournament of all time. An early exit in the 2023 tournament saw the team go home in the knockout rounds with a loss to Sweden decided in penalty kicks after a 0-0 tie.
Despite the early exit, U.S. media rights partner Fox Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOX#NASDAQ">FOX</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>) saw strong viewership. A group stage matchup against the Netherlands had 6.4 million average viewers, setting new records for a group stage match as reported by <a href="https://deadline.com/2023/08/2023-womens-world-cup-record-ratings-us-markets-fox-telemundo-peacock-1235523315/">Deadline</a>.
The knockout game with Sweden, which aired at 5 a.m. ETT in the U.S. averaged 2.5 million viewers despite the early airing. The four U.S. games averaged 3.8 million viewers, up 2% from the 2019 Women's World Cup U.S. games, but with major time zone difficulties at play. The team's final group match aired at 3 a.m. ET and had 1.3 million viewers.
With the next Women's World Cup in Brazil, Netflix should benefit from time zones that make the matches more in-line with American viewership.
Fox currently has the U.S. media rights to the Men's World Cup through 2026, which could set the Men's World Cup up for an intense round of bidders soon. Fox has rights to several other major soccer tournaments and will likely push hard to retain the Men's World Cup, especially after losing the Women's tournaments to Netflix.
Netflix begins broadcasting WWE events in January as part of an agreement with the company&#8217;s owner TKO Group Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TKO#NYSE">TKO</a>). Sarandos said WWE fits into the mold of a younger audience and treats sporting contests like big events.
NFLX Price Action: Netflix stock trades at $911.70 on Friday versus a 52-week trading range of $461.86 to $941.75. Netflix stock is up 96% year-to-date in 2024.
Read Next: 
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<li><a href="https://www.benzinga.com/general/entertainment/24/12/42305013/squid-game-season-2-includes-new-games-contestant-with-a-crypto-background-revenge-factor-political-overtones">&#8216;Squid Game&#8217; Season 2 Includes New Games, Contestant With A Crypto Background, Revenge Factor, Political Overtones</a></li>
</ul>
Photos: Courtesy FIFA, Shutterstock

Global

Netflix Adds Women's World Cup Media Rights: From Football To Futbol, Streamer All-In On Live Sports

Goldman Sachs analyst Michael Ng maintains Fox (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>) with a Buy and raises the price target from $51 to $57.

Goldman Sachs Maintains Buy on Fox, Raises Price Target to $57

Loop Capital analyst Alan Gould maintains Fox (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>) with a Buy and raises the price target from $48 to $55.

Loop Capital Maintains Buy on Fox, Raises Price Target to $55

Citigroup analyst Jason Bazinet maintains Fox (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>) with a Buy and raises the price target from $50 to $58.

Citigroup Maintains Buy on Fox, Raises Price Target to $58

As of Dec. 18, 2024, three stocks in the communication services sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
The RSI is a momentum indicator, which compares a stock&#8217;s strength on days when prices go up to its strength on days when prices go down. When compared to a stock&#8217;s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered overbought when the <a href="https://www.benzinga.com/topic/rsi">RSI is above 7</a>0, according to <a href="https://pro.benzinga.com/">Benzinga Pro</a>. 
Here's the latest list of major overbought players in this sector.
<h3 class="wp-block-heading">Travelzoo (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TZOO#NASDAQ">TZOO</a>)</h3>
<ul>
<li>On Oct. 23, Travelzoo announced better-than-expected third-quarter EPS results and a repurchase program for up to one million shares. &#8220;We will continue to leverage Travelzoo&#8217;s global reach, trusted brand, and strong relationships with top travel suppliers to negotiate more Club Offers for members,&#8221; said Holger Bartel, Travelzoo&#8217;s Global CEO. The company's shares gained around 17% over the past month and has a <a href="https://www.benzinga.com/quote/TZOO">52-week high of $21.38</a>.</li>
<li>RSI Value: 74.73&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</li>
<li>TZOO Price Action: Shares of Travelzoo closed at $21.25 on Tuesday.</li>
</ul>
<h3 class="wp-block-heading">Podcastone Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PODC#NASDAQ">PODC</a>)</h3>
<ul>
<li>On Nov. 7, PodcastOne posted weaker-than-expected quarterly results. &#8220;The momentum we established in first quarter has continued, evidenced by our 16% revenue growth to $12.2 million in Q2 Fiscal 2025,&#8221; said Kit Gray, President and Co-Founder of PodcastOne. The company's stock gained around 60% over the past month and<a href="https://www.benzinga.com/quote/PODC"> has a 52-week high</a> of $2.70.</li>
<li>RSI Value: 77.09</li>
<li>PODC Price Action: Shares of Podcastone closed at $2.67 on Tuesday.</li>
</ul>
<h3 class="wp-block-heading">Fox Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>)</h3>
<ul>
<li>On Dec. 17, Fox announced its digital presence reached 2.4 billion total multiplatform views in November. The company's stock gained around 8% over the past month and has a <a href="https://www.benzinga.com/quote/FOXA">52-week high</a> of $49.30.</li>
<li>RSI Value: 77.52</li>
<li>FOXA Price Action: Shares of Fox closed at $49.07 on Tuesday.</li>
</ul>
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B of A Securities analyst Jessica Reif Ehrlich maintains Fox (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>) with a Buy and raises the price target from $50 to $55.

B of A Securities Maintains Buy on Fox, Raises Price Target to $55

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Fox shares are trading higher after the company announced its digital presence reached 2.4 billion total multiplatform views in November.

FOX News Digital Announces 2.4B Total Multiplatform Views In Nov.

The National Football League is enjoying strong viewership for the 2024 season with some records set on Thanksgiving Day, news that streaming giant Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) likely welcomes as the company may be nervous after struggles with its<a href="https://www.benzinga.com/general/sports/24/11/42042640/netflix-crash-hits-jake-paul-mike-tyson-fight-can-streaming-platform-handle-christmas-day-nfl-action"> live boxing event.</a>
What Happened: While many people will be opening presents and enjoying time with families on Christmas Day, many will also tune into Netflix for <a href="https://www.benzinga.com/general/entertainment/24/05/38850110/netflix-to-stream-2-nfl-christmas-day-games-analyst-sees-strong-growth-potential">two exclusive NFL games</a>, similar to how they celebrated on Thanksgiving.
Netflix will stream its first-ever live NFL games on Christmas with two key matchups that could once again highlight the streaming giant's growth in sports.
At 1 p.m. ET, the Pittsburgh Steelers and Kansas City Chiefs game will stream on Netflix, followed by the 4:30 p.m. ET matchup between the Baltimore Ravens and Houston Texans.
NFL viewership has been good for the 2024 season, which could be good and bad for Netflix as the company struggled during its recent live boxing event that featured a headline match between Jake Paul and Mike Tyson.
Netflix reported that over 60 million homes tuned into the boxing event, with a peak of 65 million. That event saw hundreds of thousands of people report issues with the stream and a class action lawsuit filed against the company.
The NFL recently <a href="https://media.nfl.com/news-and-releases/corporate-communications/2024-thanksgiving-day-games-set-viewership-records">reported </a>the three games that aired on Thanksgiving set a new all-time record, with data dating back to 1988. The three games had 141 million viewers, a new record and an average of 34.2 million viewers per game, another record.
The early game between the Detroit Lions and Chicago Bears on CBS, a unit of Paramount Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARA#NASDAQ">PARA</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARAA#NASDAQ">PARAA</a>), set a record with 37.5 million viewers, the highest average for the early Thanksgiving Day game.
The midday game between the Dallas Cowboys and New York Giants on FOX, a unit of Fox Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOX#NASDAQ">FOX</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>), averaged 38.8 million viewers, making it the fourth most watched Thanksgiving Day game ever and fifth most watched regular season NFL game ever.
Read Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41235640/netflix-to-become-default-choice-for-tv-movies-analyst-predicts-more-live-sports-pr">Netflix To Become &#8216;Default Choice&#8217; For TV, Movies? Analyst Predicts More Live Sports, Price Increases</a>
Why It's Important: Thanksgiving Day games have long been highly watched given the event-driven nature of the games on a holiday with people off work and watching games together.
This could be similar on Christmas, which means Netflix could be in store for high viewership for its inaugural NFL games.
For comparison, Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) has the exclusive streaming rights to Thursday Night Football games and is averaging 13.3 million viewers for those games this season, up 8% year-over-year.
Amazon also streamed an exclusive game on Black Friday for the second straight year. The matchup between the Las Vegas Raiders and Kansas City Chiefs <a href="https://frontofficesports.com/amazons-nfl-black-friday-game-ratings-up-41-from-2023/">averaged </a>13.51 million viewers, up 41% year-over-year.
The high viewership, which is above Amazon's average, came with a close battle and the Chiefs surviving a last-minute push from the Raiders. The Chiefs are the most-watched NFL team this season, having some of the more popular games and the highest average across national television games.
For Netflix the odds are likely stacked for and against the company to have huge viewership, the big question is if the company can handle the demand and show the games without the same troubles it had during the boxing event.
The Chiefs (11-1), Steelers (9-3), Ravens (8-5) and Texans (8-5) are among the best teams in the NFL with each team ranking first or second in their division and all four teams currently in the NFL Playoffs if the season ended today.
The Texans game will also feature a halftime performance from Beyoncé, adding in potential non-football fan viewership on the holiday.
Add it all up and you have two games with top NFL teams, a holiday where people watch sports together, a halftime performance from a global superstar, a game with the top-watched team in the NFL and the potential of Taylor Swift to be present at the Chiefs game and you have must-see television and sports.
NFLX Price Action: Netflix stock closed up 0.75% to $917.87 on Thursday after hitting new all-time highs of $927 during the intraday. Netflix stock is up 96% year-to-date in 2024.
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Photo: Shutterstock

NFL Games Set Thanksgiving Day Records: Why This Is Good And Bad News For Streaming Giant Netflix

With more pressure facing Donald Trump's Department of Defense secretary pick Pete Hegseth, the president-elect could turn to a former political foe to <a href="https://www.benzinga.com/news/24/11/41952962/trumps-surprise-defense-secretary-pick-pete-hegseth-jolts-wall-street">fill the role.</a>
What Happened: Florida Governor Ron DeSantis — who ran against Trump in the Republican primary for <a href="https://www.benzinga.com/news/24/01/36709808/ron-desantis-ends-presidential-race-backs-donald-trump-ahead-of-new-hampshire-primaries">the 2024 election</a> — is a &#8220;Plan B&#8221; option due to concerns over Hegseth&#8217;s qualifications and past comments. 
On Polymarket, a betting <a href="https://polymarket.com/event/who-will-be-trumps-defense-secretary">market </a>for who will be Trump's Defense Secretary placed DeSantis alongside Hegseth. Here are the current favorites on the site:
<ul>
<li>DeSantis: 28%</li>
<li>Hegseth: 29%</li>
<li>Joni Ernst: 15%</li>
<li>Mike Waltz: 8%</li>
</ul>
The market resolves as Yes and pays out at $1 for the winning person if they are approved as the Defense Secretary by June 30, 2025. 
On Wednesday, DeSantis was trading as high as 49% on the prediction market, with Hegseth falling from odds of 87% back in November.
On Polymarket, users can deposit funds using USDC (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/">USDC</a>) via the Polygon (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/matic/usd">MATIC</a>) network. They can also deposit directly from a crypto account with Ethereum (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/eth/usd">ETH</a>). Like the 2024 election markets, the odds on potential Cabinet members are becoming hot betting markets on Polymarket.
Hegseth, a former co-host of "Fox &amp; Friends" for Fox Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOX#NASDAQ">FOX</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>), is meeting with members of Congress this week to try and win over support. That may be difficult considering the scathing <a href="https://www.newyorker.com/news/news-desk/pete-hegseths-secret-history">New Yorker</a> report that details how two veteran organizations forced Hegseth out of leadership positions.
And <a href="https://www.politico.com/news/2024/12/03/trump-considers-desantis-defense-secretary-hegseth-00192521">Politico</a> cited concerns over Hegseth's past comments on women and alcohol abuse, as well as a 2017 sexual assault allegation and a lack of experience in government. 
Whether Trump opts to replace Hegseth to avoid embarrassment during the approval process remains to be seen.
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Why It's Important: The Senate must approve each of Trump&#8217;s <a href="https://www.benzinga.com/topic/cabinet">Cabinet nominations</a>. And, so far, Trump has not picked DeSantis for any key role.
The often heated rivalry between the two Florida residents was evident when the president-elect famously gave DeSantis the nickname "DeSanctimonious."
DeSantis eventually left the election race and pledged his support to Trump. 
DeSantis, re-elected Florida governor in 2022, cannot run for governor of Florida in 2026. Florida has term limits on governors who serve two consecutive terms of six years or more. But, unlike some states, Florida would allow a future run as long as it is not consecutive.
DeSantis could also run for president again in the 2028 election. Being part of Trump's cabinet could improve his standing with Trump and the Republican party.
DeSantis and Trump made a truce this past summer. The Florida governor also helped fundraise for then-candidate Trump. Trump even considered him a <a href="https://www.benzinga.com/news/23/07/33192668/im-not-a-no-2-guy-says-ron-desantis-about-becoming-trumps-2024-running-mate">potential vice-presidential candidate</a>.
Should Trump pick DeSantis, and it&#8217;s approved, Lt. Gov. Jeanette Nuñez would become Florida's first female governor.
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Image: Shutterstock

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Trump To Swap Hegseth For DeSantis? Here's What Polymarket Odds For Defense Secretary Pick Show

The Detroit Lions and Dallas Cowboys traditionally play on Thanksgiving, making NFL games a key part of the holiday, alongside family gatherings and feasts. It is also a day off for the <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/23/11/35930411/is-the-stock-market-closed-on-thanksgiving-traders-prepare-for-a-holiday-break">country's major stock markets</a>.
Along with the Lions and Cowboys, four other NFL teams will be featured across three NFL games on Thanksgiving Day.
Lions and Cowboys Thanksgiving Day Games: Dating back to 1934, the Detroit Lions have played in the annual Thanksgiving Day game. The lone exceptions were the 1939 through 1944 seasons that weren&#8217;t played due to World War II. The games have become a staple for the&nbsp;<a href="https://www.benzinga.com/topic/nfl" target="_blank" rel="noreferrer noopener">National Football League.</a>
The idea for the Thanksgiving Day game was&nbsp;<a href="https://www.espn.com/nfl/story/_/id/32646037/nfl-thanksgiving-day-games-history-lions-cowboys-play-every-year-moments-traditions-records" target="_blank" rel="noreferrer noopener">created&nbsp;</a>by former Lions owner&nbsp;G.A. Richards&nbsp;as a way to increase attendance and media hype for the team. Richards purchased the Portsmouth (Ohio) Spartans and moved them to Detroit before the tradition began.
The first Thanksgiving Day game was watched by more than 26,000 fans.
The Dallas Cowboys played on Thanksgiving Day in 1966, beating the Cleveland Browns 26-14. The Cowboys&#8217; first Thanksgiving Day game was attended by 80,259 people. The Cowboys have played a Thanksgiving Day game every year since except 1975 and 1977.
Similar to the Lions, the Cowboys saw the holiday as a way to create more national media attention for the team.
The Lions created the concept, and the game pre-dates the Super Bowl and many of the NFL teams being created, which makes tradition the biggest reason why the Lions and Cowboys play in their respective games annually.
In 2006, the NFL added a prime-time Thanksgiving Day game that features two rotating teams.
Thanksgiving Day Stats:&nbsp;The Lions lost its first Thanksgiving Day game and haven&#8217;t had success in many of the contests: the franchise holds an all-time 37-45-2 record in Thanksgiving Day games. The Lions have lost seven straight Thanksgiving Day games heading into the 2024 contest.
As the creators of the game concept, the Lions have the most Thanksgiving Day wins with 37, but one of the worst records overall.
The Cowboys have had better success in their games, holding an all-time-record of 33-22-1.
While they don&#8217;t play every year, two other teams largely featured are the&nbsp;Chicago Bears&nbsp;and&nbsp;Green Bay Packers, which hold all-time Thanksgiving Day records of 20-15-2 and 15-20-2, respectively. Both the Bears and Packers play on Thursday.
The&nbsp;Jacksonville Jaguars&nbsp;are the only NFL team to never play in a Thanksgiving Day game. Several teams have never won on Thanksgiving Day, with the Tampa Bay Buccaneers and Cincinnati Bengals each holding a 0-1 record.
Read Also: <a href="https://www.benzinga.com/general/sports-betting/24/08/40555085/sports-illustrated-predicts-detroit-lions-to-win-super-bowl-heres-how-much-100-bet-could-p">Sports Illustrated Predicts Detroit Lions To Win Super Bowl: Here&#8217;s How Much $100 Bet Could Pay If History Is Made</a>
2024 Thanksgiving Day Games:&nbsp;Here&#8217;s a look at the&nbsp;three 2024 Thanksgiving Day games, how to watch and the betting odds.
<ul>
<li>Chicago Bears (4-7) at Detroit Lions (10-1): 12:30 p.m. ET on CBS, a unit of Paramount Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARA#NASDAQ">PARA</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARAA#NASDAQ">PARAA</a>)</li>
<li>New York Giants (2-9) at Dallas Cowboys (4-7): 4:30 p.m. ET on FOX, a unit of Fox Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOX#NASDAQ">FOX</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>)</li>
<li>Miami Dolphins (5-6) at Green Bay Packers (8-3): 8:20 p.m. on NBC, a unit of Comcast Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>)</li>
</ul>
The Giants are 7-6-3 all-time in Thanksgiving Day matches and the Dolphins are 5-2 all-time on Thanksgiving Day.
All three home teams are the favorites in their Thursday games. Betting odds from DraftKings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DKNG#NASDAQ">DKNG</a>) show the Lions favored by 9.5 points, the Cowboys favored by 3.5 points and the Packers favored by 3.5 points.
Betting on all three favorites to win pays out with odds of +212, which would turn $100 bet into a profit of $212 if the Lions, Cowboys and Packers all win. Betting on all three favorites to cover the spread and win by the totals listed above would pay out at +638, turning $100 bet into a profit of $638 if all three teams cover.
Betting favorites on Thanksgiving Day are 48-9 straight up and 38-19 against the spread since 2004, according to <a href="https://www.actionnetwork.com/nfl/nfl-thanksgiving-betting-trends-stats-notes-action-network-betting-primer-2024">data </a>from Action Network.
A win by the Bears could be one of the biggest upsets on Thanksgiving Day since 1980 depending on where the spread closes. The current record is the Dolphins beating the Cowboys as 10-point underdogs in 1993. The Packers win over the Lions in 2023 as 8.5-point underdogs ranks second.
Why It's Important: The Thanksgiving Day NFL games could be part of a huge week for sportsbooks. Macquarie analyst Chad Beynon estimates $4.5 billion will be bet by U.S. bettors over Thanksgiving week from Nov. 25 to Dec. 1, as <a href="https://www.casino.org/news/thanksgiving-football-feast-4-5b-in-wagers-expected-this-week/">reported </a>by Casino.org.
This figure would be up 11% year-over-year and comes with a record 38 states and Washington D.C. allowing legal sports betting for this year's Thanksgiving Day games.
Prime-time games, which typically occur at nighttime often see increased betting with more viewers watching. The three Thanksgiving Day games could all be treated like prime-time games according to Beynon.
The Thanksgiving Day games feature the red-hot Lions who have won nine games in a row and are the current betting favorites to win Super Bowl LIX. The Lions are one of <a href="https://www.benzinga.com/general/sports-betting/24/09/40720484/which-4-teams-have-never-reached-the-super-bowl-betting-payouts-if-history-is-made-in-2024">only four teams </a>to never make a Super Bowl appearance.
DraftKings lists the Lions as the Super Bowl favorites at +250, ranking ahead of the Kansas City Chiefs (+450), who are seeking a third-straight championship. The Packers rank sixth with odds of +1,600 and the Dolphins have odds of +9,000.
The other Thursday teams (Giants, Bears, Cowboys) all have odds of +100,000 to win Super Bowl LIX as all will likely miss making the NFL Playoffs.
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This article was previously published by Benzinga and has been updated.
This image used was created using artificial intelligence MidJourney.

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Here's Why The Detroit Lions, Dallas Cowboys Always Have Thanksgiving Day NFL Games

&nbsp;Fox Entertainment and Hulu are staying in business together in a major way.
The two companies have struck a new multi-year content partnership that includes in-season streaming rights for Fox's programming slate.
The broadcast network and the Disney-owned streamer have also expanded their multi-platform marketing arrangement in the deal, which Deadline understands is worth more than $1.5B over four years with the ad-load included.
Fox got in early to renew the deal – the previous arrangement was unveiled in January 2023 and this new pact runs through 2029. It gives the network a bedrock to build out its slate of originals including dramas such as Rescue HI-Surf and Murder in a Small Town, comedies such as Animal Control and reality series such as The Masked Singer, The Floor and Gordon Ramsay's Next Level Chef.
<a href="https://deadline.com/2024/11/fox-hulu-streaming-deal-1236183347/" title="https://deadline.com/2024/11/fox-hulu-streaming-deal-1236183347/">https://deadline.com/2024/11/fox-hulu-streaming-deal-1236183347/</a>

'Fox Entertainment & Hulu Extend Major Streaming Deal With Pact Worth North Of $1.5B' -Deadline

Netflix Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>) made headlines over the weekend, both good and bad, thanks to its highly anticipated live boxing stream featuring Jake Paul and Mike Tyson. The younger Paul won <a href="https://www.benzinga.com/general/sports/24/11/42022601/mike-tyson-vs-jake-paul-netflixs-explosive-boxing-event-ends-with-pauls-victory">via unanimous decision.</a>
The event could be a huge win for Netflix as it ramps up live events, but Friday's fight night showed that sometimes demand is too high and can cause problems even for streamers.
What Happened: Friday&#8217;s fight card, postponed from an <a href="https://www.benzinga.com/general/sports/24/11/41985523/paul-vs-tyson-boxing-match-how-to-watch-betting-odds-what-the-stats-say-and-more" target="_blank" rel="noopener">earlier 2024 date,</a> featured the Paul vs. Tyson fight, which pitted one of the upcoming boxers and social media stars (Paul) against one of the most recognized and most awarded boxers in history (Tyson).
While Paul won the fight, many on social media Friday night labeled Netflix—or themselves as viewers—the real losers, as high traffic from the Katie Taylor vs. Amanda Serrano fight preceding the main event caused Netflix to crash.
The hashtag #NetflixCrash trended on social media platform X Friday and more than one million people around the world, from 50 countries, reported issues with their stream according to DownDetector. TechCrunch <a href="https://techcrunch.com/2024/11/16/jake-paul-vs-mike-tyson-fight-shows-netflix-still-struggles-with-live-events/">said </a>11 p.m. ET was the peak time for issues, and around 530,000 U.S. customers reported issues with their stream.
While the issues seemed to ease during the Paul vs. Tyson fight, some customers may have abandoned watching altogether due to repeated disruptions or reports of problems experienced by other subscribers.
"Over 120 million people on Netflix. We crashed the site," Paul boasted after the fight.
Netflix said over 60 million people tuned in for the Paul vs. Tyson fight, setting records along the way.
While Netflix has experimented with live comedy specials, live award shows and a live roast of Tom Brady, this was the company's biggest test to date and the stumbles could be bad news ahead of two highly anticipated National Football League games on Christmas Day.
Read Next: <a href="https://www.benzinga.com/general/entertainment/24/11/41821069/netflix-stock-hits-all-time-highs-company-confirms-stranger-things-season-5-for-2025">Netflix Stock Hits All-Time Highs, Company Confirms &#8216;Stranger Things&#8217; Season 5 For 2025</a>
What's Next: Netflix will air two games on Christmas Day, with the Kansas City Chiefs and Pittsburgh Steelers facing off at 1 p.m. ET and the Baltimore Ravens and Houston Texans facing off at 4:30 p.m. ET.
The games are <a href="https://www.netflix.com/tudum/articles/nfl-games-on-netflix">exclusive </a>on Netflix, outside of the local television markets for the teams playing in the two contests.
In case you were wondering if Friday's stumbles had Netflix or the NFL reconsidering the plans to stream games on Christmas Day, the streaming giant is already doubling down.
Netflix announced that Beyoncé will <a href="https://www.benzinga.com/24/11/42038673/netflix-scores-big-beyonce-set-to-headline-nfl-christmas-halftime-show" target="_blank" rel="noopener">perform at halftime </a>during the Ravens—Texans game in her hometown of Houston. Beyoncé will perform songs from her recent "Cowboy Carter" album and feature unnamed special guests, Netflix said.
Beyoncé previously performed during halftime of two Super Bowls, one as a headliner and one during a headline performance from Coldplay.
While Super Bowls regularly attract over 100 million viewers, which could be bad news for Netflix, it's important to remember that the average NFL game is watched by fewer people than those who tuned in for the Paul and Tyson fight.
Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), which is the exclusive home of "Thursday Night Football" games, <a href="https://www.benzinga.com/general/sports/24/11/41918005/super-bowl-lix-betting-odds-kansas-city-chiefs-favorite-to-three-peat-can-detroit-lions-spoil-the-party-make-team-history">is averaging 13 million </a>viewers per NFL game this season through Week 9, up 4% from last season. Fox Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOX#NASDAQ">FOX</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>), which airs games on Sunday, is averaging 18.65 million viewers per NFL game.
The most watched game of the current NFL season is the Week 1 matchup of the Chiefs and Ravens, which aired on Comcast Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) units NBC and Peacock. The game<a href="https://www.benzinga.com/general/entertainment/24/01/36647034/peacock-has-most-livestreamed-event-in-u-s-history-with-nfl-playoffs-exclusive-can-comcast-"> had an average</a> of 29.2 million viewers.
Last season, the NFL had a streaming exclusive NFL Playoffs game on Peacock. The matchup between the Miami Dolphins and Chiefs was watched by an average of 23 million people, up 6% to the prior year's playoff game and setting records along the way.
Netflix ended the third quarter with 282.72 million global paid subscribers. Now, if every single subscriber tunes into the NFL games on Christmas Day, Netflix could have serious problems, given the Paul and Tyson fight.
However, viewership for the Christmas Day games will probably be below 60 million, and given Netflix's more than one month to get things right, fewer problems will likely occur.
NFLX Price Action: Netflix stock is up 1% to $832.70 on Monday after starting the day down. Netflix stock has traded between $445.73 and $841.00 over the last 52 weeks. The stock is up 77.8% year-to-date in 2024.
Read Next: 
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<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41235640/netflix-to-become-default-choice-for-tv-movies-analyst-predicts-more-live-sports-pr">Netflix To Become &#8216;Default Choice&#8217; For TV, Movies? Analyst Predicts More Live Sports, Price Increases</a></li>
</ul>
Photo: Shutterstock

Netflix Crash Hits Jake Paul-Mike Tyson Fight: Can Streaming Platform Handle Christmas Day NFL Action?

President-elect Donald Trump has spent the week following <a href="https://www.benzinga.com/news/24/11/41768178/donald-trump-defeats-kamala-harris-to-win-2024-election">his election win</a> penciling in cabinet picks. His choice for Defense Secretary, Pete Hegseth, is raising eyebrows. 
The Pick: Hegseth was a co-host on Fox Corp&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOX#NASDAQ">FOX</a>) &#8220;Fox &amp; Friends,&#8221; Trump&#8217;s favorite television show. 
The Minnesota native, an Iraq and Afghanistan War veteran, has never held a government position. Hegseth has been a strong supporter of Trump since 2016.
<a href="https://apnews.com/article/trump-hegseth-defense-secretary-pentagon-2d8030921ecef933778cf92afd40ec72">According</a> to the Associated Press, Trump encouraged his supporters to buy Hegseth's book in June and said that if he won the election, "The woke stuff will be gone within a period of 24 hours. I can tell you."
Hegseth supports removing women from combat roles in the military, <a href="https://www.independent.co.uk/news/world/americas/us-politics/pete-hegseth-defense-secretary-trump-women-military-b2646325.html">according</a> to The Independent. 
Why it Matters: Trump&#8217;s selection of Hegseth surprised many Wall Street observers, <a href="https://www.barrons.com/amp/articles/trump-defense-secretary-pete-hegseth-stocks-d9af9d58">according</a> to Barron&#8217;s. The television host was not on the radar of research analysts.
Trump announced plans Tuesday to appoint Elon Musk and Vivek Ramaswamy to form the <a href="https://www.benzinga.com/government/regulations/24/11/41931503/trump-forms-doge-with-elon-musk-and-vivek-ramaswamy-at-the-helm-will-it-impact-tesla-ceos-role-at-the-ev-giant-and-spacex">&#8220;Department of Government Efficiency,&#8221;</a> aimed to &#8220;cut wasteful expenditures.&#8221; 
The sprawling U.S. military complex, which now <a href="https://fiscaldata.treasury.gov/americas-finance-guide/federal-spending/">comprises</a> 13% of the federal budget at nearly $1 trillion, has been unable to pass an independent audit for the last six years, <a href="https://www.reuters.com/world/us/pentagon-fails-audit-sixth-year-row-2023-11-16/">according</a> to Reuters.
Wall Street is apparently not worried that Musk and Ramaswamy will gut military spending to federal contractors. The iShares US Aerospace &amp; Defense ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ITA#BATS">ITA</a>) has risen over 7% since Trump&#8217;s election win. General Dynamics Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GD#NYSE">GD</a>), Lockheed Martin Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) and Rtx Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) have posted gains in that period.
What&#8217;s Next: Several Democratic Party politicians <a href="https://x.com/SenWarren/status/1856502912551158049">including</a> Senator Elizabeth Warren voiced disapproval of Trump&#8217;s pick, citing Hegseth&#8217;s lack of experience. The &#8220;Fox &amp; Friends&#8221; anchor will face a confirmation hearing in the Senate following Trump&#8217;s inauguration.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/news/global/24/11/41927289/trump-appoints-elon-musk-and-vivek-ramaswamy-to-lead-doge-targeting-bureaucracy-and-65-trillion-federal-spending-we-will-not-go-gently">Trump Appoints Elon Musk And Vivek Ramaswamy To Lead &#8216;DOGE,&#8217; Aiming to Slash Bureaucracy And $6.5 Trillion Federal Spending: &#8216;We Will Not Go Gently&#8217;</a></li>
</ul>
Photo courtesy of Wikimedia.

Government

iShares Dow Jones US Aerospace & Defense Index Fund

Trump's Surprise Defense Secretary Pick Pete Hegseth Jolts Wall Street

The Kansas City Chiefs are the only unbeaten NFL team remaining in the 2024 season and are the betting favorites to be the first team to win back-to-back-to-back Super Bowls <a href="https://www.benzinga.com/general/entertainment/24/02/37080383/three-peat-super-bowl-lix-odds-kansas-city-chiefs-back-to-back-to-back-payout">in NFL history.</a>
Here's a look at the current betting odds after the midway point of the 2024 NFL season and how it compares to the start of the season.
What Happened: The<a href="https://www.benzinga.com/topic/nfl"> National Football League</a> has wrapped 10 weeks of the 2024 season and with each team playing 17 games across 18 weeks, every team has now played at least nine of their 17 games in the season.
With teams all past the midway of their 17 games, here's a look at the current betting odds to win Super Bowl LIX from sportsbook DraftKings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DKNG#NASDAQ">DKNG</a>) and how the odds compare to back in February in parentheses after the Chiefs won their second straight Super Bowl.
<ul>
<li>Kansas City Chiefs, 9-0: +400 (+650, 2nd)</li>
<li>Detroit Lions, 8-1: +450 (+1,200, 5th)</li>
<li>Baltimore Ravens, 7-3: +600 (+900, 3rd)</li>
<li>Buffalo Bills, 8-2: +800 (+1,000, 4th)</li>
<li>Philadelphia Eagles, 7-2: +900 (+2,000, 8th)</li>
<li>San Francisco 49ers, 5-4: +1,000 (+550, 1st)</li>
<li>Minnesota Vikings, 7-2: +2,200 (Not in top 13)</li>
<li>Washington Commanders, 7-3: +2,500 (Not in top 13)</li>
<li>Pittsburgh Steelers, 7-2: +2,500 (Not in top 13)</li>
<li>Green Bay Packers, 6-3: +2,500 (+2,000, 9th)</li>
<li>Houston Texans, 6-4: +2,800 (+2,200, 11th)</li>
<li>Los Angeles Chargers, 6-3: +3,500 (+2,500, 13th)</li>
<li>Arizona Cardinals, 6-4: +4,000 (Not in top 13)</li>
<li>Cincinnati Bengals, 4-6: +4,500 (+1,300, 6th)</li>
<li>Atlanta Falcons, 6-4: +5,000 Not in top 13)</li>
</ul>
The list of the top 15 favorite teams includes five that were not among the top 13 favorites back in February. The 49ers, the betting favorites, fell to sixth with a 5-4 record. The Bengals, which had the sixth-best odds in February, fell to 14th and the only team with a losing record to be among the 15 favorites. The Lions and Eagles have moved up several places thanks to strong starts.
The 2024 NFL season could see a first-time Super Bowl winner and could even include a team that has never been to a Super Bowl. The Lions and Texans are two of the<a href="https://www.benzinga.com/general/sports-betting/24/09/40720484/which-4-teams-have-never-reached-the-super-bowl-betting-payouts-if-history-is-made-in-2024"> four teams that have never been </a>to a Super Bowl and both are among the 15 current favorites with the Lions ranked a narrow second behind the Chiefs.
The Bills, Vikings, Chargers, Cardinals, Bengals and Falcons have all been to a Super Bowl but never won, with the Bills and Vikings each having a 0-4 record in career Super Bowls.
Dropping out of the top 13 for odds were the Miami Dolphins (7th), Dallas Cowboys (10th) and New York Jets (12th), which have records of 3-6, 3-6 and 3-7, respectively.
Strong TV Ratings: The 2024 NFL season witnessed some big primetime television matchups and key rivalries that helped boost viewership.
Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), which hosts "Thursday Night Football," is seeing its best ratings with an average of 13 million viewers through week 9, up 4% year-over-year and ahead of averages of 11.86 million in the 2023 season and 9.58 million in the 2022 season, as reported by <a href="https://frontofficesports.com/nfl-tv-ratings-can-amazon-keep-up-record-tnf-pace/">FrontOfficeSports</a>.
Fox Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOX#NASDAQ">FOX</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>) is averaging 18.65 million viewers for its Sunday games, the company's highest average through week 9 since 2016.
Of the 10 most-watched NFL games for the season, five were on FOX, three were on Paramount Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARA#NASDAQ">PARA</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PARAA#NASDAQ">PARAA</a>)-owned CBS and two were on Comcast Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>)-owned NBC. The most-watched game to date is the Week 1 Chiefs vs. Ravens matchup on NBC with 29.2 million viewers, as <a href="https://www.nytimes.com/athletic/5902219/2024/11/08/chiefs-cowboys-tv-ratings-americas-team/">reported </a>by Action Network.
The Chiefs have been featured in six of the most-watched NFL games for the 2024 season.
Read Next: 
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<li><a href="https://www.benzinga.com/general/entertainment/24/05/38625265/heres-how-much-a-super-bowl-lix-commercial-will-cost-how-fox-corporation-stock-could-benefi">Here&#8217;s How Much A Super Bowl LIX Commercial Will Cost, How Fox Corporation Stock Could Benefit</a></li>
</ul>
Photo: Shutterstock

Super Bowl LIX Betting Odds: Kansas City Chiefs Favorite To Three-Peat, Can Detroit Lions Spoil The Party?

Super Bowl LIX Betting Odds: Kansas City Chiefs Favorite To Three-Peat, Can Detroit Lions Spoil The Party, Make Team History?

The 2024 U.S. presidential election was one of the biggest events of the year, and it showed in the record-breaking livestream <a href="https://www.benzinga.com/news/24/11/41780976/chip-stocks-like-nvidia-broadcom-taiwan-semi-gain-after-trump-win-whats-going-on">viewership across platforms on election day</a>.
What Happened: Streams Charts reported that live streams covering the election generated nearly 84 million hours of watch time &#8211; almost five times more than the viewership for the September debates between Vice President Kamala Harris and President-Elect Donald Trump. 
The dominant platform for election coverage was Alphabet Inc.-owned (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) YouTube, which accounted for over 80% of total watch time across all broadcasts. Rumble Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUM#NASDAQ">RUM</a>) came in second with 13.1% of viewership.
Peak viewership for political streams on election day hit over 9.14 million viewers, with the average number of viewers approaching 3.5 million. Audience engagement spiked closer to the end of voting and the announcement of results.
While the debates lasted just a few hours, some election day broadcasts ran non-stop from the start of voting until the results were announced.
The most-watched broadcast was Fox Corp.-owned (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOX#NASDAQ">FOX</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>) Fox News on YouTube, which peaked at over 1.14 million viewers &#8211; a historic record for the channel. Comcast Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>) subsidiary NBC News came in second with nearly 616,900 peak viewers.
See Also: <a href="https://www.benzinga.com/general/entertainment/24/10/41616337/google-bought-youtube-for-1-65b-and-now-it-prints-50b-in-revenue-just-in-1-year-sundar-pich">Google Bought YouTube For $1.65B And Now It Prints $50B In Revenue Just In 1 Year</a>
Why It Matters: All the top broadcasts were on YouTube, as the platform remains the primary choice for TV networks to stream their content online.
Among individual streamers, commentators Dan Bongino and Steven Crowder on Rumble drew the largest audiences, both setting new personal viewership records. 
Streamer HasanAbi, on Amazon.com Inc.-owned (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Twitch, also marked a historic peak of about 313,400 concurrent viewers on his Election Day coverage.
Throughout the election campaign, Trump consistently outpaced Harris in mentions on Twitch, holding around a 70% share compared to Harris&#8217; 30%. This trend continued on election day, with Trump&#8217;s mentions jumping to 104K versus Harris&#8217; 41.6K.
Read Next: 
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<li><a href="https://www.benzinga.com/news/24/11/41795320/trumps-20-tariff-plans-could-unleash-wave-of-spending-on-big-ticket-buys-in-holiday-quarter-says-eco">Trump&#8217;s 20% Tariff Plans Could Unleash Wave Of Spending On Big Ticket Buys In Holiday Quarter, Says Economist Justin Wolfers</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

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골드만삭스 리서치가 새로운 해를 맞아 대담한 주식 선택과 2025년 <a href="https://www.benzinga.com/general/biotech/24/12/42710358/veteran-investor-bets-big-on-sp-500-hitting-7000-by-end-of-2025-these-sectors-could-lead-the-charge" target="_blank" rel="noopener">시장을 형성할</a> 다섯 가지 투자 테마를 조명했다.
무슨 일이 있었나: 목요일에 공유된 노트에서, 스티븐 크론(Steven Kron)이 이끄는 애널리스트 팀은 &#8220;컨빅션 리스트(Conviction List)&#8221; &#8211; 주목할 만한 투자 아이디어로 구성된 포트폴리오를 재조정했다.
골드만삭스는 벨덴(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BDC#NYSE">BDC</a>), 노르웨이 크루즈 라인 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NCLH#NYSE">NCLH</a>), 그리고 우버 테크놀로지스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>)를 리스트에 추가했다. 이 회사들은 폭스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>), 파커 하니핀(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PH#NYSE">PH</a>) 그리고 TPG(TPG.)를 대체했다.
중요성: 산업 기술이 다시 유행하고 있다. 애널리스트 마크 델라니(Mark Delaney)는 벨덴이 산업의 순환적 회복을 타고 상승하고, 고마진 소프트웨어 솔루션 비즈니스를 확장하고 있다고 보고 있다. 델라니는 2025년과 2026년 모두 컨센서스 예상치를 상회하는 주당순이익(EPS)을 예측하여, 이를 산업 분야에서 두드러진 선택으로 만들었다.
크루즈 산업은 더 강력한 2025년을 향해 항해하고 있다. 애널리스트 리지 도브(Lizzie Dove)는 순 구매 의향(NPI) 데이터의 가속화와 2023년 경영진 인사로 인한 비용 절감을 언급했다. 도브는 이 기업이 단위당 수익과 비용 격차를 2.5%포인트 확대하여 동종업계인 로얄 캐리비안 크루즈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RCL#NYSE">RCL</a>)에 가까운 평가로 만들어질 것이라고 예상한다.
애널리스트 에릭 셰리던(Eric Sheridan)은 이동성 사업에 대한 회의론과 자율주행차의 부상에도 불구하고 우버에 대해 긍정적인 전망을 유지하고 있다. 그는 2023년에서 2026년까지 조정된 EBITDA의 연평균 성장률(CAGR)이 39%에 이를 것이라고 예측한다. 이 투자은행에 따르면, 우버는 2026년까지 $3.50의 GAAP EPS를 제공할 것으로 예상되며, 이는 컨센서스보다 7% 높은 수치이다. 골드만삭스는 우버 주식에 대해 12개월 목표 주가를 $96로 설정하여, 현재 시장 수준에서 거의 60% 상승할 것으로 예상한다.
<h3 class="wp-block-heading">2025년에 주목할 주요 테마: AI, M&amp;A, 탈세계화 등</h3>
이 투자은행은 새해를 맞이하여 주목해야 할 다섯 가지 주요 테마를 제시했습니다.
<ul>
<li>인공지능(AI): 골드만삭스의 카시 랑간(Kash Rangan)은 AI 투자가 2025년에 인프라 지출에서 플랫폼과 애플리케이션으로 전환될 것이라고 예상한다. 최근 노트에서 랑간은 AI가 기업 소프트웨어에 점점 더 통합되고 있음을 강조했다. 이 트렌드에 노출된 주식으로는 엔비디아(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), 스노우플레이크(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>) 그리고 테라다인(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TER#NASDAQ">TER</a>)이 있다.</li>
</ul>
<ul>
<li>규제 완화, M&amp;A, 자본 시장 회복: 잠재적인 트럼프 행정부 2기 아래의 규제 변화가 M&amp;A 활동을 가속화할 수 있다고 골드만의 애널리스트들이 말한다. 씨티그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/C#NYSE">C</a>), 에버코어(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EVR#NYSE">EVR</a>) 그리고 S&amp;P 글로벌(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPGI#NYSE">SPGI</a>)과 같은 금융 기업들이 혜택을 볼 수 있다. 애널리스트 리차드 램스덴(Richard Ramsden)은 최근 은행과 금융 자문사에 대한 환경이 더 유리해질 것이라고 언급했다.</li>
</ul>
<ul>
<li>미국 재충전: 칼리 데이븐포트(Carly Davenport)는 데이터 센터와 AI 컴퓨팅의 전력 수요 증가를 강조하며, 이 추세가 유틸리티 자본 지출의 지속적인 성장을 주도하고 있다고 지적했다. 그녀의 팀은 운송 전기화를 지원하기 위한 에너지 인프라의 중요성을 강조했다. DBA 셈프라(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SRE#NYSE">SRE</a>)가 골드만의 이 분야 최고의 선택이다.</li>
</ul>
<ul>
<li>탈세계화: 관세 전쟁의 시대는 끝나지 않았다. 얀 하치우스(Jan Hatzius)와 경제팀은 중국 수입품에 대한 관세가 20%포인트 인상되고, 유럽 자동차와 멕시코 전기차에 새로운 세금이 부과될 것으로 예상한다. 벌컨 머티리얼즈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VMC#NYSE">VMC</a>)와 우드워드(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WWD#NASDAQ">WWD</a>)와 같은 회사들은 이러한 정책으로 인한 공급망 혼란에 잘 적응할 수 있다.</li>
</ul>
<ul>
<li>탄력적인 미국 소비자: 거시적 우려에도 불구하고 골드만삭스는 미국 소비자들에게 또 다른 강력한 해를 그리고 있다. 재량적 현금 흐름이 2025년에 5.2% 증가할 것으로 예상되며, 2024년의 4.4%에서 상승할 것으로 보인다. 이는 저축률 상승에 의해 지원된다. 주목해야 할 주식으로는 노르웨이 크루즈 라인, 우버, 벌링턴 스토어스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BURL#NYSE">BURL</a>) 그리고 핀터레스트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PINS#NYSE">PINS</a>)가 있다.</li>
<li></li>
</ul>
지금 읽어보세요:
<ul>
<li><a href="https://www.benzinga.com/news/large-cap/25/01/42770597/wall-street-watches-january-sp-500-tends-to-gain-yet-streaming-giant-steals-the-market-show">월스트리트가 1월을 주목 &#8211; S&amp;P 500은 상승하는 경향이 있지만, 스트리밍 대기업이 시장의 관심을 빼앗습니다.</a></li>
</ul>
이미지: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

골드만삭스, '컨빅션 리스트'에 3개의 주식 추가 및 2025년 주목해야 할 5가지 시장 동향

S&amp;P 500는 2024년에 23.31%의 수익률을 기록했지만, 통신 서비스 섹터가<a href="https://www.benzinga.com/topic/s-p-500"> 주목</a>을 받았다.
S&amp;P 500 내의 통신 서비스 섹터에 노출되도록 설계된 상장지수펀드(ETF)인 Communication Services Select Sector SPDR Fund(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLC#NYSE">XLC</a>)는 33.24%의 상승률로 선두를 차지했다.
이는 25.47% 상승한 Consumer Discretionary Select Sector SPDR Fund(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLY#NYSE">XLY</a>)와 28.54% 상승한 Financial Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLF#NYSE">XLF</a>)를 초과한 것이다.
<h2 class="wp-block-heading">오락 대기업들이 통신 서비스 부문의 급등을 이끌다</h2>
이 놀라운 성과를 이끈 것은 무엇일까? 바로 세 개의 오락 대기업: 넷플릭스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>), 메타 플랫폼스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) 그리고 폭스 코퍼레이션(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOX#NASDAQ">FOX</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>)이다.
<ul>
<li>넷플릭스는 광고 지원 구독제로 가입자가 몰리면서 83.07% 이상 급증하는 블록버스터 랠리를 선보였다.</li>
<li>메타 플랫폼스는 인공지능(AI) 기반 광고 타겟팅과 몰입형 VR 롤아웃으로 65.42% 이상 급등하며 지배력을 확고히 했다.</li>
<li>한편, 폭스는 라이브 스포츠와 뉴스에서 강점을 찾아 각각 65.42%와 63.73% 상승했다.</li>
</ul>
라이브 네이션 엔터테인먼트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LYV#NYSE">LYV</a>)는 소규모 플레이어이지만, 38.35% 상승으로 이 부문에 리듬을 추가하며 라이브 엔터테인먼트에 대한 수요가 여전히 존재함을 입증했다.
추가 읽기: <a href="https://www.benzinga.com//node/42701434">넷플릭의 NFL 데뷔, 기록적인 스트리밍 수치 가져오지만 전통 TV에는 뒤쳐져: 보도</a>
<h2 class="wp-block-heading">통신 부문이 기술 및 S&amp;P 500 전체 시장을 초과</h2>
S&amp;P 500이 상당한 성과를 거두었지만, 통신 서비스 섹터는 명망 있는 Technology Select Sector SPDR Fund(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) 섹터(20.80%)를 능가했다.
오락과 디지털 참여는 올해의 황금 티켓으로, XLC는 스트리밍과 광고 혁신이라는 두 가지 엔진을 활용했다.
2025년이 다가옴에 따라, 통신 서비스 부문이 이 기세를 유지할 수 있을지 아니면 다른 섹터가 왕좌를 차지할지에 모든 시선이 집중될 것이다.
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다음 읽기: 
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/2024%EB%85%84-sp-500-%EC%A7%80%EC%88%98%EB%8A%94-57%ED%9A%8C-%EC%82%AC%EC%83%81-%EC%B5%9C%EA%B3%A0%EC%B9%98-%EA%B2%BD%EC%8B%A0-%EB%82%98%EC%8A%A4%EB%8B%A5-%EA%B8%89%EB%93%B1%EC%9D%98-30%EB%8A%94/" target="_blank" rel="noopener">S&amp;P 500, 2024년 기록적인 57회 사상 최고치 기록: 매그니피센트 7이 나스닥 상승의 30% 주도</a></li>
</ul>
이미지 출처: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

S&P 500가 인상적인 2024년 수익을 달성하며 XLC가 차트를 석권: 넷플릭스, 메타, 폭스에 주목

내셔널 풋볼 리그(NFL)는 추수 감사절에 몇 가지 기록을 세우면서 2024 시즌의 강력한 시청률을 누리고 있다. 이는 스트리밍 거대 기업인 넷플릭스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NFLX#NASDAQ">NFLX</a>)가 환영할 만한 소식이다. 최근 <a href="https://www.benzinga.com/general/sports/24/11/42042640/netflix-crash-hits-jake-paul-mike-tyson-fight-can-streaming-platform-handle-christmas-day-nfl-action" target="_blank" rel="noopener">라이브 복싱 이벤트</a>로 어려움을 겪은 이후 긴장하고 있을 수도 있기 때문이다.
무슨 일 있었나: 많은 사람들이 크리스마스에 선물을 열고 가족과 함께 즐거운 시간을 보내지만, 추수감사절에 축하했던 것과 마찬가지로 <a href="https://www.benzinga.com/general/entertainment/24/05/38850110/netflix-to-stream-2-nfl-christmas-day-games-analyst-sees-strong-growth-potential" target="_blank" rel="noopener">두 개의 독점 NFL 경기</a>를 보기 위해 넷플릭스를 시청할 것이다.
넷플릭스는 크리스마스에 처음으로 NFL 경기를 생중계하며, 스포츠 분야에서 넷플릭스의 성장을 다시 한 번 보여줄 수 있는 두 가지 주요 경기를 중계할 예정이다.
동부표준시 기준 오후 1시에는 피츠버그 스틸러스와 캔자스시티 치프스 경기, 오후 4시 30분에는 볼티모어 레이븐스와 휴스턴 텍사스의 경기가 넷플릭스에서 스트리밍된다.
NFL 시청률은 2024 시즌에 좋았는데, 이는 최근 제이크 폴과 마이크 타이슨의 헤드라인 매치가 있었던 라이브 복싱 이벤트에서 어려움을 겪었던 넷플릭스에 좋은 소식이 될 수도 있고 나쁜 소식이 될 수도 있다.
넷플릭스는 당시 6천만 가구 이상이 복싱 이벤트를 시청했으며, 최고 시청자 수는 6천 5백만 명에 달했다고 보고했다. 하지만 해당 이벤트로 인해 수십만 명의 사람들이 스트리밍 문제를 신고하고 회사를 상대로 집단 소송이 제기되었다.
NFL은 최근 추수감사절에 방영된 세 경기가 1988년 이후 데이터 기준 역대 신기록을 <a href="https://media.nfl.com/news-and-releases/corporate-communications/2024-thanksgiving-day-games-set-viewership-records" target="_blank" rel="noopener">세웠다고 발표했다.</a> 세 경기의 시청자 수는 1억 4,100만 명으로 신기록을 세웠으며, 경기당 평균 시청자 수는 3,420만 명으로 또 다른 신기록을 세웠다.
파라마운트 글로벌의 계열사인 CBS에서 방영된 디트로이트 라이온스와 시카고 베어스의 경기는 추수감사절 당일 경기 중 가장 높은 평균 시청자 수인 3,750만 명을 기록하며 신기록을 세웠다.
폭스의 계열사인 FOX에서 열린 댈러스 카우보이스와 뉴욕 자이언츠의 정오 경기는 평균 3,880만 명의 시청자가 시청하여 역대 추수감사절 경기 중 네 번째로 많은 시청자가 시청한 경기이자, 역대 정규 시즌 NFL 경기 중 다섯 번째로 많은 시청자가 시청했다.
이 기사도 읽어보세요: <a href="https://kr.benzinga.com/news/usa/stocks/%EA%B3%B5%EA%B0%9C-%EC%9E%84%EB%B0%95%ED%95%9C-%EC%98%A4%EC%A7%95%EC%96%B4-%EA%B2%8C%EC%9E%84-%EC%8B%9C%EC%A6%8C-2-%EC%83%88%EB%A1%9C%EC%9A%B4-%EA%B2%8C%EC%9E%84-%EC%95%94%ED%98%B8%ED%99%94/" target="_blank" rel="noopener">공개 임박한 ‘오징어 게임 시즌 2': 새로운 게임, 암호화폐 인플루언서, 복수·정치적 요소 첨가</a>
왜 중요한가: 추수감사절 경기는 휴일에 사람들이 쉬고 함께 경기를 시청하는 이벤트 중심의 특성으로 인해 오랫동안 높은 시청률을 기록해 왔다. 이런 추세는 크리스마스에도 비슷할 수 있으므로 넷플릭스가 첫 NFL 경기의 높은 시청률을 기대할 수 있음을 의미한다.
비교하자면, 목요일 밤 미식축구 경기에 대한 독점 스트리밍 권한을 가진 아마존(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>)은 이번 시즌 평균 1,330만 명의 시청자를 확보하고 있으며 이는 전년 대비 8% 증가한 수치다.
또한 아마존은 2년 연속으로 블랙 프라이데이에 독점 경기를 스트리밍했다. 라스베이거스 레이더스와 캔자스시티 치프스의 경기는 전년 대비 41% 증가한 <a href="https://frontofficesports.com/amazons-nfl-black-friday-game-ratings-up-41-from-2023/">평균</a> 1,351만 명의 시청자가 시청했다.
높은 시청률은 아마존의 평균 시청률을 초과했는데, 이는 경기가 치열하게 진행되고 치프스가 레이더스의 막판 추격에서 살아남아 승리했기 때문이다. 치프스는 이번 시즌 가장 많이 시청된 NFL 팀으로 전국 TV 경기 중 가장 높은 평균 시청률을 기록했다.
넷플릭스가 엄청난 시청률을 기록할 가능성은 높지만, 가장 큰 문제는 수요를 감당하고 복싱 경기 때와 같은 문제 없이 경기를 보여줄 수 있느냐는 것이다.
치프스(11-1), 스틸러스(9-3), 레이븐스(8-5), 텍사스(8-5)는 NFL 최고의 팀으로 각 팀이 디비전 1, 2위를 차지하고 있으며 오늘 시즌이 종료되면 현재 네 팀 모두 NFL 플레이오프에 진출할 수 있는 팀이다.
또한 텍사스의 경기에는 비욘세의 하프타임 공연이 예정되어 있어 축구 팬이 아닌 잠재적 시청자들도 휴일에 시청할 수 있다.
정리하자면 NFL 최고의 팀이 펼치는 두 경기, 사람들이 함께 스포츠를 시청하는 휴일, 글로벌 슈퍼스타의 하프타임 공연, NFL에서 가장 많이 시청하는 팀의 경기, 테일러 스위프트가 치프스 경기에 참석할 가능성을 앞두고 있다.
넷플릭스 주가 움직임: 넷플릭스 주가는 목요일(5일) 장중 사상 최고가인 927달러를 기록한 후 0.75% 상승한 917.87달러로 마감했다. 넷플릭스 주식은 2024년 현재까지 96% 상승했다.
사진: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 수익률을 높이세요.
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무소속 대선 후보 로버트 F. 케네디가 제3자 후보로는 보기 드문 두 자릿수 <a href="https://www.benzinga.com/news/24/05/38983344/2024-election-cliffhanger-biden-leads-trump-by-just-a-point-in-latest-poll-as-overwhelming-majority">투표</a>를 받고 있지만, 11월에 열릴 대선에서 조 바이든 대통령 및 도널드 트럼프 전 대통령과 경쟁하려면 아직 해야 할 일이 많다.
화요일 일론 머스크의 X에 <a href="https://x.com/elonmusk/status/1793091770441748712" target="_blank" rel="noopener">게시</a>된 한 게시물에서 케네디는 <a href="https://www.benzinga.com/general/politics/24/05/38849634/biden-signals-intent-to-debate-trump-in-june-make-my-day-pal" target="_blank" rel="noopener">현재 토론 일정</a>에서 벗어나 이 플랫폼에서 대통령 토론을 제안했다.
사건의 전말 (What Happened): 머스크는 X에 케네디가 바이든과 트럼프 사이의 토론에 참여하도록 허용되어야 한다고 게시했다. 제3자 후보는 전통적으로 토론에 포함되지 않는다.
이에 케네디는 머스크에게 &#8220;너가 주최하고 싶니?&#8221;라고 물었다.
머스크는 &#8220;그럼(sure)&#8221;이라고 답했다.
케네디는 &#8220;X에서 토론이 열려야 한다. CNN의 시청자 수보다 100배는 많은 새로운 공공 광장이다. @realDonaldTrump, 네가 할 수 있을 거라고 나는 알고 있다. 너가 @POTUS에게 연락할래? 아니면 나가 할까?&#8221;라고 케네디가 <a href="https://x.com/RobertKennedyJr/status/1793337250714878285">말했다</a>.
중요한 점 (Why it Matters): 첫 번째 대통령 선거 토론은 1960년 케네디의 삼촌 존 F. 케네디와 리처드 M. 닉슨 사이에서 열렸다. 특히 이 토론은 TV로 <a href="https://www.jfklibrary.org/asset-viewer/archives/tnc-172">중계</a>되었다.
밸롯피디아(Ballotpedia)에 <a href="https://ballotpedia.org/Presidential_debates,_2024">따르면</a>, 2024년 현재 대통령 선거 토론 일정은 6월에 워너 브라더스 디스커버리(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WBD#NASDAQ">WBD</a>)의 자회사 CNN에서 실시되며, 9월에는 월트 디즈니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>)의 자회사 ABC에서 실시된다. 지난 토론은 컴캐스트 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMCSA#NASDAQ">CMCSA</a>)의 자회사 NBC와 폭스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FOXA#NASDAQ">FOXA</a>)에서도 진행되었다.
하지만 X에서의 토론은 수십 년 동안 방송된 TV 토론의 우선 순위를 회피하게 된다.
과거에도 정치적 이벤트들이 X에서 중계된 바 있다. 플로리다 주지사인 론 디샌티스는 X에서 2024년 대선에 대한 입후보를 <a href="https://www.benzinga.com/general/politics/23/05/32564924/desantis-announces-2024-presidential-run-lauds-elon-musks-commitment-to-free-speech">선언했다</a>. 이 이벤트는 연결 문제, 결함 및 지연으로 인해 수신이 제대로 이루어지지 않았다. 디샌티스는 그 후 대선 후보 경선을 <a href="https://www.benzinga.com/news/24/01/36709808/ron-desantis-ends-presidential-race-backs-donald-trump-ahead-of-new-hampshire-primaries">포기했다</a>.
다른 기사: <a href="https://www.benzinga.com/news/24/05/38987299/majority-of-americans-fear-political-violence-after-2024-biden-trump-rematch-poll">투표결과 대통령 선거 투표결과</a>
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