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Japan

Hopes for Middle East Peace Nudge US Equity Futures Slightly Higher Pre-Bell

US equity futures were higher pre-bell on Thursday as optimism for an end to the Middle East conflict continued to grow, with a second round of talks and a ceasefire extension on the horizon.Dow Jones Industrial Average futures were 0.1% higher, S&P 500 futures were up 0.1%, and Nasdaq futures were 0.2% lower.Israel's security cabinet met on Wednesday to discuss a potential ceasefire in Lebanon, which could remove a key hurdle in securing a broader peace agreement.A series of solid earnings so far this week has also allayed concerns about the economy. Taiwan Semiconductor Manufacturing (TSM) and Charles Schwab (SCHW) posted higher Q1 earnings and net revenue. Netflix (NFLX) is due to report after market close.Oil prices were higher, with front-month global benchmark North Sea Brent crude up 0.7% at $95.60 per barrel and US West Texas Intermediate crude flat at $91.28 per barrel.Initial jobless claims are projected to have dropped to 213,000 in the week ended April 11 from 219,000 the prior week, according to estimates compiled by Bloomberg.The March industrial production report, due at 9:15 am ET, is forecast to show a 0.1% increase following a 0.2% gain in the prior month.

Dow JonesNasdaq CompositeS&P 500$NFLX$SCHW$TSM
US Markets

Nasdaq Extends Rally to 9th Day as Tech Stocks Jump

The Nasdaq Composite advanced for the ninth straight session on Monday as US equity markets benefited from a jump in technology stocks.The Nasdaq climbed 1.2% to 23,183.7, while the S&P 500 added 1% to 6,886.2. The Dow Jones Industrial Average rose 0.6% to 48,218.3. Barring utilities and consumer staples, all sectors ended in the green, led by tech and financials.Oracle (ORCL) shares surged nearly 13%, the top gainer on the S&P 500. The company said it introduced artificial intelligence-focused updates to its utilities software suite at its customer edge summit, targeting improvements in billing, grid operations, and asset management.ServiceNow (NOW), Dell Technologies (DELL), Salesforce (CRM) and Microsoft (MSFT) were among tech stocks that registered gains.US earnings growth expectations appear to have shrugged off uncertainty around the Iran war, with markets betting on stronger corporate results this year than those projected before the war began, BlackRock Investment Institute said in a note on Monday.BlackRock upgraded its rating on US stocks to overweight from neutral, saying the Middle East conflict will likely drive limited economic damage.Oil prices, which jumped above $100 per barrel earlier on Monday amid a US blockade of maritime traffic around Iran's ports, pared gains, with West Texas Intermediate crude oil last up 1.3% at $97.83. Brent advanced 3.1% to $98.18.The blockade started at 10 am ET Monday. The development came after the US and Iran failed to reach a deal during negotiations in Pakistan over the weekend, fueling concerns over an already fragile ceasefire between Washington and Tehran.US President Donald Trump said Iran called this morning and that "they'd like to work a deal," according to a Reuters report. Despite the failed peace talks, a two-week ceasefire announced last week still holds.Trump's remarks come as Iran has vowed to retaliate following the US blockade, CNN reported. The Iran-controlled strait has been effectively shut since the war began at the end of February.Trump is mulling over limited strikes against Iran following the failed negotiations, The Wall Street Journal reported, citing people familiar with the situation."As the conflict with Iran enters its seventh week, persistent concern about the time it will take to arrive at an effective resolution to the conflict will, however, likely remain for now as a negative overhang for market participants to navigate," said John Stoltzfus, chief investment strategist at Oppenheimer Asset Management.Meanwhile, the Organization of the Petroleum Exporting Countries lowered its second-quarter oil demand forecast due to the Middle East conflict, but maintained its full-year estimates amid expectations for a rebound in the second half.US Treasury yields were lower, with the 10-year rate last down 4.7 basis points at 4.29% and the two-year rate dropping 2.7 basis points to 3.78%.In company news, Goldman Sachs (GS) on Monday posted first-quarter results above market estimates, while Chief Executive David Solomon said a protracted Middle East conflict could pose upside risks to inflation. The lender's shares fell 1.9%, the worst performer on the Dow.JPMorgan Chase (JPM), Wells Fargo (WFC), and Citigroup (C) are scheduled to release their quarterly results on Tuesday, while Bank of America (BAC) and Morgan Stanley (MS) will announce their results on Wednesday. Outside the banking sector, Johnson & Johnson (JNJ), Netflix (NFLX) and PepsiCo (PEP) are set to release their results this week.In economic news, US existing home sales decreased in March as softening job growth and weaker consumer confidence continued to deter potential buyers, data from the National Association of Realtors showed.Gold was last down 0.4% at $4,766.30 per troy ounce, while silver dropped 1.1% to $75.67 per ounce.

Dow JonesNasdaq CompositeS&P 500$BAC$C$CRM$DELL$GS$JNJ$JPM$MS$MSFT$NFLX$NOW$ORCL$PEP$WFC
US Markets

Stock Futures Down, Oil Rises as US Plans Blockade of Iranian Ports in Strait of Hormuz After Talks Fail

The benchmark US stock measures were pointing lower before the opening bell Monday, while oil prices rose as the US navy plans to begin a blockade of Iranian ports in the crucial Strait of Hormuz after Washington and Tehran failed to reach a conclusive agreement to end their war.The S&P 500 and the Nasdaq declined 0.6% each in premarket activity, while the Dow Jones Industrial Average was off 0.5%. The S&P 500 and the Dow finished Friday's trading session in the red, while the Nasdaq posted its eighth consecutive day of gains.The US Central Command announced Sunday that its forces will begin implementing a blockade of all maritime traffic entering and exiting Iranian ports on Monday at 10 am ET."The blockade will be enforced impartially against vessels of all nations entering or departing Iranian ports and coastal areas, including all Iranian ports on the Arabian Gulf and Gulf of Oman," according to a statement. "CENTCOM forces will not impede freedom of navigation for vessels transiting the Strait of Hormuz to and from non-Iranian ports."Earlier on Sunday, President Donald Trump said in a social media post that the US navy will block "any and all ships trying to enter, or leave, the Strait of Hormuz," the world's most important chokepoint for crude flows."I have also instructed our navy to seek and interdict every vessel in international waters that has paid a toll to Iran," according to Trump. "Other countries will be involved with this blockade. Iran will not be allowed to profit off this illegal act of extortion."Trump's statement came after delegations from the US and Iran were unable to reach a deal to end their war during negotiations in Pakistan over the weekend. US Vice President JD Vance, who led the US delegation, said the US didn't receive a firm commitment from Iran to stop its pursuit of nuclear weapons, according to multiple media outlets.Iran's parliamentary speaker Mohammad Bagher Ghalibaf said in a post on X that the US team "failed to gain the trust of the Iranian delegation in this round of negotiations."West Texas Intermediate crude oil jumped 7.8% to $104.05 a barrel before the open, while Brent advanced 7.1% to $101.93.Meanwhile, Trump on Sunday reportedly threatened to implement a 50% tariff on China, following speculation that Beijing is preparing to deliver a shipment of new air defense systems to Iran, according to CNBC. "If we catch them doing that, they get a 50% tariff, which is a staggering - that's a staggering amount," the US leader said.Traders await the latest financial results of Wall Street's biggest banks this week, beginning with Goldman Sachs (GS) on Monday. JPMorgan Chase (JPM), Bank of America (BAC), Wells Fargo (WFC), Morgan Stanley (MS) and Citigroup (C) are all due to post their quarterly earnings later in the week, along with major corporations, including Johnson & Johnson (JNJ), Netflix (NFLX) and PepsiCo (PEP).US consumer inflation accelerated to its highest monthly reading in nearly four years in March as the Middle East conflict sent energy prices sharply higher, official data showed Friday. Consumer sentiment hit the lowest on record this month, reflecting heightened worries about higher prices and the overall economic fallout from the Middle East conflict, according to a survey by the University of Michigan last week.Treasury yields were trending upwards in premarket action, with the two-year rate rising 1.5 basis points to 3.82% and the 10-year rate inclining 1.6 basis points to 4.33%.Monday's thin economic calendar has the existing home sales report for March at 10 am. Federal Reserve Governor Stephen Miran is scheduled to speak at 6:20 pm.Gold dropped 0.9% to $4,744 per troy ounce pre-bell, while bitcoin decreased 0.5% to $70,791.

Dow JonesNasdaq CompositeS&P 500$BAC$C$GS$JNJ$JPM$MS$NFLX$PEP$WFC
US Markets

Netflix Advertising Business Expected to Boost Full-Year Revenue, Wedbush Says

Netflix (NFLX) is likely to see revenue growth in 2026 amid a significant boost from advertising, Wedbush Securities said in a Friday client note.The brokerage expects Netflix's ad revenue this year to at least double to $3 billion, with "significant" growth opportunities in 2027 and beyond. Netflix said in January that it expects overall revenue of $50.7 billion to $51.7 billion this year, up 12% to 14% annually, with ad revenue anticipated to roughly double."Netflix should continue to gain incrementally from its ad business by expanding partnerships, improving targeting, leveraging (artificial intelligence), and adding more live content," Wedbush analyst Alicia Reese wrote in the note. "This year, we expect interactive ads and, ultimately, purchasing opportunities as Netflix leverages its vast data to enhance its performance marketing capabilities."Netflix's churn rate is low due to the variety, quality, and depth of its content, Wedbush said, adding that this is "significant" for advertisers. The company could see higher average revenue per member starting in the second quarter, helped by its improving advertising strategy, the brokerage said.Wedbush expects Netflix's first-quarter revenue of $12.22 billion, above Wall Street's view for $12.18 billion and the company's guidance of $12.16 billion. The brokerage expects earnings of $0.77 per share, while analysts polled by FactSet are anticipating $0.79 on a GAAP basis.Netflix is scheduled to release its latest quarterly results on April 16.The latest price increases implemented by Netflix could provide a "meaningful" boost to the streaming giant's profitability this year, the brokerage said. Last month, the company raised prices on all its plans in the US, including bumping its ad-supported standard tier to $8.99 per month from $7.99. The price of its standard plan without ads rose by $2 to $19.99 a month, while the premium tier now costs $26.99, compared with $24.99 previously.Wedbush reiterated its outperform rating on the stock and raised its price target to $118 from $115.Netflix may outperform its own guidance for the full year as the impact of the latest price increases takes hold, UBS Securities said in a separate note Thursday. Meanwhile, BofA Securities recently said the company's earlier-than-expected price increases highlight its pricing power.Price: $101.77, Change: $-0.33, Percent Change: -0.32%

$NFLX
Sectors

Sector Update: Consumer Stocks Rise Late Afternoon

Consumer stocks were higher late Thursday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) increasing 0.8% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) rising 1.6%.In corporate news, Netflix (NFLX) may outperform its own guidance for the full year as the impact of earlier-than-expected price increases takes hold, UBS Securities said in a note emailed Thursday. Netflix shares were up 2.8%.Brown-Forman (BF.A, BF.B) was approached by Sazerac about a potential transaction amid ongoing talks with French spirits company Pernod Ricard, The Wall Street Journal reported. Brown-Forman Class A and Class B shares jumped 11% and 13% respectively.StubHub (STUB) will pay $10 million to settle US Federal Trade Commission charges that it deceptively advertised ticket prices by failing to disclose mandatory fees upfront, the agency said. StubHub shares fell 2.8%.Constellation Brands (STZ) shares climbed past 8% after the company reported late Wednesday fiscal Q4 non-GAAP net income and revenue that beat analysts' expectations.

$BF.A$BF.B$NFLX$STUB$STZ
US Markets

Netflix Set to Beat 2026 Guidance Amid Early US Price Increases, UBS Says

Netflix (NFLX) may outperform its own guidance for the full year as the impact of earlier-than-expected price increases takes hold, UBS Securities said in a note emailed Thursday.Last month, the company increased prices across its US plans, including raising its ad-supported standard tier to $8.99 per month from $7.99. The price of its standard plan without ads rose by $2 to $19.99 a month, while the premium tier now costs $26.99, compared with $24.99 previously.These price increases offer upside potential for 2026 estimates, UBS analysts including John Hodulik wrote.UBS projects currency neutral revenue growth of 14% with a 32.6% margin rate for 2026, compared with guidance that called for a 11% to 13% revenue increase and a 31.5% margin.BofA Securities previously said that Netflix's most recent round of price increases highlighted the streaming giant's pricing power.The company is likely to roll out more hikes in other major markets that are expected to boost average revenue per member, according to the UBS note.The widening price gap between plans with and without ads, along with new demand-side platform relations with companies including Amazon (AMZN), will likely double Netflix's ad-supported revenue in 2026, Hodulik said."While Netflix continues to slowly grow share of total TV viewing in the US, its share of streaming viewership remains under pressure given growth in (free ad-supported television)," Hodulik added.In February, Netflix dropped its plans to acquire Warner Bros. Discovery (WBD), which will now be acquired by Paramount Skydance (PSKY)."With the Warner Bros bid behind it, we believe Netflix is still positioned to benefit from its solid slate of content this year including the return of four of its top 20 series, new films such as War Machine and The Rip, a growing list of live events and the ramp in video games," Hodulik said.Shares of Netflix were up 2.5% in recent trading on Thursday.Price: $101.64, Change: $+2.25, Percent Change: +2.26%

$AMZN$NFLX$PSKY

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