Tariffs are all that stock markets and consumers may think of. To avoid its negative impact, investors looked at Netflix’s (NFLX) strong subscription results in its last quarter.
NFLX stock closed up by 5.63% last week. The firm posted $6.61 in GAAP EPS on revenue of $10.54 billion (+12.5% Y/Y). It is forecasting a 15% revenue growth for the second quarter. Consumers will likely shield themselves from the reality of inflation through entertainment. Netflix is a dominant streaming service, compared to that offered by Warner Bros Discovery (WBD), Comcast (CMCSA), and Disney (DIS).
In the obesity drug segment, Eli Lilly (LLY) widened its lead over Novo Nordisk (NVO). Drug developer Voyager Therapeutics (VKTX) also sold off. Lilly will likely avoid any tariffs and trade barriers after announcing weight-loss pill production in the U.S. Still, the firm announced a “new” $4.5 billion Lilly Medicine Foundry site last October 2024.
Homebuilder D.R. Horton (DHI) may break out of its yearlong downtrend. Despite higher mortgage rates driven by weak U.S. bond prices, DHI stock might rebound. The firm reported a 15.1% Y/Y drop in revenue. For 2025, revenue of $33.3 billion to $34.8 billion is below consensus estimates.
Watch for mortgage rates to fall as refinancing volumes rise. This would help DHI stock.
