Major Averages Broadly Higher as U.S.-Iran War May End Soon
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 06 2026
0mins
The major averages were broadly higher near noon as investors weigh the odds that the U.S.-Iran war could potentially be over soon. Over the weekend and into today, headlines have pulled in opposite directions. On one hand, there are reported to be discussions around a potential 45-day ceasefire between the U.S. and Iran, which has helped stabilize sentiment and even push oil lower at moments. On the other hand, renewed threats around striking Iranian infrastructure are keeping crude elevated around the $110 range and preventing a full risk-on move.Meanwhile, Monday is the first trading day since the U.S. Bureau of Labor Statistics announced its jobs report for March. The U.S. added 178,000 jobs last month, the biggest gain since December 2024, with the unemployment rate falling to 4.3%.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:NeurocrineSoleno Therapeuticsfor $53 per share in cashAn Italian court ruled that Netflixunlawfully increased prices,WWannounced the establishment of theOracle (ORCL) announced the appointment of Hilary Maxson as CFO, which Barclays views asMarch U.S. nonfarm payrolls rose 178,000, with the2. WALL STREET CALLS:Netflixto Buy at Goldman SachsCarvanato Neutral at BofAKratos Defenseto Buy at Jefferies on missile demandTwilioto Buy at JefferiesBofADow Inc.and LyondellBasellto Underperform3. AROUND THE WEB:Mazdais halting production of vehicles made for the Middle East until May following the effective closure of the Strait of Hormuz, Nikkei Asia saysA Meta-backeddata center campus is seeking $3B in construction loans for an off-grid project, FT reportsLiberty Globalhas tabled an offer to buy a London-based franchise that would participate in a new European basketball league being set up by the National Basketball Association, Sky News saysParamounthas received signed equity commitments of close to $24B from three sovereign-wealth funds led by Saudi Arabia to help back its takeover of Warner Bros. Discovery, WSJ reportsUniversal Pictures' and Nintendo's"The Super Mario Galaxy Movie" has earned an estimated $372.5M in worldwide box-office sales, the biggest opening of 2026 so far, WSJ says4. MOVERS:FuboTVgains afterfor FY26 and FY28AMC Entertainmentincreases after delivering aover the 5-day Easter weekendSeagatehigher after Morgan Stanley named the company as aViridianfalls after Amgen'sPhase 3 trial of Tepezza met itsAtlas Energylower after announcing a5. EARNINGS/GUIDANCE:Sunshine Biopharma, with EPS and revenue higher year-over-yearScinai Immunotherapeuticstargeted $5M inDeFi Technologies, with the company stating, "These results reflect the strength of the business model we have built"Delta Air Linesis expectedon April 8, 2026Constellation Brandsis expectedon April 8, 2026INDEXES:Near midday, the Dow was up 0.20%, or 93.54, to 46,598.21, the Nasdaq was up 0.42%, or 91.62, to 21,970.80, and the S&P 500 was up 0.28%, or 18.18, to 6,600.87.
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Analyst Views on NFLX
Wall Street analysts forecast NFLX stock price to rise
38 Analyst Rating
27 Buy
10 Hold
1 Sell
Moderate Buy
Current: 88.090
Low
92.00
Averages
114.18
High
150.00
Current: 88.090
Low
92.00
Averages
114.18
High
150.00
About NFLX
Netflix, Inc. is a provider of entertainment services. The Company acquires, licenses and produces content, including original programming. It provides paid memberships in over 190 countries offering television (TV) series, films and games across a variety of genres and languages. It allows members to play, pause and resume watching as much as they want, anytime, anywhere, and can change their plans at any time. The Company offers members the ability to receive streaming content through a host of Internet-connected devices, including TVs, digital video players, TV set-top boxes and mobile devices. It is engaged in scaling its streaming service, such as introducing games and advertising on its service, as well as offering live programming. It is developing technology and utilizing third-party cloud computing, technology and other services. The Company is also engaged in scaling its own studio operations to produce original content.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Netflix to Live Stream The Breakfast Club Podcast Starting June 1
- First Live Program: Netflix will begin live streaming Charlamagne Tha God’s The Breakfast Club podcast on June 1, marking the streaming giant's first daily live program, which is expected to attract a significant number of new users and enhance user engagement.
- Innovative Content: The podcast will feature three hours of uninterrupted programming, with regular commercial breaks replaced by exclusive bonus segments and extended interviews, aimed at improving user experience and increasing viewer retention.
- Large Audience Base: Since the beginning of the year, The Breakfast Club has aired on a delayed basis under a programming agreement with iHeartMedia, boasting approximately 6.6 million weekly terrestrial listeners and over 1 billion downloads, demonstrating its substantial market influence.
- Strategic Partnership Continuation: iHeartMedia recently extended its contract with Charlamagne Tha God for another five years, further solidifying their partnership and providing Netflix with a stable content source, thereby enhancing its competitive edge in the podcasting space.
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- Hyperscale Capex Surge: CFO Colette Kress highlights that hyperscale capital expenditures are expected to exceed $1 trillion by 2027, suggesting an acceleration in AI infrastructure investment that further solidifies Nvidia's dominant position in the AI chip market.
- Cloud Revenue Growth: Quarterly revenues from Alphabet, AWS, and Microsoft surpassed expectations, growing 63%, 28%, and 40% respectively, indicating robust performance in the cloud computing market that will support Nvidia's business and expand its market share.
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- Market Potential: Despite challenges, Netflix's penetration in the U.S. streaming market is still below 50%, and the company plans to enhance market share by venturing into live sports and long-form video podcasts, thereby boosting user engagement and revenue growth.
- Booking Stock Split: Booking Holdings conducted a 25-for-1 stock split on April 6, adjusting shares from above $4,000, and while facing potential disruptions from AI, the company sees significant growth opportunities, particularly in the fast-growing Asian travel market.
- Competitive Advantage: Booking Holdings benefits from strong network effects and a diversified service ecosystem that attracts more travelers to its platform, and despite a 25% drop in stock price over the past year, its market position and future growth opportunities still make it an attractive investment.
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Analysis of Netflix and Booking Stock Splits
- Netflix Stock Split: Netflix executed a 10-for-1 stock split on November 17, yet this move failed to prevent a 25% decline in its stock price over the past year, currently trading around $88, reflecting investor disappointment following weak financial guidance.
- Market Potential: Despite challenges, Netflix still has a massive addressable market in the U.S. streaming industry, which commands less than 50% of television viewing time, and it aims to capture market share by expanding into live sports and long-form video podcasts.
- Booking Stock Split: Booking Holdings conducted a 25-for-1 stock split on April 6, which was well-received despite CEO Glenn Fogel's previous reluctance to attract investors deterred by high share prices, as shares were trading above $4,000.
- Competitive Edge: Booking Holdings possesses a strong competitive advantage in the global travel market, particularly in Asia, and despite a 25% drop in stock price, the company is leveraging AI tools to enhance service quality, indicating solid performance potential over the next decade.
See More
Comparison of Netflix and Disney Financial Reports
- Netflix Revenue Growth: In Q1 2026, Netflix reported revenue of $12.2 billion, marking a 16% year-over-year increase, while its earnings per share surged from $0.66 to $1.23, demonstrating strong performance and financial stability in the streaming market.
- Disney's Financial Challenges: Disney's revenue for Q2 2026 reached $25.2 billion, up 7% year-over-year, but its earnings per share fell 30% to $1.27, and free cash flow decreased by 1% to $4.9 billion, indicating vulnerabilities in its financial health.
- Market Competition Dynamics: While Disney's diversified business includes theme parks and cruise ships, its sales growth is more volatile compared to Netflix's pure streaming model, highlighting significant differences in market positioning and business strategies between the two companies.
- Impact of New CEO: The appointment of Josh D'Amaro as Disney's new CEO signifies a transition for the company, suggesting that investors should view Disney as a different type of company compared to Netflix to better understand its future growth potential.
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- AI Cost Pressure: Companies like Meta, Shopify, Spotify, and Pinterest have reported rising AI and inference costs as a drag on margins, with Shopify noting that economies of scale were partially offset by increased LLM costs, highlighting the profitability challenges faced across the industry.
- Intensifying Market Competition: As Chinese labs offer competitive models at lower prices, the IPO valuations for OpenAI and Anthropic, projected to exceed $800 billion, face pressure, as the assumptions regarding market share and pricing power are increasingly challenged.
- Shifts in Enterprise Budgets: A survey by CloudZero indicates that by 2025, over 45% of companies will spend more than $100,000 monthly on AI, a significant increase from the previous year, demonstrating a growing commitment to AI investments among enterprises.
- Accelerated Technological Transformation: The CEO of Databricks noted that enterprises are adopting an
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- First Live Program: Netflix will begin live streaming Charlamagne Tha God’s The Breakfast Club podcast on June 1, marking the streaming giant's first daily live program, which is expected to attract a significant number of new users and enhance user engagement.
- Innovative Content: The podcast will feature three hours of uninterrupted programming, with regular commercial breaks replaced by exclusive bonus segments and extended interviews, aimed at improving user experience and increasing viewer retention.
- Large Audience Base: Since the beginning of the year, The Breakfast Club has aired on a delayed basis under a programming agreement with iHeartMedia, boasting approximately 6.6 million weekly terrestrial listeners and over 1 billion downloads, demonstrating its substantial market influence.
- Strategic Partnership Continuation: iHeartMedia recently extended its contract with Charlamagne Tha God for another five years, further solidifying their partnership and providing Netflix with a stable content source, thereby enhancing its competitive edge in the podcasting space.
See More
Nvidia Unveils Next-Gen AI Data Center Platform
- AI Capital Expenditure Forecast: Nvidia CEO Jensen Huang predicts AI capital expenditures could reach $3 to $4 trillion, significantly exceeding Wall Street estimates, indicating strong confidence in AI infrastructure demand that may drive future revenue growth for the company.
- Hyperscale Capex Surge: CFO Colette Kress highlights that hyperscale capital expenditures are expected to exceed $1 trillion by 2027, suggesting an acceleration in AI infrastructure investment that further solidifies Nvidia's dominant position in the AI chip market.
- Cloud Revenue Growth: Quarterly revenues from Alphabet, AWS, and Microsoft surpassed expectations, growing 63%, 28%, and 40% respectively, indicating robust performance in the cloud computing market that will support Nvidia's business and expand its market share.
- Productivity Consensus Missing: Despite the potential for substantial returns on AI investments, economists remain cautious about AI's long-term profitability and productivity impact, with JPMorgan estimating a need for $650 billion in annual revenue by 2030, reflecting market concerns over the actual benefits of AI.
See More
Analysis of Netflix and Booking Stock Splits and Future Prospects
- Netflix Stock Split: Netflix executed a 10-for-1 stock split on November 17, with shares currently trading around $88, reflecting a 25% decline over the past year due to disappointing financial guidance that sharply impacted stock prices, necessitating investor vigilance regarding future market performance.
- Market Potential: Despite challenges, Netflix's penetration in the U.S. streaming market is still below 50%, and the company plans to enhance market share by venturing into live sports and long-form video podcasts, thereby boosting user engagement and revenue growth.
- Booking Stock Split: Booking Holdings conducted a 25-for-1 stock split on April 6, adjusting shares from above $4,000, and while facing potential disruptions from AI, the company sees significant growth opportunities, particularly in the fast-growing Asian travel market.
- Competitive Advantage: Booking Holdings benefits from strong network effects and a diversified service ecosystem that attracts more travelers to its platform, and despite a 25% drop in stock price over the past year, its market position and future growth opportunities still make it an attractive investment.
See More
Analysis of Netflix and Booking Stock Splits
- Netflix Stock Split: Netflix executed a 10-for-1 stock split on November 17, yet this move failed to prevent a 25% decline in its stock price over the past year, currently trading around $88, reflecting investor disappointment following weak financial guidance.
- Market Potential: Despite challenges, Netflix still has a massive addressable market in the U.S. streaming industry, which commands less than 50% of television viewing time, and it aims to capture market share by expanding into live sports and long-form video podcasts.
- Booking Stock Split: Booking Holdings conducted a 25-for-1 stock split on April 6, which was well-received despite CEO Glenn Fogel's previous reluctance to attract investors deterred by high share prices, as shares were trading above $4,000.
- Competitive Edge: Booking Holdings possesses a strong competitive advantage in the global travel market, particularly in Asia, and despite a 25% drop in stock price, the company is leveraging AI tools to enhance service quality, indicating solid performance potential over the next decade.
See More
Comparison of Netflix and Disney Financial Reports
- Netflix Revenue Growth: In Q1 2026, Netflix reported revenue of $12.2 billion, marking a 16% year-over-year increase, while its earnings per share surged from $0.66 to $1.23, demonstrating strong performance and financial stability in the streaming market.
- Disney's Financial Challenges: Disney's revenue for Q2 2026 reached $25.2 billion, up 7% year-over-year, but its earnings per share fell 30% to $1.27, and free cash flow decreased by 1% to $4.9 billion, indicating vulnerabilities in its financial health.
- Market Competition Dynamics: While Disney's diversified business includes theme parks and cruise ships, its sales growth is more volatile compared to Netflix's pure streaming model, highlighting significant differences in market positioning and business strategies between the two companies.
- Impact of New CEO: The appointment of Josh D'Amaro as Disney's new CEO signifies a transition for the company, suggesting that investors should view Disney as a different type of company compared to Netflix to better understand its future growth potential.
See More
Rising AI Costs Impact IPO Valuations for OpenAI and Anthropic
- AI Cost Pressure: Companies like Meta, Shopify, Spotify, and Pinterest have reported rising AI and inference costs as a drag on margins, with Shopify noting that economies of scale were partially offset by increased LLM costs, highlighting the profitability challenges faced across the industry.
- Intensifying Market Competition: As Chinese labs offer competitive models at lower prices, the IPO valuations for OpenAI and Anthropic, projected to exceed $800 billion, face pressure, as the assumptions regarding market share and pricing power are increasingly challenged.
- Shifts in Enterprise Budgets: A survey by CloudZero indicates that by 2025, over 45% of companies will spend more than $100,000 monthly on AI, a significant increase from the previous year, demonstrating a growing commitment to AI investments among enterprises.
- Accelerated Technological Transformation: The CEO of Databricks noted that enterprises are adopting an
See More
