Francesca Fontana

speaker
2,691 appearances 52 recordings 1 series first heard Aug 2017 last heard Feb 2025

Francesca Fontana’s voice in public audio — every appearance, attributed to the second.

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Plus, this week, traders got to see a strong start to earnings season.
More on that in a second.
All in all, the S&P 500 notched its first record close of 2025 on Thursday, and all three indexes ended higher for the second week in a row.
The Dow rose 2.2%, while the S&P 500 and the Nasdaq each added 1.7%.
First up, let's talk about the streaming giant Netflix.
Netflix is ramping up US prices in order to cash in on its surging demand.
On Tuesday, the company posted record subscriber gains in the fourth quarter and said that the price tag on its monthly subscriptions will be going up.
So let's talk numbers.
The standard with ads option will cost $7.99 a month, up $1 from $6.99.
The standard plan without ads will go up by $2.50 to $17.99.
And the premium tier is going up by $2 to $24.99.
And viewers really flocked to Netflix during this quarter, whether to watch the second season of Squid Game or the action thriller Carry On, neither of which I've seen, or the November heavyweight boxing match between Jake Paul and Mike Tyson that streamed live and I now remember I caught like two seconds of.
They were all huge hits for Netflix.
So as you may expect, Netflix shares jumped 9.7% on Wednesday and ended the week with a gain of nearly 14%.
As Trump's first week back in office got underway, we also got some big news that moved AI stocks.
So let's focus on Oracle.
On Tuesday, the new administration said that Oracle would be part of Stargate, a $100 billion artificial intelligence infrastructure project, along with the Japanese conglomerate SoftBank, OpenAI, and Abu Dhabi's MGX.
It's a lot of spending, up to $500 billion over the next four years, and not a whole lot of details.
Key elements of the plans have yet to be disclosed, though we did find out that Microsoft and chip makers ARM and NVIDIA were also named Stargate, quote unquote, technology partners.
But still, there were many basic questions left unanswered in the announcement, like how much are individual companies each investing, or how will they get a return on their investment, etc., etc.
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