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Tiffany Wade

👤 Speaker
64 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Netflix’s Amended Offer Puts Pressure on Paramount

When you see down days like today, should people making the most of it buying into weakness?

Bloomberg Tech
Netflix’s Amended Offer Puts Pressure on Paramount

I think that's the case.

Bloomberg Tech
Netflix’s Amended Offer Puts Pressure on Paramount

The backdrop for stocks still looks very good.

Bloomberg Tech
Netflix’s Amended Offer Puts Pressure on Paramount

Obviously, the headlines over the weekend are creating some volatility, and I'm not surprised to see some selling, just given stocks have been very resilient.

Bloomberg Tech
Netflix’s Amended Offer Puts Pressure on Paramount

But the backdrop for the economy, and I think the market is still very strong.

Bloomberg Tech
Netflix’s Amended Offer Puts Pressure on Paramount

So, yeah, I think this should be an opportunity.

Bloomberg Tech
Netflix’s Amended Offer Puts Pressure on Paramount

And then, you know, earnings coming up will bring the focus back to fundamentals.

Bloomberg Tech
Netflix’s Amended Offer Puts Pressure on Paramount

Are the fundamentals good?

Bloomberg Tech
Netflix’s Amended Offer Puts Pressure on Paramount

I think they should be pretty good.

Bloomberg Tech
Netflix’s Amended Offer Puts Pressure on Paramount

You know, demand especially, you mentioned the Mag7 and the hyperscalers.

Bloomberg Tech
Netflix’s Amended Offer Puts Pressure on Paramount

I think we're going to see great numbers out of those companies.

Bloomberg Tech
Netflix’s Amended Offer Puts Pressure on Paramount

Importantly, I think we'll probably continue to see very strong CapEx numbers, which is important for a lot of the tech sector.

Bloomberg Tech
Netflix’s Amended Offer Puts Pressure on Paramount

So I think those should be good indicators for the rest of the market.

Bloomberg Tech
Netflix’s Amended Offer Puts Pressure on Paramount

Yeah, I think we could see some more consolidation, maybe a few points lower in the market.

Bloomberg Tech
Netflix’s Amended Offer Puts Pressure on Paramount

You know, certainly volatility might lead to additional selling.

Bloomberg Tech
Netflix’s Amended Offer Puts Pressure on Paramount

But again, I think this is a good opportunity.

Bloomberg Tech
Netflix’s Amended Offer Puts Pressure on Paramount

And as we get farther into earnings, I think things will stabilize.

Bloomberg Tech
Netflix’s Amended Offer Puts Pressure on Paramount

I think that's fair for today.

Bloomberg Tech
Netflix’s Amended Offer Puts Pressure on Paramount

I think it's just a general selling of the market.

Bloomberg Tech
Netflix’s Amended Offer Puts Pressure on Paramount

We're not seeing additional selling in names that might be hardest hit by the tariffs.

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