Look Out Netflix! Disney $DIS Unveils Its New Streaming Service Disney+

New Streaming Service Disney+

Walt Disney Company (NYSE: DIS) unveiled its new streaming service Disney+ preview.disneyplus.com. Launch date in U.S. is Nov 12, 2019, annual subscription $69.99 or $6.99 monthly.

$DIS

It all starts on November 12. For more info: https://t.co/RD04P7jdAT #DisneyPlus pic.twitter.com/M1QI7qkH5p

— Disney (@Disney) April 12, 2019

Check out the new logo for #TheMandalorian, the first live-action Star Wars series coming to #DisneyPlus! pic.twitter.com/m8hifdBLHz

— Star Wars (@starwars) April 14, 2019

Take a peek at #DisneyPlus in action. On November 12, experience unprecedented access to your favorite films and series from Disney, @Pixar, @Marvel, @StarWars, @NatGeo, and more! All the details here: https://t.co/cjBAj7PEUV pic.twitter.com/DGkhdDcio8

— Disney (@Disney) April 14, 2019

Welcome to the family, @TheSimpsons. #DisneyPlus pic.twitter.com/OYAN1ziGsy

— Disney (@Disney) April 11, 2019

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Tech Review 1) Apple $AAPL Rotting? 2) China's T3 Initiative 3) Q1 2019

Tech Review (TR 2019-03-30)--Domain Mondo's weekly review of tech investing news: Features • 1) Apple $AAPL Rotting? 2) China's T3 Initiative, 3) Investing: Q1 2019, Investor Notes: Eurozone Alarms Rising, 4) ICYMI Tech News: Google, Apple, Microsoft, Lyft, Amazon, Netflix, Disney, AT&T, Facebook, HP, Startups, FTC v. Robocallers.

1) Apple $AAPL Rotting?

Entering commoditized, fiercely competitive low-margin services cannot substitute for the high-margin profits that will be lost as global recession and saturation erode iPhone sales.--Charles Hugh Smith

Apple's Big Announcement: More TV, News, Credit Cards, and Oprah!

Apple's new entertainment subscription services and credit card, launched to great fanfare this week, could raise new concerns for the company over market power and competition issues. Apple executives at a star-studded event in Cupertino, Calif., this week unveiled subscription services in gaming, news and television, as well as a new Apple credit card. Sally Hubbard, director of enforcement strategy at the Open Markets Institute, told TheHill.com she is concerned that Apple is "controlling the game and playing the game too" as the owner of both the iOS App Store and creator of the iPhone.

Apple's Faulty MacBook Butterfly Keyboard Explained

The third generation of the butterfly keyboard on Apple's Mac laptops was supposed to fix all the problems. But nope. WSJ.com's Joanna Stern explains why the keyboards on the newest and most expensive MacBooks keep breaking—and the few things you can do about it. Wall Street Journal videos above published Mar 26 & 28, 2019.

2) China's T3 Initiative:

The formation of a new ride share initiative called T3 with 3 major Chinese state-run automakers, $BABA & Tencent is just one more example that the next wave of tech-based disruption in areas like mobility will be so expensive that no one or two companies can go it alone. $XLK pic.twitter.com/EEggSQGYfp

— DataTrek Research (@DataTrekMB) March 28, 2019

Alibaba, Tencent, Suning, and 3 Chinese SOE car makers, including Chongqing Changan Automobile, set up a $1.5 billion Chinese ride-hailing venture, a move that threatens China's dominant ride-sharing company, Didi Chuxing.

3) Investing

Q! 2019: NASDAQ Composite +16.5% | S&P 500 Index +13.1% | DJIA +11.2%

S&P 500 notches best start to a year since 1998, Dow rises more than 200 points on trade optimism--CNBC.com.

Snapshot Thursday, March 28: Stocks rose slightly, the S&P 500 holding steady over the past two weeks, but up 12% year-to-date. Treasury yields slightly higher, while the $US surged, hitting gold, which dropped nearly 1% to a three-week low of $1,290 an ounce.

Headwinds:

Investor Notes: Eurozone Alarms Rising

European Economic Storm Clouds--insidesources.com: on our way to another round of the European sovereign debt crisis?

Germany: views of “Current Economic Conditions” at Euro Debt-Crisis Level--wolfstreet.com

EU: A Proposed Megadeal Exposes the Grim Outlook for Europe’s Banks--bloomberg.com: Deutsche Bank and Commerzbank joining forces would be just the start of a long, painful process.

No-Deal Brexit Now Likely Says European Commission--see also Five Reasons to Love a No Deal Brexit.

European Prognosis negative: the Financial Times reports that Deutsche Bank A.G. is looking to raise between €3 billion ($3.4 billion) and €10 billion in equity to help consummate the planned merger with peer Commerzbank A.G., “a move designed to end the debate over whether Germany’s largest lender has enough capital.” In a commentary, Jeffrey Snider of Alhambra Investment Partners wrote that the ECB’s efforts to incentivize credit growth through penalizing idle reserves has backfired, demonstrating the differences between theory and practice.

They really have no idea what they are doing. The ECB is not a collection of newfound doves, they are chickens without their heads. Either way, it does not amount to anything good, and adds more weight to the considerable and growing list of everything bad.--grantspub.com

The average European bank’s holdings of sovereign debt are about 170 percent of its core Tier 1 capital, more than triple the exposure at U.S. banks, according to Deutsche Bank research analysts. What’s more, about 60 percent of an average European bank’s sovereign bond holdings are of those issued by their home government. Why? Because government bonds carry zero risk weightings on banks’ books. This creates some perverse incentives. 

Eurozone flash manufacturing PMI plunges to 47.6 in March, 71-month lows--fxstreet.com. See also: The eurozone lacks the scaffolding to withstand the symmetrical shock of the next recession, which could imperil the euro itself.--socialeurope.eu.

4) ICYMI Tech News:

Google, Microsoft, and Apple Are Fighting For Classrooms--CNBC.com video--chart above source: futuresource-consulting.com. Chromebooks are winning.

Lyft closes up 9% on its first day of trading after raising $2.3B in its IPO, which valued the company at over $20B--NASDAQ: LYFT.

Amazon, Netflix, Apple, Disney, or AT&T? The Surprising Winner In The Streaming Service Race--seekingalpha.com--$AMZN. See also Apple launches Apple TV+ (video) and YouTube Bows Out of Hollywood Arms Race With Netflix and Amazon--bloomberg.com.

Facebook: 10 Reasons Why I Have Sold All My Shares--seekingalpha.com--"Mark Zuckerberg wrote that Facebook will become "privacy-centered". This is really not believable, and if it would be, shareholders should be worried even more ... Zuckerberg himself has become a problem for Facebook."

New research reveals that Google built biases into its search results that influenced the 2018 midterm elections - possibly costing Republicans three congressional districts. --zerohedge.com.

Apple Infringes Qualcomm Patent; Judge Recommends Ban on Some iPhones--bloomberg.com.
Apple $AAPL: few analysts have looked at the headwinds in Europe and the longer term challenges in China.--seekingalpha.com.

The $130 billion digital advertising market may be dominated by Google and Facebook, but Amazon will start selling video spots on its smartphone shopping app.--zerohedge.com.

Hewlett-Packard (HP) and Mike Lynch faced off against each other in London’s High Court on Monday in a multi-billion dollar showdown over HP's 2011 purchase of the Autonomy software business he founded. The Autonomy-HP deal was a disaster, due, in part, to a failure of due diligence by HP whose CEO at the time, Leo Apotheker, was subsequently fired.

Startups Look Elsewhere: "With the cost of living surging across California, it's hardly surprising that the state has seen the largest net loss of residents as frustrated Californians seek more affordable climes like Nevada and Texas ... many of those who haven't left wish they could."--zerohedge.com.

Recommended reading from cbinsights.com:

• Tech Trends In 2019 (pdf): the top 14 technological trends and developments to watch this year.
• Artificial Intelligence Trends In 2019 (pdf): as AI continuesto sweep across industries, we identified the top 24 trends to watch.
• Fintech Trends In 2019 (pdf): breaking down the disruption of financial services and what's ahead in 2019.

Personal Tech: FTC Crackdown Stops Operations Responsible for Billions of Illegal Robocalls. Unwanted calls pitched auto warranties, debt-relief services, Google listings, and a fake charity--FTC says it has fined four robocalling companies, responsible for “billions” of US calls, which will also cease operations--ftc.gov.

-- John Poole, Editor, Domain Mondo  

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Tech Review | Semiconductor Chip Wars: China vs U.S. (video)

Tech Review (TR 2018-12-15)--Domain Mondo's weekly review of tech investing news: Features • 1) Semiconductor Chip Wars: China vs U.S., 2) Why Netflix $NFLX Is Struggling In India, 3) Investing: The Week, Investing Notes: The Macroview, 4) ICYMI Tech News: Apple $AAPL, ParkJockey, Qualcomm $QCOM, Amazon AWS Robomaker, $TME IPO, Huawei CFO.

1) Semiconductor Chip Wars: China vs U.S. 

The Economist.com video above published Dec 11, 2018: The trade war between China and the U.S. is not just about traditional products like steel and cars. A battle for dominance is under way in semiconductor chips, as the two superpowers fight to control this vital industry.

2) Why Netflix $NFLX Is Struggling In India

Netflix has 137 million subscribers and a majority of them are international. But the streaming giant is still struggling to break into India, the world's second-largest internet market. CNBC's Alex Sherman explains why.

Netflix is currently valued much higher than other media companies. Despite a share pullback in recent months from more than $400 to about $285, Netflix has a trailing price-to-earnings ratio of more than 100 and an enterprise value-to-EBITDA ratio of about 70. For comparison, Disney has a P/E ratio of about 14 and an EV-to-EBITDA ratio of about 11. Viacom's valuation ratios are both around 7.

This gaudy valuation is largely predicated on its international growth forecast. Breaking into India is critical for the company to double or triple its subscribers over the next 10 to 15 years, as many analysts have estimated. But Netflix hasn't had an easy time spreading through India since it launched there in 2016. Faced with competition from local players and Amazon Prime Video, Netflix is facing an uncertain future in a country with more than 1.3 billion people. CNBC.com video above published Dec 11, 2018.

3) Investing

The Week: NASDAQ Composite -0.8 | S&P 500 Index -1.3 | DJIA -1.2.

Slowing growth in China, growing disarray concerning UK, Brexit, & the EU.

Investing Notes: The Macroview

“It is quite possible there will be a global recession”--Jeffrey Gundlach, Dec 11, 2018.  The U.S. is stronger than the rest of the world, according to Gundlach, with real growth at 3.0%. U.S. leading economic indicators (LEIs) remain strong, and are not close to turning negative, which would signal a recession. But global LEIs are much weaker, Gundlach said, and approaching zero. As central banks tightened their monetary policies, equity returns have been hit. 75% to 80% of global markets are in a “death cross” pattern, where 50-day moving average has fallen below the 200-day moving average. Europe is “absolutely horrible” in terms of economic growth, according to Gundlach. More here.

Top 10 Risks For 2019 include Eurozone crisis 2.0.

4) ICYMI Tech News:

• Apple $AAPL plans to build a new $1 billion campus in Austin, Texas, adding thousands of jobs, and also setting up new large offices in Seattle, San Diego and the Los Angeles area.--Axios.com.

• SoftBank Group reportedly has invested hundreds of millions of dollars in Miami parking tech startup ParkJockey (parkjockey.com) making it Miami's most valuable startup with a valuation now above $1 billion.

• Qualcomm's $QCOM Challenges May Only Get Worse--SeekingAlpha.com.

• Robots rising: 5 trends driving the robotics sector in 2019--zdnet.com. For robot-based automation, check out Amazon's AWS RoboMaker. 

• China-based music streaming Tencent Music Entertainment Group raised close to $1.1 billion in its U.S. initial public offering (IPO) after pricing its $TME shares at the bottom of its targeted range.

• Canada frees China's Huawei CFO on bail.

• Russiagate Hyperbole: Google CEO Sundar Pichai revealed this week that the “full extent” of so-called Russian meddling activity that took place on the platform during all of 2016 was $4,700 spent on some digital advertisements.

-- John Poole, Editor, Domain Mondo  

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Tech Review | Internet of Things Creating New Avenues for Cybercrime

Tech Review (TR 2018-10-27)--Domain Mondo's weekly review of tech investing news with commentary, analysis and opinion: Features • 1) Internet of Things Creating New Avenues for Cybercrime, 2) How China Went From Copying Tech to Cutting Edge, 3) Investing: The Week, Investing Notes, 4)ICYMI Tech News.

1) Internet of Things Creating New Avenues for Cybercrime

FT.com and Chubb.com video above published Oct 1, 2018: the Internet of Things (IoT) is creating new avenues for cybercrime. Cybersecurity practices in businesses vary from one company to another but just who is responsible for maintaining cybersecurity practices remains a big question in Cyber Risk Management and Cybersecurity.

SoftBank says there will be a trillion connected devices by 2025 and that "these devices, connected through the internet of things" will "generate $11 trillion in value by that time."-VentureBeat.com.

2) How China Went From Copying Tech to Cutting Edge

China's technology industry is developing into a serious rival to Silicon Valley, but there are political hurdles ahead. Bloomberg QuickTake explains how China's tech companies went from copycats to cutting edge, and why the U.S. government is crying foul. Bloomberg.com video above published Oct 16, 2018.

3) Investing

The Week: NASDAQ Composite -3.8% | S&P 500 Index -3.9% | DJIA -3%

The Market Sell-Off Is Overdone, This Is a 'Buying Opportunity'--Mikio Kumada, executive director and global strategist at LGT Capital Partners (domain: lgtcp.com), discusses the market sell-off and what to look out for in the future--video here.

Wall Street's Charging Bull

Investing Notes:

US: The party’s far from over for the U.S. economy, as Q3 GDP growth shows--GDP growth of 3.5% marks best two-quarter stretch in four years--a vigorous gain following a 4.2% burst of growth in the second quarter positions the economy for its best performance in 13 years. The last time the U.S. posted 3% growth for a full year was in 2005.

EU: Italy’s Debt Crisis--the European Union rejects Italy's budget--Italy has three weeks to revise its budget under the EU’s rules (Editor's note: don't hold your breath.)

China: policymakers in China have been left searching for answers to the trade war with the US because the domestic think tanks called on for guidance have provided “filtered information” to avoid offending supervisors--scmp.com.

Brexit: Lloyd's (lloyds.com) Chairman: "Our customers will be unaffected by Brexit."--CNBC.com video.

4) ICYMI Tech News:

source: statista.com

• Why Netflix $NFLX Is Selling $2 Billion of Junk Bonds--Bloomberg.com (video). Netflix will spend $18.6 billion on content, and forecasts $3 billion negative cash flow for 2018 and 2019, betting aggressive spending leads to more subscribers--NYTimes.com.
• Lobbying: Amazon spent $3.63M on lobbying in Q3, up from $3.47M in Q2, as it seeks JEDI, a big Pentagon contract; Google spent $5.46M, up 30%+ YoY, while Facebook spent $2.82M--Bloomberg.com.
• Verizon $VZ and Altaba $AABA have agreed to pay $50M in damages, up to $37.5M in legal fees, and provide credit monitoring for Yahoo users affected by Yahoo's 2013 security breach.
• Facebook $FB is reportedly trying to buy a major cybersecurity firm. Meanwhile Oculus founder Brendan Iribe is leaving Facebook--Bloomberg.com (video).
• Cloudflare Inc, is preparing an initial public offering (IPO) that could value the startup at more than $3.5 billion.
• Google $GOOG $GOOGL will open source its firmware for Titan M, a Pixel 3 secure chip handling Verified Boot which also has its own isolated storage and RAM--wired.com.
• Wealthfront, a digital wealth management startup will offer its automated financial planning tool (robo-advisor) for free by the end of the year.
• Personal Tech Tip: "... if you always charge your phone at 25 percent, the battery will only work to its full potential for 500 charges ... opting to charging at 75 percent will give you up to 2,500 fully powered charges"--lifehack.org.

-- John Poole, Editor, Domain Mondo  

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Netflix $NFLX Q3 2018 Earnings Video Interview Oct 16, 6pm EDT

Q3 '18 Earnings Interview

Netflix Investor Relations video above published Oct 16, 2018.

House of Cards: Season 6 (Netflix Official Trailer)

House of Cards Season 6 Coming to Netflix on November 2.

Netflix Q3 2018 Earnings Video Interview October 16, 2018 6pm EDT 

$NFLX

Netflix, Inc.

NASDAQ: NFLX
Principal domain: Netflix.com
Investor Relations: netflixinvestor.com

Q3 2018 Earnings Release--Netflix third-quarter 2018 financial results and business outlook--letter to shareholders (pdf) and financial statements (xlsx). $NFLX shares are UP in after hours trading.

See also Netflix Crushes Estimates, Renewing Faith After July Letdown--Streaming giant adds 6.96 million users globally in quarter,  Outlook shows international markets will pace company’s growth--Bloomberg.com.

A video interview with Netflix Chief Executive Officer Reed Hastings, Chief Financial Officer David Wells, Chief Content Officer Ted Sarandos, Chief Product Officer Greg Peters and VP, IR & Corporate Development Spencer Wang will be available at 6:00 p.m. EDT. The discussion will be moderated by Eric Sheridan, UBS, with questions submitted via email.  Questions from investors should be submitted as well in advance as possible for inclusion to eric.sheridan @ ubs.com. The video interview can be accessed on the Netflix Investor Relations YouTube channel.

Netflix is a media services provider, headquartered in Los Gatos, California, founded in 1997 by Reed Hastings and Marc Randolph in Scotts Valley, California. 

The primary business of Netflix is its subscription-based streaming media service, which offers online streaming films and television programs including those produced in-house. As of July 2018, Netflix has 130 million total subscribers worldwide, including 57.38 million in the United States. Its service is available worldwide except mainland China, Syria, North Korea and Crimea. Netflix also has offices in the Netherlands, Brazil, India, Japan, and South Korea.

See also: Barry Diller Says Hollywood Risks Getting Overtaken by Amazon and Netflix.

Tweets by NetflixFilm

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HBO vs Netflix, LVMH vs Amazon, iOS vs Android (video)

HBO vs Netflix

L2inc.com video above published Sep 13, 2018: HBO execs have proposed moving to a Netflix strategy. This is a terrible mistake says Scott Galloway.

Editor's note: Boutique vs Big:

• HBO vs Netflix
• LVMH vs Amazon
• Mercedes vs Toyota
• Emirates vs Southwest Airlines
• iOS vs Android

Transcript (auto-generated):
00:01 from the age of 25 to 40 i lost the
00:05 capacity to cry not once not when people
00:08 close to me passed away not when things
00:10 move me just couldn't do it for some
00:12 reason as a matter of fact the only time
00:14 I ever really felt anything I mean
00:17 really felt something between the ages
00:19 of 25 and 40 was when I was under the
00:21 influence of media specifically
00:25 television a hundred years from now TV
00:27 will be recognized as the defining art
00:29 form of our age when Michael realizes is
00:32 on the bus that killed his father Claire
00:35 reviewing her life as she is about to
00:38 pass anything with Hank from the Larry
00:40 Sanders show I will be your champion
00:43 Game of Thrones the original gangster
00:46 Sopranos a mob soldier perusing photos
00:50 of him and his family at the shore
00:51 before he hangs himself what do most of
00:53 these shows have in common three things
00:56 one h-2b and 300 HBO changed the
01:03 television landscape full stop yes they
01:05 should have seen Netflix coming but
01:07 Netflix similar to Amazon and other
01:09 unicorns was able to execute on a
01:11 strategy that HBO's parent company Time
01:13 Warner could not specifically cheap
01:16 capital without pressure for
01:18 profitability Jon stanky the new head of
01:21 Warner entertainment and by the way a
01:22 Bruin grad can't be all bad recently
01:25 addressed his troops at HBO and
01:27 described a future in which HBO would
01:29 increase its subscriber base and their
01:32 viewing hours to pull it off according
01:34 to mr. stanky HBO would have to come up
01:36 with more content and transform from a
01:39 boutique operation to something bigger
01:41 and broader in short become more Netflix
01:44 ish this was a big mistake and will kill
01:47 what is unique and special about HBO to
01:50 move HBO to an Netflix like strategy is
01:53 to walk into the MU say - or say and
01:55 announce we need to scale this makes no
01:58 sense the most efficient way to process
02:00 information binary zeros and ones and
02:02 the entire consumer sector is
02:04 bifurcating there's Amazon at zero
02:06 there's Gucci at one LVMH is at lunch
02:09 hmm is at zero in the mass category
02:12 Mercedes Toyota
02:13 blue and Southwest Airlines and then
02:15 Emirates and Qatar at the top they
02:18 survive and prosper while Delta American
02:21 United and Sears or anyone else in the
02:23 middle gets run over
02:25 we're also bifurcating as a society
02:27 we're turning into a country of three
02:28 hundred and fifty million serfs serving
02:31 three million Lords iPhones only command
02:33 18% of the market but garner 87 percent
02:38 of the profits HBO is iOS garnering not
02:41 only awards but billions in EBIT - every
02:43 year despite spending less on original
02:46 content mr. stanky is taking unnecessary
02:48 even reckless risks with a unique
02:50 process and culture and is in danger of
02:52 killing what is really special about HBO
02:55 HBO and Disney are the only firms over
02:57 the last several decades that have
02:59 managed to create a process and a
03:01 culture for pulling off the impossible
03:03 scaling creativity they attract or
03:06 maintain the not so secret sauce and
03:08 media a list talent HBO should be the
03:11 prize for switching from Verizon to AT&T;
03:13 where the handset messaging and apps can
03:16 molest people's data and pitch marketers
03:18 on there we're number three strategy to
03:21 summarize its Amazon and LVMH southwest
03:24 and Emirates iOS and Android Chipotle
03:28 and Chipotle that's right we're due for
03:32 some near Mexican fare the Big Dawg
03:34 would like to hang out and here's my
03:36 invitation of Romelu Lukaku the english
03:39 striker from Belgium he and I would just
03:42 get along we're in the line he gets a
03:44 burrito bowl I go pulled pork and boom
03:47 they say to him guacamole or cheese on
03:50 your burrito bowl mr. Lukaku and I step
03:52 and I say yes because that's how me and
03:57 Lulu that's what I call him cuz we roll
04:00 that way he calls me Scott this could
04:04 happen we'll see you next week
04:07 [Music]

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Netflix $NFLX Q2 2018 Earnings Interview July 16, 6pm EDT

Netflix Q2 2018 Earnings Interview

Netflix Investor Relations video published Jul 16, 2018

Netflix, Inc.

• Netflix Second Quarter 2018 Earnings Interview above. Letter to shareholders below--shares are down in after-hours trading on the NASDAQ July 16, 2018.
• Date and Time: Jul 16, 2018, 6:00 PM EDT
• Principal domain: netflix.com
• Investor Relations: netflixinvestor.com / ir.netflix.com

UPDATE Netflix Q2 2018 Letter to shareholders:

Stock Exchange: Symbol || NASDAQ: NFLX

$NFLX

Have We Reached Peak Netflix?

Can the streaming giant keep up its scintillating subscriber growth, particularly overseas, and retain the trust of investors as it continues to spend billions of dollars a year on content? TheStreet.com’s Annie Gaus and Eric Jhonsa give their perspectives (date published June 30, 2018).

source: Statista.com

source: Statista.com

source: Statista.com

source: Statista.com

Tweets by netflix

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All About Netflix & Netflix vs Amazon Prime (infographic)

Survey: Netflix is the No. 1 way to watch TV

Centric Digital (centricdigital.com) Chief Digital Officer Brian Manning on Netflix, its’ competitors and technology for smarter homes. Fox Business video above published Jul 5, 2018.

$NFLX

source: Statista.com

Netflix, Inc.
Principal domain: netflix.com
Stock exchange: symbol  NASDAQ: NFLX

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Tech Review | Netflix $NFLX Shaking Up Disney & Other Media Companies

Tech Review (TR 2018-06-16)--Domain Mondo's weekly review of tech news with commentary, analysis and opinion: Features • 1) Netflix $NFLX Shaking Up Disney & Other Media Companies, 2) Amazon, Apple, Google, Microsoft--The Big Tech 4 in Market Cap & Brand Value, 3) Investing: The Week, Investing Notes: Macro Risks and Micro Risks, 4) ICYMI Tech News.

1) Netflix $NFLX Shaking Up Disney & Other Media Companies

Disney, Comcast, CBS and other traditional media companies are frustrated that investors have given Netflix (domain: netflix.com) a seemingly unfair advantage: the more Netflix spends on content, the more its shares go up. CNBC's Alex Sherman explains how Netflix's strategy is shaking up traditional media companies. CNBC.com video above published Jun 13, 2018.

Netflix, Inc. is a entertainment company, headquartered in Los Gatos, California, founded in 1997 by Reed Hastings and Marc Randolph in Scotts Valley, California. Netflix is reportedly the world's 10th-largest internet company by revenue.

NASDAQ: NFLX:

$NFLX

See also Federal judge clears AT&T's bid for Time Warner with no conditions | cnbc.com--effects: a) AT&T closed its Time Warner acquisition ASAP--now done; b) Comcast challenges Disney to buy the majority of 21st Century Fox--Comcast offers $65 billion cash bid for 21st Century Fox | TheHill.com June 13, 2018.

2) Amazon, Apple, Google, Microsoft--The Big Tech 4 in Market Cap & Brand Value:

Apple $AAPL Leads the Race to $1 Trillion Market Capitalization:

source: Statista.com

Apple, Amazon, Google (Alphabet), Microsoft: Apple is still winning the "market cap race" (above), but Google edged out Apple as the "World's Most Valuable Brand" (below).

source: Statista.com

3) Investing

The Week: NASDAQ Composite +1.3% | S&P 500 Index +0.01% | DJIA -0.9%

Wall Street's Charging Bull

Investing Notes:

• Fed Rate Increase--"... with the rest of the world still on negative or zero interest rates, then money continues to pour into [U.S.] Treasuries making the ballooning deficit a SEPT (Someone Else’s Problem Tomorrow) ..."--Bill Blain.

Macro risks: EU & Eurozone, China, Emerging Markets

• EU & Eurozone: The G7 Summit Highlights Western Leaders' Hypocrisy and Vulnerability--ZeroHedge.com: "Other countries pretend to be interested in free trade; in reality they only care about their own advantage..." Also Mario Draghi Might Never Get to Raise Rates at the ECB | Bloomberg.com 14 June 2018: ECB president dashes expectations for tightening early in 2019, new policy guidance is dovish even as bond-buying program ends. See also Capital Flight To Germany: "most likely outcome is a destructive breakup of the eurozone, starting in Italy or Greece."--ZeroHedge.com

• China: Wary Investors Are Flying to China to Quell Default Fears | Bloomberg.com

• Emerging Markets: Massive Argentine Peso Plunge Deepens Emerging-Market Selloff | Bloomberg.com. See also Emerging Markets Massacred As Dovish Draghi Sends Dollar Soaring--ZeroHedge.com.

Micro risks: Bitcoin & Crypto 

• Bitcoin is ‘the last thing I’d want to own’ if the grid goes down, says famed short seller Jim Chanos--MarketWatch.com.  See also Crypto Collapse Accelerates As Bitcoin Miners Turn Cashflow Negative: "market manipulation during last year's meltup and collapsing margins for miners as prices tumble below breakevens"--ZeroHedge.com. See also New York Times: Researchers say campaign of price manipulation using Tether via Bitfinex may have accounted for at least half of the increase in the price of Bitcoin last year.

4) ICYMI Tech News:

• Elon Musk Outlines How His Chicago ‘Loop’ Transport Will Work | Bloomberg.com: "Elon Musk’s Boring Co. got the green light to work on a project connecting downtown Chicago to O’Hare International Airport, its first major city contract. The plans represent both a victory for the 18-month-old startup and a reality check for the billionaire."

• Amazon major reorganization, the retail veterans who once decided what to sell on the site have lost out to the marketplace data scientists--Amazon’s Clever Machines Are Moving From the Warehouse to Headquarters | bloomberg.com.

• Esports: The esports arena at E3 2018 puts mobile gaming center-stage | engadget.com.

• Facebook's answers to U.S. Senators (pdf).

• New ZTE regime could climb out of big hole | Reuters.com.

• Oracle Internet Intelligence Map | Oracle.com.

• Biggest winner in the AT&T-Time Warner merger? Time Warner CEO Bewkes could receive $434 million ’platinum parachute’--MarketWatch.com. Editor's note: just more incentive for more vertical M&A yet to come in tech, telecom, and media.

-- John Poole, Editor, Domain Mondo  

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