U.S. Senate Committee Passes Bill To Bar Government Officials From Pressuring Private Companies To Censor Speech, Citing Trump Threats To Late-Night Talk Shows

Federal Communications Chair Carr Says Wireless Spectrum Auctions Over Next Couple Of Years Could Easily Generate More Than $100B

- Reuters

B of A Securities Maintains Buy on Comcast, Lowers Price Target to $35

B of A Securities analyst Jessica Reif Cohen maintains Comcast (NASDAQ:CMCSA) with a Buy and lowers the price target from $37 to $35.

UBS Maintains Neutral on Comcast, Lowers Price Target to $27

UBS analyst John Hodulik maintains Comcast (NASDAQ:CMCSA) with a Neutral and lowers the price target from $32 to $27.

Epic Games’ Private Market Value Slides as Fortnite Struggles to Deliver its Next Growth Spurt

Epic Games is one of the biggest names in gaming, but its private market shares are telling a more cautious story.

Shares of communications services are trading higher after AI executives from firms including Anthropic, OpenAI and SpaceXAI signaled that the industry's growth may have to be slowed, which may limit competition in content creation, advertising sales and other areas. The sector's cash flow from ads and subscription revenue may also be attractive to investors amid elevated bond yields, inflation fears and interest rate expectations.

Walt Disney vs. Roblox: Which Media Stock Is a Better Buy in 2026?

The article compares Walt Disney and Roblox as investment options for 2026. Disney is recommended as the better choice due to its profitability, strong cash flows, and momentum across streaming, theme parks, and sports divisions. Roblox, while building an engaged gaming platform with 111.8 million daily active users, is currently unprofitable with a negative net margin of 21.8% and is guiding for a sharp decline in bookings, asking investors to wait for long-term returns.