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Market update: Wednesday 22nd January 2025

Writer's picture: NexxtGen MarketsNexxtGen Markets

Good morning all,


Netflix Shatters Expectations with Record-Breaking Q4

Netflix shares soared 14% after-hours as the streaming giant reported a blockbuster quarter, adding 18.9 million new subscribers in Q4. Key drivers included:

  • Squid Game Season 2's massive success.

  • The headline-grabbing Jake Paul vs. Mike Tyson event.

Netflix also announced:

  • A price increase for the standard ad-free plan (£1–£2.50 per month, the first in three years).

  • An expanded share buyback programme of £15 billion, showcasing confidence in its financial health.

This sharp post-earnings stock jump underscores Netflix’s ability to navigate a highly competitive streaming market while innovating to capture audience attention.

“Stargate”: Oracle Joins the $500 Billion AI Venture

Oracle shares climbed 3% after President Trump announced the Stargate initiative—a £500 billion investment in U.S.-based AI infrastructure. Collaborators include Oracle, OpenAI, and SoftBank.

Why it matters:

This venture cements Oracle’s position as a key player in next-generation AI technologies, leveraging its cloud infrastructure to drive innovation and competitiveness in AI development.

Big Pharma Earnings Spotlight: Procter & Gamble and Johnson & Johnson

  • Procter & Gamble (P&G):Earnings today will focus on challenges like the strong dollar affecting international sales and potential slowdowns in China. P&G’s diverse consumer staples portfolio provides stability, with analysts predicting moderate growth driven by essential product demand.

  • Johnson & Johnson (J&J):Analysts anticipate year-over-year revenue and net income growth. Key hurdles include:

    • Ongoing talc lawsuits.

    • Patent expirations.

    • Credit risks linked to acquisitions like the £14.6 billion Intra-Cellular Therapies deal.

Movers & Shakers

  • Netflix (NFLX): Up 14% post-earnings on record subscriber growth and strong financial signals.

  • Apple (AAPL): Down 3.19%, shedding £110 billion in market value due to weak iPhone sales and concerns over lagging AI development. For the first time in months, Apple’s valuation dipped below Nvidia’s.

  • Rocket Lab (RKLB): Surged 28% following Trump’s inaugural focus on a Mars mission and successful deployment of its Pioneer spacecraft. Citi analysts raised their price target to £35, reaffirming a Buy rating.

  • Rigetti Computing (RGTI): Rocketed 42% amid excitement over quantum computing and Trump’s prioritisation of emerging technologies in his second term.


What to Watch

  • GE Vernova Earnings (Pre-Bell):


    Expected revenue: £10.73 billion; Net income: £634.87 million. Analysts are closely watching the wind energy segment, which is nearing profitability. Shares have nearly tripled since April, reflecting high investor optimism.

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Trading and investing carry risks. You should seek professional advice before engaging in such activities. Leverage can amplify both gains and losses. Past performance is not indicative of future results. Full risk disclosure: http://nexxtgen.pro/risk.


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