Netflix (NFLX.US) Co-CEO: The company currently accounts for only about 5% of global TV viewing time; in the first half of 2026, platform viewing hours increased by 2% year-over-year, rising by approximately 1.5 billion hours compared to the same period last year.

After attending the Quantum World Congress, Jefferies issued a major evaluation: the industry's core challenge has shifted from "creating good qubits" to "building truly usable computers." The source of competitive advantage has fully moved from physics innovation to system engineering and manufacturing barriers. The U.S. government has elevated its role from a funding provider to a rule-maker, with federal funding now linked to performance and the NQI Act about to be implemented. Whoever first achieves repeatable manufacturing and supply chain resilience will earn the ticket to compete in commercializing this technology.

Morgan Stanley has lowered its target price for Applied Materials, one of the world's largest semiconductor equipment manufacturers, from the previous $642 to $563.