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Netflix Falls 4% as Rate Repricing Pressures Long-Duration Growth; Disney Dips, Warner Bros. Discovery Sits Tight

Source: 247wallst.com

Interest Rates & YieldsCredit & Bond MarketsCorporate Earnings
Netflix Falls 4% as Rate Repricing Pressures Long-Duration Growth; Disney Dips, Warner Bros. Discovery Sits Tight

Rates drove the day’s early market move, with long-duration growth taking the “tab.” The pressure is concentrated in higher-multiple media/streaming stocks, implying investors are marking down valuation-sensitive names as yields rise.

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