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@uifeed.com
Subscribed 4 years, 7 months ago
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Inside Sandisk’s transformation from thumb drive dinosaur to the hottest trade in AI
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Hey Snackers,
</span>
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<p style="margin:0;margin-bottom:16px">
Good news for spice-loving job seekers:
<strong>
Takis
</strong>
, the popular corn tortilla chip brand, launched a public hunt last week for its first-ever
<strong>
“
</strong>
<a style="text-decoration: underline; color: #5869ff;">
<strong>
Chief Intensity Officer
</strong>
</a>
<strong>
,”
</strong>
a paid brand ambassador role targeting content creators with a unique competition format that involves public voting and live judging for a $30,000 winning prize.
</p>
<p style="margin:0">
🌶️ Spicy quiz time 🔥:
<strong>
There are more menu items with “spicy” in their name than:
</strong>
</p>
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<ol start="1" style="margin-top:0;margin-bottom:0;list-style-type:upper-alpha">
<li aria-level="1" style="Margin:0 0 8px 0">
“Chicken”
</li>
<li aria-level="1" style="Margin:0 0 8px 0">
“Fruit”
</li>
<li aria-level="1" style="Margin:0 0 8px 0">
“Vegetable”
</li>
</ol>
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<p style="margin:0;margin-bottom:16px">
<a style="text-decoration: underline; color: #5869ff;">
<strong>
Check your answer.
</strong>
</a>
</p>
<p style="margin:0">
The S&P 500, Nasdaq 100, and Russell 2000
<strong>
</strong>
<a style="text-decoration: underline; color: #5869ff;">
<strong>
jumped
</strong>
</a>
<strong>
</strong>
after US President Donald Trump said he wouldn’t slap tariffs on several European countries after reaching what he called
<strong>
“
</strong>
<a style="text-decoration: underline; color: #5869ff;">
<strong>
the framework of a future deal
</strong>
</a>
<strong>
”
</strong>
on Greenland with NATO’s secretary general. Small-caps completely recovered from yesterday’s losses, and the Russell 2000 beat the S&P 500 for the 13th consecutive session.
</p>
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<span style="word-break: break-word; line-height: 16.8px;">
<strong>
FLASH FORWARD
</strong>
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<a style="text-decoration: underline; color: #5869ff;">
<strong>
Inside Sandisk’s transformation from thumb drive dinosaur to the hottest trade in AI
</strong>
</a>
</h1>
</td>
</tr>
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<p style="margin:0;margin-bottom:16px">
Pretty much nobody saw it coming.
</p>
<p style="margin:0;margin-bottom:16px">
Five months and nearly a 1,000% return later, it’s one of the craziest comeback stories on Wall Street, with
<strong>
Sandisk
</strong>
, a stodgy old memory card company, vaulting to
<a style="text-decoration: underline; color: #5869ff;">
<strong>
the top of the S&P 500
</strong>
</a>
<strong>
</strong>
and squarely into the center of the AI trade.
</p>
<p style="margin:0;margin-bottom:16px">
Last August, memory chip analysts, vendors, researchers, and consultants gathered in Santa Clara, California, for their big annual conference. Mark Webb, a 20-year veteran of
<strong>
Intel
</strong>
, said most at the event had a similar outlook: things would likely slow down in the winter, then there’d be a return to growth in 2026.
</p>
<p style="margin:0">
“I don’t think there was any disagreement,” Webb recalled. “Then in September,
<strong>
</strong>
<a style="text-decoration: underline; color: #5869ff;">
<strong>
everything started skyrocketing
</strong>
</a>
.”
</p>
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<ul start="1" style="margin-top:0;margin-bottom:0;list-style-type:revert">
<li aria-level="1" style="Margin:0 0 8px 0">
The subsequent run on chips put Sandisk — a company you might remember from the early 2000s as a maker of things like USB thumb drives and memory cards — at the heart of the hottest trade on Wall Street.
</li>
<li aria-level="1" style="Margin:0 0 8px 0">
In recent months, rising AI usage by companies and consumers has generated so much data, it’s prompted a rapid market reassessment of the amount of memory chips and storage devices needed to manage it.
</li>
<li aria-level="1" style="Margin:0 0 8px 0">
The result: market momentum is now centering on makers of memory chips, such as
<strong>
Micron
</strong>
, and data storage products that use those chips, like Sandisk.
</li>
<li aria-level="1" style="Margin:0 0 8px 0">
As one insider put it: “I would say memory is the future of AI, because if there is no memory, there’s no AI.”
</li>
<li style="Margin:0 0 8px 0">
And
<a style="text-decoration: underline; color: #5869ff;">
<strong>
heavyweights like Nvidia CEO Jensen Huang agree
</strong>
</a>
, noting that current memory solutions are “the bottleneck” of AI.
</li>
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<p style="margin:0">
Even as memory-related stocks worldwide spiked, Sandisk was an outlier,
<a style="text-decoration: underline; color: #5869ff;">
<strong>
as you can see in this chart
</strong>
</a>
. Analysts say there are a couple reasons for Sandisk’s outperformance, including its
<a style="text-decoration: underline; color: #5869ff;">
<strong>
built-in cost advantage
</strong>
</a>
.
</p>
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<span class="tinyMce-placeholder" style="word-break: break-word;">
THE TAKEAWAY
</span>
</h1>
</td>
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<p style="margin:0;margin-bottom:16px">
Industry insiders didn’t expect it. One of the smartest hedge funds on Wall Street didn’t see it coming. Even Sandisk itself, which has existed as a stand-alone stock for less than a year, seemed surprised.
</p>
<p style="margin:0">
The company’s
<a style="text-decoration: underline; color: #5869ff;">
<strong>
January 29 earnings report
</strong>
</a>
<strong>
</strong>
will be a key event for traders, and analysts have penciled in some lofty expectations for the hottest stock of 2025 to live up to in 2026. Whatever the results, Sandisk certainly is having a memorable first year on the market.
</p>
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Read more
</strong>
</span>
</span>
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</span>
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</table>
</div>
</td>
</tr>
</table>
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<tr>
<td class="pad" style="text-align:left">
<div align="left" class="alignment">
<!--[if mso]>
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<strong>
WE’RE GONNA NEED A BIGGER BOX
</strong>
</span>
</span>
<!--[if mso]></center></v:textbox></v:roundrect><![endif]-->
</div>
</td>
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<td class="pad" style="padding-bottom:10px;padding-top:10px;text-align:center;width:100%">
<h1 style="margin:0;color:#5869ff;direction:ltr;font-family:'Helvetica Neue',Helvetica,Arial,sans-serif;font-size:26px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:31px">
<a style="text-decoration: underline; color: #5869ff;">
<strong>
Two charts that show why Amazon is building a giant physical store
</strong>
</a>
</h1>
</td>
</tr>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="paragraph_block block-4" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
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<td class="pad" style="padding-bottom:10px">
<div style="color:#1d1d1d;direction:ltr;font-family:'Helvetica Neue',Helvetica,Arial,sans-serif;font-size:18px;font-weight:400;letter-spacing:0;line-height:1.5;text-align:left;mso-line-height-alt:27px">
<p style="margin:0;margin-bottom:16px">
This week
<strong>
Amazon
</strong>
<a style="text-decoration: underline; color: #5869ff;">
<strong>
received approval
</strong>
</a>
<strong>
</strong>
to build a hybrid big-box store and fulfillment center outside Chicago that’s
<a style="text-decoration: underline; color: #5869ff;">
<strong>
roughly twice the size
</strong>
</a>
<strong>
</strong>
of a typical
<strong>
Target
</strong>
. Why would the e-commerce giant want to wade into the costly and cumbersome business of physical stores, especially after earlier brick-and-mortar iterations like Amazon Go have failed?
</p>
<p style="margin:0">
There are at least two reasons:
</p>
</div>
</td>
</tr>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="list_block block-5" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word;color:#1d1d1d;direction:ltr;font-family:'Helvetica Neue',Helvetica,Arial,sans-serif;font-size:18px;font-weight:400;letter-spacing:0;line-height:1.5;text-align:left;mso-line-height-alt:27px" width="100%">
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<td class="pad" style="padding-bottom:15px;padding-left:10px;padding-right:10px;padding-top:10px">
<div style="margin-left:-20px">
<ul start="1" style="margin-top:0;margin-bottom:0;list-style-type:revert">
<li aria-level="1" style="Margin:0 0 8px 0">
First, despite e-commerce’s rapid growth, the vast majority of retail purchases still happen in physical stores, according to
<a style="text-decoration: underline; color: #5869ff;">
<strong>
Census Bureau data
</strong>
</a>
.
</li>
<li style="Margin:0 0 8px 0">
Second, Amazon’s own customers regularly shop at competing big-box retailers — Consumer Intelligence Research Partners found that 93% have also shopped at
<strong>
Walmart
</strong>
. And as Amazon pushes further into groceries, a category still dominated by in-person shopping, CIRP estimates that basically all Amazon customers buy their groceries elsewhere.
</li>
</ul>
</div>
</td>
</tr>
</table>
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<tr>
<td class="pad" style="padding-bottom:10px">
<div style="color:#1d1d1d;direction:ltr;font-family:'Helvetica Neue',Helvetica,Arial,sans-serif;font-size:18px;font-weight:400;letter-spacing:0;line-height:1.5;text-align:left;mso-line-height-alt:27px">
<p style="margin:0">
<a style="text-decoration: underline; color: #5869ff;">
<strong>
See the charts here.
</strong>
</a>
</p>
</div>
</td>
</tr>
</table>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
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<tbody>
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<td>
<table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;background-color:#fff;color:#000;width:600px;margin:0 auto" width="600">
<tbody>
<tr>
<td class="column column-1" style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;padding-left:25px;padding-right:25px;vertical-align:top" width="100%">
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<td class="pad" style="padding-bottom:8px;padding-top:24px;text-align:center;width:100%">
<h1 style="margin:0;color:#5869ff;direction:ltr;font-family:'Helvetica Neue',Helvetica,Arial,sans-serif;font-size:23px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:28px">
<span class="tinyMce-placeholder" style="word-break: break-word;">
THE TAKEAWAY
</span>
</h1>
</td>
</tr>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="paragraph_block block-2" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
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<td class="pad" style="padding-bottom:10px">
<div style="color:#1d1d1d;direction:ltr;font-family:'Helvetica Neue',Helvetica,Arial,sans-serif;font-size:18px;font-weight:400;letter-spacing:0;line-height:1.5;text-align:left;mso-line-height-alt:27px">
<p style="margin:0">
Looking at the charts, it’s not hard to understand Amazon’s decision. To focus in on groceries, last year, Amazon launched a
<a style="text-decoration: underline; color: #5869ff;">
<strong>
new private-label brand
</strong>
</a>
and pushed into
<a style="text-decoration: underline; color: #5869ff;">
<strong>
same-day deliveries
</strong>
</a>
,
<strong>
</strong>
ending 2025 with more than 2,300 locations offering fast Prime delivery of perishable groceries, which
<a style="text-decoration: underline; color: #5869ff;">
<strong>
analysts loved
</strong>
</a>
. If the company can also take a bite of the big-box pie, it could be another huge win.
</p>
</div>
</td>
</tr>
</table>
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<a style="color:#ffffff;text-decoration:none;" target="_blank">
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Read more
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<span style="word-break: break-word; line-height: 16.8px;">
<strong>
THE BEST THING WE READ TODAY
</strong>
</span>
</span>
<!--[if mso]></center></v:textbox></v:roundrect><![endif]-->
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</table>
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<tr>
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<h1 style="margin:0;color:#5869ff;direction:ltr;font-family:'Helvetica Neue',Helvetica,Arial,sans-serif;font-size:25px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:30px">
<a style="text-decoration: underline; color: #5869ff;">
<strong>
See for yourself just how massive Meta’s Hyperion data center is
</strong>
</a>
</h1>
</td>
</tr>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="paragraph_block block-3" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
<tr>
<td class="pad" style="padding-bottom:10px">
<div style="color:#1d1d1d;direction:ltr;font-family:'Helvetica Neue',Helvetica,Arial,sans-serif;font-size:18px;font-weight:400;letter-spacing:0;line-height:1.5;text-align:left;mso-line-height-alt:27px">
<p style="margin:0;margin-bottom:16px">
It’s no wonder communities are
<a style="text-decoration: underline; color: #5869ff;">
<strong>
pushing back on data center build-outs
</strong>
</a>
<strong>
</strong>
once you get a sense of the actual scale of the
<a style="text-decoration: underline; color: #5869ff;">
<strong>
massive constructions
</strong>
</a>
, which is actually quite hard to do as most are surrounded by featureless farmland.
</p>
<p style="margin:0;margin-bottom:16px">
So we built an interactive map that lets you teleport the nearly 5-mile-long, 1-mile-wide
<a style="text-decoration: underline; color: #5869ff;">
<strong>
Hyperion
</strong>
</a>
tract to some recognizable spots, like Manhattan, Washington, DC, London… or on top of your local town.
</p>
<p style="margin:0">
<a style="text-decoration: underline; color: #5869ff;">
<strong>
Put in your address
</strong>
</a>
</p>
</div>
</td>
</tr>
</table>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
<table align="center" border="0" cellpadding="0" cellspacing="0" class="row row-9" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td>
<table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;background-color:#fff;color:#000;width:600px;margin:0 auto" width="600">
<tbody>
<tr>
<td class="column column-1" style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;padding-left:25px;padding-right:25px;vertical-align:top" width="100%">
<table border="0" cellpadding="0" cellspacing="0" class="divider_block block-1" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tr>
<td class="pad" style="padding-bottom:25px;padding-top:25px">
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<table border="0" cellpadding="0" cellspacing="0" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tr>
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<span style="word-break: break-word;">
</span>
</td>
</tr>
</table>
</div>
</td>
</tr>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="heading_block block-2" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tr>
<td class="pad" style="padding-bottom:10px;padding-top:10px;text-align:center;width:100%">
<h1 style="margin:0;color:#5869ff;direction:ltr;font-family:'Helvetica Neue',Helvetica,Arial,sans-serif;font-size:25px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:30px">
<strong>
Snacks Shots
</strong>
</h1>
</td>
</tr>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="list_block block-3" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word;color:#1d1d1d;direction:ltr;font-family:'Helvetica Neue',Helvetica,Arial,sans-serif;font-size:18px;font-weight:400;letter-spacing:0;line-height:1.5;text-align:left;mso-line-height-alt:27px" width="100%">
<tr>
<td class="pad" style="padding-bottom:5px;padding-left:10px;padding-right:10px">
<div style="margin-left:-20px">
<ul start="1" style="margin-top:0;margin-bottom:0;list-style-type:revert">
<li aria-level="1" style="Margin:0 0 8px 0">
<strong>
🌀 Weather:
</strong>
The East Coast is
<a style="text-decoration: underline; color: #5869ff;">
<strong>
in for some snow this weekend
</strong>
</a>
, according to forecasts from the National Weather Service, but just how much is an open question.
<a style="text-decoration: underline; color: #5869ff;">
<strong>
Markets* are pricing
</strong>
</a>
<strong>
</strong>
in the total January snowfall for New York City at a 92% chance of coming in above 6 inches, a 78% chance above 10 inches, a 63% chance above 15 inches, and even a 32% chance of more than 20 inches of snow in the Big Apple.
</li>
<li aria-level="1" style="Margin:0 0 8px 0">
<strong>
🏆 Oscars:
</strong>
The Oscar nominations will be announced this morning at 8:30 a.m. ET. One category to keep an eye on is Best Actor, where Timothée Chalamet is going into nomination day with
<a style="text-decoration: underline; color: #5869ff;">
<strong>
a 75% chance of winning Oscar gold
</strong>
</a>
but is against serious competition in the form of Leonardo DiCaprio, Wagner Moura, and Michael B. Jordan.
</li>
</ul>
</div>
</td>
</tr>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="paragraph_block block-4" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
<tr>
<td class="pad" style="padding-bottom:10px;padding-top:10px">
<div style="color:#1d1d1d;direction:ltr;font-family:'Helvetica Neue',Helvetica,Arial,sans-serif;font-size:18px;font-weight:400;letter-spacing:0;line-height:1.5;text-align:left;mso-line-height-alt:27px">
<p style="margin:0">
*Event contracts are offered through Robinhood Derivatives, LLC — probabilities referenced or sourced from KalshiEx LLC or ForecastEx LLC.
</p>
</div>
</td>
</tr>
</table>
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<tr>
<td class="pad" style="padding-bottom:25px;padding-top:25px">
<div align="center" class="alignment">
<table border="0" cellpadding="0" cellspacing="0" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tr>
<td class="divider_inner" style="font-size:1px;line-height:1px;border-top:1px solid #5869ff">
<span style="word-break: break-word;">
</span>
</td>
</tr>
</table>
</div>
</td>
</tr>
</table>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
<table align="center" border="0" cellpadding="0" cellspacing="0" class="row row-10" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td>
<table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;background-color:#fff;color:#000;width:600px;margin:0 auto" width="600">
<tbody>
<tr>
<td class="column column-1" style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;padding-left:25px;padding-right:25px;vertical-align:top" width="100%">
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<h1 style="margin:0;color:#5869ff;direction:ltr;font-family:'Helvetica Neue',Helvetica,Arial,sans-serif;font-size:25px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:30px">
<span class="tinyMce-placeholder" style="word-break: break-word;">
What else we're Snackin'
</span>
</h1>
</td>
</tr>
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<tr>
<td class="pad" style="padding-bottom:5px;padding-left:10px;padding-right:10px;padding-top:5px">
<div style="margin-left:-20px">
<ul start="1" style="margin-top:0;margin-bottom:0;list-style-type:revert">
<li aria-level="1" style="Margin:0 0 8px 0">
After slumping sales,
<strong>
Ikea
</strong>
is
<a style="text-decoration: underline; color: #5869ff;">
<strong>
more than doubling
</strong>
</a>
its investment in India over the next five years
</li>
<li aria-level="1" style="Margin:0 0 8px 0">
<strong>
OpenAI
</strong>
is rolling out a new
<strong>
“
</strong>
<a style="text-decoration: underline; color: #5869ff;">
<strong>
age prediction
</strong>
</a>
<strong>
”
</strong>
feature for ChatGPT — hopefully it does a better job than
<a style="text-decoration: underline; color: #5869ff;">
<strong>
Spotify Wrapped
</strong>
</a>
</li>
<li aria-level="1" style="Margin:0 0 8px 0">
<strong>
Netflix
</strong>
made $1.5 billion from advertising last year, but it’s just a
<a style="text-decoration: underline; color: #5869ff;">
<strong>
drop in the ocean
</strong>
</a>
<strong>
</strong>
in the media behemoth’s business
</li>
<li aria-level="1" style="Margin:0 0 8px 0">
<strong>
BlackRock
</strong>
singled out
<strong>
ethereum
</strong>
as the primary
<strong>
“
</strong>
<a style="text-decoration: underline; color: #5869ff;">
<strong>
beneficiary of growth
</strong>
</a>
<strong>
”
</strong>
for tokenization
</li>
</ul>
</div>
</td>
</tr>
</table>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
<table align="center" border="0" cellpadding="0" cellspacing="0" class="row row-11" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
<tbody>
<tr>
<td>
<table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;background-color:#fff;border-radius:0;color:#000;width:600px;margin:0 auto" width="600">
<tbody>
<tr>
<td class="column column-1" style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;padding-bottom:5px;padding-left:25px;padding-right:25px;padding-top:5px;vertical-align:top" width="100%">
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<td class="pad" style="padding-bottom:25px;padding-top:25px">
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</tr>
</table>
</div>
</td>
</tr>
</table>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
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<td>
<table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;background-size:auto;background-color:#5869ff;border-bottom:30px solid #fff;border-left:30px solid #fff;border-radius:10px;border-right:30px solid #fff;border-top:30px solid #fff;color:#000;width:600px;margin:0 auto" width="600">
<tbody>
<tr>
<td class="column column-1" style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;border-bottom:4px solid #5869ff;border-left:4px solid #5869ff;border-right:4px solid #5869ff;border-top:4px solid #5869ff;padding-bottom:15px;padding-left:25px;padding-right:25px;padding-top:15px;vertical-align:top" width="100%">
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<tr>
<td class="pad" style="text-align:center;width:100%">
<h1 style="margin:0;color:#fff;direction:ltr;font-family:'Helvetica Neue',Helvetica,Arial,sans-serif;font-size:25px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:center;margin-top:0;margin-bottom:0;mso-line-height-alt:30px">
<span class="tinyMce-placeholder" style="word-break: break-word;">
Snack Fact of the Day
</span>
</h1>
</td>
</tr>
</table>
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<td class="pad" style="padding-bottom:10px;padding-left:40px;padding-right:40px;padding-top:10px">
<div style="color:#fff;direction:ltr;font-family:'Helvetica Neue',Helvetica,Arial,sans-serif;font-size:18px;font-weight:400;letter-spacing:0;line-height:1.2;text-align:center;mso-line-height-alt:22px">
<p style="margin:0">
<a style="text-decoration: underline; color: #ffffff;">
<strong>
Last year, the number of streaming shows fell 11% year over year to 584.
</strong>
</a>
</p>
</div>
</td>
</tr>
</table>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
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<table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;background-color:#fff;border-radius:0;color:#000;width:600px;margin:0 auto" width="600">
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<tr>
<td class="column column-1" style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;padding-left:25px;padding-right:25px;vertical-align:top" width="100%">
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</table>
</div>
</td>
</tr>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="heading_block block-2" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0" width="100%">
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<h1 style="margin:0;color:#5869ff;direction:ltr;font-family:'Helvetica Neue',Helvetica,Arial,sans-serif;font-size:25px;font-weight:700;letter-spacing:normal;line-height:1.2;text-align:left;margin-top:0;margin-bottom:0;mso-line-height-alt:30px">
<span class="tinyMce-placeholder" style="word-break: break-word;">
Thursday
</span>
</h1>
</td>
</tr>
</table>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
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<tbody>
<tr>
<td>
<table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;background-color:#fff;color:#000;width:600px;margin:0 auto" width="600">
<tbody>
<tr>
<td class="column column-1" style="mso-table-lspace:0;mso-table-rspace:0;font-weight:400;text-align:left;padding-left:25px;padding-right:25px;vertical-align:top" width="100%">
<table border="0" cellpadding="0" cellspacing="0" class="list_block block-1" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word;color:#1d1d1d;direction:ltr;font-family:'Helvetica Neue',Helvetica,Arial,sans-serif;font-size:18px;font-weight:400;letter-spacing:0;line-height:1.5;text-align:left;mso-line-height-alt:27px" width="100%">
<tr>
<td class="pad" style="padding-bottom:5px;padding-left:10px;padding-right:10px;padding-top:5px">
<div style="margin-left:-20px">
<ul start="1" style="margin-top:0;margin-bottom:0;list-style-type:revert">
<li aria-level="1" style="Margin:0 0 8px 0">
Earnings expected from
<strong>
Intel
</strong>
,
<strong>
GE Aerospace
</strong>
,
<strong>
Procter & Gamble
</strong>
,
<strong>
Abbott Laboratories
</strong>
,
<strong>
Alaska Airlines
</strong>
,
<strong>
Huntington Bank
</strong>
,
<strong>
Freeport-McMoRan
</strong>
,
<strong>
Capital One
</strong>
, and
<strong>
CSX
</strong>
</li>
</ul>
</div>
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</tr>
</table>
</td>
</tr>
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<tbody>
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<td>
<table align="center" border="0" cellpadding="0" cellspacing="0" class="row-content stack" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;background-color:#fff;color:#000;width:600px;margin:0 auto" width="600">
<tbody>
<tr>
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