Netflix's viewership problem is now bigger than its revenue success

Netflix posted its best quarterly revenue in company history and still watched its stock fall roughly 6% after hours, as investors fixated on weak fourth-quarter guidance, stagnant viewing hours in its most mature markets, and a leadership shake-up that included the exit of its top content executive alongside a 6% staff cut.

A streaming service that can't grow what people actually watch is eventually a streaming service that can't grow what people pay, and that is the fear the earnings report failed to put to rest.

General Motors' guidance cut erased the good news from a strong earnings beat

General Motors reported better-than-expected quarterly profit, announced a massive $20 billion share buyback, and still suffered its worst single-day stock drop in over a year, as investors punished the company for narrowing its full-year outlook, pausing some truck production, and closing a battery plant near Detroit amid rising input costs.

When a company beats expectations and the stock falls nearly 7%, the market is saying it doesn't trust the trajectory, not just the quarter.

GSK's hepatitis B approval breaks the assumption that chronic disease requires lifelong treatment

The US Food and Drug Administration approved GSK's new hepatitis B therapy today, a meaningful step forward because the drug offers patients the possibility of stopping treatment entirely rather than managing the chronic disease indefinitely.

For a company projecting sales above 40 billion pounds by 2031, this approval is the kind of pipeline proof point that turns analyst forecasts into something investors can actually believe.