needham says it's bullish on the potential to ride even more from here. that and three stocks next.ast. ♪♪ heat makes it last. feel the power of contrast therapy. ♪♪ so you can rise from pain. icy hot. with fidelity income planning, a dedicated advisor can help you grow and protect your wealth. they'll help you create a flexible strategy designed to balance growth and guaranteed income so you can enjoy the life you've created. that's the planning effect. >>> welcome back. time for three stock lunch. today we have three stocks on the move with analyst calls. here's david wagner, welcome back. let's start with master card getting a downgrade from b of a. on pace for the lowest close. bit of a stumble for the two, i won't call them the duopoly. what would you do with master card? >> even though the downgrade, i'm positive on the networks, master card and visa. i'll tell you this, they're different flavors of vanilla. for both these names i'm focusing on growth over the next three to five years. i still need to hear a lot from the management teams to remary ann ahern convicted into the

someone brought a jar of salsa to a facility in needham on sunday. it broke, sending glass shards into the pool. a state lawmaker says the cleanup process cost the town 20,000 bucks because they also had to drain the 220,000 gallons of water. and then the pool reopened last night. of course, it was worth it. >> salsa and chips. >> you think it was medium spic, mild, very spicy. coming up, why? thousands of young athletes are converging on canton, ohio this weekend and later in the mix, the most adorable video you'll see all day involving a gorilla and a baby. >> you're watching world news now. >> back pain when you've got it, you know it. introducing the x back from copper fit our groundbreaking technology designed for compression support of your lower back and core like you've never experienced before. engineered with our most innovative patent pending advanced x compression system, the expat evenly distributes the support across a broader surface area of your back for relief of lower back aches and pains. >> the new belt is fantastic. i feel a bigg

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its needham, are reading. the pen searched voters to give head party an absolute majority in the 2nd round of 13. in a week's time, they profit or thought to those on board. the french people have demonstrated that desire to turn the page off to 7 use of contemptuous and corrosive power. we warmly, thanks the virtues and welcome this result. this 1st step towards the choosing. an alternative is a mark of confidence, which one is remind, obliges us. next sunday.

joining us now to discuss is laura martin, needham's senior internet media analyst, and also senior media you both for being here. let's talk about the macro, big picture first. paul, to you. is the box office back? we've heard from ceos, executives at movie theater companies that it kind of feels like we're back to pre-pandemic. is that the case, and does that mean people are going to go back to the theaters en masse? >> it is, and, you know, really we had a first quarter of the year that was really quite slow and compared to 2023 at the same time, when "avatar: the way of water" was doing great business, we were heading into the summer down year to date versus last year about 26%, and then we had a terrible month of may at the box office lacking a marvel movie to kick off the summer this year. we had a historic low grossing memorial weekend, but then everything turned around in june and july, and we've knocked down, according to our com score numbers, the jyear to date deficit, about ten percentage points which is quite astounding in just a short amount of time. it's a very fragile ecos

finally, carvana, popping 5% today on the heels of upgraded needham, calling it a secular growth storye shares are up just a modest 285% over the past year. now to leslie picker for a cnbc news update. >>> you mentioned the nato summit and showed joe biden joining world leaders for the so-called family photo this afternoon. meanwhile, the u.s. and germany announced in a joint statement they would begin deploying long-range missiles in germany starting in 2026. the announcement comes as biden has worked to reassure nato of the united states' commitment to the alliance. >>> the israeli military has ordered palestinians in gaza city to evacuate and head south as it presses ahead with a fresh offensive that has killed dozens over the past 48 hours. it comes as mediators from the u.s., egypt, and qatar met in doe hoe for a push for a cease-fire and prisoner exchange. >>> amazon says it reached its goal of getting all of its electricity from clean energy seven years early. the tech giant said it invested billions into solar and wind projects to reach that goal, but some critics said how amaz

several price target increases thoerks, this week for apple, piper sandler, needham, and bank of americaall of this has been happening since apple revealed its artificial intelligence product that's going to start rolling out this fall. more important than that, the a.i. rollout is expected to spur iphone upgrades this fall, since most older iphone models aren't powerful enough for all the a.i. features. this is the beginning of an iphone refresh cycle that's expected to last a few years. he also said more than 70% of iphone users today have a phone that's at least three years old, so they'd be due for an upgrade, pretty much regardless of whatever a.i. features are out there. the hope, the a.i. features are going to be tantalizing enough to convince folks to upgrade earlier than they normally would. there's hope that services which is already growing by double digit percentages again will see a boost from a.i. partnerships, especially with companies like olym open a.i. and google. >> michael, good to see you. your thoughts on apple, my friend? >> thank you. steve did a good job. steve n

joining me needham and company, senior internet analyst, laura martin.e saying a long time. you've been at it a long time that propelled you to the top of the game. the same questions and dilemmas stay with us. they never go away. i did research this morning and i found this article v years ago. this was posed to you about google, eu regulations. seems like all over again. google posted this week. the initial reaction they didn't like it. you have a buy rating on it. what are the sellers missing? >> so i think what's new, you and i get to talk about today that is new -- [inaudible] investments in a.i. we're expecting $100 billion investment in google i, by amazon, microsoft, maybe even meta and -- yesterday the google [inaudible] to overinvest. of course the capital allocators on wall street should be like wait, what the heck. are you making any return on this 100 billion extra that you're spending to build these large language models? charles: right. >> that is what is leaning on these stocks. sort of a gatekeeper function do you think there will be a r

it's about, ben needham.niversary of his disappearance on the greek island of kos. but now a man has come forward, a danish man saying that he believes he is ben . believes he is ben. >> yes. it's not the first time that someone's come forward to claim that they are ben. who went missing, as you say, 33 years ago. >> and three men, i believe now have come. >> three men have now come forward. exactly. and there's a brilliant piece in the mirror by the mum to sort of say they don't get their hopes raised too much because of the amount of people that have come forward. but it may be the case that this is a breakthrough. so excuse me, south yorkshire police, who actually the mother has praised knowing and i know we criticised the police a lot for their failings, but they have kept hold of the dna from when ben was obviously born in the hospital. they are trying to get hold of what is a through interpol dna from this danish individual who claims that his grandparents told him that he was taken away in cause he jus

high school sophomores emma hua josephine calzada, and chloe crayble from needham, massachusetts, producedthe infamous tuskegee syphilis study. >> their malicious intent was never revealed to the subject and some were never even told they had syphilis. jeffrey: from 1932 to 1972, the u.s. government conducted research on nearly 400 african american men with the disease. the men weren't informed of the nature of the experiment. more than 100 died who could have been saved. the students found echoes to today. >> tuskegee instilled a lot of distrust in black americans and marginalized communities in general of the government given -- so there is still this idea that vaccines, for example, which there's a lot of concern now, that there are nefarious purposes behind it. >> as we did further research, i think the primary sources we saw were really like a lot of images of doctor's handwriting, doctor's notes, and the correspondence between doctors and officials. it was really like eerie. and it was really uncomfortable to see. and i think that's something that shocked us all. jeffrey: you know, y

this is -- >> needham?eople were critical of laura martin, but her overall thrust that these companies are worth more than people think, my hat's off to her. i think she does a great job. the apple piece is something i hadn't thought about, the ad margins are 70, 80%. all the advertisement that used to go to things like, i don't know, who do you have on? you're doing an interview? >> ellison. >> that deal goes to -- >> advertising used to go to traditional media companies and now goes to youtube. of course, it's been doing to meta and to alphabet for many years. but to your point, it also goes to amazon, and now it goes to walmart. >> i know, and i just think -- >> specific to product placement on the website. >> i like pinterest and i like reddit. i think they're getting their fair share. >> cowen takes amazon $245. bezos selling more. >> he's got a lot of things on his mind. did you see that "washington post" piece? it was mean. he basically saved "the washington post." give the guy a break. >> it's an ab

. >> this is ben needham. i mean, there's one of those names you don't forget. >> yeah, exactly .ah, exactly. yeah, yeah. >> little boy who went missing on the island of kos. was it? >> yes, it was the island of kos. and he was, playing outside. and we don't know whether he just was snatched or we actually don't know what's happened. we actually don't know what's happened . but the heartbreaking happened. but the heartbreaking thing for the mother here is there's been a number of men that have come forward claiming i am the son. and on this occasion, it's the third time. so she's had, men come from australia, greece , turkey. and australia, greece, turkey. and at first when i read this, i thought, like, is are these men just looking for money, fame? but then again, there are people out there that were adopted and they could have thought i actually could be the son. >> and there are cases, aren't there, of children who were captured and sold on or, you know , given homes elsewhere and know, given homes elsewhere and who then became of the sort of age where they started to look on t