Netflix is shifting from chasing new subscribers to making more money from the audience it already has, with ads, pricing changes, and new kinds of content doing more of the heavy lifting. But slowing growth and less detail on viewing habits are making investors nervous—so the stock’s pullback may be either a warning sign or a chance to buy a stronger business at a more reasonable price.Read more

Accenture is still a go-to partner for big companies, but investors worry that new AI tools could shrink the need for the people-heavy work it has long sold. The upside comes down to whether it can turn its AI platforms and major tech partnerships into real customer wins faster than spending and staffing pressures bite.Read more