Top 3 Stocks to Watch as Streaming Expands Beyond Subscriptions

The article argues that streaming is evolving beyond paid subscriptions into a broader advertising- and distribution-driven business, favoring Alphabet, Amazon, and Fox. It highlights record U.S. streaming usage and growing importance of live sports, FAST, creator content, and connected-TV ads. For Alphabet, YouTube’s scale and diversified monetization support continued strength. Amazon benefits from Prime Video’s role in boosting Prime retention, ad revenue, and commerce engagement, with live sports helping viewing. Fox is positioned around Tubi and ad-supported streaming, and may gain further from its planned Roku acquisition, which could improve distribution and ad targeting. Overall, the piece is constructive on the streaming theme, but notes risks from rising content costs, regulation, and competition.