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flag Netflix shares fell 9% since June due to tariff threats and Musk’s criticism, despite strong earnings and popular content.

flag Netflix shares dropped 9% since June despite a 50% surge earlier in 2025 fueled by strong earnings and the success of its animated film KPop Demon Hunters. flag A 100% tariff threat on foreign-made films and Elon Musk’s call to cancel subscriptions after criticizing a canceled show creator contributed to the decline. flag While Netflix maintains a strong subscriber base and content pipeline, including a major boxing event and the final season of Stranger Things, external pressures from tariffs and public figure influence have disrupted growth expectations. flag Wall Street remains confident, with Seaport Global upgrading the stock to “buy,” citing solid revenue guidance and market share gains.

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