Cramer's First Hour -- June 18, 2026

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Media coverage FIFA Soccer World Cup 2026:

 

"Household Hubs": I can't stress enough how this is going to be a "big thing" for the next ten years. The competition is going to be fierce and the improvements are going to be huge. 

I posted this yesterday/today:

• streaming, networks (Paramount, Skydance, Netflix, Roku, Fox, etc) becoming a huge story
• the big story: "Household Hubs" -- Apple TV, Amazon, Google, a few others
• taking a long time for "Household Hubs" to replace Spectrum, Roku 
• the above from yesterday; today a big story on Fox Sports / ESPN broadcasting, link here. 

Query: household hubs amazon apple google roku 

Reply:

I spoke with Gemini at length about household hubs. Part of that discussion is linked here as part of my attempt to understand this pheonomenon particularly in light of the Ellisons, Murdochs, and recent mergers and acquisitions.