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Streaming's Ad-Free Price Climb
Two Stocks Are 16% Of The S&P 500
From 1% to 5%
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Ad-free streaming used to be cheap. The early pitch was simple: pay a few dollars a month, skip the ads, and get a deep library without the cable bill.
Disney+ and Hulu now charge $21.49 a month for standalone ad-free plans, while Netflix and Peacock are both near $20. Apple TV+ is still below those absolute levels at $14.99, but it has tripled from its $4.99 launch price.
Disney+ has risen 207% from launch, Apple TV+ is up 200%, Netflix is up 150%, and Peacock is up 100%. Hulu is up 79%, Paramount+ is up 40%, and HBO Max has increased the least at 23%.
The ad-supported tiers now play a bigger role in the business model. Streamers can keep a lower entry price visible while continuing to push ad-free users toward higher monthly bills.
Nvidia and Apple now make up roughly 16% of the S&P 500 together. That puts the two largest constituents back near the highest concentration levels of the modern index era.
Together, they now represent a larger slice of the S&P 500 than many full sectors have in past cycles.
The long bond has been completely repriced.
On March 9, 2020, the 30-year U.S. Treasury yield closed at 0.99%, according to FRED data from the Federal Reserve. That was the panic-low world: investors were rushing into Treasuries, the Fed was moving toward emergency policy, and long-duration assets were being valued against historically low discount rates.
Fast forward to September 2026, the latest official Treasury close shown in the chart is 5.40% on September 23, 2026, while live trading on September 24 pushed the 30-year yield to roughly 5.44%, its highest level since 2004.
Stock of the Day
TNET: Trinet Group, Inc.
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Note: This article does not provide investment advice. The stocks mentioned should not be taken as recommendations. Your investments are solely your decisions.