U.S. stocks ripped higher Wednesday following a shot of adrenaline from an encouraging update on U.S. inflation. Strong profit reports from Wells Fargo and other big U.S. banks also helped launch indexes to their best day in two months.

Its streaming division has also reached profitability, and subscriber gains should deliver margin expansion for the streaming business. Now, one Wall Street analyst is taking notice, calling the stock a buy on better times for the media business.