Here now to discuss which deal would be better is Mark Douglas. He's the CEO of Mountain and it's great to have you here on set. Welcome.>> What is going through your mind as you watch this. And we've talked for years, Mark, about your bullishness about Netflix in general. So, does this to you add to the bull story or or how are you thinking about it.>> Well, I think it definitely adds to the bull story, but I also look at the deal and I think this is kind of a nice to have for Netflix. They already have gl ...

Walmart is now the largest company to switch its public listing exchange, debuting trading on the Nasdaq today. Walmart CEO Doug McMillon discusses his soon-ending tenure and the company’s new focus on AI and technology. Then, Republican strategist Scott Jennings discusses capitalism, the evolution of conservatism in the United States, and his new book, “A Revolution of Common Sense.” Plus, President Trump will allow Nvidia to ship its H200 AI chips to approved customers in China, Paramount Skydance CEO Dav ...

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What's your final. >> IBM. I love the acquisition that Arind is doing.>> Josh Brown, final trade. >> Uh, toast. >> Okay, there it is.Up 1% today. Mr. . Bellski, BLD top builder.>> Thank you. You're welcome. Joe Terteranova >> Apploven's back.Scott, it's gonna make a It's going to make a run towards the all-time intraday high for September, >> which is what. >> 745. >> All right.>> You like that. >> All right. We'll It's up 4% today.Looks pretty good. By the way, Home Depot had weaker than expected earnings ...

All right, welcome back. Carvana is rallying again today. We highlighted it's being added to the S&P 500 as you know and it is updated now.The spotlight shining on it on the best stocks in the market list. I said the other day, I think it was Josh that the story from what was it mid 20 like 23 back it up like 3 years I think we showed >> from the depths of 22 into 23 until and you told me then that it was going to be added to the S&P 500 before 25 was out. I'd said you're crazy >> and here we are.I I would ...

THING WOULD BE IN THE THE MID CAP 400. AND IT WOULD BE MORE DISCOVERED OKAY. >> GOOD STUFF.THANK YOU FOR THAT DESCRIPTION TOO. SO FROM FROM YOU KNOW A STOCK THAT'S DONE OKAY. WITH HIGH EXPECTATIONS BY JOSH TO ONE THAT'S DONE REALLY POORLY THAT YOU'VE SOLD BRIAN BELSKI.IT'S DOWN 50% YEAR TO DATE THEREABOUTS. AND IT IS DECKERS. SO TELL ME WHY YOU'RE BOUNCING ON THIS NOW.IS IT JUST SIMPLY IT'S BEEN SO DISAPPOINTING. YOU CAN'T STAND TO HOLD IT ANYMORE. >> THAT'S PART OF IT. THE OTHER PART OF IT IS THAT WE THINK ...

Mergers and Acquisitions - An analyst at NEM is bearish on a potential Warner Bros Discovery (WBD) deal, suggesting Netflix could lose in a Gen AI future and that WBD is an anchor, potentially putting $83 billion of additional value at risk [1] - One investor sold 85% of their Netflix holdings after the WBD announcement, fearing regulatory issues and competition from Paramount and Sky Dance [2] - The communication services sector is driven by cash, content, and consolidation [2] - There is a belief that Warner Brothers in the late 70s and early 80s is comparable to Netflix now, citing HBO's strong content at the time [3] - The importance of the content from Warner Brothers is potentially understated, and Netflix is expected to manage Warner Brothers better than it has been in the last 5 years [5] Company Performance and Outlook - Thermo Fisher Scientific was initiated at Goldman Sachs, seen as a diversified compounder benefiting from global supply chain shifts [6] - One firm increased its Thermo Fisher position at the beginning of the year, especially considering volatility in big pharma [6] - Insight reiterated a market perform rating for a $20 billion market cap bioarma company focused on oncology [7] - Recent corrective behavior in the bioarma company's stock is seen as working off overbought conditions, with a strong fundamental outlook [8] - Shake Shack, a small-cap name with a $3 billion market cap, has faced a tough second half due to affordability concerns, but has consistently delivered good earnings reports and guidance [9]

We however are going to start with some new moves by the committee because it's not every day where we have many many many moves to get to in the show today. We'll lead with that. We'll lead with Josh Brown with a new buy.It is service titan. It is TT. Hasn't quite traded a year. >> Hasn't quite traded a year.Almost. Why this. >> So I watched it come public on the floor of the New York Stock Exchange with you, Judge.I don't know if you remember, um, but we made a joke on air that my, uh, my my landscaper sh ...

Partnership Overview - Fifth Third and Brex form a partnership, combining Fifth Third's scale and distribution with Brex's fintech innovation [2] - The partnership aims to transition Fifth Third's commercial card processing business into an AI-enabled spend management platform [2] - Brex gains scale through Fifth Third's existing client base of tens of thousands of mid-size businesses [4] Customer Benefits - Customers will experience a 10x improvement in financial tools, including corporate cards with spend control [5] - AI automation will eliminate thousands of hours of manual work related to receipts, invoices, and approvals [5] - AI helps automate expense reconciliation, reducing fraud and errors [8] Financial Impact - Fifth Third anticipates a significant impact on its ability to grow spend and deliver more value for customers [2] - A pilot program showed a 10x increase in the sales pipeline using Fifth Third's bankers and Brex's product [9]

The co-CEOs of Netflix telling investors yesterday they're quote super confident the deal with Warner Brothers Discovery will close citing market share against streamers as a key reason. Our Drew Debos is digging into that for today's tech check. This is a little complex but important to understand.D >> it is. So you're right Carl regulators they're going to fixate on the giant that Netflix and Warner Brothers would create but the real outlier is YouTube and it may actually be Netflix's best shot at getting ...