Let's do final trades. Farmer Gym, >> yep, >> is up first. >> Oracle is up about 10% from the Bud Fox moment two days ago.It's got more to go. >> The abyss. The abyss.>> Yeah. >> Thank you. >> Wall Street.>> Bill Baroo, what do you got. >> U long dollar. It's closed above its 21week moving average for the first time since February.Got to watch the dollar. >> You think he was referencing the abyss that he didn't know that Bud Fox was Wall Street. It's the line from Wall Street, man looks into the abyss, righ ...

Let's do final trades. Farmer Gym, >> yep, >> is up first. >> Oracle is up about 10% from the Bud Fox moment two days ago.It's got more to go. >> The abyss. The abyss.>> Yeah. >> Thank you. >> Wall Street.>> Bill Baroo, what do you got. >> U long dollar. It's closed above its 21week moving average for the first time since February.Got to watch the dollar. >> You think he was referencing the abyss that he didn't know that Bud Fox was Wall Street. It's the line from Wall Street, man looks into the abyss, righ ...

Josh Brown's best stocks in the market. An update on which name. Uh I want to talk about Netflix.I I wrote this up with uh with Sean Russo back in July, 87 days ago. The stock has basically been flat. It's done nothing.It sat out this entire AI mania. Um but I think that could be about to change. Company reports on October 21st.I am long the stock personally by the way. Um, you can see this thing has bounced off of its uh rising 200 day moving average. And I think the fact that it sat out actually works in ...

Company Overview - Netflix has been relatively stagnant in the market, remaining flat over the past 87 days and missing out on the recent AI-driven market excitement [1][2] - The company is set to report earnings on October 21st, which could be a pivotal moment for its stock performance [1] Performance Indicators - The stock has recently bounced off its rising 200-day moving average, indicating a potential positive trend [2] - Expectations for the upcoming earnings report are not particularly high, which may work in favor of the company [2] Content Success - Netflix has experienced significant success with a new show, referred to as a "K-pop demon hunter," achieving 325 million streams, making it the biggest hit in Netflix's history [3] - The success of this show is expected to drive increased subscriber additions and enhance the ad platform's performance [4] Market Outlook - The highest target price for Netflix stock from analysts is set at $149.00, suggesting a potential upside of about 20% from current levels [4] - Despite recent stagnation, the stock remains in an uptrend and is close to a breakout, warranting attention from investors [4]

Gaming Initiative - Netflix users can now play games on their smart TVs [1] - This marks a major step for the company's gaming initiative [1]

Core Insights - Netflix has launched a feature allowing subscribers to play games on their smart TVs, marking a significant step in its gaming strategy that has been developing since early 2023 [1][2] - The new gaming feature is accessible via the "Games" tab on the Netflix TV app, where users can select a game and use their phones as controllers, indicating a shift towards a more integrated gaming experience [2][5] - The introduction of group-focused games aims to enhance user engagement with the streaming service, encouraging participation even when not watching shows or movies [3][5] Gaming Strategy - Netflix's gaming strategy will now focus on four types of games, including party titles, reflecting a more serious commitment to expanding its gaming offerings [2][5] - The company has announced a new slate of party games designed for group play, which includes titles like Boggle Party, LEGO Party!, Party Crashers: Fool Your Friends, Pictionary: Game Night, and Tetris Time Warp [6] Availability and Expansion - The new games are currently available on select TV screens in specific countries, with plans for gradual expansion to more regions over time [5]

On CNBC's “Halftime Report Final Trades,” Joe Terranova, senior managing director for Virtus Investment Partners named Arista Networks Inc (NYSE:ANET) as his final trade.Arista Networks is scheduled to release its financial results for the quarter ended Sept. 30, after the closing bell on Tuesday, Nov. 4. Analysts expect the company to report quarterly earnings at 71 cents per share, up from 60 cents per share in the year-ago period.Don't forget to check out our premarket coverage hereBryn Talkington, manag ...

Netflix shares grew in the first half of the year on strong earnings and ambitious growth plans. But that rally is now stalled as a pair of unusual risks has investors questioning the company’s valuation. https://t.co/ZfevXnANxz ...

Core Viewpoint - Netflix's stock performance has been strong in the first half of 2025, but recent unusual risks have led to a decline in share value, raising concerns about its high valuation [1][2]. Group 1: Stock Performance - Netflix shares increased by 50% in the first half of 2025, making it the fourth-best performer in the Nasdaq 100 Index [2]. - Despite a successful release of an animated musical that became Netflix's most-watched original film, shares have dropped by 9% since the end of June, while the Nasdaq 100 Index rose nearly 11% during the same period [2]. Group 2: External Risks - President Donald Trump's threat to impose a 100% tariff on movies made outside the U.S. and Elon Musk's call for followers to cancel their Netflix subscriptions have introduced new uncertainties [3]. - These developments have caused Netflix's stock to fall for five consecutive days before experiencing a brief rally [3][4]. Group 3: Market Sentiment and Valuation - The implications of the tariff threat and Musk's comments are unclear, but they have complicated Netflix's market direction [5]. - Despite the recent challenges, Netflix shares are still up 36% for the year, significantly outperforming Tesla's 8.6% gain and the Nasdaq 100's 20% rise [5]. - Netflix's valuation stands at approximately 37 times estimated earnings, compared to 27.6 for the tech-heavy Nasdaq 100 [5].

Company Overview - Netflix is expanding its gaming offerings by bringing video games to television screens for the first time, allowing subscribers to use their phones as controllers [3][4] - The initial game lineup includes titles like Pictionary: Game Night and Lego Party, aimed at group play [4] Gaming Strategy - Netflix's gaming strategy focuses on four key areas: games for kids, party games, mainstream hits like Grand Theft Auto, and titles based on Netflix franchises such as Stranger Things [5] - The company has been investing in cloud server capacity to enhance gameplay experience as it anticipates increased traffic [5]