i have checked in with evercore, and the street wants, kirk wants to see if the company still feels goodou. >>> is it company specific, or is it something broader? >> certainly combinations, oracle has gotten to a point where where people feel better positioned in cloud-based services yeah, these old-tech companies that are cash flow machines, which oracle absolutely is they foundas audience nothing is recommending it. it's viewed a bit of a corporate tech utilities as opposed to having this compelling innovation and growth story. >> what's your thoughts, lindsey? >> i do think it was a trade earlier this year, when people jumped into the value bandwagon. oracle and others benefited. i think here, like you said, sentiment around the street and -- has been pretty poor. this is going tore a show-me story as they moved from being that profitable expansion story to a top-line growth story it's also very expensive it got that boost from the value-oriented interests it hasn't seen that type of multiple since about 2005 so they push this thing much further, it's going to need to hinges on the t

all time high today as the streamer sees new upgrades from the street both atlantic equities and evercore isi raising their price targets for netflix. atlantic boosting their 2024 subscriptions estimate they say japan could be the largest incremental contributor and evercore designates the stock as outperform. they see further upside and a 30 times ebitda of $10.8 billion by 2023 the box office is showing some signs of coming back to life disney, shang-chi, and the legend of the ten rings estimated to have brought in $90 million over the four-day weekend. total 10% higher than 2019, even as six of the top ten box office winners are also available via streaming services and video on demand we had a couple of discussions this morning about whether we need to reconsider the theatrical window. disney has proven its ability to be rather nimble with some of the different titles >> this is one that probably would have done a lot -- this is just me subjectively, a lot better than 90 million under normal circumstances i did my part, we went and saw it at a drive-in, your in between scenario given

. >>> when we come back, a top analyst at evercore isi looks at the battle of covid-19 and how they mayheir focus to antiviral treatment more when we come back [squeaky shopping cart] [sniffing] is the salmon wild-caught? she only eats wild caught. [cash register beeps] uh, i need a price check on honey. don't get mad. get e*trade and get more than just trading. investing. banking. guidance. with directv stream, i can get live tv and on demand... get e*trade and get more than just trading. together. watch: serena williams... wonder woman. serena... wonder woman... serena... wonder woman... ♪ ♪ ace. advantage! you cannot be serious! ♪ ♪ get your tv together with the best of live and on demand. introducing directv stream with no annual contract. what happens when we welcome change? we can transform our workforce overnight out of convenience, or necessity. we can explore uncharted waters, and not only make new discoveries, but get there faster, with better outcomes. with app, cloud and anywhere workspace solutions, vmware helps companies navigate change-- meeting them where they are, and g

what katy huberty and i would add, and evercore, too, crunching the numbers so far those financial analysts have come to the conclusion the adjustments and changes the team have been making has not had any material impact on the company's bottom line and of course they would not expect apple to make changes that would have a significant, material impact on the bottom line unless regulators and lawmakers do force them to. >> and shannon, the key point, too, is it just brings back the issue of regulatory issues in and of itself, not having a dramatic impact on any of these faang plus big tech stocks whether it is apple, facebook, google, anybody else what is noise has tended to just be that. >> well, because these, you know, these large cap tech companies hold the power, scott. i mean, to josh -- both josh's points we are in a situation where apple's already made moves to limit the flippage that they see. they are going to be in charge of being able to create the opportunity for these developers to offer these links but they don't have to make it easy i don't think anybody in washington, d.c.

. >> evercore comes out with a note prelude to andy jassy coming on at 11:00, runs amazon, saying we'relly missing the whole point about the magnitude and meaning of amazon's logistics expansion. now, this is right in jassy's wheelhouse interesting to hear what he has to say, but they're raising the price target from 4,200 to 4,700. this stock the 3,047 saying if you want the faang, it's going to be this one. i felt amazon, same day talking about -- always felt as amazon goes often large tech -- so i regard this a very important call and one you really want to go on with, because they're saying they're going to pull away again pull away on same day is something we all really want as customers. and makes me feel that prime could raise price. >> definitely where the battle is increasingly there's the opening bell and the cnbc realtime exchange on the big board, exchange crew and nyse celebrating nasdaq companies. sustainable enterprises. at the nasdaq and sport radar, provider of sports betting and entert entertainment, michael jordan among those ringing the bell we'll talk to the ceo in