between traditional tv and streaming players, with "the handmaid's tale" taking home best drama mark mahaneyith rbc capital markets, he has a new note out on netflix. mark, is there an emmys effect we used to suppose this caused sign-ups, but does that accrue to hulu or streaming in general? >> it's heaard -- of course, there's an emmys effect. we look at the emmys traction, if you will, for netflix over the last four years, and this level, the number of emmys they got this year was 2x what they've gotten in the past maybe that's what perspective and it does feed together the number one reason why people turn on and turn off and turn back to netflix is content, it's not price. so the better of the content, that's reflected partly in emmys, better it is for net lflx and their subs >> which is the turn effect? last week we were talking to les moonves about that he seemed to think it takes true tent pole content to keep people coming back. what causes people to turn off these services and how damaging is it? >> yeah, so again we've run this survey in the u.s. for 24 straight quarters. that's si

. >>> when we return, mark mahaney, you'll want to get his take on the stock as we take a break to take the movement in treasuries. >> ten years almost back to 2-2-2. gold is near its lows for the month. back in a minute. your muscles look good, but we should be seeing more range of motion. i'm fine. okay, well let's see you get up from the couch. i'm sorry, what? grandpa come. at cognizant, we're uniting doctors, insurers and patients on a collaborative care platform, making it easier to do what's best for everyone's health, every step of the way. you may need more physical therapy. ugh... am i covered for that? yep. look. grandpa catch! grandpa duck! woah! ha! there you go grandpa. keep doing that. get ready, because we're helping leading companies see it- and see it through-with digital. >>> could amazon's new headquarters land on the east coast? new york city is the latest city to throw its hat in the ring. the local economic development corp plans to submit a plan in response to amazon's request for proposals on its website. new york is saying its soliciting ideas and information r

mark mahaney joins us. big onus on you. we need things working now and that will work in the future do you have some stuff for us that will work >> no guarantees sorry about that >> never are in life at all. so give me something that at least i can feel good about the chances for. >> let me do two things. first is our top picks we still like facebook despite the political controversy. expedia is the number two pick, and then netflix, in our minds that's a top three pick. we put out a report, a survey on online travel companies. priceline and expedia fall into that bucket of stocks that have worked well and can continue to work well. a lot of secular growth opportunity. strong position per the survey results for expedia in the u.s for priceline in europe, that's its home base. and now seeing more and more momentum for airbnb. it's something to keep an eye out for. >> becky has gotten very good at jumble, not as good as i am yet. but -- so he wants you to put -- get a p and an e in the f.a.n.g. stocks >> close to p.f.chang. >

topping 175% year-over-year in this most recent quarter who is having a tough time in tech rbc's mark mahaneyustained loss in clients and its content delivery network business that's the largest revenue segment. qualcomm sliding 21% on the uncertainty regarding its legal battle with apple over its license and business according to morning star. f5 network falling more than 19% on several disappointing quarters and weakness that they've seen in europe and japan. back to you. >> landon, thank you >>> look at a couple of stocks to watch carnival was downgraded to neutral from outperform in credit suisse and pointed to declines in cruise demand and increase in the supply of ships as well as cruises genworth financial higher in premarket trading. they received approval from virginia officials to sell its insurance companies. based in that state the china oceanwide holdings cell gen was rated as a top pick at rbc capital with 1 $176 price target rbc says the drug products are being undervalued relative to its piers. >> google parental fa bet is considering a ride-haag hailing investment the company