and they cannot say netflix stop -- cannot say netflix. but they know how to run it. the international expansion, right now, the stock market doesn't care about earnings. this is a stock that a year ago, analysts were looking for $1.40 in earnings. the company comes yesterday with $.38 in earnings and is off to the races. they are spending vast fortunes in marketing. $.12 out of every dollar is going into marketing and now they are shifting a lot of that to international. it is unproven in some markets that they will have to grow into. also, it's a free cash flow issue. there is negative free cash flow and it some point they may need to raise money to sell stock if they want to continue this growth. emily: barton, i wonder how independent is netflix's success and how much depends on its original programming like "house of cards" and "orange is the new black" and can they keep it up? barton: they have 320 hours of original content this year, that will double over the next year to about six and 40 hours. that is more -- 640 hours. that is more than you will get on the n

how serious is it for netflix? and is netflix's beef with privacy different at hbo because of the model? cory: i was surprised at how much time they spent in the conference call talking about that and about the fcc rules. they felt they had an advantageous position because they complain so loudly about it. but it is a question of authentication. there has always been the suggestion that they will offer different people different accounts. but one wonders in order to achieve some of the goals that barton is talking about, raising prices, getting more revenue per user, in some ways dividing of families like that, and piracy plays into that as well. emily: and i can use anyone's account if i know their password. i could use my mom's account, your account. is that a vulnerability for netflix? barton: it is actually an opportunity. they have been very generous allowing password sharing, but that is stopable. over time, you will see revenue measures grow by clamping down on softball measures like password sharing, and ot

we begin with the netflix blowout.uge quarter as the company subscriber growth blew past expectations. the stock as you probably know by now is surging today. maybe nobody knows it more than dr. j. you bought the stock the day that we had mark cuban on the program. >> i got out way too early. being a fast money trader, getting in and out quick. that's not a curse. but nonetheless, a longer-term investor like mark who famously said when you and i asked him the question, how long are you in this thing, he said forever. he said my timeframe is forever. my price target is -- infinity. >> i think he was making the point that he's not a short-term guy. my conviction is so deep on this name that i'm not looking to make a buck. i'm looking to make a lot of them for a long time. >> yeah. i got out over $75 ago, judge, was not in for the earnings announcement last night unfortunately. had a lot of friends tell me that they had nice positions and stuck with it. kudos to them. kudos to you, mark, it's a fantastic company. 62 milli

>> people are loving netflix. we did a consumer survey as netflix was going into earnings and it is telling as people use netflix as much or more than tv. if you are a netflix subscriber 49% say they watch netflix more than they watch tv. 57% if they had to choose said they would choose netflix ever pay-tv. this is four and a dollar a month service. this argues that they -- this fo r an $8 a month service argues they can raise rates. once they finish their international round over the next two years elca stairstep and earnings that is a great argument to own stock. what they are doing domestically will be replicated around the world, where the market opportunity is larger than the u.s.. emily: i love netflix and i watch it a lot. is that enough? cory: interesting work that he did with the study. my kids do not even know how to use the cable guide. they do not know how to say netflix, but they know how to run it. the international expansion, right now the stock market does not care about earnings. a year ago, analy

netflix and hbo so thrive side by side. they're both good content offerings at reasonable prices. >> what would netflix have to say, forget about this quarter, in the ensuing quarters for you to say maybe they have figured it out. maybe my 245 or 250 price target is not going to come to fruition and maybe they know more than i do. what do you need to hear to make you a believer? >> one thing, cash flow positive. if i see cash flow turn positive and it looks sustainable and it looks to be growing, then i am going to like this company. but cash flow is negative, and it's accelerating at the rate of negative cash flow generation. they're spending -- they spent $796 million more than they earned in the last 11 quarters. that's $7.96 a share. it's going to hit the bottom line in the future unless they turn this around in a hurry, and i'm not seeing any evidence that they intend to. >> do you think that will happen in your life span as a research analyst covering netflix? >> i'm thinking i'm going to have to retire in disgrace if

netflix issuing upbeat subscriber guidance for the current quarter. we know what happened to the shares after the bell last night. up 12% to $530 and change. fpr with a price target of $900. i thought that $750 the other day was aggressive. >> i don't know what the implied multiple of 900 is. subscriber growth is what shareholders are most focused on. not earnings per share or anything else. there is no doubt netflix did better than its own estimates and many of the estimates of analysts that follow it. international becoming an important part of this company. the margins over there start looking worse rather than

let's look at how much netflix was worth back then. management screwed up and they didn't think big. all companies get revalued quarterly. who knows if this is the quarter that takes netflix down the road to its much more highly valued private evaluation. i can say is the fact that google or facebook or microsoft or yahoo haven't showed a dramatic failure of the imagination on the part of those companies. netflix is a world wide institution. it should be valued. accordingly. one day it will be. that's why any short fall or decline from this number we see this week and if there is -- we never kno. when the stock gets hiked going into a quarter, that decline is considered a gift. a gift for those who have failed to figure out a rothko might be more val valuable valuable. twitter, all theeds companies should have taken to. i can say it for reseptose, we've had them on. it's a drug that's like botox. it's a pipe line within a product that can tweet ulcerative colitis, lupus. how the heck can that company be wort than less than $5 billion.

talk about netflix as the new television and households that have netflix. it better than tv. certainly in my house, a lot more netflix consumed than traditional tv. this is a game-changing long-term trend and they're in the pole position for that. >> it seems that there's two sets of price targets, you have the peck price target, 5.50, aggressive and expensive and the big vision price targets you're leading with a splash on "business insider" tv has had a good 50-year run. kevin spacey with blood on his hands. how much of this is driving the high price targets. >> if they stumble in a quarter. the stock will get crushed, there's a huge momentum premium in here, it's hard to value it precisely. it's one of these things where can you run your numbers, make a range of reasonable assumptions will get you to a huge range of price targets. but i think the folks saying 900 are looking forward five to ten years saying don't know what it's going to be worth a quarter or two out. but long-term, they're in a great position pretty much everybody else in the tv industry

it is not just netflix.t is showtime and amazon and everyone in this industry is getting work right now. the differentiation, that is one of the great risks. "house of cards" is a hit. "marco polo" is a bomb. it is a hit driven business. when they have free cash flow to burn, like they do now, at least into next year, major free cash flow, where are they going to get the cash? will they go to markets with a debt offering? those things are in the cards for netflix. erik: cory, we have to leave it there because tom keene calls in washington. that's cory johnson san francisco. stephanie: with a smart little jacket on. all right, the imf holding their meeting in washington this week. tom keene is there with the woman of the moment. the imf managing director christine lagarde. tom: steph, thank you so much. in economics and politics words matter. last fall, three words mattered greatly. "the new mediocre." she has been absolutely dead on the last 10 months. after assorted continuing crises, we simply ask, what is

you have netflix, you have amazon tv.ow impressed have you been with some of the original content on some of these other outlets? aaron: if you are a writer, the more vendors that there are for content, the better. obviously, netflix is on fire with "house of cards" and "orange is the new black." amazon has the gary trudeau show, "alpha house." nontraditional tv is great. emily: how about you? are you a binge watcher? aaron: yes. not just of new stuff. i am a binge watcher of old stuff. i can spend a weekend watching "the office." all nine seasons. by sunday night i have done nothing but watch 200 episodes of "the office." emily: is this the golden age of television? is content better than it's ever been before? aaron: i think content is better than it has ever been before. most television isn't very good, there is just more on the high-end now of what is very good. emily: how much more competition is there for writers like you, show runners like you? aaron: i just don't see it that way. if you have something good, it's g

or do you buy netflix? >> you do what every qualified ceo is doing, you're looking around the world, assembling a portfolio of growth something that will produce earnings in the future. china, it's a part of their investment portfolio. i don't care what s&p company it is. that's how the game is played. to think that china will go away people have been making that call for 40 years. for 40 years they've been dead wrong. those who have gone to china have done very well. >> thanks, guys. very spirited. >> yes, we never have to work very hard with these guys. they take off. we just have to hold them back a little bit here. good to see you all. thank you for joining us. see you later. >> 49 minutes left in the trading session. so far, still dae sent gains with the dow up 106 points the s&p up 14. s that back-- nasdaq has been the standout. >>> netflix reporting earnings after the bell. we'll bring you the numbers the second they hit the tape along with instant analysis from the pros. stock has been on a crazy te

of people know about netflix and understand the idea and value of netflix.have embraced that all around the world. betty: it is like a of their viewing? anthony bay: everybody was a tv at home will have it. that same thing has not happened in music. in essence, the value proposition is better. access to more music and more constant -- content as a percentage free it can download a like netflix. the main part of the population does not understand. betty: is there a confusion about what you can get, right? on each service? and jay-z coming out with his own music streaming service and said i will put exclusive on this au come to mine -- and you come to mine. anthony bay: the biggest issue is confusion. the first is understanding the idea. if you tell somebody you can how -- have all of the songs on itunes for one flat rate. most people would be surprised. sign me up. that is the value proposition of streaming music whether from rdio or another service and eventually out. the biggest challenge is most people do not understand. there's a certain amount of differe

when we come back, netflix and marvel teaming up on "daredevil" released today on netflix, big questionworth watching? jason lynch will give us his review when we come right back. ♪ if legalzoom has your back.s, over the last 10 years we've helped one million business owners get started. visit legalzoom today for the legal help you need to start and run your business. legalzoom. legal help is here. i am here to offer sophisticated investing strategies. my technology can help you choose the right portfolio. monitor it. and automatically rebalance it. all without charging advisory fees, account service fees or commissions. that may be hard to compute. but i'm a computer. so trust me. it computes. say hello at intelligent.schwab.com really special and i know as well as anybody there's a lot of comic book series out there with three more on tap next year. it takes a lot to break out the clutter and this one does that. it's gritty, it's aimed at adults not really at kids, it keeps the stakes low, it's not about saving the world, just about saving one neighborhood. >> jason, looking at the re

david: netflix is up 13 1/2% from where it closed. we'll keep you abreast with netflix stock. it is going to the moon. >>> a florida doctor indicted in connection with senator menendez with medicare fraud. could your doctor force you to pay more for services to so he could get paid more by medicare or a private insurer? liz: millenials have $2 trillion in assets and they're starting to put it to, work but where? a five-star fund manager tells you how to profit as this young generation grows up. david: fannie mae starts another program to help homebuyers with housing costs. is it time for the government to pull back on subsidized housing? liz: they may be called kind bars but fda says they may not be so kind to their waistline even though their labels say they are. details ahead. david: what? if legalzoom has your back.s, over the last 10 years we've helped one million business owners get started. visit legalzoom today for the legal help you need to start and run your business. legalzoom. legal help is here. multiple medications, does your mouth often feel dry? a dry mouth can

more seasons for netflix.f -- ahead of netflix's earnings shares rose 4% yesterday, down slightly today but the boost yesterday was on analyst expectations that the company will beat guidance when it reports next week. now daredevil launches days after hbo now. hbo stand alone app goes head to head with netflix. hbo's looking to draw subscribers to its new app with the new season of "game of thrones" which debuts sunday. the app costs $15 a month compared to netflix at $9 a month. hbo is giving its first month away for free. hbo now is also working to appeal to millennials. they're less likely to pay for cable and the network is giving away an episode of "silicon valley" on twitch, amazon's live streaming platform ahead of that show's season two premier on sunday. which company will win this content face-off? netflix calls hbo now a validation of the internet tv model. he told me he doesn't think it's a winner take all situation and predicts that consumers will subscribe to multiple services including, of cour

what has netflix said about that?strong dollar hurts, negatively affecting international segment revenue, which was reduced by $48 million year over year, to use the first quarter 2014 exchange rate, and i carried $15 million negative impact. the headwind played off against what cory and robert were talking about, the expected subscriber growth, especially in the international market. alix: all right, everyone, thank you so much. our netflix roundtable, robert peck, suntrust robinson humphrey, cory johnson of "bloomberg west," and scarlet fu at the breaking news desk. imf and world bank meetings later this week for you will be juggling questions about the strong dollar, and retail risk for possible greek exit. although century lou sat down for an interview this afternoon with chief washington correspondent peter cook, and peter asked -- although secretary lew sat down for an interview this afternoon with chief washington correspondent peter cook, and peter asked him -- secretary lew: the real engine of growth right no

netflix a big mover yesterday.hares hit a record high in after hours trade after they added more subscribers than expected in the first quarter. netflix benefitted from its aggressive international expansion it launched in new zealand and aims to be in japan later this year. that's what wall street was talking about. the frankfurt you could see it's up better than 12%. >> earnings for netflix tend to lead to very big moves and we're seeing that 12% move and a lot of it comes down to exclusive content which is driving subscribers. >> i think that is what makes this earnings reports interesting. they actually missed estimates but the fact is investors care about subscribers growth and continue to show they're growing their subscriber base and a lot of that has to do with content. house of cards. orange is the new black. the series continues to bring in new eye balls and you can a fan of house of cards. >> big time. the only shame with netflix is they released the whole new series at once. i finished it in two or thre

netflix just said this week that 20 billion hours of netflix were streamed in the first quarter.works out to be two hours per subscriber per day. that's why higher than hbo. it indicates there's pricing power for netflix given the value of the number of hours per its subscription. for us every dollar additional to netflix it's half a billion dollars of operating income. >> opportunity to netflix not as downward pressure on hbo. >> no. because i don't think it's -- i think it's showing that the validation of the price of power of internet video. i think hbo now's strategy is different than netflix. right? because hbo still has -- they're still tethered to the ecosystem in there. they want to ensure they're not cannibalizing those subs. netflix strategy had been stand alone. >> how do they make sure of that? if i can subscribe directly without -- >> if they undercut themselves. say you have time warner cable in new york. you're already paying 15 bucks a month. if it were priced at 10 they would undercut themselves. >> i see. that's what's behind that price opposed to -- >> yeah. th

probably going much higher. >> record day for netflix. stock hitting an all-time high after blowing past estimates with better than expected subscriber add number. fbr slapping a $900 price target on the stock. the analysts had this to say about that call earlier on "the halftime report." >> this proprietary survey we just completed, people who are netflix subscribers, half or more than half watch netflix more than they watch pay tv. they would keep netflix over their pay tv subscription. for an $8 a month service, that gives you tremendous leverage. they're reporting close to two hours of global streaming usage daily. they're reporting 20% kind of year-over-year growth in subscribers, including growth in the u.s. and a big trajectory internationally. >> tim? >> it's extraordinary. it's extraordinary how the entire world is suddenly changed their view on netflix. it's not to say there weren't people bullish before the numbers but you can't tell me much of this move isn't short covering and a lot of people betting against this stock $100 a

cory: netflix and amazon have a very interesting relationship, not least of which because netflix isosted on amazon web services. amazon web services likes to see light -- likes to boast that if netflix can trust us, anyone can trust us. but amazon is not going away and they see this as a market they can be in. they won an emmy award this year, so they are not going away yet. emily: what about hbo? that's the opposite model of netflix. on hbo, you have to wait every week and they are fighting piracy -- the episodes that were leaked online. as one model better than the other? cory: it is challenging their traditional business very directly and we will see how much the cable operators still like having hbo as a partner when hbo is competing with them directly by going over the top. emily: coming up, stan druckenmiller took a big hit in the tech area. what does he think of valuations now? ♪ emily: this is "bloomberg west." i'm emily chang. stan druckenmiller has one of the best records and history of investing. his son was returning 30% annually. he sat down with stephanie rule in an ex

upgrading netflix to $565 from $370.tflix just filed to seek shareholder approval to increase share authorization as an indication that is shares split could be in the works, carl. >> yeah, a lot of those things at work today, julia. the ubs upgrade is 70 pages long. it goes way, way deep into consumer economics and their willingness to pay for streaming which they argue, bodes well, ginn the kind of content that netflix is putting up there and the kind of reviews it's getting. >> yeah, looking at netflix and how they've managed to continue attracting subscribers aside from hikes. apparently people are signing up for it. that does bode well overall. you have to wonder what the adoption curve is like. so many unknowns here, everybody who we talked to on this show who's in hollywood, the actors are excited about the possibilities that get opened up for creative expression and certainly within these niches, people seem eager to get their hands on the content, and you're not hearing a lot of people complaining about the fact

let it settle above 146. >> netflix bucking the sell off trend. is it time to take profit from this 0 stock. plus take your position. facebook, yahoo! google and microsoft all out next week with earnings. we'll tell you how the traders are playing it. >>> rough day for are the markets. one stock bucked the trend. netflix went up another 2%. so what, i know guy said that was a good sign. does this make you more confident of netflix? >> yes imf brought up a great point the other night. so many people have bet against this stock there's a lot of people waiting to cover it. it's so hard to cover a stock that's priced at the level that netflix is. you have to look at the inter l international growth. >> do you think part of this move higher was still short covering? >> i think on follow through days like today it's impressive the way it's traded. there are people that are coat tailing some analyst upgrades and feel they have to stay current. i just think it's very, very frothy. i wouldn't trade here. it's a great company but i don't touch it at 570. >>

netflix missed three times. of 43 beats, netflix traded positive almost 46% of the time with an average return of 1.65%. now, let's take a look at amazon. according to ken sho. it trades positively, about 49% of the time the day after netflix with an average return of just under 1%. now, we ask grasso. what did you do with that? >> amazon is up 24% year to date. netflix is up 40% year to date. enough similarities you can overlay the two. i would be more positive on netflix than i am on amazon going forward. but they seem pretty much unline. >> why not be positive on ama n amazon? >> technically amazon issic looilo looking like it's running around resistance around the 380 mark. even if it's incrementally lower highs, still, nonetheless, lower highs. it looks likets running out of gas, just a little bit here. look for support around 3.75, $3.70. with an upside seems pretty limited. >> i understand the desire to want to see a relationship of some sort between amazon and t netflix, but their businesses are very dif

"the unbreakable kimmy schmidt" is available on netflix now.ight." [ cheers and applause ] ♪ you're qualified for this job? stop punching me. i'm not punching you. please! no, no, not the fish. don't touch me. don't throw me out! next here he is, here he is, huh? did you get it? youany profession,ob, image matters. i want some gray...but not too much. only touch of gray uses oxygen to gently blend away some gray, but not all for that perfect salt and pepper look. satisfaction guaranteed. just you and the look you want. just for men touch of gray with the help of keeproomba from irobot.esses sensors automatically guide roomba around your home, vacuuming up dirt and debris for a more thorough clean every day. roomba. only from irobot. no matter what i need you to stay focused. don't take your eyes off of the screen. sfx: drill noise. sfx: puppies barking. wrestlers: ahhh!! grrr!!! owwweee! it's hard to stay focused. text message alerts from chevy let you send a text response at the touch of a button ... so you can focus on driving. this will make

and hot stocks like netflix up as much as 50 bucks.rket, keeping this thing going. but there's still a herculean task, an odd dynamic higher oil prices not crushing retail. traditionalists say, if you follow the dow theory, you understand the importance. transportation stocks must confirm a broad-based rally. the transportation has been sort of chugging along. drifting as we came into the year. slipped a little bit. since last night, we had delta and airline. both report. both stocks went higher today. we're on the -- actually in the blink of an eye, crude oil. have you seen this thing? broke into a whole

netflix flying high diageo, not so much.ot jesse aji go -- not just diageo, but sab miller as well. diageo underperformed across all regions. matthew boyd has been a very busy man this morning. start with this miss at diageo. matthew: it is not pretty. it hasn't been for diageo for quite some time. the mess was across the board. north america, their biggest unit, had a slight improvement in the quarter, but you are seeing declines in europe, in asia, with the crackdown on giftgiving. latin america, caribbean even. huge drop of around 10%. it is not looking good for diageo. the company told us to expect that this year won't be a great one, but it is turning out worse than we thought. jonathan: when you look at this country -- this company, guinness, north america, this is the guy that used to run those businesses. what is the problem right now? matthew: guinness has been a problem for some time. more people drink guinness in nigeria than they do in ireland. the africa business is huge for diageo. that has improved after some

we are a netflix nation. we entertain online. a huge gain for netflix stock. shares to the public today. now worth aliens. president obama. loves his asian credit card. japan tops china as our biggest lender. the gyro copter that landed near the top capital building. comments on that. harry reid added again. wait until you hear what he is saying now. oh yes. "varney & company" is about to begin. ♪ stock of the day. no question about it. netflix. adding a record number of subscribers. you do not use stocks like this move very often. a lot more on this throughout the show. and then there is etsy. look at it though. the thing has doubled. opened at 16. now it is 34. what a stock. look at general motors. bankruptcy rules are tech the country from ignition switch planes. the stock is still up 36. the price of oil well a big change. because of this relatively high price, gas is starting to move up again. up a penny overnight. $2.40. to the big board. where is the stock market this thursday morning rush of mark another day of very little price movement. we are down j

i think the verizon netflix might not be the ideal comparison. netflix's costs are going up.ibers are booming. i see them as a takeout candidate. an acquisition candidate. charles: maybe verizon should have made a move a couple of years ago. maybe it's not too late. when we come back, we'll look at today's carnage a little more. there were bright spots. keep it there. this is how we make money. remember the old adage, buy low, sell high, they got hammered today. we'll make you money. ♪ do you want to know how hard it can be to breathe with copd? it can feel like this. copd includes chronic bronchitis and emphysema. spiriva is a once-daily inhaled copd maintenance treatment that helps open my airways for a full 24 hours. spiriva helps me breathe easier. spiriva respimat does not replace rescue inhalers for sudden symptoms. tell your doctor if you have kidney problems, glaucoma, trouble urinating, or an enlarged prostate. these may worsen with spiriva respimat. discuss all medicines you take, even eye drops. if your breathing suddenly worsens, your throat or tongue swells, you

i think you did like netflix. right? matt: i kind of liked it.'m crawling out of the bucket there. charles: all right. these ipos, listen these aren't even the heavy hitters. some ipos that can come in from tech to ferrari to other things. so people -- the skeptics are saying, now, this is officially 2000. this is the mark of something different. matt: i think it's much different. too many ipos. so much money being raised last year. a lot of these ipos are holding up strong after a couple of months of wishy-washyy. the lock up here, they're doing pretty well. you have uber. airbnb. they can shake up the market going forward. not only the ipos. a couple stocks coming back from the dead. philip morris up over 8% today. calloway golf, pay way bread. (?) some of these stocks that people threw to the wayside doing well. >> ppanera bread doing well today. steve, i know you've not been enamored with the overall market. how did this day do? >> as far as the overall market, i'm unchanged. the overall market was unchanged. i'm skeptical of broad levels her

netflix up 60% this year alone. it might surprise you to know the gun maker smith & wesson almost up about that much this year. the question is why. >> let's get into that with stern ag's brian ruttenberg. he says bet on another 20% by the year's end. he's here to battle it out with jason rothman who says this stock will come down very soon. brian, why are you so bullish? i guess you have reason given the performance. >> we're encouraged especially in the second half of the year what's going on with smith & wesson and all the gun manufacturers. we're seeing a wave of data recovery which is the federal background check. we're also seeing a long-term trend for concealed carry and for a variety of women getting into the shooting sports. we're seeing a long-term trend for buying action and we're seeing a recovery in the firearms market after a very weak 2014. >> all the same we have to talk about some of the challenges posed to this space. i guess the question as well jason, is just what kind of hurdles we could be meet

netflix popping on talks of a looming stock split. is it too late to get into the high flying streaming play. and jordan spieth being called under armour's hero. under armour's shares soaring today. will spieth kick off another run for the stock. first, the top story, the dollar gaining again. the dollar index up nearly 10% in 2015. as earnings get into full swing tomorrow, the strong dollar could be a major wildcard. b.k., you have been all over the currency story and the impact on earnings. >> i was surprised to see the dollar being stronger and the u.s. stock market until this afternoon did pretty well. so to me earlier today i thought maybe people are shrugging this off thinking that the dollar isn't going to get stronger. i happen to think it is going to get stronger throughout the year and it's going to be an issue. i think this afternoon when we saw the market rollover, that was the realization, this dollar may not be going sideways forever. you might want to shake off one quarter's worth of earnings but what if you have to sha

maybe netflix is little expensive.he jon lovitz, character, when my girlfriend more gag fairchild. $900 might be high. netflix is projected to have 60 million subscribers in the united states. that is more than broadcast networks had when there were only three broadcast networks. it is pretty remarkable. liz: larry, netflix has adjusted. it has bent so it didn't break. >> it didn't break. stunning growth last year or last quarter. new zealand, australia. they're now going into japan. the trouble with the stock. not that it has p-e ratio of 130, that is bad enough, the fact that they have $9 billion of content obligations due. three to five billion due in to disney for one-off film. i look at video-on-demand. a lot of people think carrot will be china for them. perhaps it will be. there is competition with video-on-demand with other televisions and other countries. so i would sell the stock. i would not own it at this price. liz: gary, 9 billion in obligations coming due. looking when lightning will strike? >> larry mak

netflix upgraded today ahead of earnings next week. we'll tell you how it trade it before the numbers come out. and the hong kong rally showing no signs of letting up. could this market come crashing down as quickly as it popped? >>> and the first move you need to make monday morning, coming up. kabout retirement. a 401(k) is the most sound way to go. let's talk asset allocation. sure. you seem knowledgeable, professional. i'm actually a dj. [ dance music plays ] woman: [laughs] no way! that really is you? if they're not a cfp pro, you just don't know. cfp -- work with the highest standard. excellent looking below the surface, researching a hunch... and making a decision time for a change of menu. research and invest from any website. with e*trade's browser trading. e*trade. opportunity is everywhere. a 401(k) is the most sound way to go. let's talk asset allocation. sure. you seem knowledgeable, professional. i'm actually a dj. [ dance music plays ] woman: [laughs] no way! that really is you? if they're not a cfp pro, you just don't k

will it be another hit for netflix?at a "fast money" sequel might look like starring our cast of traders here. another look at yahoo!. big turnaround in the after-hours session. now up by 1. 6% in the however hours trading session. much more "fast money" straight ahead. it took tennis legend serena williams, fencing champion tim morehouse and the rockettes years to master their craft. but only moments to master paying bills at chase.com. depositing checks at the atm and transferring funds on the mobile app. technology designed for you. so you can easily master the way you bank. >>> welcome back to "fast money." i'm mary thompson. checking in on a couple of earnings after the closing bell. revenues increased by 4%. earnings speed was helped by strong sales of wi-fi and broadband chips to apple and samsung. stock responding positively. shares of vmware turning positive in the after-hours session. the company posted earnings that topped estimates. you can see stock having recovered there. back to you. >> thank you very muc

, netflix now worth a good deal more.ore than cbs. i didn't get to what cbs made last year but i guarantee it was more money than netflix. >> last night i saw it was a horse race between the two. dom chou joins us on the floor. >> this is fun and games. from an investment standpoint it's very serious. right now i have a lot of guys behind me here. you see the pit trying to open the stock for trading. the indications we are hearing -- you are seeing up on the screens, $18.50 to $19.50. those are not indicative for right now of what could actually happen. they are just up there to give people an idea of the market. i do have some of these guys behind me whispering in my ear they are talking about x million shares for bid at around $19. to give you an idea of what's happening behind me and you know this better than anybody, it's a whole bunch of guys getting together with all of their client orders and trying to find one price that will clear as many buyers and sellers at the open. that is the price it will trade at. right n

netflix, all of these competitor.credibly unfair to now regulate a company because they're doing well and maybe they prioritize a few of their results a little more, it's called competition. >> i don't know if it's unfair. from the perspective from a lot of companies that google is up against, they say that google has strong-armed them, basically stolen their content. google's side will come continue to come to light. but i think this is possibly the most important thing, head wind facing google. the ecommerce and the search concerns. the android tying issues, the fact that the eu is looking into the issue of when google hands over the latest version of android and says, well, we'd like you to use our mail program, maybe install google music. oh, by the way google maps, also, et cetera, are they also saying you cannot install microsoft's versions of some of these same apps? unless you happen to be a samsung with enough have to say. no we are going to go ahead and install office thank you very much and you're going to

dare to netflix with a new show that just hit netflix about a week ago.w is the fourth-best of the dow but it did move looks like about $1 on the release of that trailer. tell your buddies to remake the movie "doomed." frank herbert's book series. bring back "doom." >> you don't think he's just focused on all this stuff right now? he said his top priority and is really keep to making the lucas home acquisition paying off is making sure the movies are good. especially with a franchise like this one. the expectations are really high from the fans. they don't want to be disappointed. they feel like the most recent three "star wars" films did not live up to the first three. so if they could make sure that fans really love the next couple of "star wars" films, then the lucas film acquisition will be much more valuable. they first have to get the movies right, then after that they can really cash in on the frarnlg and legacy and then they can get to the remakes that you want, brian. >> thank you, julia. >>> brian, i didn't realize there were six "star wars" mov

liz: how about netflix? getting "full house" back together for a 13-episode miniseries, called, the "fuller house." some say this is huge win for netflix which is streaming giant with creative calls. you have a rival like amazon, trying to beat netflix at that game. what should they bring back as a counter reunion? what do you think, jamie? >> i had to ask around on this one. i wasn't sure. ladies in my office said, "miami vice." crockett, tubs, bring them back. it's a winner. >> none of us want to wear that clothing again. liz: silver shark suits were just awesome but why not? what do you think, paul? what do we bring back? >> "taxi." how about this? everybody from the sunshine cab, they left the, left the cab co, went different ways. economy crashed. lost their jobs, back to driving uber. liz: danny devito is still around. >> i think he would do it. liz: adam, what do you think? >> "twin peaks." is it will hit show time. netflix is not only game. liz: if you guys want to come back with something huge, "the

netflix was one of them, amazon i think is another name. we're taking a look at situations where sometimes it's worth paying up for a little bit of premium and think how much you're spending here, looking at spending about 2 bucks on something that costs about 50. risks 4% of the current stock price. the question you need to ask yourself between now and expiration could the stock move that much or more. the answer is clearly yeah, it could easily. and that's all you're risking. if that move is against you you do a trade like this. >> a good bet momentum in this part of the market, dynamic names and every chance that what happened last quarter will happen again this quarter. >> move on here. it wasn't just tech stocks that were soaring this week, fast and casual diping stocks have been on fire, dominos, dunkin' and cheesecake factory up sharply on earnings that could spell good news for one restaurant stock reporting next week. carter has been taking a looks at one chart. >> i have charts an we're going to take a look here at the screen and

netflix has always been stand alone. >> reporter: netflix to add and keep subscribers in the face of other options is. like marvel not to appeal to comic book fans but also the broader audience to makes the film's blockers busters. called hbo now a validation of the internet tv model and said it's not a win or take all situation. he predicts consumers will subscribe to multiple services. for "nightly business report," i'm julia boorstin in los angeles. >>> we begin market focus tonight with a big move in one of the most widely held of all stocks. general electric close to selling all or part of its $30 billion real estate portfolio according to reports. this is as the conglomerate to shrink the apartment complexes, building and other commercial property. shares popped almost 3% to $25.73. walgreens boots alliance but revenue lagged as a part to save $1.5 billion a year by end of 2017. the drugstore chain will shutter 200 locations. the company's forecast for full year profit was largely short of estimates. still, shares were up today. more tha5.5% to $92.62. go figure. costco reporti

netflix is netflix is now bigger than cbs the number one television network is not as big as netflix. that is because we have a new tv model. even jerry seinfeld says tv is gone. tv is gone. getting rid of the cable. >> that is the story. you have nailed the broadcast media story. i think of the next 10 years. what it is called, cutting the cord. this company would what investors are saying when people really cut the cord, just beginning to do that they don't pay for cable. they get hbo-go or something. melissa: 34% of internet traffic on sunday night is netflix. 34% of the internet traffic. that is amazing. >> business story because shows if you can adapt as business, like netflix they got in business renting out dvds. unlike blockbuster who never learned how to adapt and died this company adapted extremely well. >> what does it mean for our jobs in the future? >> it means we have to adapt, buddy. >> telling you i hate to say it you know? >> people will pay for us. melissa: christmas comes only once year just like vladmir putin's interaction with ordinary citizens. he used annual q&a

it's profitable at netflix. >> this is fascinating. i don't know whether your a big house of cards fan. the critics didn't really like series three even as netflix numbers suggest that they've had very strong viewing figures for house of cards three. netflix is an interesting one. controversial with investors. the numbers came in light of the expectations. they delivered way off the $0.69 a share the market was looking for. the fact they said that was down to ethics-related losses bought them a buy with the shareholders and in fact in the afterhours session, the shares rose 12%. right now i think investors in the market giving them the benefit of the doubt. we'll have to see how house of cards three pans out at this point. back to you. >> thank you so much. we appreciate it. still ahead, a-rod's home run puts a record in jeopardy and a check on the weather when "way too early" comes right back. >> our nation is shocked and saddened by the news of the shootings at virginia tech today. the exact total has not yet been confirmed but it ap

>> take a look at netflix. this is a high valuation name.nvestors have not required them to make known see stock go hire. like netflix the options markets are not expecting to it move as much as it does. to me that sets up an opportunity. if you're inclined to make a bullish bet and the stock was down, you might make some calls 30 days or so. >> big gap last quarter. gaps come in pairs typically or mop. >> gaps come in pairs. words to live by. another one, i bought baba at 98. should i hold it? >> everyone is focused on this lack of expiration that came and went in mid-march and the stock pounced afterwards. now the stock is once again threatening that 80 level. haven't set the reporting date. remember how poorly the stock gapped down 10% after their last report was disappointing. let me tell you something. if they miss, this stock will get creamed a lot of those people waiting to sell who are maybe in at lower than 68 which was the ipo price they will sell on poor results and i got to tell you. i think at some point this stock will trade ba

netflix's ceo reed hastesingsings basically said killing this deal is our number one priority. why?ously on these cable companies to deliver videos flawlessly. and they have to pay charges in the behind the scenes of the internet that nobody really sees called interconnection fees. they say if you let one company have too much control of the whole internet they can abuse their power and make us pay more. >> right because you have the situation netflix is both dependent on the broadband providers and also competing at the same time. >> right. >> netflix needs you to have broadband. and i have to communicate with that company to pipe my, you know tv shows through. but every time i put a new original series on netflix i'm trying to page a bite of the business the same company, in this case comcast is also selling you. >> exactly why netflix is trying to show how comcast has become such a hugely diverse company that's actually complicated its own interests in a way. in 2011 when the merger with nbc universal was approved it became a huge entertainment and media company. in a way it comp