will it be for jackpotting investors in netflix? me now first on fox business, evercore isi fundamental research analyst mark mahaney. 130 million people watched the first season in 2021 and it drew 4.4 million new subscribers , added something like $1 billion in value. what's your analysis on season two showing? >> well, i'm not sure i'll just start off with look at what happened to the stock. the stock peaked, i think it was $670, or $678 right during all of the excitement justified excitement around the first squid games when it came out and to me that was kind of the power it showed power of the netflix platform the ability of netflix to take these shows random, obscure shows, south korean dramas and explode and make them popular worldwide so will season two do as well? i haven't seen it. i've just only seen a preview on your show so i hope it does well the stock has had a big dramatic correction after that and it's having a dramatic rally since then. for me, it was one of our top picks at the end of last year beginning of this

those three, given the run netflix had, maybe netflix the least and i'll tell you why.ber of '21, the stock went from $700 to $400 in ten or so sessions, and that first place we stopped at before the next leg lower was about this 405 level that's where we are now, and this move from about 175 to here has been effectively unabated, maybe one or two selloffs along the way. so, i think netflix is a great company. i just think the stock has gone way too far too fast and i think you're definitely looking for a pullback in netflix over the next couple weeks. >> you just invented another game what wouldn't you rather, with guy right there. >> kind of confusing, but sure >> i agree looks like it's running into resistance right here from that march 2022 level how long can you get extra yardage out of the same story? password sharing, it's a direct play, but i think it's overdone. >> you are hoping a long time, right? you are going to get more out of this one >> yes >> i see this as totally margin accretive. let's be clear you're taking -- borrowers, we're calling them, and they'

but look, netflix still has things to prove. that password sharing, where it's at 100 million people, are getting the service without paying for it, can be something that they can correct. i think to the extent they can do that, they will ghon straight that they have an even more powerful franchise athan the market is giving them. >> tom, it's karen, thank you for being on so, excellent call, obviously, over many years, to be long netflix. but so, now they're clearly the winner, and so, how do you think the rest of the field shakes out? it's crowded, and everybody else is losing money and content costs are still very high. how do you -- i mean, i've been expecting consolidation for awhile, doesn't seem to be happening. how does it play out from here >> well, netflix has developed three modes, i think, that makes it very difficult for others to emerge on the same level they have an enormous content span where the other tradition media companies are having to pear back. they have a phenomenal international distribution, as well as

netflix called their bluff. turns out netflix saw 102% increase in subscriptions since it started emailing customers saying the crackdown was coming. netflix saw four of its biggest days in more than four years. netflix estimates that 43% of households share accounts globally. here's what that spike looks like. it was even higher than during the covid lockdowns when we really didn't have a lot towles do but watch tv. cancellations did increase but did not outpace sign-ups. netflix said they could only share accounts with the people in their household, the people they live with. so the options were to pay $7.99 to keep that person outside the home on the same account so maybe something like a kid in college or grandma or the other option was to transfer the profile to the other person so that they could then sign up on their own. a lot of streaming services might be watching to see if this crackdown will boost revenue, but other services might see it as a better opportunity to boost subscribers. >> you're going t

she brings the names she likes the most in that trade netflix keeps gaining while legacy media keepsing. we have the names that could try to make a run for the top spot today, first, let's get the day's markets. dom, over to you. >> i know exactly what you're talking about and i'll get to the markets for you, kelly we're seeing a mixed picture and real underperformance and big-cap tech stocks and the industrials up 0.1% and 4,340. 4340 is where we are with the s&p 0500. at the high we were up 14 points and there's the range and we're trading toward the lower part of the range for the s&p and the nasdaq composite up three-quarters of 1% and 13,387 and again, technology behind weakness there and the big momentum trades like tesla and nvidia if you want to look at one of the brat ight spots of the markt and within the last hour has been the real estate stocks and deal news with the likes of sl green, prologis to either sell parts of their portfolio or buy them from others and those two names, sl green is up, and boston property and simon property group they're all in the green and the r

it turns out that netflix called our bluff. netflix actually saw a 102% spike in subscriptions since it started emailing customers telling them that the crackdown was coming. and according to the data tracking company antenna, netflix saw four of its biggest days in more than four years. netflix estimates that 43% of households do share accounts globally. here is what the spike actually looked like. it was even higher than during the covid lockdowns when we didn't really have much else to do. cancellations did increase during this time but did not outpace the sign-ups. in case you missed it, netflix was telling subscribers they could only share their accounts with people in their households, people they actually live with. the options are to pay $7.99 to keep a person outside the home on the account, like kids in college or maybe grandma, or transfer the profile so that other person then has to sign up on their own. while a lot of streaming services might be watching to see if the crackdown will boost revenue, other streaming s

netflix has had to take a hit to people.companies have, hundreds of thousands of jobs are going to technology but it hasn't really been born out in the labor numbers. matt: in terms of cost-cutting, the companies you cover can just let go 10,000 people, right come in terms of the social media companies and the software companies but in terms of netflix where they create content, cost-cutting is much more difficult. paul: and it focuses on programming. these come is are spending $20 billion per year in programming. just 315 years ago in cvs or an hbo can spend $1 billion. the cost of programming in the amount of money has gone through the roof. for a lot of players that will be unsustainable. caroline: this brings us back to ai. netflix is privy to the writers strike going on at the moment. some content producers are saying it's kind of nice at the moment that cannot buy new content but the writers are worried about artificial intelligence and how much it will affect their future work and how they are paid for it. matt: it go

netflix called their bluff. a 102% spike in subscriptions since it started emailing customers telling them the crackdown was coming, and according to the data tracking company antenna, netflix saw four of its biggest days in more than four years. netflix estimates that 43% of households share accounts globally. and here is what the spike looks like. that spike higher than during the covid lockdowns. cancellations did increase during the same time but did not outpace the sign-ups. netflix was telling subscribers for the last three weeks or so that they could only share their account with the people in their household, that is the people that you actually live with. the options are to pay $7.99 to keep a person outside the home on the account, so like a kid in college or maybe grandma, or you can transfer the profile to that other person so that they can sign up on their own. now, while a lot of streaming services might be watching to see if the crackdown will boost revenue, other services might be seeing this as

some of the estimates in 2025 for earnings getting to $25 a share for netflix. >>> all right. used car prices tapping the brakes once again. we'll tell you what the new data means for buyers that is next >> also, watching a firm spiking after amazon pay added a firm as a payment option at checkout the stock is up 13.4%. that's familiar. haven't they done this before? affirm and amazon ex >> i think it's a different iteration of it. >> market likes it wehle be right back. then analyze all that data with watson. okay, but this needs to meet our... security standards? yup. compliance standards? mm-hmm. so they get the insights they need... yup. in real time... check. ...to make quick decisions? check. aaaand check. that's the solution ibm and a global bank created. what will you create? ibm. let's create. ♪ (upbeat music) ♪ ( ♪♪ ) woah. ( ♪♪ ) ( ♪♪ ) ( ♪♪ ) ( ♪♪ ) constant contact delivers the marketing tools your small business needs to keep up, excel, and grow. constant contact. helping the small stand tall. >>> new data out in the last hour showing used car prices fell for the

industry insiders say that's good news for netflix, which took a major gamble by limiting access.believe netflix's recent subscriber boost will encourage others like hulu, prime video, and nbc universal owned peacock to put a stop to sharing, others say it might be an opportunity for platforms to cash in on a top competitor. >> the streamers, the prices are going lower and lower to compete with netflix, and someone is going to say i can get disney plus for this amount and netflix for that amount. >> which means now may be the best time to shop around and see what best meets your streaming needs. max dropped hbo from its name but added several new brands to its library including the food and magnolia networks. but even if you're not ready to ditch netflix entirely, you may be able to save money by downgrading to a cheaper subscription plan and avoid overpaying for a souped up premium subscription. vicky nguyen, nbc news. >> a lot of people are going to be clicking saying what's happened to my netflix. we have a lot to cover in the second hour of "chris jansing reports." let's get r

but this has come in the week of a popular netflix series that has inspired some women to speak out from all that's across to taipei and the debit card is funded. william young. william, you've been in touch with the women who have come forward. tell us more. yes. so this me to move mendez started at the end of last month, has really shocked the tony's political same. but at the same time right now, it has spread to different sectors in time one including academia, including in the diplomatic world, and also including in the business world and cultural world. and one of the victims that i talk to who puts a comp for with her allegation is in fact a time when each woman who accused a pre former deputy had all the polish offices here in taiwan for raping her twice . and the allegations that she put forward is very gruesome and detailed, but at the same time, in an interview that she told me, i think she does basically sick know the desire that the younger generation, especially the younger women, are no longer willing to just be suppressed. and see the unjust things that have done to them

a popular netflix true is being credited with breaking the silence around this and thousands on the back serious adopted a volcano and the thing being stopped spewing pots lava. oh, prepare it is the country in case things become west the i'm going to expand that. you're welcome to the new news, a chart that you can join us the polity of time. and he's president saying, when is being shipped and by his faith of sexual harassment on occasions, the online accusations against politicians, academics and cultural figures have prompted several high ranking resignations, inciting when schooling d p p potty, just months before national elections. so i and others have been forced to issue public apologies. but this has come in the week of a popular netflix series that has inspired some women to speak out for more or less for us to type a indeed correspondent william young. william, you've been in touch with the women who have come forward. tell us more to yes. so this me to move mendez started at the end of last month, has really shocked the tony's political same. but at the same time right now,

for sharon big bucks to netflix's monthly revenue. so if they've got, you know, i love any company at 100 million skybridge. more 230 tail and the reason prices. so and they're selling pink jackets. that cost way too much money right now. i mean, i'm not happy that you had and with that subscriber think is that, carol. but, >> you know, i think about in the old days, all the network shows would sell to merge member. you had like a friend's mugs and the t-shirts for the big bang you know, so like, yeah, we need to have that for netflix shows. remember how angry we got in the 1990's when movie would have like a coca-cola that was like looking at the camera, right? and that people like that, you're going this is this like later, this is bad. you're abusing right like i >> stranger things that 75 product placements in their season 3. so it's getting more and more pervasive. he east to it like probably have coca-cola and right now right, right? i do my own my own everything. i mean, don't even drink starbucks coffee. i just everything is h

i think there's still some secular tailwinds for netflix. it hasn't had that blowoff top, where home builders got a little frothy >> are you going to give me -- >> i know you said you're pulling it out of thin air, but i can throw a dart at my main fact set screen that has 300 stocks and i could probably hit, you know, dozens that are up 40%. >> i'm sure, i'm not saying -- >> is that me getting up ifn yor grill? >> i don't care. >> yeah! >> i'm not against anybody being in my grill. >> i like it >> i'm not denying there are many stocks up 40% this year i just paired them -- >> what's interesting about your question, and i don't know if you want to spend time on it, is that -- as an investor, you have lots of choices, right and so -- >> yes >> for instance, you would think that, you know, when interest rates started going higher, stocks like netflix selling off. this was about a year and a half ago, and now they just don't care about rates, but a sector like this, and to your point about keeping an eye on the ten-year, that might be the trigg

. >>> netflix cracking down on password sharing.ot of people are not happy, but it might not be hurting the streaming service. >>> netflix's password crackdown already paying off for the streaming giant. last month, netflix rolled out much stricter policies to stop people from sharing accounts. new numbers released "today" show it is working. right after the restrictions, netflix had its four best days of all-time. the company averaged 73,000 new sign-ups a day. some angry customers followed through on threats to cancel their netflix accounts. but those were far outweighed by the number of new subscriptions. >>> so if nascar isn't your speed, we've talked about it, it's going to happen this weekend. how about the rodeo? livermore rodeo is celebrating its 150th year this weekend. to mark the occasion, our own rob redell tweeted out this video of when he tried his hand at the sport. >> hang on bob! oh! are you okay? >> stop it. that's bob redell. >> bob posts the greatest throwbacks for sure. >> that's wonderful, thank you for that, b

and then lastly, talk a little bit about netflix.d sort of been telegraphing netflix's in putting the word out that they're going to be cracking down on password sharing this summer. and i guess that's begun widespread and we're seeing that according to the data, that's it's been a good thing for netflix. >> very, very good thing for netflix to the point that probably regret not doing it earlier. it's that's the crackdown on password sharing. so my ex girlfriend's brothers, uncle is no lock on my account because i got hit upon. you want to pay an extra $8 month for this person like no and i just made that up. but that's the basic idea. started on may 23rd the first 6 days of the 4 biggest user acquisitions ever for netflix. again, that date is kind of young. so tough to say how great it is. but about 73,000 people signed up during those 4 days. it's 102% increased. and there's big thing on that on twitter of cancel netflix. but consumers in america, we say we're gonna cancel something that we never actually do it. of note of the 33 m

that is good news for netflix.he shares pop. >> yeah, you know, a lot of talk about all the other fang plus stocks not so much about this, though there should be. the stock's up 26% in a month. >> yes another big rebound move, of course keep in mind this was a $700 stock. it's also a whole lot smaller than those other franchises market cap-wise. >> sure. >> in terms of essentially redeeming the long-term hopes from way, way back that they could get scale and they could eventually get pricing and they could eventually essentially establish themselves as the indispensable hub of streaming entertainment, that's all basically in place so yeah. it's a bonus that they had these extra revenue screens and they had pricing power and they don't have to worry about the ancillary issues it's an expensive stock, but probably earning it. >> courtney reagan, citi's getting more on target which has had a rough go what's the latest now? >> yeah, absolutely. citi is looking and saying, look target's had a really good run since 2019

. >>> still to come, netflix and brew?ming platform launches a new beer based on one of its most popular shows. . i have moderate to severe ulcerative colitis. so i'm taking zeposia, a once-daily pill. because i won't let uc stop me...from being me. zeposia can help people with uc achieve and maintain remission. and has been shown to reduce symptoms in as early as 2 weeks. zeposia is the first and only s1p receptor modulator approved for uc. don't take zeposia if you had a heart attack, chest pain, stroke or mini-stroke, heart failure in the last 6 months, irregular or abnormal heartbeat, if you have untreated sleep apnea, or take maois. zeposia may cause serious side effects including infections that can be life threatening and cause death, slow heart rate, liver or breathing problems, increased blood pressure, macular edema, swelling and narrowing of the brain's blood vessels, and increased risk of pml-- a rare brain infection that usually leads to death or severe disability. tell your doctor if you are pregnant or plan

i let my kids go on disney plus, i don't let them go on netflix, you know, by themselves. different markets for different individuals. >> okay. let me give you a reminder, closing bell today 3:00 eastern time i hope you will join me. we are going to talk tech. certainly part of it with alex and roger altman as well central bankers are speaking the market kind of yawning we do see that live shot in chicago as the president has now taken the stage. let's listen in. >> hello hello. hello. ♪ >> thank you all very much bob, thank you for that introduction bob has been helping me for a long time. i guess he doesn't know any better speaking of help from a long time, brand-new guy in town, a guy who i told him being married i think is the toughest job in america, they know where you live and every time you walk in the grocery store you get questions, but congratulations, mr. mayor. i think you're doing a good job. mayor brandon johnson. look, you know, there's a guy that helped me more than i can say this without equivocation, helped me more than anybody in america get elected las

. >>> those stories, plus netflix and deal users adjusting to life after that password sharing crackdown. >> this is so annoyingng this is horrible. >> why the company is calling its new policy a success and will other streamers follow suit >>> and beach bear the unexpected guest that joined visitors at a popular florida beach for a quick weekend dip. today month, june 12, 2023 >> announcer: from nbc news, this is "today" with savannah guthrie and hoda kotb. live from studio 1a in rockefeller plaza. >>> hi, everybody. good morning welcome to "today" on a monday morning. it is really nice to have you with us starting your week with us. >> welcome back. there was an office pool o whether you were coming back or not. i don't know that i would have, but you're here. >> it is difficult knowing we're going back for the 2024 olympic including th in paris >>> we have a lot to get to, including new details on this incredible story the miracle rescue and survival of four children who were lost in the amazon jungle for 40 days. >> overnight officials released new video of that rescue we'll show you

all these movies that he's done over years and this is his first television show it's for netflix. the person in the van doing like the computer stuff, like -- >> jimmy: the head set on. >> fortune: yeah like holding the slushy in my hand and being like, you're in danger. but i was a field operative. i was in the thing, doing the thing. >> jimmy: oh, you're shooting and everything. >> fortune: yeah. >> jimmy: wow. >> fortune: jimmy i'm telling you, i'm an action star. >> jimmy: i guess so. [cheers and applause] >> jimmy: do you have -- do you and arnold have action scenes together. >> fortune: yeah we got do really cool stuff. we had a whole day of just explosions and we were shooting beside each other, you know, at bad guys. i'm like this is the terminator and i'm like, i'm shooting at bad guys with him. we were like army crawling across the floor together. >> jimmy: really? >> fortune: yeah. >> jimmy: he's still doing that, huh? >> fortune: he is amazing, he was doing all of it and killing it. it was really neat. >> jimmy: he loves it and then you're there like oh my god. >> fort

now you're going to start losing your ad dollars to netflix, and it's still -- it's very early., but it's growing very rapidly, and you know, co-ceo greg peters has really spearheaded their push into advertising i would keep an eye on how offense the advertising is as they offer advertisers a more compelling way to reach consumers in 2023 and beyond than what they can do on linear tv and that's sort of the double whammy for linear tv that's going to make life that much more difficult and i think really help netflix stock over the course of the next 12 to 18 months as they go on the offense versus being on their heels and playing defense. >> right, rich, okay, thanks a quick turn around, appreciate it becky. >>> still to come this morning, former fed vice chair roger ferguson will join us ahead of the central bank's policy meeting this week. we'll be right back. >>> also, some cancer patients facing a shortage in chemotherapy drugs, former fda commissioner dr. scott gottlieb for the latest on that right after this (sirens) [due at target in 5!] copy that. make a hard left down th

so netflix is one of those.t with a phenomenal run and well-deserved but i still like the a.i. theme but i want to find companies that the have not yet traded off and that's why amazon is one of my top picks. i think it's under appreciated as an a.i. winner and this aws, their cloud business, is going to be one of the underpinnings of a.i. all those a.i. workloads aren't all going to microsoft. in fact probably more go to aws, it's a stock i like. david: do you have a target frame it's now about 124. >> [opening bell ringing] >> we can get to 150. david: wow good stuff. mark, thank you so much. sorry to cut it short. we have a lot of breaking news here. let's take a look at the big board as we see the market opening now, as we said it's virtually identical to what happened yesterday. dow is down a little bit, s&p is up a little bit, nasdaq is up a little, in a little more full some way your red on the screen with the dow now than green, but again, there are some winners in the dow as well. if we can check the s&

again, it's just i know we do a lot of stories on netflix. i'm trying to stay relevant and show people where things are going right. i ok. >> netflix, you know, think of live tv maybe you and i can do. maybe they need to use proper odd castor, darren, down the road. if you to do, ok, thank you, >> i e-mail you with my follow-up questions as you can. if you have a question richmond, f at kaiser permanente, we care for all those who make your family, well, your family. that's why all of us work together to give them the care, and caring, that any family would. kaiser permanente. for all that is you. >> 9.25 is the time and happening right now. the man accused of fatally stabbing cash app founder bob lee in san francisco earlier this year is back in court. there will soon will be is charged with murder in lee's death. and prosecutors allege that he drove lee to a secluded area and then fatally stabbed him 3 times with a kitchen knife. prior to the stabbing. lee had allegedly been hanging out with sister which led the to to get into an argument m

tell us about the netflix doc. you drama. that's the next step for your storytelling of, you know, one of the rate horrible errors in american history will tell us what it's like, who's, you know, who's, who's getting the, the roles and, and, and are you happy with the direction is going, what will we learn so the, the stars are matthew broderick, who plays richard sackler, who was kind of the head of purdue pharma when oxycontin was being marketed. and whose old buddha, who plays a composite and an imaginary character who becomes sort of the investigator who uncovers the crimes. and she's working for the government and it's about her relationships with other people in the government. i have had an opportunity to see the final cut to the series at to 6 part episode 6, part series. each episode is about an hour or so. and i liked it, and more importantly, my wife was perfectly for enough about the story and doesn't want to hear me talk about it anymore. i was engrossed by it. it's, uh, it's different. it's different from what

people were pretty upset when netflix announced the crackdown.ing new accounts. how big of a boost did the company see? >> that's exactly right, victor, so we don't love netflix's password sharing crackdown, but it is paying off for the company. the company says that about 100 million households around the world share their passwords, and so the company -- this was hurting netflix, so they cracked down, and almost immediately they saw a jump in subscribers in may after the change went into effect. there's about 100% increase in the number of households that signed up, and this was the biggest jump since early in covid when we were all stuck at home watching netflix. >> and, of course, we were stuck at home watching netflix during covid which by the way seems to be being blamed for this downturn in engagement sales, not surprising because i'm surprised and grateful my husband and i made it through covid, at least our marriage stayed intact. >> my relationship ended. >> there you go. >> let's not talk about that. the largest jeweler in the country

. >>> after the break, key cuts disney while citi says buy netflix ahead of earnings.e'll get that media bull/bear debate. >>> june is pride month and cnbc is sharing all month long and sharing stories of corporate leaders with you here's bank of america's nikki katz >> you never know what someone experienced that morning before they showed up to work or what they're dealing with in their personal life. so, when we all show up to work, we should do so with grace and with compassion for one another. even now in 2023, the struggle for our lgbtq plus teammates, family members and friends continues to be very real. it's important to take a moment during pride month but, frankly, all year-round to celebrate the victories and show our support for the ongoing struggle somebody would ask her something and she would just walk right past them. she didn't know they were talking to her. i just could not hear. i was hesitant to get the hearing aids because of my short hair. but nobody even sees them. our nearly invisible hearing aids are just one reason we've been the brand leader

one of the things they want to do is netflix had this great show which i loved called emily in paris.ir great idea is to take that show and make it with a man. that's as good of an idea as they can get , so when here you're put in a position to be paid $100 million to create content and the only thing you could do is take some half-witte d variation of a hit show and other documentaries i don't know where they are going so this is netflix way of sending them out to the street. stuart: so tell me, ashley. ashley: get him a glass of water or something. stuart: how do you feel about a guy from new jersey calling formerly royal folks -- ashley: look, he's absolutely right. i think we found out that, well, no, i think harry and meghan really are not very interesting. lauren: not even in hollywood. ashley: the fact they complain about lack of privacy while inviting all the cameras in, and it's like wait a minute this is ridiculous. lauren: reportedly meghan hand wrote taylor swift a letter to go on her podcast and i believe it went unanswered. a for effort. >> also when you create content y

one, netflix in canada has a plan to eliminate its ad-free basic tier, $10 a month.he ad-supported tier of $6.99 has been so successful from average revenue per user basis, meaning if you add up the money it gets from subscriptions, $6.99, and the revenue from the advertisers, it's on par with its standard plan which costs $15.50 so you eliminate this, eliminate the basic tier, that will be billions of dollars in added revenue from all of those people that are switching over to either the ad-supported tier or the standard plan, and you're thinking about those tens of millions of customers now in this country and in canada that have been sharing their password for the last few years that password crackdown is coming now all of those people will need to spend revenue on net lick that they never have before the writers' strike, no end in sight there. netflix generates a lot of content internationally, and that content is unaffected by the writers' strike, so net flick may pick up some subscribers that are canceling other services if the content becomes limited in the ne

they feel like they have to put out these thumb-sucking pieces,raising targets for netflix and amazon> we'll get to this one on amazon >> these people are paid >> yeah, they got to do something. >> they have to do something >> by the way, we sit here we got to do something too >> we all have to do something i think it's important >> it's good to be busy or at least try to be busy >> frankly, i'm just trying to breathe. >> yeah. it's not that easy to do that. who knew these canadian wildfires? back to the market, my friend. >> yes >> and being like old times. expand on that thought >> okay, so, you have something like david costa, whom we like very much. he talks about how artificial intelligence, which, of course, is nvidia, could really spur growth we have netflix saying an ad tier plus the idea of borrowing passwords, out it's going to boost numbers. ad tier turns out to be worth more than we thought we have a sense that, at this very moment, crypto hangs in the balance, and yet we don't have the justice department doing anything, so it really doesn't hang in the balance. >> okay, r

netflix isn't bad and you know, kind of like the new one and netflix yelling and screaming, he just rejected or they rejected it. i don't know what my system is that you need to do with new cream it, it's really about it's about the shortage of clean energy in the future. and right now, and we have to do something about it. that's what the film is about. and that's what gives it as urgency a, i don't looks like it distracted, but, but absolutely be, i mean, i know the time just wondering, is it you showed? and is it a possibility that you actually go around russian nuclear power stations you're talking about? china is expansion of nuclear, i mean is happening. other countries are listening to the arguments of this film already clearly on that they understand what you're talking about. and then it brings, you know, just say that one of the reasons i just that film is because so much of the material machine in the movies, television and in, in news is so depressing and disturb you. and it's always about a negative future, especially movies, movies have done no favors to nuclear energy. they ma

julia boorstin tim, netflix still wins, still the winner out of this. >> yeah. it does. i mean, it sounds like more "brady bunch" and "f-troop" rereturns and therefore i think netflix does win netflix wins because it's proven that they also have been cutting costs and generating more free cash flow. that's something that after a lot of investment into both their technology and their content, it's something that investors were waiting for, and so obviously it's been about the ad tier, et cetera, but this is about the first half winners i think you let it run a little bit. >> all right more on the stress test. back to leslie picker for the latest leslie. >> this one from citi group. they did plan to increase their common dividend by about two cents a share to 53 cents per share for the third quarter of 2023, but citi is kind of a standout among its larger banking peers in the stress capital buffer, the amount of capital it needs to hold above the fed's minimum in order to return capital to shareholders that actually went higher you want to see that go lower year over year

it's not just like netflix . it is. it isn't like netflix. it is. it isn't like netflix. it is.or the first— always looks like he's on the show for the first time. the swnaaw— show for the first time. the sunday times.— show for the first time. the sunday times. louis, if ever there— sunday times. louis, if ever there ae— sunday times. louis, if ever there a— sunday times. louis, if ever there was a man— sunday times. louis, if ever there was a man that i should aeh— there was a man that i should aeh ahowr— there was a man that i should ask about what— there was a man that i should ask about what happened in a hahorarow. — ask about what happened in a laboratory. yes— ask about what happened in a laboratory. yes you could laboratory. yes you or you could say— laboratory. yes you or you could eaw hr— laboratory. yes you or you could eaw hr hr-e— laboratory. yes you or you could say if it's about— laboratory. yes you or you could say if it's about covid, you ehowhan-r— say if it's about covid, you shouldn't ask— say if it's about covid, you shouldn't ask me about it. . shouldn't a

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cheryl: price target on netflix is 475.bout a potential strike by the actors in. >> it'll hit them and it'll hit everybody, but if you look at netflix's content the, probably more than 50%, probably something like 60, 70% is produced overseas, so they can continue to produce that content and probably not muss a beat. miss a beat. we will miss some shows coming back like the stranger things probably, we're not going to get a new season anytime soon. but they can backfill that with korean, you know, language content that's dub or with british content the or scandinavian con end. they just had a ton, and they can promote shows and right now they're promoting suits which is an old, you know, television series, eight seasons, and it's trending number two on netflix. they're able to take archived content, push it up to the top of the recommendations and keep people watching something, so i really don't worry about them very much. at the same time, they have a tailwind for raising price. they're cracking down on password sharing,

some numbers on the freeloaders that netflix has turned into paying subscribers.rackdown on password sharing happened may 23. so, from may 25 to may 28 those three days, netflix added an average of 73,000 new subscribers each day and that's the most in four years. huge numbers. just over three days. imagine as this continues. netflix is down a little bit today but i mean $500 plus price target from several people on the street. stuart: next one is illumina. i'm interested in this company because they are a dna sequencing company but i know that the ceo has just quit and the stocks up. lauren: yeah, so it's francis de souza, the ceo. he's out after pressure from carl icahn. icahn criticized him for not telling the public about an ftc opinion over illumina's $7 billion deal to buy a cancer test maker company called grail, and the ftc said that stifles innovation, so icahn said it's not good, and desouza is out and illumina stock is up one and three-quarters percent. stuart: got it. the latest price cut, i think, is nio. lauren: correct. long models will be at least

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netflix jumping into the restaurant business. opened up the netflix bites pop up in los angeles. it will features creations from chefs on netflix cooking shows. san francisco's dominic raab, along with nadia hussein are a few of the chefs involved. who is big on netflix? julian: i love this. nadia from the great british making sure will be there. that will be amazing. these in person experiences are taking off. the golden girls pop of -- pop-up was in san francisco not too long ago. ryan: i did some research that the chefs will not be there. karina: you just get a taste and, and that is it. sandhya: hopefully it is a good taste. julian: you deflated my balloon a bit. [laughter] karina: i had to find out. larry: did you go to the golden girls pop up. julian: i did not, but if you want to it is still going on in the city. [laughter] larry: the producer said something really funny. i don't know if it is true or not. they have nothing to do with tasting. what? we have a lot of influence. julian: we will see, it is tasty thursday toda

ama: netflix going big for its pop-up restaurants. the star chefs it has lined we care for all those who make your family, well, your family. that's why all of us work together to give them the care, and caring, that any family would. kaiser permanente. for all that is you. ♪ (upbeat music) ♪ ( ♪ ) ( ♪ ) ( ♪ ) ( ♪ ) ( ♪ ) ( ♪ ) visit your local volvo retailer to explore electrified vehicles during the summer safely savings event. ama: a tornado tore through the texas panhandle this evening. three people are dead and 100 more injured following the storm. the video shows extensive damage to much of the town. the fire chief says the north and east side are destroyed. communications towers are down, making it difficult for first responders to communicate to the hospital. dan: abc7news is committed to building a better bay area. one of the issues we are looking at tonight deals with the environment. it's no secret that our region is one of the leaders when it comes to electric vehicles on the road. the bay area is well on its way to meetin

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time for our chart of the week it is netflix, surging 5% since monday now at highs not seen since lasth straight week of gains since starting a crackdown on password sharing in united states saw one of the largest jumps of subscribers according to news from antenna bonawyn, do you like netflix here >> i do, i just -- it's really just you can't afford to sell it because there still seems to be a puerceived understood lying tail wind to the jub side. i thought subscribers were no longer going to be the focal point, but traders are telling you it very much is. at some point the new phenomenon to bump subscribers is going to converge with the organic rate and that's the only thing i would say look out for >> does seem competitors are weakened in terms of ability to pay up for contents, so they are stymied in this competition. >> maybe even the writer's strike is giving them a tail wind as well there's a lot of things going on the stock's been unbelievable. when it was cheap on valuation, that's when it was a screaming high now it's getting to levels trade historically now you have to be di

for netflix, it's about the profitability and free cash flow generation for netflix still staying longrimming the profession. >> mike koe, what do you think about these first half hotties, can they continue the run? >> they certainly could. we have seen high-flying stocks and other sort of, you know, bullish areas continue for extended periods, and certainly names like nvidia could continue options traders are seemingly quite optimistic this is one of the most active names. and actually, that's one of the things you can look at if you want to engage thfs for sentiment, understand what they're thinking, you can take a look at options volumes and nvidia in the top ten consistently all year. it was in number 4 today, if you look at it on a national dis, even higher. these kinds of valuations, if you're long-term investors, we're looking ahead to the second half and beyond, it's harder for a name like this to stay ahead a lot of economic data we've been getting lately seems better than otherwise expected. if i was going to be picking things to be long for the second half this isn't the pla

neil: netflix, pop up restaurants. just seemed incongruous to me netflix doing that.k i think netflix have a lot of great food content. they sort of wanted to bring those chefs to life for their viewers or guests to let them experience it in a slightly different way. when they reached out to us, asked not only for me to be one of the chefs included in it but also the operator we jumped at it because we thought it was a pretty fun experience for diners. neil: all right. well i wish you luck with this. if you don't seem to need too much luck. curtis stone, getting enormous amount of buzz. i don't know how he stays so fit and everything but he does. curtis, good to see you. >> good to see you, mate. neil: meantime jackie deangelis to take you to what is coming up on "the big money show." >> we'll have update at the top of the hour on the missing submersible that went to see the tight at that time nick wreckage. we'll bring that to you. congresswoman nancy mace to react to hunter biden's plea deal. china's aggression as its economy is crumbling. we'll talk about that. mor

"wednesday" premieres wednesday, november 23rd, on netflix.u were with guillermo at the awards show the other night? >> i actually was. i wanted to say something but we were at different tables. i made kind of awkward eye contact with you, i think. >> guillermo: me too, i wanted to say hi but you were doing the red carpet. ah, maybe next time. [ laughter ] >> jimmy: are you up for an award next year, too? >> i don't know, maybe. >> jimmy: congratulations, you got honored that night as well, right? >> i did. [ cheers and applause ] >> jimmy: this is something you've got going on here. you're 20 years old? >> correct. >> jimmy: acting more than half your life, since how old? >> since i was 9, yeah. >> jimmy: 9 years old, you started acting. you did commercials? >> yeah, when i first started acting, because i had no connection to hollywood or the industry, i was told i could only do commercials. >> jimmy: what commercials did you do? >> i did a lot. i feel like the most -- i had a pretty big old navy commercial. and i was accidentally mcdonald's