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CNBC's "Fast Money"

Netflix Bucks The Trend… And Trump Takes Aim At Health Care Prices 4/15/25

CNBC's "Fast Money"

CNBC

Business, Investing, News

4.31.2K Ratings

🗓️ 15 April 2025

⏱️ 44 minutes

🧾️ Download transcript

Summary

Shares of Netflix bucking today’s market malaise, but will the stock’s pop continue after it reports earnings on Thursday? Plus President Trump signing executive orders to rein in health care costs. What it means for the pharma industry and drug prices. Fast Money Disclaimer

Transcript

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0:00.0

Live from the NASDAQ market site in the heart of New York City's Times Square, this is fast money.

0:06.4

Here's what's on tap tonight. Teflon to terrorist shares of Netflix surging ahead of results this week with analysts touting the subscription and ad model while also calling the streamer a defensive name in this volatile market.

0:17.2

Can you still chill in this one? We'll debate that. Plus, Big Bank bounce back,

0:21.4

City and Bank of America higher on the back of results today, showing the consumer has still

0:25.3

been spending ahead of the tariff turmoil. How long will it last? We'll go inside the numbers.

0:30.1

And later, the latest on Meta's battle with the FTC, checking in on UAL after its latest

0:34.4

results, and will Tim's MIGA trade, MA trade, MIGA trade, continue to outperform?

0:40.2

We will ask.

0:41.0

I'm Melissa Lee coming to you live from studio Biatanazac on the desk tonight.

0:44.2

Tim Seymour, Karen Feinerman, Dan Nathan, and Guy Adami.

0:47.4

We start off with two counter trades on an otherwise lackluster day for the markets.

0:51.6

While major U.S. indices finished the day mostly flat,

0:54.8

international stocks saw outsized strength today. We'll get more on the mega trade in a moment.

0:59.3

But first, Netflix surging nearly 5% today, posting its highest close since late last month.

1:05.2

The stock has so far outperformed the broader market and its streaming peers so far this year.

1:09.7

The latest move coming after, the Wall Street Journal reported the company aims to double revenue by 2030 and targets

1:15.2

a market cap of $1 trillion. That would mean an almost 140% rise in shares. All this, of course,

1:22.3

as investors looked at Netflix's Key One earnings report after the bell on Thursday. This will be

1:26.8

the first quarter the company does not break out paid subscriber numbers.

1:30.3

It reported just over 300 million at the end of last year.

1:33.3

But will those results help boost the stock further?

1:36.3

Is it, in fact, Teflon to tariffs?

...

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