Closing Bell Overtime: Positioning for the next leg of the AI trade; Netflix reports earnings 7/16/26
About this episode
The episode discusses investor strategies in light of recent earnings reports from major companies including Netflix and explores trends in biotech and media.
Investors weigh results from Netflix, Alcoa and Intuitive Surgical. Andrew Goldberg, Chief Global Strategist at Nomura Asset Management, explains how investors should position as earnings season gathers momentum. Evercore’s Mark Mahaney analyzes Netflix’s results and what they signal for growth, advertising and the broader media landscape. Our Annika Kim Constantino reports on Eli Lilly's move into psychedelics while Michael Yee of UBS discusses the latest wave of biotech M&A and where deal activity could accelerate next. Plus, a look at South Korea's move to ban new single-stock leveraged ETFs and growing short interest in SpaceX as investors debate whether early holders are hedging ahead of future share sales.
People in this episode
Guests: Andrew Goldberg, Mark Mahaney, Michael Yee
Topics covered
- AI trade
- Netflix earnings
- biotech M&A
- media landscape
- investor strategies
- psychedelics
Keywords
- AI trade
- Netflix earnings
- biotech M&A
- investor strategies
- Eli Lilly
- SpaceX
- Evercore
- Nomura Asset Management
Mentioned in this episode
Organizations: Nomura Asset Management, Evercore, Netflix, Eli Lilly, UBS, SpaceX
Places: South Korea
More episodes of Closing Bell
- Closing Bell Overtime: Getting Ready For Big Tech Earnings 7/20/26
- Closing Bell: 7/20/26
- Closing Bell Overtime: Chips Extend Recent Weakness and S&P 500 Turns Negative for July 7/17/26
- Closing Bell: 7/17/26
- Closing Bell 7/16/26
- Closing Bell Overtime: Big Tech Takes Leadership 7/15/26
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