About this episode

The episode discusses Netflix's disappointing earnings, the energy trade's response to New York's AI data center ban, and other market updates.

A big earnings day for markets with United Health and GE Aerospace both beating the top and bottom line, but all eyes on Netflix after falling short on revenue in its second quarter earnings. Can the streaming giant recover after a rough year? Then, sparks flying in the energy trade after New York becomes the first state to ban AI data centers. Guest trader Eli Horton of TCW Group lays out how surging data center demand is outpacing power availability, and the outlook for AI infrastructure. Plus, Google delaying its new Gemini model sends the stock sinking, new housing data, and an update on investor sentiment. Fast Money Disclaimer

People in this episode

Guest: Eli Horton

Topics covered

• Netflix earnings
• energy trade
• AI data centers
• investor sentiment
• housing data

Keywords

• Netflix
• earnings
• energy trade
• AI infrastructure
• investor sentiment
• housing data
• Google

Mentioned in this episode

Organizations: Netflix, United Health, GE Aerospace, TCW Group, Google

Places: New York

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