Closing Bell Overtime: Exclusive with Netflix’s Co-CEO Ted Sarandos; Making Sense of Tech Weakness 2/17/26
Gene Munster, Managing Partner at Deepwater Asset Management, breaks down Amazon’s recent slide, growing concerns flagged in the latest Bank of America investor survey, and what could stabilize — or further pressure — the sector. Paul Hickey, Co-Founder of Bespoke Investment Group, analyzes the broader market setup and where leadership may rotate next as earnings continue to roll in. Netflix Co-CEO Ted Sarandos on why Netflix is allowing Paramount a seven-day window to negotiate again.
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Show Notes
Gene Munster, Managing Partner at Deepwater Asset Management, breaks down Amazon’s recent slide, growing concerns flagged in the latest Bank of America investor survey, and what could stabilize — or further pressure — the sector.
Paul Hickey, Co-Founder of Bespoke Investment Group, analyzes the broader market setup and where leadership may rotate next as earnings continue to roll in.
Netflix Co-CEO Ted Sarandos on why Netflix is allowing Paramount a seven-day window to negotiate again.
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