Care names among those moving higher, mckesson, amer source better again, centene, seen some of them on a tear following news theyre in talks for possible 50 billion or thereabouts settlement related to Opioid Lawsuits Health care versus technology and whats happening with other names, it is an interesting proving point as markets are near record high levels whether theres more momentum. In the past week or so, more trade headlines, not just between the u. S. And china, and brexit this morning, moves more sensitive sectors in the economy. Semiconductors, home builder Stocks Health care you want to keep an eye on, carl back to you at the New York Stock Exchange to everybody, good morning it is 8 00 a. M. At netflix headquarters in california, 11 00 a. M. On wall street. Squawk alley is live. I am Carl Quintanilla with Morgan Brennan and jon fortt at the post nine. We start with netflix, another miss on subs well off session highs mark mahaney joins us to talk about that with Julia Boors