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Can netflix expand the value that it delivers to sub vibers beyond content . Amazon has certainly done that. With other items and now includes content. Theres no reason netflix couldnt. If you bet against netflix with that broadband penetration thesis there is that risk. Jason will join us on this conversation. Of course investor and the founder, good morning to you. This is a Standard Operating Procedure now to short netflix in the wake of whats increasing competition. There is a number of Shows Growing beyond what the base can actually consume but i think that this is actually shows that comcast kind of threw up the white flag at a certain point. If you just think about your family and your friends, kids, watching behavior, how many times do you see people go into the apple tv, the roku, samsung, smart hub as opposed to going to a cable box so thats what is hap ....
Republican strategist karl rove told us yesterday, both parties will have a rules fight. He told me that senator sanders will go after the socalled super delegates to gain more influence. On that note after last night, donald trump says it is too early to count out sanders. Call him crazy bernie because he is not very good. I never hit him, dont forget. I havent started on him. I havent said anything about him. Maybe i will have to start, based i see he wins, wins, wins, everybody sits around the table saying he cant win. Deirdre some say senator sanders is staying in the race to push his agenda. Fox businesss peter barnes is with me now. Peter, is senator sanders purpose to push Hillary Clinton to the left or Something Else going on . Reporter that seems to be it according to analysts to push clinton to the left along with the whole party with the platform, official policy ....
Oil, though, now down more than 16 yeartodate, spencer. What looked like a bounce last week we know now is potentially not a bottom. You know, it just goes to show how confusing the difference in the divide is between wall street and main street. Most regular americans think the price is oil is down, i get to save money at the gas pump and yet were telling them thats really bad for everybody and thats why stocks are down. Clearly investors have rediscovered risk. They are caring about valuations for the first time in a long time and it starts in the Public Markets and certainly trickling upstream to the private markets. I see this in my Angel Investments and in the Venture Capital community for sure. We seem to have this reliance again, mike, on rhetoric as they kick off the twoday meeting this week. I think the musc ....
Im scott mcgrew. When it comes to american independence good news. Lots of natural gas. Bad news, natural gas is not the kind of gas you need for your car, not without significant modification to the car, but what if you could modify the natural gas . A San Franciscobased startup sald siluria is turning natural gas into gasoline because natural gas is so inexpensive the company says it can manufacture gasoline for 1 a gallon. Investors love the idea. The company has raised 100 million in funding. Ed deneen is ceo of siluria. Has 35 years of experience in the petro business joined by david baker of the San Francisco chronicle and hanna kuchlor of the financial times. Considering i got a c in chemistry, is this chemistry or alchemy, something nobody else has done before or somebody that really knows Petro Chemicals knows wh ....
Meek mike iscrosoft is suffering as well. You could argue that the dow would be doing better if it werent for that development. At the same time you have a company like disney contributing about 33 points of the gains that were seeing today. Dow is up 1. 4 which is outperforming the s p and nasdaq. Theres disney up almost 4 . If nothing else frozen 2 and star wars 8, is it . Ive lost count. But, yes, a real tugofwar of sectors that well be talking about over the next couple of hours. Another stock not joining the rally is box. Its getting hammered since its earnings report. The Ceo Aaron Levie is joining us. He says the analysts got their expectations wrong and thats why it looks worse. People are saying if we got it straight now, why is the stock still down as sharply as it is. Well talk about that with mr. Levie coming up. Were at the highs of the day right now with the industrial average up to 140 points. A game of 1. 3, almos ....