Brian Stewart

Um, I also just think economically speaking, um, getting commentary from management, you know, the CEOs of these companies, cause they're really at the pulse of, you know, money changing hands.

So, um, whatever they have to say about the economy will be really useful.

And then besides the financials, I think the most interesting stock, um, is Netflix.

Um, so Netflix, um,

jumped when it lost the bidding war for Warner Brothers.

Paramount came in and swooped that away.

The stock was kind of under an overhang from that potential merger.

So it'll be interesting to see management's commentary about the thought process behind the merger, how they feel about things moving forward without it, you know, whether there's signs that they're going to look around for other content to buy or things like that.

Project Hail Mary is sort of the big, first big movie of 2026.

It's a Amazon MGM project.

release i think amazon's had a lot of success with that mgm merger so far sort of you know being able to to boost its content offerings and and be a bigger player in the the box office world so i think that was kind of the vision that netflix had um with the warner brothers uh purchase was kind of going in that direction as well so it'll be interesting to see what the

Brian Stewart, welcome back to another round of Wall Street Roundup.

Welcome back to the show after a week off.

Talk to us.

What are you thinking about these days?

we had victor durganov on investing experts the episode was released yesterday we talked on wednesday and he was talking about schlumberger which is the second episode in a row that somebody has touted so heavily george noble being the first and to your point one of his reasons was its focus on ai and the future and as this kind of past no name

It's building for the future and also benefiting from this.

The more things change, the more they stay the same type of trend that's happening now with everything that's going on geopolitically and the conflict in the markets and in energy and these oil majors.

Yeah, so interesting to note.

What else are you thinking about this week?