# Closing Bell Overtime: Positioning for the next leg of the AI trade; Netflix reports earnings 7/16/26

Page: https://stenobird.com/podcast/closing-bell-5237668/closing-bell-overtime-positioning-for-the-next-leg-of-the-ai-trade-netflix-reports-earnings-7-16-26
Text version: https://stenobird.com/podcast/closing-bell-5237668/closing-bell-overtime-positioning-for-the-next-leg-of-the-ai-trade-netflix-reports-earnings-7-16-26.md
Podcast: [Closing Bell](https://stenobird.com/podcast/closing-bell-5237668)
Published: 2026-07-16T21:21:31+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/d13412e5-373f-49ef-b0d3-745a4f74427f/episodes/2d147cca-3500-4bcb-8f66-a3fb8201c477/audio/128/default.mp3?aid=rss_feed&awCollectionId=d13412e5-373f-49ef-b0d3-745a4f74427f&awEpisodeId=2d147cca-3500-4bcb-8f66-a3fb8201c477&feed=Nh1wIaXT
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Duration seconds: 3702

## Resource

Investors weigh results from Netflix, Alcoa and Intuitive Surgical. Andrew Goldberg, Chief Global Strategist at Nomura Asset Management, explains how investors should position as earnings season gathers momentum. Evercore’s Mark Mahaney analyzes Netflix’s results and what they signal for growth, advertising and the broader media landscape. Our Annika Kim Constantino reports on Eli Lilly's move into psychedelics while Michael Yee of UBS discusses the latest wave of biotech M&A and where deal activity could accelerate next. Plus, a look at South Korea's move to ban new single-stock leveraged ETFs and growing short interest in SpaceX as investors debate whether early holders are hedging ahead of future share sales.

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