What a China Chip Ban Could Mean for Nvidia, and Digging In on the Bank Stress Tests 6/28/23
CNBC's "Fast Money"
00:00
Netflix's Consolidation
The ad-tearing, that as well has really been, I guess, overperforming what they thought it would. They're just seeing additional subscribers. And so they get that revenue that they don't have, that marginal revenue. Plus they get the advertising revenue, and the more eyeballs the higher their advertising revenue is going to be. So they got a lot of great things going, even though Tim always likes to talk about it seemed like they were playing defense, but now it's offense again.
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