A big earnings day for markets with United Health and GE Aerospace both beating the top and bottom line, but all eyes on Netflix after falling short on revenue in its second quarter earnings.Can the streaming giant recover after a rough year? Then, sparks flying in the energy trade after New York becomes the first state to ban AI data centers. Guest trader Eli Horton of TCW Group lays out how surging data center demand is outpacing power availability, and the outlook for AI infrastructure. Plus, Google delaying its new Gemini model sends the stock sinking, new housing data, and an update on investor sentiment.<br><br>Fast Money Disclaimer<br><br>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Netflix Earnings Results… And What’s Next for the Energy Trade 7/16/26

CNBC's "Fast Money"

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Learn more at schwab.com slash trading. Live from the Nasdaq market site in the heart of New York City's Times Square, this is Fast Money. Here's what's on tap tonight. Netflix gets chilled. The streaming giant shares lower after earnings. We are dialed into the call to get you all the details and lay out how to trade the name right now. And digging in on data centers, how massive CapEx is impacting the space and the under-the-radar names that could benefit from a surge in demand.

Plus, Taiwan semi-pulls back after earnings. Eli Lilly gets psychedelic in its latest deal. And homebuilders build up some gains even as mortgage rates hit nearly one-year highs. What's behind this bump? How long can it last? We'll debate that. I'm Melissa Lee. Come to you live from Studio B at the Nasdaq.

Netflix Earnings Results… And What’s Next for the Energy Trade 7/16/26

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Netflix Earnings Results… And What’s Next for the Energy Trade 7/16/26

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.