CNBC Overtime

The Commerce Department paved the way for the deregulation of commercial space after easing export restrictions for some space companies to ship satellite and related items to allies and partners. Katherine Boyle, Andreessen Horowitz general partner and co-founder of their American Dynamism practice, joined the show to talk what this means for investing in space.

Apple set a record close today after a research firm said the latest iPhone models are seeing strong demand in China. The report follows a number of bullish calls from analysts this week. But Gil Luria from D.A. Davidson Companies says any individual report on iPhone demand should be taken with a grain of salt.

Chinese markets ended the day sharply higher after China's third quarter GDP came in higher than expected, but it was the weakest pace since early 2023. The data comes as investors await the stimulus measures announced earlier this week by the Chinese finance minister. Mercer's U.S. chief investment officer Olaolu Aganga joined the show to talk China and where to find opportunities in emerging markets.

Shares of CVS finished at the bottom of the S&P 500 after the company replaced CEO Karen Lynch with longtime executive David Joyner. The company also issued a warning that higher medical costs are pressuring earnings. George Hill, managing director at Deutsche Bank, says his issue with the shakeup comes down to the company's board. "This is a situation where we would have expected the board to be a little bit more transparent in the process," said Hill.

The Dow and S&P 500 closed out the week with record highs, which made it the sixth week in a row of gains. Jefferies chief market strategist David Zervos and Thomas (Tom) Lee from Fundstrat Global Advisors break down what's next for markets and where to look for opportunities.

"It's going to keep advertising relationships stickier and it's going to increase their cost-per-million of all the impressions they have because now you can bundle. You can bundle WWE or NFL with drama programming or other types of sports programming. Get advertisers to stick, stay and pay more money. It is a multi-tiered strategy on the advertising side." DoubleVerify is one of Netflix's ad partners. CEO Mark Zagorski breaks down the $NFLX ad strategy:

Shares of Netflix popped after reporting better-than-expected third quarter results. Ben Silverman, chairman & co-CEO of Propagate Content and former NBC Entertainment chairman, joined the show to react to the company's earnings, content spending and his outlook on the streaming landscape.?

"You need to get something like 30, 40, 50M US users. Bring that number up globally. Then it becomes a must-buy for advertisers. I think that's going to happen. It just takes a while," says Evercore's Mark Mahaney on $NFLX earnings.

"We're a 130-year-old company. We've seen tariff structures come and go over that 130 years. We're going to work with whatever administration comes in and we'll work with them to have good, sound industrial policy." Alcoa CEO Bill Oplinger discusses what #tariffs mean for his company and industry.

"The most important thing we're listening to tomorrow ... what we need to hear is what is going on with average engagement because that's what gives them pricing power." Laura Martin, CFA, CMT on what she is watching in $NFLX earnings tomorrow: