CNBC's "Fast Money" Netflix, United Airlines Report… And Natural Gas Surges Amid Freezing Temperatures 1/20/26
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Jan 20, 2026 
Tim Seymour, a savvy market commentator, joins Karen Feinerman, a professional trader, alongside Stuart Kaiser from Citi, and Rich Greenfield, a media analyst. They dive into Netflix's earnings and its bid for Warner Bros, analyzing its strategy amidst fierce competition. United Airlines' strong quarterly performance and insights from CEO Scott Kirby are highlighted. The panel also discusses the surge in natural gas prices due to bitter cold across the U.S. and the market implications of recent sell-offs.
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Don't Blindly Buy Every Dip
- Avoid reflexively buying big-name pullbacks without assessing underlying fundamentals and positioning.
- Karen Feinerman and others cautioned selective buying after today's decline rather than blind bargain-hunting.
Bond Yields Lead The Correction
- Citi sees global bond yields, not just tariffs, as the primary driver of the sell-off.
- Persistent long-end yield moves, especially in JGBs, could cause a more durable market impact than headline risk.
Netflix Beats But Guides Cautiously Amid Bid
- Netflix beat current quarter estimates but guided below expectations and cut buybacks to fund the Warner acquisition.
- Management emphasized competitive pressures and regulatory confidence while signaling margin pressures from content and theatrical ambitions.