(This is a wrap-up of the key money moving discussions on CNBC’s “Worldwide Exchange” exclusive for PRO subscribers. Worldwide Exchange airs at 5 a.m. ET each day.) Investors are trying to play the rally in industrials as the second Trump administration begins with a focus on boosting manufacturing. Also, investors are wondering what to do with Netflix shares from here after a blowout earnings report. Worldwide Exchange Pick: Eaton (ETN) Aadil Zaman of The Wall Street Alliance Group says Eaton will be a direct beneficiary of the artificial intelligence and data center build out that he expects to accelerate under the Trump Administration. “We like Eaton which manufactures equipment used to manage and distribute power,” said Zaman. “With the demand for electricity going up the demand for their equipment will go up.” ETN 1Y line Eaton Worldwide Exchange Pick: FlowServe (FLS) Drew Pettit of Citi sees fossil fuels as a major theme for 2025 with President Trump declaring a national energy emergency as a tailwind. Petit says FlowServe , a company that makes components for oil, gas and chemical industries is a great way to play the administration’s energy focus. ‘With Trump 2.0 which seems a lot like Trump 1.0 with deregulation and a focus on fossil fuels it only increases the earnings visibility for this name,” said Pettit on Worldwide Exchange, “We think there is a tailwind for double digits earnings growth through 2025 and into 2026.” FLS 1Y line FlowServe Netflix run over? Netflix shares moved double digits higher after blowout earnings report where it more than doubled estimates for paid net added subscribers with 18.9 million compared the estimate of 8.9 million. However, Peter Supino of Wolfe Research is maintaining a peer perform rating for the streaming giant, citing the price hike for U.S. customers and other regions. “The base plan (without ads) is going to be $18 this year, the premium plan now $25. The days of Netflix being an $8 a month easy decision are gone,” said Supino on Worldwide Exchange. “Netflix has put itself in a position to test the outer limits of consumer willingness to pay.”
