Oppenheimer upgraded Netflix (NFLX) to outperform from perform. Caleb Silver spotlights NFLX and compares it to other streaming services such as Warner Bros. Discovery (WBD), Paramount Global (PARA), and Walt Disney (DIS). The Oppenheimer analyst also noted that NFLX is in a "unique position to aggregate large audiences." Caleb also talks about homebuilder stocks, such as KB Home (KBH) which was upgraded to sector weight from underweight by KeyBanc. KeyBanc also upgraded LEN, PHM, and TOL. Tune in to find out more about the stock market today.