Goldman Sachs sees new bullish potential in Netflix (NFLX) after Paramount Skydance (PSKY) won the bidding war for Warner Bros. Discovery (WBD). George Tsilis talks about the avenues Goldman Sachs sees opening for the streaming giant despite losing the bidding war. He then explains why BofA downgraded Carvana (CVNA) and the metrics behind Keybanc's price target hike for Intel (INTC).