Cisco, Netflix, CrowdStrike And An Industrial Stock On CNBC's ‘Final Trades'

On CNBC’s “Final Trades,” panelists highlighted Netflix, Cisco, Union Pacific and CrowdStrike as stock picks. The article’s main market-relevant catalyst was Netflix, which rose after Bill Ackman’s Pershing Square disclosed a 3.15 million-share stake worth 4.9% of the fund’s portfolio, signaling renewed institutional confidence. Cisco was also in focus after fiscal Q4 2026 results: revenue of $17.25 billion and adjusted EPS of $1.22 both beat estimates, but the stock fell sharply on the day, suggesting investors were more concerned about the outlook than the beat. Union Pacific was cited as a buy after its July 23 second-quarter results topped expectations, and CrowdStrike was supported by an analyst upgrade/price-target increase. Overall, the piece is a market commentary on featured equity ideas, with mixed near-term sentiment across the names due to opposing price reactions and bullish analyst/investor signals.