The Nasdaq's win streak, Netflix earnings, another AI pivot and more in Morning Squawk

Investors are waking up to a vibrant market, with futures showing an upward trend after a wave of positive news. A notable highlight is the announcement of a 10-day ceasefire between Israel and Lebanon, facilitated by President Donald Trump, which has encouraged optimism in global markets. In another significant development, Netflix reported impressive earnings that exceeded analysts' expectations, driven in part by a substantial $2.8 billion breakup fee from its abandoned deal with Warner Bros. Discovery. The streaming giant's co-CEO, Ted Sarandos, has dismissed any notion that the departure of co-founder Reed Hastings from the board is related to this issue, affirming Hastings' ongoing commitment to the company. However, despite the good news, Netflix shares experienced a dip of approximately 10% in premarket trading. Meanwhile, the tech sector is experiencing contrasting fortunes. The Nasdaq's winning streak continues, buoyed by soaring stocks in the quantum computing space. Companies like IonQ and D-Wave Quantum have seen their shares surge over 50% recently, spurred by enthusiasm for Nvidia's open-source AI models that are anticipated to enhance quantum computing adoption. In contrast, shares of major chip manufacturers Taiwan Semiconductor and ASML have fallen despite their strong earnings reports, highlighting the volatility and high expectations in the semiconductor market. In an unexpected pivot toward AI, social media firm Myseum has announced plans to focus on AI-driven personalization, resulting in a staggering 130% surge in its stock price. The company is rebranding to Myseum.AI, while maintaining its MYSE ticker. This move mirrors the recent trend seen with Allbirds, which also shifted its strategy towards AI, prompting a rush of investment. On the regulatory front, Health and Human Services Secretary Robert F. Kennedy Jr. hinted at potential easing of restrictions on peptide use, which could benefit companies like Hims & Hers as they explore new avenues for growth. The telehealth firm has been developing its peptide business, following its acquisition of a peptide production facility. As the market opens, investors have a lot to consider, with key developments across various sectors shaping the landscape. Stay tuned for more updates as these stories unfold.