Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-raging discussion about Netflix and the streaming landscape -- from the company's mixed results to the delay of its broader password sharing crackdown. Morgan Stanley shares declined despite better-than-expected quarterly results. Are the moves lower in both Netflix and MS justified? Also in focus: Fox News agrees to pay Dominion Voting Systems $787.5 million to settle a defamation lawsuit, Disney and Meta layoffs in the spotlight, Tesla cuts prices again, Elon Musk on AI and social media, United Airlines jumps on guidance.