The following video is from Monday's Investor Beat, in which host Erin Kennedy investigates the hardest-hitting investing stories of the day with Motley Fool analysts Jason Moser and Bill Barker.

Streaming star Netflix popped 7% today after The Wall Street Journal reported that the company is in talks with cable companies to make its streaming service available as an app on set-top devices. The Journal cited unnamed sources that claimed Netflix was in talks with Comcast and other cable companies. In today's lead story on Investor Beat, Jason and Bill discuss the storyline, and explain to investors who benefits from this potential move.

The analysts also discuss four stocks making moves today. Expedia is down about 6% following a downgrade from Deutsche Bank citing increasing competition. Antares Pharma popped early today -- by as much as 10% -- as investors cheered the FDA approval of Otrexup, its injection for severe active rheumatoid arthritis. Whirlpool stock dropped nearly 6% after a research firm said the company was unlikely to beat expectations or raise its guidance. And biotech player MannKind popped about 5% on the news that the company has resubmitted Afrezza, its ultra-rapid inhaled insulin product, for its third attempt at gaining approval from the Food and Drug Administration.

Finally, Jason explains why he's keeping his eye on Yahoo! stock. Marissa Mayer is skilled at scoring headlines for the company, but Jason's more interested in how Yahoo! will grow revenue organically.

Meanwhile, Bill is watching Johnson & Johnson. This Dow stalwart reports earnings tomorrow, and Bill is looking to see how the individual segments are doing, and hopes to hear clues about the effects of the Affordable Care Act in the company's conference call.

Bill Barker owns shares of MannKind. Erin Kennedy has no position in any stocks mentioned. Jason Moser owns shares of The Motley Fool recommends, Johnson & Johnson, Netflix, and Yahoo!. The Motley Fool owns shares of, Johnson & Johnson, and Netflix. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.