The deal is really nothing particularly unusual — an Internet video streaming service adding old shows to its lineup. Netflix Inc. (NASDAQ: NFLX), Hulu and many other streaming services do this all the time. About a month ago Amazon said it would let viewers help it choose the first of its original productions to add to the Prime service.

That was mildly interesting, but just a page from Netflix’s book. Somehow or other, the video streaming companies are going to have to shake loose new programming from the established media firms like Walt Disney Co. (NYSE: DIS), CBS Corp. (NYSE: CBS) and others. Original programming like Netflix’s “House of Cards” proved to be a huge success, according to the company, and that is what drove Amazon to jump into the fray.

Of course all of these have to compete with Google Inc.’s (NASDAQ: GOOG) YouTube, which is far and away the leading provider of video content. That is because most of YouTube’s videos are made by amateurs and the videos are free. If — and it is a big “if” — YouTube can get viewers to pay for the various channels it has begun to offer, Google could end up putting a huge dent in revenues and profits at Netflix, Amazon Prime and others.

The U.S. dollar index is trading up 0.91% today, now at 82.226. The GSCI commodity index is down 2.1% at 611.06. WTI crude oil closed up 3.2%, at $93.99 a barrel. Brent crude trades up 2.9% at $102.83 a barrel. Natural gas is down 6.4% today at about $4.05 per million BTUs on a larger-than-expected build in U.S. inventories (more coverage here). Gold settled up 1.5% today at $1,467.60 an ounce.

The unofficial closing bells put the DJIA up more than 131 points to 14,831.58 (0.89%), the NASDAQ rose about 41 points (1.26%) to 3,340.62, and the S&P 500 rose 0.94% or nearly 15 points to 1,597.59.

There were a several analyst upgrades and downgrades today, including Yelp Inc. (NYSE: YELP) raised to ‘market perform’ at Northland Securities; Invesco Ltd. (NYSE: IVZ) raised to ‘buy’ at Sterne Agee; Arch Coal Inc. (NYSE: ACI) raised to ‘equal weight’ at Morgan Stanley; Genco Shipping & Trading Ltd. (NYSE: GNK) cut to ‘underperform’ at Credit Suisse; and SolarCity Corp. (NASDAQ: SCTY) cut to ‘neutral’ at Goldman Sachs.

Earnings reports since markets closed last night resulted in some price moves today, including these as of the last half hour of trading: Archer Daniels Midland Co. (NYSE: ADM) is down fractionally at $33.58; Avis Budget Group Inc. (NASDAQ: CAR) is up 1.4% at $28.85; CBS Corp. (NYSE: CBS) is up 2.6% at $47.62 after posting a new 52-week high of $48.30 earlier today; Facebook Inc. (NASDAQ: FB) is up 5.6% at $28.97 (more coverage here); JDS Uniphase Corp. (NASDAQ: JDSU) is up 4% at $13.02; Las Vegas Sands Corp. (NYSE: LVS) is up 1.5% at $57.09 after posting a new 52-week high of $57.88 earlier today (more coverage here); Seagate Technology PLC (NASDAQ: STX) is up 7.5% at $39.71 after posting a new 52-week high of $39.92 earlier today; Tesoro Corp. (NYSE: TSO) is up 5.8% at $53.83; Visa Inc. (NYSE: V) is up 5.7% at $175.44 after posting a new 52-week high of $179.66 earlier today; Alpha Natural Resources Inc. (NYSE: ANR) is down 4.2% at $7.16 (more coverage here); Cigna Corp. (NYSE: CI) is up 4.2% at $68.10 after posting a new 52-week high of $68.87 earlier today; Goldcorp Inc. (NYSE: GG) is down 0.6% at $28.67(more coverage here); and Monster Worldwide Inc. (NYSE: MWW) is up 8.3% at $4.64.

Before markets open tomorrow morning we are scheduled to hear earnings reports from American International Group Inc. (NYSE: AIG), Gilead Sciences Inc. (NASDAQ: GILD), Kraft Foods Group Inc. (NASDAQ: KRFT), LinkedIn Corp. (NYSE: LNKD), SunPower Corp. (NASDAQ: SPWR), Automatic Data Processing Inc. (NYSE: ADT), and Duke Energy Corp. (NYSE: DUK).

Some standouts among heavily traded stocks today include:

MGM Resorts International (NYSE: MGM) is up 6.7% at $14.73 after posting a new 52-week high of $14.90 earlier today. The hotel and casino operator posted a surprise profit on the strength of its Macau business.

Halcon Resources Corp. (NYSE: HK) is down 9% at $5.72. The independent energy company reported poor earnings this morning.

ING U.S. Inc. (NYSE: VOYA) is up 5.7% at $20.62. The U.S. insurance arm of Dutch giant ING held its IPO today. More coverage here.

Stay tuned for Friday. Fed Governor Daniel Tarullo and Richmond Fed President Jeffrey Lacker are giving speeches. We have also noted the following events on the schedule (all times Eastern):

• 8:30 a.m. – Non-farm payrolls and employment situation
• 10:00 a.m. – Factory orders
• 10:00 a.m. – ISM non-manufacturing index

Glencore continues to push to buy Xstrata. (Reuters)

Facebook Inc.’s (NASDAQ: FB) mobile business shoots up in the first quarter. (Reuters)

Industrial giant Siemens A.G. (NYSE: SI) lowers forecasts based on a weakening economy. (Reuters)

Royal Dutch Shell PLC (NYSE: RDS-A) CEO Peter Voser to retire next year. (WSJ)

The Federal Reserve will continue its $85 billion a month bond buying, encouraged in part by low global inflation. (WSJ)

Federal regulators want banks to hold higher levels of capital to guard against unexpected, negative events. (WSJ)

Ford Motor Co. (NYSE: F) says it will increase production of its flagship F-150. (WSJ)

Talks about Lenovo buying the International Business Machines Corp. (NYSE: IBM) server group end. (WSJ)

The home price increase trend in China picks up. (WSJ)

Management of Google Inc.’s (NASDAQ: GOOG) YouTube say audience has increased to one billion unique users who watch six billion hours of video a month. (WSJ)

The Defense Department will give security approvals to some Samsung devices and the Apple Inc. (NASDAQ: AAPL) iPhone and iPad. (WSJ)

CBS Corp. (NYSE: CBS) profits are helped by Super Bowl advertising. (WSJ)

Eastman Kodak files to leave bankruptcy. (WSJ)

Boeing Co. (NYSE: BA) hopes to get approval of the 777 for longer range service. (NYT)

Research firm IDC reports tablet sales surged in the first quarter, while PC sales dropped, and the market share of Apple’s iPad fell. (FT)

BMW’s results beat expectations. (Bloomberg)

The U.S. dollar index is trading down 0.28% today, now at 81.521. The GSCI commodity index is down 0.9% at 624.44. WTI crude oil closed down 2.6%, at $91.03 a barrel, following a massive increase in commercial inventories (more coverage here). Brent crude trades down 2.4% at $99.89 a barrel, as the spread between WTI and Brent now falls below $10 a barrel (more coverage here). Natural gas is down 0.4% today at about $4.32 per million BTUs. Gold settled down 1.8% today at $1,446.20 an ounce.

The unofficial closing bells put the DJIA down about 139 points to 14,700.95 (-0.94%), the NASDAQ about 30 points (-0.89%) to 3,299.13, and the S&P 500 fell -0.93% or nearly 15 points to 1,582.70.

There were a several analyst upgrades and downgrades today, including Biogen Idec Inc. (NASDAQ: BIIB) removed from “Conviction Buy” list and cut to ‘neutral’ at Goldman Sachs; Freeport-McMoRan Copper & Gold Inc. (NYSE: FCX) raised to ‘buy’ at Nomura; Berkshire Hathaway Inc. (NYSE: BRK-A) raised to ‘buy’ at Nomura; Amgen Inc. (NASDAQ: AMGN) added to “Conviction Buy” list at Goldman Sachs; and Oil States International Inc. (NYSE: OIS) cut to ‘underperform’ at BMO Capital Markets and cut to ‘market perform’ at Raymond James.

Earnings reports since markets closed last night resulted in some price moves today, including these as of the last half hour of trading: Affymetrix Inc. (NASDAQ: AFFX) is down 8% at $3.35; Bankrate Inc. (NYSE: RATE) is up 14.7% at $15.46; Leap Wireless International Inc. (NASDAQ: LEAP) is down 3.2% at $5.54; Spectrum Brands Holdings Inc. (NYSE: SPB) is down 4.6% at $53.44; Trulia Inc. (NYSE: TRLA) is up 13.1% at $32.86; Vanguard Health Systems Inc. (NYSE: VHS) is down 8.3% at $13.41; ADT Corp. (NYSE: ADT) is down 6.9% at $40.65; Chesapeake Energy Corp. (NYSE: CHK) is down 2.1% at $19.14 (more coverage here); Comcast Corp. (NASDAQ: CMCSA) is up 1.2% at $41.81 (more coverage here); Humana Inc. (NYSE: HUM) is up 4.4% at $77.38; James River Coal Co. (NASDAQ: JRCC) is up 32.8% at $2.19; Mastercard Inc. (NYSE: MA) is down 2.3% at $540.47; Phillips 66 (NYSE: PSX) is down 2.1% at $59.68 (more coverage here); and Viacom Corp. (NASDAQ: VIAB) is up 3.2% at $66.01 after posting a new 52-week high of $69.00 earlier today.

Before markets open tomorrow morning we are scheduled to hear earnings reports from Archer Daniels Midland Co. (NYSE: ADM), Avis Budget Group Inc. (NASDAQ: CAR), CBS Corp. (NYSE: CBS), Facebook Inc. (NASDAQ: FB), JDS Uniphase Corp. (NASDAQ: JDSU), Las Vegas Sands Corp. (NYSE: LVS), Seagate Technology PLC (NASDAQ: STX), Tesoro Corp. (NYSE: TSO), Visa Inc. (NYSE: V), Alpha Natural Resources Inc. (NYSE: ANR), Cigna Corp. (NYSE: CI), Goldcorp Inc. (NYSE: GG), and Monster Worldwide Inc. (NYSE: MWW).

Some standouts among heavily traded stocks today include:

Advanced Micro Devices Inc. (NYSE: AMD) is up 13.1% at $3.19. The chipmaker had no big news today, although it did introduce two new microprocessors and made some pricing changes that indicate that the company’s pricing may have stabilized.

Sirius XM Radio Inc. (NASDAQ: SIRI) is up 3.4% at $3.36 after posting a new 52-week (and 5-year) high of $3.39 earlier today. The satellite radio company posted a second consecutive high today, continuing to feast off yesterday’s earnings report.

Merck & Co. (NYSE: MRK) is down 2.8% at $45.67. The drug maker slid on its lackluster earnings results and took a slice out of its sales and earnings targets for the rest of the year.

Stay tuned for Thursday. We have noted the following events on the schedule (all times Eastern):

• 7:30 a.m. – Challenger job-cut report
• 8:30 a.m. – International trade
• 8:30 a.m. – New claims for unemployment benefits
• 8:30 a.m. – Productivity and costs
• 10:30 a.m. – EIA weekly natural gas storage report
• 4:30 p.m. – Fed balance sheet and money supply

CBS Corp. (NYSE: CBS) announced it would buy a piece of Syncbak. The smaller company has created a product that will allow mobile devices to pick up signals from local TV stations. At first it seems that the programming will include the advertising that runs with the programs sold by the stations. But if Syncbak’s system is combined with new ad-skipping technology, it would allow consumers to watch shows without the nuisance of pesky marketing messages. One disruptive model that consumers want could join another.

DirecTV (NASDAQ: DTV) already makes a product for its DVR systems that allows viewers to skip ads. It is only a matter of time before that kind of system can skip commercials on the fly without storing them. Once again, disruptive technology has a way of evolving to become more disruptive, particularly when a great deal of money is at stake. Broadcasters will try to block these new technologies in court, but the interests of the consumer usually prevail, eventually.

The Syncbak technology is a close cousin to Barry Diller’s Aereo. This company permits users to take TV signals and store them on computers to be sent over the Internet. This content also may contain commercials for now, when the programs involved contain them. However, TV broadcasters also make money charging fees to cable systems for rights to the content. Aereo disrupts that model by going direct to the consumer. Once again, this technology eventually could join with the “commercial free” one. That would leave broadcasters with an old, and broken, model.

The TV problem has a great deal in common with the problem print had several years ago, and still has. Consumers find news and entertainment on the Internet. Some of this information is from newspaper websites. Some is not. And the way that advertising works on the Web, readers can “skip over” display ads, almost as if they were not there. That process is more difficult in print products, where the advertising is permanently embedded next to content. But based on the numbers of times that display ads next to Internet content are “clicked on,” advertisers do not find these online messages effective at all.

Television content providers have been challenged by the likes of Aereo and Syncbak. Right now, how new systems will work together is uncertain, for both the content provider and consumer. The systems are new enough that they may actually confuse the viewer, as new technology often does.

The new technology for TV to make its way to consumers may not settle into place soon. However, CBS appears to be hedging its bets by taking a stake in Syncbak. It cannot beat the new models for TV access, so it may as well invest in them — even if they undercut its traditional way of making money.

The flash HSBC Purchasing Managers’ Index for April drops to 50.5 from 51.6 in March. The export order measure drops to 48.6, with 50 as the demarcation for improvement. (Reuters)

The Boeing Co. (NYSE: BA) 787 Dreamliner will be back in service for some airlines as early as next week. (Reuters)

The ITC says that Apple Inc. (NASDAQ: AAPL) did not violate a Google Inc. (NASDAQ: GOOG) patent when it built the iPhone. (Reuters)

A Texas Transportation Institute study shows that voice-to-text products are just as distracting to drivers as texting. (Reuters)

Sprint Nextel Corp. (NYSE: S) appoints a committee of board members to evaluate an offer from Dish Network Corp. (NASDAQ: DISH). (Reuters)

Shares of Netflix Inc. (NASDAQ: NFLX) rise 24% after it announces better-than-expected earnings. (WSJ)

The Senate passes a bill that would end tax-free online shopping. (WSJ)

CBS Corp. (NYSE: CBS) buys a share of Syncbak, which helps local TV stations stream content on the Internet. (WSJ)

Twitter sets a deal with Publicis’s Starcom MediaVest to allow the agency’s clients preferred access to the social network’s advertising inventory. (FT)

Boeing says it may not find the origin of problems that caused fires in its lithium-ion batteries. (FT)

In addition to the threat from Aereo, broadcasters and cable channels are raging at Dish Network Corp. (NASDAQ: DISH) and its Hopper DVR that allows subscribers to record a program and then replay it without advertising.

That may be a lose-lose situation though, because there are still more than 11 million households in the U.S. that still receive broadcast signals. Going cable-only would force these households either to pay for a subscription to Fox or find some other channel to watch. The other broadcast networks, CBS Corp. (NYSE: CBS), ABC, owned by The Walt Disney Co. (NYSE: DIS), and NBC, owned by Comcast Corp. (NASDAQ: CMCSA) face the same threat and may end up as cable-only channels as well.

News Corp.’s COO told Bloomberg:

We need to be able to be fairly compensated for our content. This is not an ideal path we look to pursue, but we can’t sit idly by and let an entity steal our signal. We will move to a subscription model if that’s our only recourse.

CBS has already threatened to pull its programming from Dish’s satellite system in response to the Hopper ad-skipping device. So far, Dish hasn’t blinked, but if CBS gets serious, Dish may have to back down or its 14 million subscribers will lose NFL football and other popular programming.

Aereo doesn’t face the same threat. The broadcasters will surely appeal the court decisions against them, all the way to the Supreme Court. If they lose there, then the switch to a cable-only network may be their only choice.

One thing remains certain: there are serious changes in the making with some serious money at stake.

Against a backdrop of a tremendous rally that actually began after the presidential elections last November, more and more investors are becoming anxious because they are not involved. A 13-year secular bear market and two numbing market sell-offs have taken their toll on investor psyche. In a new report, the equity strategy team at Deutsche Bank A.G. (NYSE: DB) has screened for the names investors can buy today and feel comfortable with.

Deutsche Bank advised investors to resist the urge to sell last week because they expect the S&P 500 to advance well into record-high territory this spring. They gave three specific reasons:

1. The Federal Reserve reiterated its commitment to asset purchases until the job market gets considerably better.
2. Congress passed a budget resolution alleviating the possibility of shutdown risk.
3. They are expecting good first-quarter earnings reports, with 5% to 6% year-over-year growth.

With those three positives as a backdrop here are the stocks to buy now:

Leading the ratings parade again, broadcasting giant CBS Corp. (NYSE: CBS) kicks off the Deutsche Bank list. The Jeffries price target for the stock is $50. The Thomson/First Call estimate is right in line at $49.

Dow component E. I du Pont de Nemours & Co. (NYSE: DD) is a stock to buy now. It is a strong benefactor of domestic and global economic growth. The Deutsche Bank target for this market leading stock is $55. The Wall St. consensus price target is $52. DuPont pays investors a solid 3.5% dividend.

Worldwide entertainment leader Walt Disney Co. (NYSE: DIS) is always a solid portfolio name. From theme parks to the ABC television network and ESPN, Disney has multiple streams of earnings. The Deutsche Bank price target is $63, and the consensus is right in line at $62.50. Disney pays a small 1.30% dividend.

With a potential for strong first-quarter earnings, buoyed by the surge in home building, Honeywell International Inc. (NYSE: HON) is a stock to buy now. The price target for this diversified blue chip is $88. The consensus target is much lower at $78. Honeywell pays a 1.65% dividend.

International Business Machines Corp. (NYSE: IBM) is another Dow component among many on the list. It has large recurring income streams from its service business, and the price target for big blue is $240. The consensus estimate is $230. IBM pays a small 1.60% dividend.

European chemical giant LyondellBasell Industries N.V. (NYSE: LYB) is one of the few foreign-based blue chips on the list. The Deutsche Bank target for the stock is $75, and the consensus price target estimate is $71.

Fast-food behemoth McDonald’s Corp. (NYSE: MCD) is on the menu, with its constant expansion in the United States and abroad, and an expanded menu to suit consumer tastes. The price target for the stock is $108. The consensus target is $103. McDonald’s pays investors a solid 3% dividend.

Worldwide oil field services leader Schlumberger Ltd. (NYSE: SLB) is a solid stock to buy now. It benefits from solid West Texas and Brent crude pricing. The Deutsche Bank price target for the stock is $91. The consensus target is right in line at $92. Investors receive a 1.70% dividend.

Rounding out the list of stock to buy is gaming giant Wynn Resorts Ltd. (NASDAQ: WYNN), with its opulent and profitable resorts in Las Vegas and Macau. The Deutsche Bank price target for this Wall St. favorite is $146. The consensus estimate is $141. Wynn pays investors a good 3.40% dividend.

Read Also: 19 Stocks Expected to Rise 50% to 100%

Clearly the team at Deutsche Bank wants to be involved in equities that are the bluest of blue chips. For investors, that advice makes good sense. With the market seemingly ready for a correction, putting new capital to work in big, liquid names is a smart idea. Investors also may want to buy half positions now and see if that possible correction doesn’t provide the ability to buy the other half cheaper.

In a July ruling, a district court judge denied the broadcasters request for an injunction to stop Aereo from offering its service. Today’s ruling denied the broadcasters’ appeal of that ruling.

Aereo, currently only available in New York City, makes an miniature antenna that captures over-the-air broadcast TV signals and then sells subscriptions to those signals via streaming over an Internet connection. In the original ruling, the judge stated that the Aereo device is virtually the same as a DVR, a device that was declared legal several years ago because its retransmission of programming is made to a single subscriber and is not a performance aimed at the general public. As such, the device does not violate copyright law.

There is too much at stake here for this to be the last word, but the situation does not look good for the broadcasters.

Citigroup Inc. (NYSE: C) may cuts its cash position to $35 billion to redeem expensive debt. (Reuters)

Battery problems with the Boeing Co. (NYSE: BA) 787 could prompt regulators to cut the distance that the plane is allowed to fly. (Reuters)

Wal-Mart Stores Inc. (NYSE: WMT) will fill more of its Internet orders in stores to speed products to customers. (Reuters)

Railroads investing in their infrastructure make the mode of transportation more important to the U.S. economy. (WSJ)

Berkshire Hathaway Inc. (NYSE: BRK-B) converts a bond stake into a large equity holding in Goldman Sachs Group Inc. (NYSE: GS). (WSJ)

Oracle Corp. (NASDAQ: ORCL) will launch a new line of servers. (WSJ)

T-Mobile to begin to sell the Apple Inc. (NASDAQ: AAPL) iPhone 5 next month. (WSJ)

China will allow fuel prices to rise, which could hurt consumer and business spending. (WSJ)

CBS Corp. (NYSE: CBS) buys half of the TV Guide Network. (WSJ)

Royal Dutch Shell PLC (NYSE: RDS-A) will begin a shale gas joint venture in China. (WSJ)

Mall owners are worried that J.C. Penney Co. Inc. (NYSE: JCP) will close a number of its stores. (WSJ)

J.P. Morgan Chase & Co. (NYSE: JPM) faces investigations from a number of regulators. (NYT)

The number of nations with AAA status drops 60% since the start of the financial crisis. (FT)

Facebook Inc. (NASDAQ: FB) to sell ads linked to user behavior at other websites. (FT)

Regulators take action against Citigroup over money laundering charges. (FT)