Podcasts about disney dis

Rate cuts this summer? … China trade talks… Disney (DIS) finally made some smart choices… Is Uber (UBER) a buy? … What caused the plunge in healthcare? … Buy this AI stock on any pullback… And Bitcoin will hit $200k. In this episode: Highlights from my boots-on-the-ground research trip [1:17] Will we see rate cuts this summer? [9:10] What to expect from China trade talks [15:12] Is China finally a buy? [18:12] Disney is finally making some smart business moves [22:41] Should you buy Uber on its pullback? [34:46] What caused the plunge in the healthcare sector? [38:32] This AI stock is a buy on any pullback [43:03] Bitcoin will push past $200k—here's why [49:15] How to play the crypto bull market [53:51] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! Markets have been wild lately — massive swings, fear, and FOMO driving the chaos. In this video, Ben Berggreen breaks down the macro backdrop, why it's a trader's market right now, and why the traditional long-only tech approach has been getting crushed. He shares his bearish thesis on Disney ($DIS), explaining how weakening discretionary spending, poor box office performance, and troubling revenue trends could pressure the stock even further. Plus, Ben walks you through a bearish options setup with a 3:1 reward-to-risk ratio to potentially profit from the upcoming earnings move. Stay sharp, have a plan, and execute!

Likefolio's Landon Swan covers sentiment data on Walt Disney (DIS). He's “very bullish” on its streaming moves. He notes that Disney has paused their live action remakes after Snow White's low box office, which he considers a good move. However, he is seeing weakness in their parks segment, with dropping monthly web visits. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Dryden Pence and Michael Pachter examine the streaming space. Michael reacts to FuboTV (FUBO) earnings, saying the Street expected them to hit profit by now. He thinks it's a buy right now ahead of their Hulu deal. Dryden agrees that the Hulu deal is good for Fubo and Disney (DIS), with Disney his favorite in the space.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Alex Morris, founder of the TSOH Investment Research Service, a long-term focused equity research service. Alex discusses key takeaways from his new book, Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings. Enjoy the conversation! Helpful links: Amazon book page TSOH Investment Research Alex Morris is the founder of the TSOH Investment Research Service, a long-term focused equity research service with 100% portfolio transparency. He earned his undergraduate degree and MBA from the University of Florida and is a CFA Charterholder. Prior to founding TSOH Investment Research in 2021, Alex worked as a buyside equities analyst for ten years. He lives in Davie, Florida with his wife, Jessica, his son, Jack, and his dog, Elvis. Alex has been a Berkshire Hathaway shareholder since 2011 and has been to Omaha for multiple annual meetings. The primary purpose of this podcast is to educate and inform. The views, information, or opinions expressed by hosts or guests are their own. Neither this show, nor any of its content should be construed as investment advice or as a recommendation to buy or sell any particular security. Security specific information shared on this podcast should not be relied upon as a basis for your own investment decisions -- be sure to do your own research. The podcast hosts and participants may have a position in the securities mentioned, personally, through sub accounts and/or through separate funds and may change their holdings at any time.   About the Co-Hosts: Elliot Turner is a co-founder and Managing Partner, CIO at RGA Investment Advisors, LLC. RGA Investment Advisors runs a long-term, low turnover, growth at a reasonable price investment strategy seeking out global opportunities. Elliot focuses on discovering and analyzing long-term, high quality investment opportunities and strategic portfolio management. Prior to joining RGA, Elliot managed portfolios at at AustinWeston Asset Management LLC, Chimera Securities and T3 Capital. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School.. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. John Mihaljevic leads MOI Global and serves as managing editor of The Manual of Ideas. He managed a private partnership, Mihaljevic Partners LP, from 2005-2016. John is a winner of the Value Investors Club's prize for best investment idea. He is a trained capital allocator, having studied under Yale University Chief Investment Officer David Swensen and served as Research Assistant to Nobel Laureate James Tobin. John holds a BA in Economics, summa cum laude, from Yale and is a CFA charterholder.

In the wake of Warner Bros. Discovery (WBD) earnings, Seema Shah provides context to the streaming stock's upside move. She highlights its subscription growth relative to peers like Netflix (NFLX) and Disney+ (DIS) as a positive. Then Seema details the rise of advertising offerings on streaming networks and says WBD is less focused on its ad platform versus others.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Ken Leon of CFRA breaks down the new Disney (DIS) and FuboTV (FUBO) partnership and how it changes the streaming landscape. He thinks it's a “smart deal” that allows Disney CEO Bob Iger to off-shoulder underperforming assets, particularly Hulu+ Live TV. He has a Buy rating and $128 price target on the stock. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Disney is “getting back in the business of making great content,” says Tom Essaye, citing Inside Out 2 and Deadpool vs Wolverine. He is bullish on the stock under Bob Iger's leadership, but isn't sure that bullishness will keep up when Iger leaves in 2026. Corey Martin adds that investments in streaming are starting to bear fruit. He says that Disney's guidance is “notoriously conservative,” and likes that this quarter they are projecting strong optimism. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

En este episodio, analizamos el reciente impulso de los futuros bursátiles, con la atención centrada en el reporte de inflación mayorista y posibles recortes de tasas por la Fed. Discutimos el acuerdo multimillonario entre Merck ($MRK) y LaNova Medicines para desarrollar un innovador tratamiento contra el cáncer, mientras que Super Micro Computer ($SMCI) enfrenta problemas tras retrasar su informe financiero. También revisamos el nuevo lanzamiento de Amazon Haul, que apunta a competir con plataformas de bajo costo, y los resultados de Disney ($DIS), con un crecimiento en entretenimiento y Disney+. Finalmente, exploramos el despliegue del chatbot Gemini de Google ($GOOG), que expande las capacidades de IA en sus aplicaciones.

Hoy analizamos la caída de Microsoft $MSFT y Meta $META, dos gigantes tecnológicos que enfrentan retos de infraestructura y proyecciones de costos que preocupan a los inversores. También exploramos los desafíos de tráfico y cambios estratégicos de Starbucks $SBUX, y el desempeño de Stellantis $STLA en un mercado automotriz complicado.Cerramos con Disney $DIS y su acuerdo de 10 años para transmitir los Grammy en exclusiva, consolidando su presencia en eventos icónicos junto a los Oscars y el Super Bowl. ¡Escucha para conocer cómo estos movimientos impactan el mercado y tus inversiones!

Tesla ($TSLA) celebrará su evento "We Robot" esta noche, donde se espera que presente avances importantes en tecnología autónoma. Aunque Tesla ha mantenido en secreto el diseño de su robotaxi, se especula que mostrará un nuevo modelo más económico, un "robovan" capaz de transportar hasta 12 personas, una versión mejorada del robot humanoide Optimus y otros casos de uso de inteligencia artificial. Analistas como Dan Ives de Wedbush anticipan que Tesla revelará tecnologías autónomas revolucionarias, pero existe el riesgo de decepcionar a los inversores si no se cumplen las expectativas. IBM ($IBM) recibió atención después de que RBC Capital Markets aumentara su precio objetivo a $250, citando una mejora en el sentimiento hacia la empresa. A pesar de una ligera caída en las acciones antes de la apertura del mercado, el analista Matthew Swanson mantuvo su calificación de "Outperform". Se espera que IBM presente sólidos resultados de flujo de caja libre en su informe del tercer trimestre, impulsado por mayores ventas de software, especialmente de Red Hat, y un rendimiento positivo en inteligencia artificial generativa y gastos de infraestructura. Amazon ($AMZN) and Apple ($AAPL) have reached an agreement to offer Apple TV+ as an add-on subscription to Amazon's Prime Video service in the U.S. starting later this month, priced at $9.99 per month. This partnership allows Apple to further expand its streaming reach as it competes with larger platforms like Netflix ($NFLX), Disney+ ($DIS), and Amazon Prime Video itself. The deal also marks a shift for Apple, which typically bundles Apple TV+ with other services, and will allow subscribers to access popular original content like Ted Lasso, The Morning Show, and live sports, including MLS matches. United Airlines ($UAL) está planeando una expansión internacional significativa para 2025, con nuevas rutas a destinos poco comunes como Senegal, Mongolia, Groenlandia y Palaos, buscando atraer a viajeros que desean alternativas a ciudades tradicionales como París, Roma y Tokio. Los nuevos servicios incluirán vuelos desde Newark a Palermo, Faro, Madeira, Bilbao y Nuuk, que comenzarán entre mayo y junio. Además, United lanzará vuelos directos desde Washington Dulles a Dakar, Senegal, y desde Tokio a Ulán Bator, Mongolia, con vuelos durante todo el año a Palaos. Esta expansión es parte de la estrategia de United para diferenciarse de otras aerolíneas globales ofreciendo una red diversa de destinos, lo que también impulsa la demanda de sus tarjetas de recompensas. -Stellantis ($STLA) se espera que haga algunos cambios en la gestión. -Las proyecciones de OpenAI ($AI) sugieren que no habrá beneficios anuales hasta 2029. -TD Bank ($TD) enfrenta multas de $3 Billones y un límite de activos en un acuerdo en EE. UU. -El huracán Milton pone en riesgo $30 Billones de deuda municipal en Florida.

Reunião grátis com o time de consultoria mais premiado do Brasil

La Reserva Federal, bajo el liderazgo de Jerome Powell, está "recalibrando" su política monetaria hacia un enfoque de "más baja durante más tiempo" para fomentar el crecimiento económico y el mercado laboral, manteniendo un ciclo de flexibilización que podría extenderse hasta 2026, siempre que la inflación no repunte. Esta postura ha revitalizado la confianza en los mercados, reflejándose en logros récord del Dow Jones y el S&P 500, así como en un repunte del Nasdaq, impulsado por el sector tecnológico. Además, los datos laborales recientes muestran una caída en las solicitudes de subsidio por desempleo, lo que refuerza el optimismo económico. Nike ($NKE) llamó la atención al anunciar que su director ejecutivo, John Donahoe, renunciará y será reemplazado por el informante retirado Elliott Hill. Hill pasó su carrera en Nike en varios puestos de liderazgo sénior en Europa y América del Norte, y luego se retiró después de su papel como presidente de Consumer & Marketplace en 2020. La noticia hizo que las acciones de Nike se dispararan un 7,6% el jueves, y los inversores parecían confiados en el liderazgo de Hill, ya que el gigante del calzado se enfrenta a la volatilidad de los beneficios, a las deficiencias de la orientación, a los vientos en contra de la competencia y a la falta de claridad estratégica a largo plazo. Disney ($DIS) dejará de utilizar la plataforma de mensajería corporativa Slack ($CRM) tras un ciberataque en el que se filtró en línea más de un terabyte de datos de la compañía. Los datos de miles de canales de Slack de Disney contenían discusiones sobre campañas publicitarias y tecnología de estudio, que fueron expuestas por el grupo de hackers Nullbulge. Muchos equipos ya han comenzado la transición a "herramientas de colaboración optimizadas para toda la empresa", según un memorando interno, y se espera que la mayoría de las empresas de Disney dejen de usar el servicio a finales de este año. En sus últimos resultados trimestrales, FedEx ($FDX) no cumplió con las expectativas del primer trimestre y redujo sus perspectivas para el año fiscal 25, arrastrando a las acciones un 11% a la baja el jueves. El gigante de la entrega de paquetes culpó a la reducción de la demanda de servicios prioritarios, al crecimiento limitado del rendimiento y al aumento de los gastos operativos. Es probable que la perspectiva atenuada ponga fin a una racha ganadora de nueve días cuando las acciones abran para operaciones regulares hoy y refleja un entorno de precios muy competitivo y una economía industrial desafiante. Las acciones de su rival UPS ($UPS) también cayeron un 2,4% AH tras los resultados. ($DRI) Darden se recupera gracias a las ganancias y a la asociación Uber-Olive Garden. ($BRK.B) Berkshire de Buffett continúa recortando su participación en BofA ($BAC) ($MBLY) Mobileye se dispara ya que Intel ($INTC) no tiene planes de desprenderse de su participación. ($F) Ford enfrenta amenaza de huelga en planta de herramientas y troqueles en Michigan.

Noticias Económicas y Financieras Todavía se habla mucho de la enorme revisión del crecimiento del empleo en Estados Unidos que se vio ayer y lo que podría significar para la economía y los mercados. En los 12 meses hasta marzo de 2024 se eliminaron 818.000 puestos de trabajo (o 68.000 por mes), lo que resultó en el mayor ajuste a la baja desde la crisis financiera mundial. ¡Es oficial! Las dos principales compañías ferroviarias de carga de Canadá, Canadian Pacific Kansas City $CP y Canadian National Railway $CNI, han cerrado sus redes ferroviarias en el país después de que fracasaran las negociaciones contractuales. La agencia de calificación Moody's proyectó que el cierre patronal, que dejará fuera de servicio el 75% del tráfico ferroviario de carga de Canadá, podría costar a la economía más de 341 millones de dólares canadienses ($251M) por día, lo que equivale a más del 4% de su PIB. Disney $DIS ha elegido al miembro de la junta directiva y presidente ejecutivo de Morgan Stanley $MS James Gorman para liderar el comité que encontrará un sucesor para el máximo responsable Bob Iger. Ford $F está revisando su estrategia de vehículos eléctricos, que incluye abandonar un plan para un nuevo SUV eléctrico y orientarse hacia versiones híbridas. El negocio de vehículos eléctricos del fabricante de automóviles de Detroit ha seguido perdiendo dinero, con pronósticos anteriores de que perdería entre $5B y $5.5B en 2024.

Noticias Económicas y Financieras El paquete de compensación recientemente aprobado para el director ejecutivo de Tesla $TSLA, Elon Musk, ha vuelto a poner sobre la mesa el debate sobre la remuneración de los ejecutivos, y sus sorprendentes cifras ocupan los titulares. Aún persisten obstáculos legales, pero los accionistas reafirmaron su apoyo a un plan salarial a 10 años valorado en $47B (al precio actual de las acciones) después de que un juez de Delaware impugnara las adjudicaciones de acciones. Hará aún más rica a una de las personas más ricas del mundo, pero los inversores parecen pensar que todo vale la pena, ya que el 77% de los accionistas volvieron a ratificar el paquete salarial. Parte del drama que rodeó el paquete salarial de Elon Musk fue una votación separada de los accionistas para reincorporar Tesla $TSLA en Texas. La medida se considera un esfuerzo por desafiar el dominio de Delaware en la industria y puede reforzar la opinión de que las protecciones estatales a los accionistas son excesivas. Aproximadamente dos tercios de las empresas del S&P 500 están constituidas en Delaware, en parte debido a su tribunal de cancillería, que tiene un amplio historial de precedentes legales. Sin embargo, Texas ha trabajado para ganarse a las empresas con garantías de impuestos más bajos y el reciente establecimiento de su propio sistema judicial especializado para empresas. La Reserva Federal está bien preparada para vigilar los datos económicos y ser paciente, según el presidente de la Reserva Federal de Minneapolis, Neel Kashkari, quien cree que el primer recorte de tipos probablemente se producirá a finales de año. "Necesitamos ver más pruebas que nos convenzan de que la inflación está en camino de regresar al 2%", declaró. "Estamos en una muy buena posición ahora para tomarnos nuestro tiempo... antes de tomar cualquier decisión". La semana pasada, los responsables de la formulación de políticas monetarias de la Reserva Federal redujeron sus estimaciones de recortes de tipos en 2024 a uno, frente a los tres previstos anteriormente en marzo. Inside Out 2 obtuvo un estimado de $155M en ventas de boletos este fin de semana en los EE. UU. y Canadá, lo que ayudó a aliviar algunas de las preocupaciones de Hollywood sobre una taquilla mediocre en el verano. La secuela animada de Disney $DIS y Pixar también generó $62M en ventas de entradas a nivel nacional el viernes, lo que marcó el día de estreno de taquilla más grande en 2024. Antes del gran estreno, las ventas de taquilla habían bajado un 26% con respecto al año pasado, cuando los megaéxitos como Barbie y Oppenheimer ocuparon los titulares. Las ventas globales de Inside Out 2 también se estimaron en $140M, lo que eleva su recaudación total a un récord de $295M y se convierte en la película más vendida este año. JPMorgan actualiza Adobe $ADBE para lograr una “navegación más fluida”. $META Meta puede ser el próximo en enfrentar cargos por violar las normas de la UE. Apple Pay & Wallet: algunas fintech sufrirán, otras ganarán.

A reminder for new readers. That Was The Week includes a collection of my selected readings on critical issues in tech, startups, and venture capital. I selected the articles because they are of interest to me. The selections often include things I entirely disagree with. But they express common opinions, or they provoke me to think. The articles are snippets sized to convey why they are of interest. Click on the headline, contents link, or the ‘More' link at the bottom of each piece to go to the original. I express my point of view in the editorial and the weekly video below.Hat Tip to this week's creators: @reidhoffman, @dougleone, , @credistick, @rex_woodbury, @NathanLands, @ItsUrBoyEvan, @berber_jin1, @cityofthetown, @keachhagey, @pmarca, @bhorowitz, , @signalrank, @steph_palazzolo, @julipuli, @MTemkin, @geneteare, @lorakolodny, @jasminewsun, @JBFlint, @asharma, @thesimonetti, @lessinContents* Editorial: * Essays of the Week* Crossing The Series A Chasm* The Consumer Renaissance* The Creator Economy on AI Steroids* AI Is Transforming the Nature of the Firm* The Opaque Investment Empire Making OpenAI's Sam Altman Rich* Video of the Week* The American Dream - Marc Andreessen and Ben Horowitz* AI of the Week* SignalRank Version 3 Improves Performance Again* How Long Can OpenAI's First-Mover Advantage Last?* OpenAI Employees Warn of Advanced AI Dangers* A Right to Warn about Advanced Artificial Intelligence* Nvidia hits $3tn and surpasses Apple as world's second-most valuable company* VCs are selling shares of hot AI companies like Anthropic and xAI to small investors in a wild SPV market* News Of the Week* Crunchbase Monthly Recap May 2024: AI Leads Alongside An Uptick In Billion-Dollar Rounds* Elon Musk ordered Nvidia to ship thousands of AI chips reserved for Tesla to X and xAI* Introducing video to Substack Chat* Instagram's Testing Video Ads That Stop You From Scrolling Further* Startup of the Week* NBA Nears $76 Billion TV Deal, a Defining Moment for Media and Sports* X of the Week* Doug Leone - I am supporting Trump. * Reid Hoffman - I am supporting BidenEditorialI woke on Tuesday to Doug Leone of Sequoia Capital on X saying:I have become increasingly concerned about the general direction of our country, the state of our broken immigration system, the ballooning deficit, and the foreign policy missteps, among other issues. Therefore, I am supporting former President Trump in this coming election.Doug has the right to support Trump. It is also clear that the immigration system is broken, the deficit is ballooning, many things are wrong with foreign policy, and there are “other issues.” Trump as the solution is less obvious. But there it is—hot on the tails of Chamath Palihipitaya and David Sacks announcing a fund-raiser for Trump on the All-In podcast (they said they would do the same for Biden).Reid Hoffman followed up a day later with:On one level, this is a straightforward choice, but any literate attempt to analyze Leone's issues might arrive at the following conclusions:* Like many Western nations, the USA is aging rapidly and has a shrinking working-age population across all skill sets. Immigrants are needed, and pro-immigration leadership is needed, creating a path to entry for large numbers of skilled and unskilled workers to fill empty jobs as we get close to full employment.* The deficit is large, and there are many palliatives available. Selling more to China would help, but both party leaders are protectionist. Taxes to reduce the divide between the 1% and the rest would help a bit. However, what would help the most is economic growth, which requires investment in technology and productivity. Neither leader seems too focused on innovation and investment.* Foreign Policy - well, sheesh, it's a big issue. However, saber-rattling about Taiwan and provoking China seems to be a hobby shared by both parties and does not seem smart. Ukraine and the future of Europe are better in Biden's hands, but not by a lot. Europe looks very shaky. The US is increasingly isolationist. The appetite for world leadership is on the decline. Again, the solution would focus on economic growth, which seems absent.Voting for Trump is a big no-no for me. But voting for Biden is, at best, a lesser evil instinct, not a belief system. The election will not be where the future is built, but it is important. Politicians are collectively disappointing.This week's video of the week from Marc Andreessen and Ben Horowitz is called “The American Dream” and champions their view about American Dynamism. And I must confess that this comes closer to a vision of the future than either political outfit. Their vision requires political support, massive government financial commitment, and private capital investment. I see no evidence of those happening.The real winning effort seems to be happening on the ground. This week, Nvidia hit $3 trillion, eclipsing Apple as the world's second-most valuable company. This is even though Apple has 7 times the revenue of Nvidia.This week's first essays also focus on prospects for boom time. Rex Woodbury's ‘The Consumer Renaissance' examines the impact of consumer spending on our lives. In ‘The Creator Economy on AI Steroids, ' Nathan Lands focuses on how emerging tools will transform creativity. But in ‘AI Is Transforming the Nature of the Firm, ' Evan Armstrong gets closest to a future vision.”AI is the first universally flexible technology. It can interact with our digital environments in similar ways to humans, so it can have all the flexibility that we do. In that way, it may be the last technology we ever need.This seems to be the crux of hope in a world where dreams and nightmares are strangely devoid of detail. What the world needs (not only America) is hope. And hope is born from optimism. Optimism is born from success. The most likely success of the next decades will result from specific uses of AI that improve human life.I know and like Doug Leone. I know and like Reid Hoffman. Doug's bar for success needs to be higher. Voting for Trump is not right, and even if it were, it would not be sufficient.Reid also needs a higher bar. Voting for Biden will not be sufficient even if it is right.Let's focus on where success can be found, grow optimism, and breed hope. There is a need for a broad technical revolution and the social rebirth it enables. Silicon Valley and its friends globally need to invent the next version of human existence to the benefit of all. The social rebirth requires a conscious effort; technology will not magically bring it about. More in this week's video.Essays of the WeekCrossing The Series A ChasmDan GrayDan Gray, a frequent guest author for Crunchbase News, is the head of insights at Equidam, a startup valuation platform, and a venture partner at Social Impact Capital.June 5, 2024As we get deeper into 2024, there is increasing concern about the state of Series A fundraising. The bar for investment appears much higher, and fewer startups are reaching it.This is a problem for founders, and investors like Jenny Fielding, managing partner of Everywhere Ventures, who said, “Every Seed investor's dilemma: All my Series A buddies want to meet my companies early! All my companies are too early for my Series A buddies.”To attach some data to this, we can see that the median step-up in valuation from seed to Series A has gone from $19.5 million in Q1 2022 to $28.7 million in Q1 2024. Series A firms seem to be looking for much stronger revenue performance, with targets of $2 million to $3 million in ARR, compared to $1 million to $2 million just a few years ago.The outcome is that while 31.8% of Q1 2020 seed startups closed their Series A within two years, that fell to just 12% for Q1 2022 — which should worry everyone.Why are Series A investors so much more demanding?Today's Series A investors are looking at startups that raised their seed between 2021 and 2023, which identifies the root of the problem: it spans the Q2 2022 high-tide mark for venture capital.For example, there were 1,695 seed rounds of more than $5 million in 2021, rising to 2,248 in 2022, then falling to 1,521 in 2023. As a comparison, there have been just 137 so far in 2024.The result is two categories of startups that are looking to raise their Series A today:* Pre-crunch startups that raised generous seed rounds and stretched the capital out as far as they could, to grow into inflated valuations.* Post-crunch startups that raised modest seed rounds on more reasonable terms, with shorter runways and less demonstrable growth.Strictly speaking, neither is more appealing than the other; the first group has less risk, the second offers more upside, and both are adapted to current market realities. It shouldn't cause a problem for investors, provided they can distinguish between the two.The cost of market inefficiencyVenture investors have a market-based lens on investment decisions, which means looking fairly broadly at trends in revenue performance and round pricing to determine terms, e.g. a typical Series A is within certain bounds of revenue performance and valuation. While that approach may be serviceable and efficient under ideal conditions, the past few years have been far from ideal.Without distinguishing between the two cohorts, investors are now looking at the performance of Series A candidates that spent more than $5 million on a war chest for two to three years of growth alongside the valuations of candidates that raised around $2 million to prove scalability. It just doesn't work as an average, and thus the unreasonable expectations...MoreThe Consumer RenaissanceFrom Predicting Consumer AI Applications to Analyzing Consumer SpendREX WOODBURY, JUN 05, 2024“Consumer” has become something of a bad word in venture capital circles.We see this reflected in the early-stage markets: recent data from Carta showed that just 7.1% of Seed capital raised last year went to consumer startups. That's less than half the share from 2019 (14.3%).But I think consumer is actually a great place to be building and investing. Whenever something is out of favor, that's a sign it's probably a good place to spend time: this is an industry built on being contrarian, not built on following the herd. We're entering a compelling few years for consumer entrepreneurship.First, I'd argue that consumer is too narrowly defined. When people think consumer, they often think consumer social (a tough category) or consumer brands (a tough fit for venture compared to internet and software businesses, with typically lower return profiles). But consumer is broader. Consumer encompasses businesses that sell to consumers and those that rely on consumer spending. This means the obvious names—apps on our phones like Uber, Instacart, Spotify—and the enablers: Shopify, for instance, powers online retail; Faire powers offline retail; Unity powers game development. Each of the latter three is B2B2C, in its own way, but I would categorize each is also a consumer technology business.The wins in consumer can be massive. The biggest technology businesses in history began as consumer businesses—Google, Facebook, Apple, Amazon. The original companies comprising FAANG—with Microsoft conspicuously absent—were allconsumer.And some of the best returns of the last five years have stemmed from consumer tech IPOs. At Daybreak, we invest ~$1M at Pre-Seed and Seed. Here's how much a $1M investment in the Seed round of five recent consumer IPOs would yield:Big consumer wins compare favorably to big enterprise wins—relative to Snowflake's market cap, Uber is ~3x in size, Airbnb is ~2x in size, and DoorDash is roughly equal. (Snowflake is the biggest enterprise IPO of the last decade.) The last few years produced a windfall of consumer outcomes, yet investors today almost write off the category.At Daybreak, we don't focus exclusively on consumer; my view is that you need to balance more binary consumer outcomes with B2B SaaS and B2B marketplaces. But we do approach investing through the lens of the consumer—how people make decisions. The buyers of products like Figma and Ramp, after all, are people, and software companies are increasingly selling bottom-up into organizations. The line between consumer and enterprise has been blurring for years.This week's Digital Native makes the argument that consumer tech is a compelling place to build and invest. We'll look at the data to back up this argument, then delve into three categories of consumer that I'm particularly interested in right now:* Checking in on Consumer Spend* Consumer Tech: The Data Doesn't Lie* What to Watch: AI Applications* What to Watch: Shopping* What to Watch: Consumer Health* Rule of Thumb: Follow the SpendThis week we'll cover #1-3, and next week in Part II we'll tackle #4-6.Let's dive in

Noticias Económicas y Financieras La guerra de las hamburguesas está aumentando, y Burger King de Restaurant Brands $QSR está recuperando su comida valorada en cinco dólares, que probablemente incluirá un sándwich, nuggets de pollo, papas fritas y una bebida. La medida sigue a los informes de que McDonald's $MCD lanzará una comida con un valor de $5 en los EE. UU. a partir del 25 de junio, y más se están uniendo a la acción. Wendy's $WEN acaba de anunciar una oferta de desayuno por $3 que incluirá un sándwich de desayuno, así como un pequeño lote de papas sazonadas. A medida que la industria de los medios cambia de rumbo en lo que respecta a la inteligencia artificial, con múltiples acuerdos de licencia de contenido anunciados últimamente, Hollywood puede ser el próximo. Según se informa, Alphabet $GOOGL y Meta $META han mantenido conversaciones con los principales estudios de Hollywood sobre la concesión de licencias de contenido para su uso en software de generación de vídeo con IA, ofreciendo decenas de millones de dólares. Warner Bros. Discovery $WBD está interesada en otorgar licencias de algunos de sus programas para entrenar modelos de IA, mientras que Netflix $NFLX y Disney $DIS están interesados ​​en otros tipos de colaboración. OpenAI, respaldada por Microsoft $MSFT, ha mantenido discusiones similares sobre asociaciones con Hollywood. $LYV Live Nation se hundió alrededor de un 8% el jueves después de que el Departamento de Justicia presentara una demanda antimonopolio buscando dividir lo que llamó un monopolio ilegal que ha elevado los precios de los boletos. ¿Seguridad? ¿Producto? ¿Ya importa? Menos de seis meses después de aprobar los primeros ETF de bitcoin al contado, la SEC está ampliando nuevamente el alcance del mundo de las criptomonedas. La agencia ha aprobado solicitudes de Nasdaq $NDAQ, NYSE $ICE, Cboe $CBOE y otros cinco para cotizar fondos cotizados en bolsa que invierten directamente en ether (ETH-USD). Los emisores aún necesitan una luz verde separada de la agencia antes de que los productos puedan entrar en funcionamiento, y la fecha límite aún está por determinar. Ether, que subió un 20% esta semana en medio del optimismo de los ETF, cayó un 4% tras la aprobación en la típica moda de "comprar el rumor, vender la noticia" Nvidia vale más que $AMZN y $TSLA juntos. Petrobras prevé pagar dividendos adicionales completos en 2024. El oro “sobrecomprado” se suma a las pérdidas después de las duras conversaciones de la Fed sobre las tasas.

Noticias Económicas y Financieras Dado que la inflación se mantiene alta en todas las lecturas de 2024, el primer recorte esperado de la tasa de interés de la Reserva Federal en más de cuatro años sigue avanzando en el calendario, y algunos se preguntan si el banco central reducirá su tasa de referencia en algún momento este año. Los inversores podrán vislumbrar nuevamente el panorama de la inflación hoy cuando el Departamento de Trabajo de EE. UU. publique el índice de precios al consumidor de abril. Con ello, se espera una nueva ronda de predicciones sobre cuando la Reserva Federal finalmente reducirá su tasa de política monetaria. La reducción del comercio de memes continúa por tercer día consecutivo, aunque los grandes nombres están logrando ganancias menores en la sesión previa a la comercialización... por ahora. GameStop $GME y AMC $AMC sufrieron un total combinado de 37 paradas de operaciones de volatilidad el martes, cerrando finalmente +60.1% y +32%, respectivamente, después de que Keith Gill, conocido como Roaring Kitty, tuiteara por primera vez en casi tres años. GameStop también subió a la cima de la lista semanal de Interactive Brokers $IBKR de los activos más activos en su plataforma, y ​​muchos buscan ganar dinero con las opciones de $GME. ¿Veremos una repetición del frenesí de memes de 2021? Solo el tiempo dirá. A medida que los servicios de streaming invaden el mercado, ahora están compitiendo para formar alianzas que ofrezcan "opciones y valor" a los clientes. El último es Comcast $CMCSA, que lanzará un nuevo paquete de transmisión que incluirá Peacock, Netflix $NFLX y Apple TV $AAPL a un "precio muy reducido". Se trata de "precios diarios, no de lanzamiento", anunció el director ejecutivo de Comcast, Brian Roberts, y dijo que el paquete StreamSaver estará disponible este mes. Disney $DIS y Warner Bros. Discovery $WBD presentaron su propio paquete de transmisión hace solo una semana, luego de su asociación con Fox $FOX para construir un transmisor de deportes conjunto. Según se informa, Red Lobster se declarará en quiebra la próxima semana, mientras la cadena de productos del mar más grande de Estados Unidos trabaja para llegar a un acuerdo con sus acreedores y negociar concesiones de los propietarios. También acaba de cerrar alrededor de 99 locales y se subastaron más de 50 restaurantes y sus equipos. Red Lobster ha estado luchando contra problemas financieros durante algún tiempo, debido al menor tráfico peatonal durante la pandemia, tasas de interés más altas y una fallida promoción de camarones todo lo que puedas comer. El propietario mayoritario Thai Union Group (OTCPK:TUFBY) dijo anteriormente que abandonaría la cadena debido a "contribuciones financieras negativas prolongadas". Los senadores estadounidenses presionan para que se destinen $32B a gastos de emergencia en IA. $NVO Novo Nordisk probará fármacos para la obesidad en el consumo de alcohol. La unidad de robotaxi de Baidu $BIDU podría volverse rentable en 2025. NYCB venderá $5B en préstamos hipotecarios a la unidad de JPMorgan $JPM.

Noticias Económicas y Financieras Suecia está siguiendo a Suiza, Hungría y la República Checa en la flexibilización de la política monetaria por primera vez desde que comenzaron los ciclos de alzas en 2022, cuando la inflación surgió a raíz de la pandemia de COVID. El Riksbank bajó de la noche a la mañana su tipo de interés oficial en 0.25 puntos básicos, hasta el 3.75%, lo que hace más probable que el BCE también se sume al tren. El cambio es digno de mención para los inversores globales, ya que pone de relieve la actual divergencia entre los bancos centrales que se está produciendo en todo el mundo. TikTok y su matriz china, ByteDance $BDNCE, han demandado al gobierno federal de Estados Unidos para bloquear una nueva ley que obligaría a la venta de la popular aplicación de vídeos cortos o enfrentaría una prohibición en el país. TikTok dijo que el proyecto de ley violaba el derecho a la libertad de expresión de la Primera Enmienda y agregó que la desinversión que se exige es “simplemente imposible”. Es probable que las cosas lleguen a la Corte Suprema a medida que Washington sigue adelante con sus esfuerzos para proteger sus intereses de seguridad nacional. La administración Biden también está revocando las licencias de exportación que permitieron a Qualcomm $QCOM e Intel $INTC suministrar a la empresa china Huawei chips para computadoras portátiles y teléfonos. Con una caída del 9.5% a 105 dólares por acción, Disney $DIS concluyó el martes su peor sesión en 18 meses. La compañía informó ganancias para su división de transmisión de entretenimiento (Disney+ y Hulu) y pronosticó la rentabilidad total combinada del negocio de transmisión en el cuarto trimestre (incluido ESPN+). Entonces, ¿qué salió mal? Long Player, líder de SA Investing Group, cree que la caída fue una reacción exagerada, impulsada por una combinación de “vender en las noticias” y algunos temores sobre una pérdida en el tercer trimestre de su negocio directo al consumidor. La taquilla y el negocio televisivo de Disney podrían seguir siendo un problema, pero ¿representa el retroceso una oportunidad de compra? Según se informa, el director ejecutivo de Tesla $TSLA, Elon Musk, propuso probar el software de conducción autónoma total en China a través de robotaxis durante su visita sorpresa al país el mes pasado. Si bien el gobierno de Beijing estaba abierto a la propuesta, Tesla aún necesitaría aprobación para recopilar y transferir datos en China para entrenar el software. También se dijo que Musk envió a uno de sus lugartenientes de confianza de regreso a China para dirigir las operaciones allí, luego de despidos y salidas ejecutivas consecutivas. En otras noticias, la NHTSA de EE. UU. ha amenazado a Tesla con multas de $135M a menos que proporcione más información sobre el retiro del mercado del Autopilot del año pasado. $AAPL Apple presenta el nuevo iPad Air, iPad Pro y chip M4 centrado en IA. Estados Unidos se dispone a reanudar las compras de la Reserva Estratégica de Petróleo. Reddit se dispara después de los primeros resultados posteriores a la OPI, el pronóstico es sólido.

Noticias Económicas y Financieras $TSLA Tesla avanza constantemente con su plan para implementar su tecnología de conducción autónoma en China y, según se informa, llegó a un acuerdo con Baidu $BIDU para acceder a la licencia de mapeo del gigante local de búsqueda para la recopilación de datos en las carreteras chinas. Se espera que Baidu también proporcione su sistema de navegación a nivel de carril a Tesla. La noticia hizo que las acciones de Tesla subieran alrededor del 8% antes de que sonara la campana del lunes, mientras que los ADR de Baidu se dispararon cerca del 6%. El yen japonés se fortaleció frente al dólar estadounidense el lunes, día festivo, y los operadores especularon que probablemente se deba a la intervención de las autoridades para respaldar la moneda después de que la semana pasada alcanzara su nivel más bajo en más de tres décadas. $AAPL Apple y OpenAI reanudaron las conversaciones sobre la integración de las capacidades de IA generativa de la startup en el nuevo iPhone, que se espera para finales de este año. Las discusiones marcan un renovado intento por parte del gigante tecnológico de agregar funciones de inteligencia artificial a iOS 18, el próximo sistema operativo de iPhone. Las conversaciones con OpenAI, respaldada por Microsoft $MSFT, sobre un posible acuerdo comenzaron a principios de este año, luego de discusiones similares con Alphabet $GOOG $GOOGL para agregar Gemini al iPhone. Apple puede optar por un acuerdo tanto con OpenAI como con Alphabet, o preferir uno sobre otro. Los resultados del segundo trimestre de Apple se publicarán el jueves y los operadores seguirán de cerca los comentarios sobre su estrategia para integrar la funcionalidad genAI en el iPhone. Según se informa, Skydance Media hizo su “mejor y última” oferta en su intento por fusionar la empresa con Paramount Global $PARA, cuyos accionistas se opusieron al acuerdo y pidieron que se consideraran otras ofertas. La familia Redstone y David Ellison hicieron concesiones para que un cambio de control en Paramount fuera más accesible para los inversores más pequeños. También se espera que el director general de la empresa, Bob Bakish, sea despedido esta mañana por su presunta oposición a la fusión. El comité especial de Paramount aún no está decidido a llegar a un acuerdo con Ellison. Está previsto que el gigante de los medios informe las ganancias del primer trimestre después del cierre del lunes. La administración Biden impone amplias regulaciones a las centrales eléctricas. Estados Unidos enviará rápidamente misiles Patriot a Ucrania como parte de un paquete de ayuda de $6B. Los trabajadores de personajes de Disney $DIS en California se movilizan para sindicalizarse.

Noticias Económicas y Financieras Si bien el fuerte gasto en IA de Meta $META y las escasas perspectivas de ingresos alarmaron a los inversores, las enormes inversiones en la nueva tecnología de otros actores de las grandes tecnologías, Alphabet $GOOG $GOOGL y Microsoft $MSFT, están dando sus frutos. Ambas empresas informaron ganancias que superaron las expectativas en todos los ámbitos, consolidando su dominio en el campo de la IA y convenciendo a los inversores de que sus grandes apuestas en la IA están obteniendo rendimientos más inmediatos. No esperen que el panorama de la inflación mejore mucho, si es que mejora algo, cuando el Departamento de Comercio publique hoy sus datos de marzo sobre ingresos y desembolsos personales. Los economistas esperan que tanto el índice de precios PCE como el PCE básico, que excluye los precios volátiles de los alimentos y la energía, aumenten un 0.3% mensual en marzo. Cabe señalar que el PIB del primer trimestre no aumento tanto como se esperaba, pero la inflación del PCE fue más intensa y desconcertó a los inversores. "Esto implica riesgos al alza para el principal deflactor mensual del PCE y hace un recorte de tasas a corto plazo sea aún menos probable", dijo ING Economic and Financial Analysis. Aun así, la secretaria del Tesoro, Janet Yellen, afirmó que los fundamentos están en línea con una inflación que continúa volviendo a niveles normales. La Comisión Federal de Comunicaciones votó a favor de restablecer las reglas de neutralidad de la red que habían sido derogadas en 2017 bajo la administración de Trump. Las reglas prohibirían a los proveedores de Internet favorecer o limitar ciertos tipos de tráfico a través de la red, al restablecer el tratamiento de los proveedores de Internet como operadores comunes del Título II. La FCC también utilizó su nueva autoridad para impedir que ciertas empresas chinas proporcionen servicios de banda ancha en Estados Unidos por motivos de seguridad nacional. La decisión de la FCC "disuadirá las inversiones y la innovación necesarias para conectar a todos los estadounidenses", dijo Jordan Crenshaw, vicepresidente senior del Centro de Compromiso Tecnológico de la Cámara de Comercio de EE. UU. Continúan las discusiones sobre la próxima ronda de paquetes de medios de la Asociación Nacional de Baloncesto, que entrará en vigencia después de la temporada 2024-2025, y la competencia se está intensificando. Amazon $AMZN y YouTube de Google $GOOG $GOOGL están compitiendo por un nuevo paquete de transmisión de la NBA. Mientras tanto, NBCUniversal de Comcast $CMCSA ha puesto su mirada en un importante acuerdo televisivo que actualmente tienen ESPN de Disney $DIS y TNT de Warner Bros. Discovery $WBD. Tanto Disney como Warner han propuesto pagar mucho más y transmitir menos juegos bajo un nuevo pacto. La ventana de negociación exclusiva de las empresas para renovar sus contratos ha expirado, lo que permite a la NBA negociar con otros pretendientes. $INTC Intel tropieza a medida que pesan los problemas de orientación, IA y fundición débiles. $MSFT Microsoft, se dispara un 21% en su debut. $PARA Paramount se hunde en medio de informes de que el acuerdo con Skydance se está acercando. $HTZ Hertz cae un 20% a medida que la depreciación de Tesla $TSLA afecta el resultado final.

Welcome to the Newcomer Investor Channel!  I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! FOLLOW TOM THE SAVINGS CAPTAIN: Twitter: https://twitter.com/SavingsCaptain His podcast: https://open.spotify.com/show/2zjNi99LEYHMwOpEbqensL?si=10af4fc815444870 Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠  TIMESTAMPS (1:28)- Tom's introduction; life; investing methods; long term thinking & compounding vs trading & “beating the market”;how  every stock plays a role in portfolio (12:25) - Coca-Cola $KO (23:29) - Starbucks $SBUX (33:15) - Walmart $WMT (and a side of Costco, Smartcentres, Loblaws, Alimentation Couche-Tard) (43:12) - Tesla & Elon Musk (58:15) - International stocks - why Tom's portfolio is 100% USA, and the ONE emerging country he would potentially be interested  (1:05:00) - Tom's ETFs and allocation + some commentary on VTI, SCHD (1:10:00) - Tom's strategies depending on market situations, crashes; investing psychology; approach to risk (1:15:00) - Musings on potentially risky stocks - $SOFI & the semi-conductor hype (1:19:00) - Disney $DIS (1:22:00) - One final piece of advice for investors

March Jobs Report  I must say, I was very surprised by the strength in the March Jobs Report. Nonfarm payrolls increased 303,000 in the month, which easily topped the estimate of 200,000. Unlike prior reports, there wasn't a major change to the previous months as February saw a negative revision of just 5,000 and January's revision brought the total up by 27,000. There were many positives in the report considering the unemployment rate ticked lower to 3.8%, the labor force participation rate actually increased 0.2 percentage points to 62.7%, and average hourly earnings increased 4.1% which was lower than last month's reading of 4.3%. Areas of strength in the economy included health care and social assistance (+81,300), government (+71,000), leisure and hospitality (+49,000), and construction (+39,000). According the BLS, the leisure and hospitality sector is finally now back to its pre-pandemic level. If the economy and labor market continue to remain resilient, I do worry we may not see those three interest rate cuts we have been expecting during the remainder of the year.   JOLTs In the Job Openings and Labor Turnover Survey (JOLTs) it showed there were 8.8 million job openings in February, which pretty much matched expectations and last month's reading. The job market has continued to remain resilient and I do believe that it will need to enter a Goldilocks period where it is not too hot or too cold. Too many job openings may deter the Fed from considering rate cuts and obviously we do not want a weak labor market as that would be bad for the economy.  Stock Market The stock market has gotten off to a strong start and in the first quarter the S&P 500 was up 10.2%, which marked the best first quarter performance since 2019. The Dow and Nasdaq also had good quarters as they were respectively up 5.6% and 9.1% in Q1. In a recent study, it was pointed that of the 16 times the S&P 500 rose 8% or more in the first quarter from 1950 through 2023, only once (1987) did the index lose ground the rest of the year. In the remaining years, the index gained an average of 9.7% over the next three quarters. In 10 of the 15 years the first quarter's gains were higher than those seen over the remainder of the year. While this is bullish for the remainder of the year, I do worry about the concentration of the market. With Nvidia's strong start and large market cap it accounted for close to half of the entire gain for the index. I don't believe this will be able to continue, but I am optimistic that the rally could continue to broaden which would be beneficial to other stocks.  Office Rents Across the country office rents are holding firm and they are higher now than they were back in the fourth quarter of 2019. The average US office rent has an asking price of $35.24 per square foot. This is an increase from $34.92 per square foot in 2019. It is not a high increase, but compared to a lot of the negativity that the media is spreading, it shows office rents as a whole are still doing OK. I would recommend for investors looking into office real estate to really do their due diligence to make sure they are not buying or investing in a declining property. Stocks Discussed: Visa (V), Tesla (TSLA), Disney (DIS) and McCormack (MKC)

There are three main good reasons to sell. How has Mike's buy-and-sell process served him so far? Was he right to sell Disney (DIS), McDonald's (MCD), Andrew Peller (AW.UN.TO), or Algonquin (AQN)? Here's a look at these and more of Mike's trades and what investors can learn from them. For the complete show notes, make sure to check out our website: thedividendguyblog.com/168 Pick among the best dividend growers; download the Dividend Rock Star List. Twitter: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

Noticias Económicas y Financieras: Jeff Bezos se deshizo de acciones de Amazon $AMZN por valor de 9B de dólares la semana pasada. Mark Zuckerberg de Meta también obtuvo ganancias al perder 650M de dólares en acciones. El Mobile World Congress ha comenzado hoy en Barcelona, ​​con Samsung Electronics acaparando uno de los focos con su Galazy Ring. Microsoft $MSFT ofreció venrder Bing a Apple $AAPL en 2018. AT&T $T está reembolsando a los clientes de servicios inalámbricos. Disney $DIS y Reliance firman un pacto para fusionar las operaciones de medios indios.

I spent some incredible quality time with my daughter this past weekend. We went to a concert and then spent the day at an amusement park. I wouldn't trade experiences like these for anything… but they do remind me how old and fragile I'm getting. We're facing several major headwinds right now—from geopolitical risks… to major layoffs… to the Fed pushing back interest rate cuts. Yet, the markets continue to march toward all-time highs. I break down why the market is brushing off these risks. We're in the heart of earnings season… and so far, Big Tech has been putting up some impressive results. Next up to report is Nvidia (NVDA) on February 21. I share what I expect from the AI darling's latest quarter… and whether I think it's a buy vs. the other “Magnificent 7“ stocks.  I also highlight earnings from several other names, including Chipotle (CMG) and Roblox (RBLX)... and celebrate the fact that fundamentals are finally starting to matter again. Disney (DIS) is set to report earnings after the market closes today. Longtime listeners know the House of Mouse is one of my favorite whipping boys… so my expectations for the results (and the stock) may shock the hell out of you. Tomorrow at 7 p.m., I'm hosting Part 2 of my free Crypto 2024 LIVE series. I'll dig into the Bitcoin ‘Super Halving'... and the handful of megatrends that will drive crypto up tens of thousands of percent over the next couple of years. Plus, I'll answer your crypto questions on air. Don't miss it! Register at https://secure.curzioresearch.com/crypto24-bitcoin/?utm_source=Libsyn&utm_medium=240207_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2402-CCI-Crypto24-GY&utm_term=Libsyn&utm_content=Libsyn?utm_source=Libsyn&utm_medium=240207_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2402-CCI-Crypto24-GY&utm_term=Libsyn&utm_content=Libsyn ?utm_source=Libsyn&utm_medium=240207_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2402-CCI-Crypto24-GY&utm_term=Libsyn&utm_content=Libsyn?utm_source=Libsyn&utm_medium=240207_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2402-CCI-Crypto24-GY&utm_term=Libsyn&utm_content=Libsyn In this episode  I'm the “fun dad”... but I'm old as s*** [0:31] Why is the market ignoring these risks? [6:51] Fundamentals finally matter again [10:01] Is NVDA a buy ahead of earnings? [12:08] DIS will blow out earnings expectations [18:16] Your opportunity for life-changing gains?utm_source=Libsyn&utm_medium=240207_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2402-CCI-Crypto24-GY&utm_term=Libsyn&utm_content=Libsyn [23:30] Register for Part 2 of my free Crypto 2024 LIVE: https://secure.curzioresearch.com/crypto24-bitcoin/?utm_source=Libsyn&utm_medium=240207_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2402-CCI-Crypto24-GY&utm_term=Libsyn&utm_content=Libsyn Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com

Here's what is happening in the markets today, Wednesday, February 7 - S&P 500 rallies towards record levels - Snap (SNAP) shares plunge 31% on revenue miss - Ford (F) surges 6% on strong Q4 earnings, special dividend - Investors await Disney (DIS), Uber (UBER), and PayPal (PYPL) earnings. PLUS: How we trade these markets and our current positions This wraps up today's stock market news. If you enjoyed the "Stock Market Today" episode, make sure to subscribe to this podcast.  And for more stock market news,  visit our YouTube Channel: https://youtube.com/rockwelltrading2008 #todaysstockmarket #stockmarkettoday #stockmarket

Noctua News | T06 E12 | Adobe rompe con Figma, Affirm, Google Play (AppStore) y YouTube (Noticiario) TECNOLOGÍA: Adobe ($ADBE), Figma, Google ($GOOGL), IBM ($IBM), Snowflake ($SNOW), Affirm ($AFRM), Microsoft ($MSFT), Amazon ($AMZN), Okta ($OKTA), Anthropic, Zulily, LinkedIn, Nvidia ($NVDA), Lightmatter, Intel ($INTL). MEDIA: YouTube ($GOOGL), Netflix ($NFLX) y datos #Nielsen, Amazon ($AMZN), Disney ($DIS), streaming. GAMING: Tencent (HKG:0700). MOVILIDAD: Tesla ($TSLA). CIBERSEGURIDAD: Hackeo #InsomniacGames, Comcast ($CMCSA). Noctua News es una iniciativa de Andromeda Capital EAF (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.andromedacapitaleaf.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠) que tiene como objetivo mantener informado a sus oyentes a través de una selección de las noticias más relevantes del mundo de la tecnología y las finanzas. Andromeda Capital EAF es un fondo de inversión que pueden contratar dentro de Renta4 Banco, no tiene compromiso de permanencia, y el importe mínimo es simbólico, de 10 euros.Pueden comentar estas y otras noticias a través del canal de Andromeda Capital EAF en Slack: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://t.co/NIFlSC1qv0?amp=1⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Noctua News también está disponible en los siguientes canales: - Spotify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://open.spotify.com/show/2MsYqOVZszLcG5xL2X8Z7K⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Apple Podcats: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://podcasts.apple.com/es/podcast/noctua/id1459028425⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Anchor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://anchor.fm/noctua⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Google Podcast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9hMGUzNjBjL3BvZGNhc3QvcnNz⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - iVoox: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.ivoox.com/podcast-noctua_sq_f1702277_1.html⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠ Pueden contactar con Andromeda Capital EAF: - por email en ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠info@andromedacapitaleaf.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - en la página web ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.andromedacapitaleaf.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - en redes sociales (Twitter (@andromedavalue), Instagram (@andromedavaluecapital), LinkedIn, Facebook) y en el canal de slack Presentadores: - Flavio Muñoz: LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/flaviomunoz/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: @FlavioMunozM - Juan de Dios Gómez Gómez-Villalva: LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/juandegomezgv⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: @JuandeGomezGV Colaboradores: Silvia Lanzarote Vargas

Here's what is happening in the markets today, Friday, November 10th - Nasdaq and S&P 500 snap their win streak: it's over! - Powell is “not confident” that Fed has done enough to tame inflation - Crude oil moving higher - Disney (DIS) skyrockets after better than expected earnings - Plug Power (PLUG) plummets 40% after earnings miss PLUS: How we trade these markets and our current positions This wraps up today's stock market news. If you enjoyed the "Stock Market Today" episode, make sure to subscribe to this podcast.  And for more stock market news,  visit our YouTube Channel: https://youtube.com/rockwelltrading2008 #todaysstockmarket #stockmarkettoday #stockmarket

Here's what is happening in the markets today, Thursday, November 9th - Nasdaq and S&P 500 continue their win streak - Great start into November: the S&P is up 4.5% for the month and the Nasdaq has jumped 6.2% - Earnings Season winding down: 88% of the S&P 500 companies have posted result- Disney (DIS) climbs exceeded earnings expectations - Eli Lilly (LLY) higher after FDA approves obesity drug PLUS: How we trade these markets and our current positions This wraps up today's stock market news. If you enjoyed the "Stock Market Today" episode, make sure to subscribe to this podcast.  And for more stock market news,  visit our YouTube Channel: https://youtube.com/rockwelltrading2008 #todaysstockmarket #stockmarkettoday #stockmarket

Energize Your Financial Future!   On today's show I'll explain why Energy/Oil and Gas is NOW a BUY! I'll go through the Mailbag and analyze VanEck Oil Services/OIH, SPDR S&P Oil & Gas Production/XOP and Disney/DIS. I'll review the SMA portfolio, our performance since inception and how we'll make money every year in up AND DOWN markets.     Much Needed Levity: Norm Macdonald - Topic https://www.youtube.com/watch?v=_2ktWtIDQQQ     If you want to write into the show with any questions or comments email me at Bakes@stockmarketauthority.com. Even better leave me a voice recording and we can play your question on the show.     Show Reference Links:   Wall St Journal Energy Stocks: https://www.wsj.com/finance/stocks/energy-stocks-are-back-in-the-markets-drivers-seat-4148bcd7?mod=Searchresults_pos1&page=1   Trends With Friends : https://www.youtube.com/watch?v=GmpHc_r8Dkw&list=PL9f6cXh3YFdCIk9rqcIET225LmOaMBO1X   Pivot Podcast – Best Tesla History I've found: https://open.spotify.com/episode/1KjGfVKNhZicSSgzSaRdPt   Acquired Podcast - Nvidia: https://www.acquired.fm/episodes/nvidia-the-dawn-of-the-ai-era       FOLLOW STOCK MARKET AUTHORITY Web: https://stockmarketauthority.com/ YT: https://www.youtube.com/channel/UCQHszyBxraCznpQfuFK4NUQ TikTok: https://www.tiktok.com/@stockmarketauthority Twitter: https://twitter.com/BakesTakes_ LinkedIn: https://www.linkedin.com/in/kevin-r-baker/ IG: https://www.instagram.com/stockmarketauthority/ FB: https://www.facebook.com/stockmarketauthority Reddit: https://www.reddit.com/user/bakes72   Join us as we go LIVE Wednesdays at 10am from the Studio 21 Podcast Café in Salem NH #stockmarketauthority #Investment #sprottetfs #StockMarket #UpMarket #DownMarket #BuyingStocks #SellingStocks #BakesTakes_ #uranium #URNM #urnj #shortSPACS #finance #money #trading #technicalanalysis #charts #business #investing #stockmarket #wealth #markets #WallStreetBets #Reddit #Robinhood #WeBull #Sharescoops #GusChristensen #M1 #SOGU #RobbieWhelan #KevinPaffrath #MeetKevin #RoseHan #CaseyAdams #MarkoZlatic #WhiteboardFinance #DailyTrader #ScottGalloway #bitcoin #crypto #ethereum #stockmarketauthority #ETFS #buystocks #sellstocks    

On today's show I'll explain further why I am again bullish on Uranium (Sprott's URNM, URNJ breaking out). I'll go through the Mailbag and analyze VanEck Oil Services/OIH, SPDR S&P Oil & Gas Production/XOP and Disney/DIS. I'll review the SMA portfolio, our performance since inception and how we'll make money every year in up AND DOWN markets.   Much Needed Levity: Pablo Francisco - They Put It Out There - Little Tortilla Boy 2 https://www.youtube.com/watch?v=GqgcqZZt4Rg&t=14s   If you want to write into the show with any questions or comments email me at Bakes@stockmarketauthority.com. Even better leave me a voice recording and we can play your question on the show.   Show Reference Links: FOLLOW STOCK MARKET AUTHORITY Web: https://stockmarketauthority.com/ YT: https://www.youtube.com/channel/UCQHszyBxraCznpQfuFK4NUQ TikTok: https://www.tiktok.com/@stockmarketauthority Twitter: https://twitter.com/BakesTakes_ LinkedIn: https://www.linkedin.com/in/kevin-r-baker/ IG: https://www.instagram.com/stockmarketauthority/ FB: https://www.facebook.com/stockmarketauthority Reddit: https://www.reddit.com/user/bakes72   Join us as we go LIVE Wednesdays at 10am from the Studio 21 Podcast Café in Salem NH #stockmarketauthority #Investment #sprottetfs #StockMarket #UpMarket #DownMarket #BuyingStocks #SellingStocks #BakesTakes_ #uranium #URNM #urnj #shortSPACS #finance #money #trading #technicalanalysis #charts #business #investing #stockmarket #wealth #markets #WallStreetBets #Reddit #Robinhood #WeBull #Sharescoops #GusChristensen #M1 #SOGU #RobbieWhelan #KevinPaffrath #MeetKevin #RoseHan #CaseyAdams #MarkoZlatic #WhiteboardFinance #DailyTrader #ScottGalloway #bitcoin #crypto #ethereum #stockmarketauthority #ETFS #buystocks #sellstocks    

In this video, we'll perform a DIS stock analysis and figure out what Disney looks like based on the numbers. We'll also try to figure out what a reasonable fair intrinsic value is for Disney. And answer is Disney one of the best stocks to buy at the current price? Find out in the video above! Global Value's Disney stock analysis. TIKR is the website I use for financial data in my videos. Join me and thousands of investors worldwide by using TIKR in your investment analysis. All funds from referrals directly support the channel to improve video quality! Referral link - https://www.tikr.com/globalvalue Check out Seeking Alpha Premium and score a 14-day free trial. Plus all funds from affiliate referrals go directly towards supporting the channel! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ If you'd like to try Sharesight, please use my referral link to support the channel! https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) Discover new investing resources and directly support the channel by shopping my Amazon storefront! All commissions are reinvested to improve the quality of videos! https://www.amazon.com/shop/globalvalue Disney ($DIS) | Disney Stock Fundamental Analysis | Disney Stock Dividend Analysis | Disney Dividend Analysis | $DIS Dividend Analysis | Disney Fair Value | DIS Intrinsic Value | DIS Fair Value | Disney Intrinsic Value | Disney Discounted Cash Flow Model | Disney DCF Analysis | WRK Discounted Cash Flow Analysis | DIS DCF Model #Disney #DIS #dISstock #Disneystock #stockmarket #stocks #investing #valueinvesting #investor #valueinvestor #stockanalysis #growthstocks #invest #finance #finances (Recorded August 7, 2023) ❖ MUSIC ❖ ♪ "Lift" Artist: Andy Hu License: Creative Commons Attribution 3.0 ➢ https://creativecommons.org/licenses/by/3.0/legalcode ➢ https://www.youtube.com/watch?v=sQCuf...

This episode was recorded on Aug. 15 and released to premium subscribers that same day. Become a premium subscriber here. Brooker Belcourt, founder of Covey.io, rejoins the podcast to discuss the three-pronged consensus that the investment platform's best analysts are picking up right now and the 20 names that have emerged... (Not investment advice). Content Highlights What are the best Covey analysts picking up right now? (1:37) The platform's 20 best positions are split into four buckets: growth winners like Nvidia (NVDA) and Tesla (TSLA), healthcare (three names including biopharma), 'high-quality' names like Autozone (AZO) and Disney (DIS), and volatility expressed through the levered ProShares Ultra VIX Short-Term Futures ETF (UVXY) (4:55); What to make of the long volatility bet? (9:40); Equally interesting is the type of exposure that is absent from the best 20: no crypto, no retail stocks, nothing international... (16:04); More About the Guest Website: Covey.io; Twitter: @CoveyInvest; LinkedIn: CoveyInvest.

Here's what is happening in the markets today, Thursday, August 10th Stocks bounce back CPI Data is out! Unemployment Claims creep higher Disney (DIS) and Wynn (WYNN) report earnings Traders dumping Apple (AAPL) and buy Nvidia (NVDA)? PLUS: We'll review our NEE trade and I'll show you how to analyze calls when rolling. As you can see, there's a lot to talk about so let's get started. This wraps up today's stock market news. If you enjoyed the "Stock Market Today" episode, make sure to subscribe to this podcast. And for more stock market news, visit our YouTube Channel: https://youtube.com/rockwelltrading2008 #todaysstockmarket #stockmarkettoday #stockmarket

Disappointing quarterly results from Disney (DIS) and ongoing worries over the banking sector weighed on U.S. stocks Thursday, though the tech-focused Nasdaq Composite extended its run to 8 ½ month highs.

Activism is once again front and center in the news lately with several high-profile situations taking the spotlight, from Trian and Disney (DIS) to Elliott and Salesforce (CRM). Thus it was timely to sit down with one of the experts in the activist landscape Michael R. Levin, founder of The Activist Investor and experienced board director and investor. Michael and David discuss:- Refresher on UPC contested shareholder voting - How have activist contests been affected since the rule change- Settlements vs. voting, what are the trends?- Land & Buildings / Apartment Investment contest- What are activists doing to take advantage of the new rules?- How are companies and boards responding to UPC?- What to look out for the rest of 2023? ESG Proponents?Learn more about Michael R Levin and the activist investor at The Activist Investor

I start today's podcast with a major announcement: We're launching WSU Premium soon. I share some details about the features we're introducing that will make the podcast a "must listen" for every investor. .   The latest quarterly 13F filings are starting to come out, giving a look at what the biggest money managers are buying and selling.    We highlight some of the moves that stood out to us—including a ton of buying in Big Tech stocks. We break down why Nelson Peltz and David Tepper are building positions in Disney (DIS)… and what the company needs to do to get back on track. And we dig into Cathie Wood's recent moves in Coinbase (COIN)... and whether it can survive the crypto bear market.   Next, we cover the latest earnings reports. Daniel shares why he wouldn't invest in Hanesbrands (HBI) for at least six months… a tech company catching his attention after posting profits for the first time in 20 years… and why he's not worried about the 10% drop in Devon Energy (DVN) today.   I go over the incredible earnings from Roblox (RBLX)—and what it means for the metaverse trend… And I explain how Ford (F) is dropping the ball when it comes to electric vehicles. Today's show is a sneak-peek into the kind of in-depth analysis we'll be providing in WSU Premium. I'd love your feedback, . Enjoyed this episode?   Get Wall Street Unplugged delivered FREE to your inbox each week:   Wall Street Unplugged podcast is available at:   --: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --: www.curzioresearch.com/category/podcast/wall-street-unplugged/   : twitter.com/frankcurzio :. www.facebook.com/CurzioResearch/ : www.linkedin.com/in/frank-curzio-690561a7/ : www.curzioresearch.com  

Daniel joins me to discuss today's biggest headlines, including the latest Consumer Price Index (CPI) data and activist investor Nelson Peltz's fight with Disney (DIS). Today's inflation numbers came in as expected, with inflation at 6.5%. But the bigger story is still the Fed. I explain why the market is misinterpreting a pause in rate hikes with rate cuts… and how investors can not only protect themselves, but make a fortune as markets move lower from here.  Next, Daniel highlights a few inflation numbers that stood out to him and explains why he doesn't think the Fed has beaten inflation yet. Turning to Disney, shares popped after activist investor Nelson Peltz said he's fighting for a board seat at the House of Mouse. I share why I'm surprised the stock is moving higher… why Peltz has an uphill battle… and what it would take for me to recommend DIS to subscribers. In this episode  Today's CPI was a “nothing burger” [1:15] The best strategy for a painful market [3:40]  Daniel's highlights from the inflation report [5:05] Why the Fed won't stop raising interest rates [11:00] Nelson Peltz won't save Disney [13:50] What needs to happen for me to buy DIS [24:00] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :

Taiwan Semiconductor (TSM) lifts chip investment in Arizona to $40B. Job cuts at PepsiCo (PEP) and GameStop (GME). NBCU (CMCSA) CEO: Peacock has 18M subs; expecting 'big check' from Disney (DIS) for Hulu.

Billionaire investor Carl Icahn said to hold a large GameStop (GME) short position. Moving quickly, Iger launching Disney (DIS) restructuring. Tesla (TSLA) reportedly plans to cut prices in China. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

Bob Iger taking back CEO job at Disney (DIS); Chapek exits. Sotera Health (SHC) soars after jury finds Sterigenics unit not liable for a woman's cancer. Philips (PHG) recall woes grow as it flags new concerns with FDA over replaced ventilators. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

Market got ahead of itself after the CPI report - Fed Governor Waller. China tensions: Can Biden's meeting with Xi thaw economic relations? Disney (DIS) planning 'targeted' hiring freeze, some cuts - report. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

Midterm election results are still too close to call in many races, but it looks like a split government will be the final result. Daniel and I share our thoughts on whether Republicans or Democrats are the big winners… and how it will impact the markets.  Crypto is crashing as FTX, one of the largest crypto exchanges, needs a bailout. I rant about how this is terrible news for the industry… and why regulation is a must. And finally, Disney (DIS) reported pathetic earnings and the stock is down double digits. I explain why the company is losing billions… and why CEO Bob Chapek should be fired immediately. In this episode  Takeaways from the midterm elections [0:59] A new leader for Republicans [5:35] How a split government will impact the markets [8:20] The FTX bailout is causing havoc in the crypto market [13:55]  Why we need crypto regulation… ASAP [18:55] Why Disney's CEO should be fired [28:00] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :

Meta (META) to cut 11,000 jobs as it looks to slash costs, affirms revenue outlook. Disney (DIS) dips 7% as media side profits, revenue slip; subscribers top forecasts. Filings show Musk disposing of $4B in Tesla (TSLA) stock. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

We start today's show by comparing recent earnings from Target (TGT) vs. Walmart (WMT)… what they say about how big retailers are handling inflation… and which stock has more upside from current levels. Meme stock Bed Bath & Beyond (BBBY) has surged nearly 100% in just five trading days. We highlight what's behind the massive move (it's not retail investors)... and share some sobering details about the stock's fundamentals. Turning to 13F filings, we share where the smart money is investing right now… why these filings need to be taken with a grain of salt… and why Amazon (AMZN) stood out. Activist investor Dan Loeb of Third Point just took a stake in Disney (DIS)... I break down why he's facing an uphill battle… and what I would push for as an activist investor to send the stock soaring. Finally, I'm heading to Palm Beach this weekend to attend the Crypto Connect & NFT Expo… I'd love to see you there. . In this episode Earnings recap: Target vs. Walmart [1:17] What's behind the massive surge in BBBY [9:35] What stood out in the recent 13F filings [19:25] If I was an activist investor in Disney [29:42] [36:40] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :

To start today's show, Daniel and I discuss the ultimate DIY project: building your own casket.  Despite horrible sentiment going into the quarter, Netflix (NFLX) reported better-than-expected Q2 earnings yesterday. We share how the company is maturing… and why it's becoming a value stock. Next, I compare Netflix's results to Disney (DIS)... and explain why all streaming companies aren't created equal. Long-time listeners know I've been bearish on Disney for a while… but there's a simple move it could make to quickly double its stock price. We also break down the latest earnings from Baker Hughes (BKR) and Halliburton (HAL). While both are in the oil industry, the results and outlook couldn't be more different. Bitcoin is finally rallying after the long selloff in the crypto sector. Daniel explains why the recent pain is a long-term positive… and I highlight the big money moving into the space. In this episode: How to build your own casket [0:55] A recap of Netflix's earnings [4:34] Disney vs. Netflix [8:10] Baker Hughes vs. Halliburton [12:35] How DIS could quickly double its share price [21:40] Bitcoin is finally in rally mode [27:15] Big money is pouring into crypto [34:40] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox every Wednesday: https://www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --: https://itunes.apple.com/us/podcast/wall-street-unplugged-frank/ -- : https://www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 -- : https://www.curzioresearch.com/category/podcast/wall-street-unplugged/   : https://twitter.com/frankcurzio :. https://www.facebook.com/CurzioResearch/ : https://www.linkedin.com/in/frank-curzio-690561a7/ :