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Kraft Heinz Strikes Deal With Disney to Supply Resorts and Tap Characters
The Wall Street Journal66d agoneutral
Kraft Heinz Strikes Deal With Disney to Supply Resorts and Tap Characters

Mickey Mouse, meet Kraft Mac & Cheese. Kraft Heinz and Disney struck a deal that gives the food conglomerate a foothold in one of America’s most enduring entertainment empires. Under the multiyear partnership, Disney will serve Kraft Heinz products at its properties throughout North America, and Kraft Heinz will be able to use Disney’s characters on some goods in stores.

Bloomberg66d agoneutral
Paramount-Warner Deal at Risk of Delays That Would Cost Billions

(Bloomberg) -- Paramount Skydance Corp. was on the brink of closing its blockbuster $110 billion takeover of Warner Bros. Discovery Inc. Now the companies are facing a legal hurdle that risks putting the deal on hold for months at a cost that could quickly climb to billions of dollars. Most Read from BloombergSaudi-Led Coalition in Yemen Vows to Protect Ships From HouthisUS Strikes Iran in Escalating Campaign After Troops KilledIran Says Mediators Stepping In After Days of US ClashesMoonshot’s K

Disney streaming margins and parks business in focus ahead of earnings
Proactive66d agoneutral
Disney streaming margins and parks business in focus ahead of earnings

Walt Disney Co (NYSE:DIS, XETRA:WDP) is scheduled to report fiscal third quarter results on August 5, with UBS analysts expecting accelerating earnings growth as first-half headwinds ease and forecasting the company will maintain its fiscal 2026 guidance. UBS expects Disney to report fiscal...

Is Magnite (MGNI) Undervalued? Claude AI Says Yes
Insider Monkey66d agoneutral
Is Magnite (MGNI) Undervalued? Claude AI Says Yes

Note: The stocks mentioned in this article were selected from “The Claude Portfolio” account on X, which is associated with Autopilot. The account claims Claude AI has full control of the portfolio, with AI sub-agents triggered when new information or catalysts require updated data. Claude AI, according to the account, operates a real-money portfolio through […]

Disney (DIS) Moves Marvel To Burbank And Backs Five New Cruise Ships
Simply Wall St.69d agoneutral
Disney (DIS) Moves Marvel To Burbank And Backs Five New Cruise Ships

Marvel is relocating its publishing division to Burbank, moving creative operations closer to Walt Disney headquarters. Disney is planning a major expansion of its cruise line, with five new ships as part of a stated $60b Experiences division investment. The stock, NYSE:DIS, most recently closed at $97.67. For investors tracking Walt Disney, the combination of a creative reorganization at Marvel and a large capital plan in cruises adds fresh context to a stock that has had mixed returns...

Why Trump’s Threat to Revoke ABC, NBC Licenses Isn’t Rattling Media Stocks
Barrons.com69d agoneutral
Why Trump’s Threat to Revoke ABC, NBC Licenses Isn’t Rattling Media Stocks

The latest threat to revoke the broadcasting licenses of companies whose programming doesn’t align with the Trump administration’s priorities has left Wall Street largely unfazed. While that is “likely not a deterrent for the administration,” Capital Alpha Partners managing director Robert Kaminski told Barron’s, “the unprecedented nature of that type of action and the prospect of a long, drawn-out legal process may be why investors are less concerned about it in the short term.” Tensions between the networks and the administration came to a head Thursday night when President Donald Trump suggested that ABC and NBC should have their licenses pulled for not covering his prime-time speech.

Bloomberg70d agoneutral
Circle Gets Street-Low Target as Stablecoin Competition Heats Up

(Bloomberg) -- Circle Internet Group Inc. shares have lost more than three-quarters of their value from the highs seen just after their initial public offering last year and as more stablecoins come to market, one analyst is warning it could get worse.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthCIA Says AI Drones Give Russian T

"Lacks excitement": Netflix tumbles 9% as weak earnings forecast deepens doubts over growth
Reuters70d agobearish
"Lacks excitement": Netflix tumbles 9% as weak earnings forecast deepens doubts over growth

Netflix's shares tumbled 9.2% before the bell on Friday following another weaker-than-expected earnings forecast from the streaming ‌major, deepening doubts about its ability to sustain growth ‌momentum. While the company has gone beyond its traditional subscription-driven model, relying on advertising, live ​content and price hikes to boost revenue per user, it has been locked in a battle for user attention with traditional media such as Walt Disney and social media such as YouTube. "The story lacks excitement," said Jeffrey Wlodarczak, analyst at Pivotal Research ⁠Group.

Disney considers launching free streaming option for consumers
TheStreet70d agoneutral
Disney considers launching free streaming option for consumers

Disney is quietly considering offering a new free streaming option in response to shifting consumer behavior. The company, which owns streaming services Disney+, Hulu, and ESPN, recently saw revenue increase across all three platforms after raising subscription prices in October. In the first ...

Universal Studios gives up on controversial ride
TheStreet70d agoneutral
Universal Studios gives up on controversial ride

When Universal Studios or Walt Disney bases a ride on popular intellectual property, they run the risk of not meeting the expectations of that property's hardcore fanbase. That's something Disney largely escaped with its Star Wars: Galaxy Edge lands. The company intentionally created a new setting ...