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Comcast (CMCSA) Stock Could Be A Bargain After A 47% Fall
Simply Wall St.56d agobearish
Comcast (CMCSA) Stock Could Be A Bargain After A 47% Fall

Comcast stock has had a tough run over the last few years, yet the current valuation checks still lean in its favour. After years of weak share price performance, the question for investors is whether the recent business momentum in media and connectivity is now better reflected in the price. Comcast shares are down 46.7% over 5 years, which means long term holders have seen a significant erosion in value even as the business continues to evolve. Growth in media assets like Peacock and...

Comcast hopes generous offers will slow internet customer losses
TheStreet57d agoneutral
Comcast hopes generous offers will slow internet customer losses

Comcast, which owns Xfinity, is betting big on a slate of generous offers to deter customers from ditching its internet services. In the second quarter of 2026, Comcast lost 167,000 U.S. broadband customers, and revenue in this segment declined by 5.5% year over year, according to its latest ...

Warner Bros. Stock Hits Lowest Price Since Paramount Deal: Merger Odds Around 50%
Barrons.com59d agoneutral
Warner Bros. Stock Hits Lowest Price Since Paramount Deal: Merger Odds Around 50%

Warner Bros. Discovery stock Monday hit its lowest point since the company’s merger with Paramount Skydance was reached in February as Wall Street appears to be putting little more than a 50% chance that the deal will get done. Warner Bros. stock dropped 1.8% Monday to $25.28, ending about 18% below the $31-a-share cash offer from Paramount, whose stock also declined Monday. Warner Bros. stock had been trading around $27 in June.

Disney’s Kraft Heinz Partnership Offers a Way Forward for the Stock
Barrons.com62d agobullish
Disney’s Kraft Heinz Partnership Offers a Way Forward for the Stock

Walt Disney stock has been an absolute dog this year, dropping 17% on concerns about consumer demand and the health of its media businesses. Kraft Heinz and Disney announced what they called a strategic alliance that “spans food service, media, events and more,” and will include “storytelling-driven offerings.” When we begged Disney for more, we were primly informed, “We don’t have any more to share today.”

AI Has Completely Rewritten the Rules of the Stock Market
Barrons.com62d agoneutral
AI Has Completely Rewritten the Rules of the Stock Market

AI on/AI off is now driving the stock market. Rocky Fishman at Asym Research points out that of the 11 sectors that make up the five have a zero or negative correlation with the index over the past five months, including healthcare and real estate. If I told you the exchange-traded fund is up 1.2% this week—it is—you wouldn’t be any closer to knowing that the S&P 500 is falling 0.2%, which it is.

Comcast: Universal parks attendance down but all OK with Epic
Orlando Sentinel62d agoneutral
Comcast: Universal parks attendance down but all OK with Epic

Attendance was down at Universal Orlando theme parks in the second quarter of the year, but Comcast Corp. executives maintain optimism about the business and the tourism industry. Revenue was up for the company’s content and experiences segment, which includes attractions, but “growth in Orlando came in below our expectations as attendance began to soften in June and has remained pressured ...

Charter Communications Q2 Earnings Call Highlights
MarketBeat62d agoneutral
Charter Communications Q2 Earnings Call Highlights

Charter Communications (NASDAQ:CHTR) reported a larger internet customer loss in the second quarter as competitive pressure continued to weigh on new customer additions, while mobile line growth remained strong and video losses improved substantially. The company lost 172,000 internet customers dur

Disney’s Kraft Heinz Partnership Offers a Way Forward for the Stock
Barrons.com62d agobullish
Disney’s Kraft Heinz Partnership Offers a Way Forward for the Stock

Walt Disney stock has been an absolute dog this year, dropping 17% on concerns about consumer demand and the health of its media businesses. Kraft Heinz and Disney announced what they called a strategic alliance that “spans food service, media, events and more,” and will include “storytelling-driven offerings.” When we begged Disney for more, we were primly informed, “We don’t have any more to share today.”

Comcast (CMCSA) Is Down 7.9% After Peacock Turns Profitable And NBCUniversal Spin-Off Plan Unveiled
Simply Wall St.62d agoneutral
Comcast (CMCSA) Is Down 7.9% After Peacock Turns Profitable And NBCUniversal Spin-Off Plan Unveiled

In the second quarter of 2026, Comcast reported sales of US$29,940 million and net income of US$3,526 million, while also completing a US$8,248.33 million share repurchase program that retired 262,018,722 shares since January 2025. Alongside these results, Comcast’s Peacock streaming service reached profitability for the first time and the company confirmed plans to spin off NBCUniversal and Sky into a separate media-focused entity, signaling a significant shift in how its connectivity and...

Why Disney With a Side Order of Ketchup Is a Great Idea
Barrons.com62d agoneutral
Why Disney With a Side Order of Ketchup Is a Great Idea

Walt Disney stock has been an absolute dog this year, dropping 17% on concerns about consumer demand and the health of its media businesses. Kraft Heinz and Disney announced what they called a strategic alliance that “spans food service, media, events and more,” and will include “storytelling-driven offerings.” When we begged Disney for more, we were primly informed, “We don’t have any more to share today.”