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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Summer Blockbusters Are Filling Movie Theaters. The Stocks Are the Stars.
Barrons.com30d agoneutral
Summer Blockbusters Are Filling Movie Theaters. The Stocks Are the Stars.

Hollywood just marked its fourth consecutive $1 billion month of domestic box office sales, and movie theater operators are celebrating. The July 31 opening weekend of Sony Pictures’ Spider-Man: Brand New Day launched AMC Entertainment to its highest revenue weekend for tickets and food-and-beverage sales in its 106-year history, counting more than 10.2 million moviegoers in its theaters in the U.S. and worldwide. According to CEO Adam Aron, Spider-Man was the ninth movie title since March to have a “gangbusters opening-weekend gross.”

3 Inflated  Stocks with Warning Signs
StockStory31d agoneutral
3 Inflated Stocks with Warning Signs

Exciting developments are taking place for the stocks in this article. They’ve all surged ahead of the broader market over the last month as catalysts such as new products and positive media coverage have propelled their returns.

Disney Adds Formula E to Disney+: Can Live Sports Strengthen its Streaming Business?
Insider Monkey32d agoneutral
Disney Adds Formula E to Disney+: Can Live Sports Strengthen its Streaming Business?

The Walt Disney Company (NYSE:DIS) has secured a multi-year agreement to stream the all-electric Formula E World Championship across 144 territories, expanding the live-sports offering available through Disney+. Beginning with the 2026–27 season, subscribers will receive live coverage of practice sessions, qualifying sessions, and races, as well as replays, analysis, and behind-the-scenes programming. Viewers in […]

Jim Cramer Wanted To Own The Walt Disney Company (NYSE:DIS) But Couldn’t
Insider Monkey33d agoneutral
Jim Cramer Wanted To Own The Walt Disney Company (NYSE:DIS) But Couldn’t

Entertainment giant The Walt Disney Company (NYSE:DIS)’s shares are down by 9% over the past year and by 3.6% year-to-date. One aspect of the firm that Cramer regularly discusses is its cruise ship business. For instance, in August 2025, the CNBC TV host predicted that The Walt Disney Company (NYSE:DIS) would make “a lot of […]

The Lakers as a $12.5 Billion Tax Shelter
Barrons.com34d agoneutral
The Lakers as a $12.5 Billion Tax Shelter

In early August, former Walt Disney CEO Bob Iger and investor Josh Kushner bought a majority stake in the Los Angeles Lakers at a record $12.5 billion valuation—$2.5 billion more than the sale price a year ago. Another is not-so-obvious: tax benefits. Since 2004, pro franchises have been considered “Section 197 intangibles,” says tax expert Robert Willens.

3 Value Stocks We Keep Off Our Radar
StockStory34d agoneutral
3 Value Stocks We Keep Off Our Radar

The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.

Walt Disney (DIS) Names Disney+ Asia Pacific Commerce Head, Is The 20% Discount Justified?
Simply Wall St.34d agoneutral
Walt Disney (DIS) Names Disney+ Asia Pacific Commerce Head, Is The 20% Discount Justified?

Walt Disney (DIS) has been in focus after appointing Andy Shu as director and head of commerce for Disney+ Asia Pacific, a move that highlights the company’s ongoing push in streaming and regional growth. See our latest analysis for Walt Disney. Recent news around Disney+ leadership, stronger parks commentary and a settlement with Comcast has come alongside a 30 day share price return of 11.63% and a 3 year total shareholder return of 34.22%, while the 1 year total shareholder return declined...

The Walt Disney Company (DIS)’s CEO Says Parks Were a “Big Surprise.” Comcast Corporation (CMCSA) Just Ended a Three-Month Football Blackout
Insider Monkey35d agoneutral
The Walt Disney Company (DIS)’s CEO Says Parks Were a “Big Surprise.” Comcast Corporation (CMCSA) Just Ended a Three-Month Football Blackout

On August 14, 2026, The Walt Disney Company (NYSE:DIS) CEO Josh D’Amaro, in his first CNBC interview since succeeding Bob Iger in March 2026, told “Squawk on the Street” that the company’s parks division was a “big surprise” last quarter. Days earlier, on August 11, 2026, Disney and Comcast Corporation (NASDAQ:CMCSA) reached a deal ending […]

Formula One’s Drive to Capture American Eyeballs Makes the Stock a Buy
Barrons.com35d agobullish
Formula One’s Drive to Capture American Eyeballs Makes the Stock a Buy

From Monte Carlo to Milan, the world of F1 has long been dripping with glamour, making stars out of drivers like Michael Schumacher and Lewis Hamilton, who are outshone only by the supercars themselves. “From 1950 until about 2016, it was pretty badly run,” says Markus Hansen, a portfolio manager at Vontobel Asset Management, which owns Liberty Media Series C Liberty Formula One shares. “In 2017, when Liberty Media took over Formula One, they brought a proper approach to running the business…to turning sports assets into viable financial businesses.”

Is Bath & Body Works (BBWI) Using Dividends And Disney Deals To Redefine Its Brand Moat?
Simply Wall St.37d agoneutral
Is Bath & Body Works (BBWI) Using Dividends And Disney Deals To Redefine Its Brand Moat?

Earlier this month, Bath & Body Works declared a regular quarterly dividend of US$0.20 per share, payable on September 4, 2026, to shareholders of record as of August 21, 2026. At the same time, the company is leaning into brand partnerships like Disney’s The Nightmare Before Christmas collection, extending its reach across themed body care and home fragrance products. Now we’ll explore how Citi’s favorable reassessment ahead of earnings, alongside Disney collaborations, may influence Bath &...