Disney’s latest results and plans were just what Wall Street wanted to hear.
(0:21) Tim Beyers discusses: - How the parks & experiences division drove Disney’s 1st-quarter results - ESPN+ being a bright spot among streaming properties - Alphabet shares falling over a botched AI demo and concerns about Microsoft
(13:20) Just in time for Valentine’s Day, Jas ... Show More
Oct 30
Is Wall Street Turning on AI?
Alphabet’s sharp sell-off raises a big question: Are investors more concerned about AI spending than AI growth? The team breaks down Anthropic’s IPO filing, the risks of massive AI infrastructure commitments, and what these developments mean for investors. Plus, five hypothetical ... Show More
40m 46s
Oct 29
Alphabet Almost Sets a Record No One Wants
Alphabet lost a staggering amount of market cap today, reflecting investors’ negativity regarding its incredible spending on AI infrastructure. By contrast, Microsoft’s quarterly report was better received thanks in part to ongoing free cash flow. Tyler, Jon, and Matt talk about ... Show More
24m 8s
Nov 2023
John Malone Exclusive, Disney's Earnings Beat, Market Win Streak Watch 11/09/23
<p>Carl Quintanilla, Jim Cramer and David Faber led off the show with Disney: The stock jumpedon a Q4 earnings beat, streaming subscriber growth and cost-cutting plans. David spoke exclusivelywith cable pioneer and Liberty Media Chairman John Malone. They discussed everything fro ... Show More
47m 35s
Aug 2021
Delta, Disney, and your Dollars
Scott Wapner and the Investment Committee debate Disney’s big earnings beat and what it means for the stocks. Plus, what do the numbers say about the reopening trade.
And later, we take a look at next week’s flood of retail earnings reports, what should you buy ahead of the news. ... Show More
44m 41s
Nov 2023
Prof G Markets: OpenAI’s Dev Day, Disney vs. Warner Bros. Discovery, and Uber’s Branding Turnaround
Scott shares his thoughts on Uber’s second consecutive quarter of profitability. He then breaks down why Disney had a better quarter than Warner Bros. Discovery, despite facing the same headwinds. Finally, we hear the latest from OpenAI’s developer event and Sam Altman’s keynote ... Show More
39m 29s
Mar 2024
Office Hours: Will Vuori Be a Good Stock Pick?, Disney’s Next Move, and How to Set Your Kids up for Success
Scott gives his thoughts on whether the athleisure brand Vuori is a good stock pick ahead of its supposed upcoming IPO. He then talks about one of his stock picks of 2024, Disney, and why he believes it’s heading in the right direction. He wraps up with a conversation on how to s ... Show More
20m 29s
Jan 2023
Prof G Markets: Disney’s Proxy War, Goldman’s Guidance Miss, and the Dating App Market
This week on Prof G Markets, Scott shares his thoughts on Nelson Peltz’s activist investment in Disney. He then explains why Goldman reported its largest earnings miss in a decade. Finally, Scott discusses the business of dating apps like Hinge, and sources some personal experien ... Show More
38m 15s