
While it's challenging to be bullish, this industry-leading business has positive traits investors can appreciate.
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

While it's challenging to be bullish, this industry-leading business has positive traits investors can appreciate.

Walt Disney has been reshaping its streaming and technology footprint, while the share price has lagged over several time frames. This puts the focus squarely on what the current valuation implies about its cash flows. With a Discounted Cash Flow (DCF) view available, the question now is whether the cash the business can generate over time lines up with where the stock trades today. Over the past 5 years, Walt Disney's share price has declined 39.8%, which puts pressure on the case that its...

Walt Disney (DIS) closed the most recent trading day at $102.42, moving 2.78% from the previous trading session.

Today, Sept. 18, 2026, Wells Fargo cut its rating and price target, citing weaker engagement and content concerns, prompting investors to watch margin trends.

The former CEO of Character.AI, which Disney previously sent a cease-and-desist letter to, will serve as the company's first-ever chief technology officer.

Karandeep Anand, who previously led AI chatbot startup Character.AI, will join Disney on Oct. 2 in the newly created role
Disney named former Character.AI CEO Karandeep Anand its first-ever chief technology officer, a day after putting former YouTube executive Adam Smith in charge of streaming.

Apple TV's 29 Emmy wins, record viewership and strong video revenue growth add momentum to Apple's expanding Services business.
FuboTV (FUBO) could see stronger subscriber growth, better advertising results, lower customer losse

Comcast generates substantial free cash flow and pays a reliable dividend. Disney is hitting records across parks, streaming, and the box office.

Walt Disney (DIS) has lost about 7% over the past twelve months while the S&P 500 gained 17%. Disney trades at 21.3 times earnings, just under an S&P 500 median of 22.5. The question is whether that is a good business on sale, or a fair price for a slow grower.

The streamer desperately needs to find the next Squid Game. Weak engagement numbers are dire news for its shares, down 20% this year.

Wells Fargo just handed Netflix one of the street's most bearish ratings while a rival analyst pushed a price target nearly double that level, leaving investors to figure out which firm is reading the audience right before earnings arrive.

Former YouTube executive Adam Smith has been named the head of Disney's entertainment streaming business, highlighting the company's focus on tech under Chief Executive Josh D'Amaro.

In 1920, a boy later known as Tyrus Wong and his father left China for a new life in America. The boy, around 9 years old, grew up to leave a lasting mark on the art world.

DIS' diversified growth, streaming profitability and rich content slate give it an edge over NFLX as investors weigh valuations.

Paramount Skydance and Warner Bros. Discovery long-awaited merger has been at a standstill. Barclays analysts led by Kannan Venkateshwar resumed coverage of both stocks, rating Warner Bros at Equal Weight with a $28 price target and Paramount at Underweight with a $8 price target. Venkateshwar said in a research note Thursday that while the proposed $110 billion merger could increase growth potential for the studios, it could introduce massive financial and operational risks that make the stock hard to value, and “a moving target.”

Netflix shares have shed more than a third of their value over the past year, yet the company's ad business is exploding and buybacks are hitting record pace. Our proprietary model sees a stark disconnect between where the stock trades today and where the fundamentals say it should go.
This week of The Dealmaking 3 with “The Sports Professor” Rick Horrow features Genius Sports Limited (NYSE: GENI) and Grupo Televisa, S.A.B. (NYSE: TV) partnering for AI-powered graphics and new sponsorship to Liga MX broadcasts, Southern Miss making Mississippi college football history with a 10-year naming rights deal, and Paramount+ becoming the exclusive streaming and service […] The post The Dealmaking 3: Genius Sports’ AI Liga MX Deal, Southern Miss Makes History, Paramount+ at Vegas appea

It has been a successful first two weeks for Apple’s new CEO, John Ternus. First at the Emmys, where Apple TV dominated the trophy haul, and then in the battle for auto makers’ infotainment systems. Last Wednesday, Ternus graduated from his usual supporting role at Apple’s annual launch event to center stage.

Netflix (NFLX) has fallen about 35% over the past year, while the S&P 500 returned about 17%. The complaint is simple. Sales growth is slowing, and management will not show the quality metrics it leans on. That case misses the engine under per-share earnings, a wider margin, and a shrinking share count.

DIS' free cash flow falls 24% in the first nine months of fiscal 2026 as investment rises, but quarterly cash flow and Experiences growth improve.

Comcast (CMCSA) generated free cash over the past twelve months worth 20.1% of its market value. The median S&P 500 company manages 4.4%. Part of that gap is Comcast's debt. The rest means one of two things: the market has made a mistake, or the cash is about to get smaller. Comcast keeps losing broadband customers, and that is the market's answer.

Netflix (NFLX) trades at about $80, and its own options put a price on how far that can travel over the twelve months ahead: a floor near $54.21 and a ceiling near $119. The options market is charging nothing unusual for that range. Ordinary, for Netflix, already means a range wide enough to take a third of your money.

Disney's stock has barely moved in a year while Wall Street's consensus target sits 20% higher, and a string of earnings beats has done almost nothing to close that gap. The reason why reveals a deeper tension inside the company that one upcoming earnings report could either resolve or rupture.

Walt Disney (NYSE:DIS) is rolling out National Geographic's AFRICA EARTH'S WILD HOME franchise on Disney+ and Hulu as a new factual series launch. The project forms part of a multiyear National Geographic initiative to cover wildlife and ecosystems on each major continent. The franchise combines extensive fieldwork, exclusive wildlife footage such as the first wild black panther video, and CGI driven sequences. National Geographic and Rolex are partnering on AFRICA EARTH'S WILD HOME,...

Disney is profitable, growing, and buying back billions in stock. Roblox is burning cash and asking investors to wait on a long-term platform bet. Which is the better use of your capital right now?

Recently, Zacks.com users have been paying close attention to Disney (DIS). This makes it worthwhile to examine what the stock has in store.

Disney put his personal fortune behind a big idea that his company just couldn’t afford.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.