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Netflix has shed more than a third of its value over the past year, yet a billionaire who once lost $400 million betting on this exact stock just bought back in, and the reasoning behind his conviction is harder to dismiss than you might expect.
Netflix's ad business is scaling fast, with billions in ad revenue targeted as live programming and new ad tools fuel demand.
Plus: Disney sues FCC over license review, and Europe’s rivers are drying up, threatening its economy.
Convertible bonds boosted by AI craze, Meta faces landmark trial, why streaming matters, and more news to start your day.
(Updates with Federal Communications Commission response in the fourth paragraph.) Walt Disney (D
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 &...
Consumer stocks were higher late Tuesday afternoon, with the State Street Consumer Staples Select Se
Chairman Brendan Carr says ABC’s early review is about DEI, not Kimmel or “The View”... but the timeline says otherwise
Consumer stocks were higher Tuesday afternoon, with the State Street Consumer Staples Select Sector
MEDIA & MARKETING Tensions between Disney and the Trump administration have been brewing for more than a year. Here’s a timeline of the major moments: This explanatory article may be updated periodically.
Bill Ackman just bought back into Netflix after losing hundreds of millions on the same trade in 2022, and streaming rivals are barely flinching while one major hedge fund makes its biggest portfolio bet in years.
The agency has launched probes into the company’s DEI practices and equal-time rules in the wake of criticism of President Trump by Jimmy Kimmel and “The View.”
Disney alleges the FCC retaliated against its ABC network by forcing eight stations to seek early license renewals.
According to NBC News, the lawsuit asks a federal court in Washington, D.C., to block the FCC from taking action against the Disney and ABC stations over the early renewals.
The agency has launched probes into the company’s DEI practices and equal-time rules in the wake of criticism of President Trump by Jimmy Kimmel and “The View.”
The 30-year Treasury yield hits highest level since 2007, Micron stock retakes key level, SpaceX makes $60 billion AI acquisition, and more news to start your day.
Disney, Parker-Hannifin and Occidental Petroleum show varied growth drivers, with streaming, industrial demand and energy execution shaping their outlooks.
Another quiet day on Wall Street led to a rally in chips and energy stocks, but the rest of market languished in the August sun. The Dow Jones Industrial Average fell 272 points, or 0.5%, on Monday. The S&P 500 dropped 0.5%.
Disney faces near-term pressure from softer SVOD ads, mixed theaters and Asia parks weakness, but IP and streaming support growth.
Walt Disney stock needs a box-office boost. The entertainment giant’s D23 event gave the new CEO a chance to detail his plans for doing just that.
Former Disney CEO Bob Igner and investment manager Josh Kushner paid $12.5 billion for the NBA’s Lakers. They could write off $800 million a year from their taxes.
Walt Disney (NYSE:DIS) gained fresh attention as Marvel Studios released the new Avengers: Doomsday trailer, signaling the next major chapter in its superhero film franchise. The trailer reveal positions Disney to engage fans across theatrical releases, Disney+ streaming, consumer products and theme park tie ins linked to the Avengers brand. Investors often watch major Marvel content drops as indicators of audience interest that can influence Disney's broader media and entertainment...
As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the consumer discretionary - media industry, including Disney (NYSE:DIS) and its peers.
It’s the second-fastest movie to reach that milestone, according to Rentrak’s Paul Dergarabedian, who sees a $10 billion year at the box office within reach.
The Dow Jones (^DJI) is home to corporate giants, but size alone doesn’t guarantee success. A few of these companies are struggling with weak fundamentals, paradigm shifts, or poor execution.
Bob Iger and Josh Kushner’s record $12.5 billion Los Angeles Lakers takeover could usher in a new era for the franchise, with questions already swirling over whether Jeanie Buss and Rob Pelinka will remain in place. Lakers Sale Sets New...
Investing.com -- Walt Disney (NYSE:DIS) must rebuild its franchise pipeline and become a larger content aggregator if it wants to regain the valuation premium it historically commanded, Barclays analysts said.
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