So, Door Dash beating on the top and bottom lines with those shares about two and a half% higher right now in the after hours. The company posting earnings of 65 cents per share, well above the 44 cents expected and revenue of 3.28% billion. Also came in ahead of estimates.One key metric we were watching for is marketplace gross order value. That's a total dollar amount of all orders placed on the platform. It came in at 24.2% billion, which is stronger than expected.Door Dash called out notable strength in ...

Disney's Performance & Streaming Landscape - Disney's third-quarter earnings topped expectations, but revenue slightly missed [1] - Disney saw growth in its streaming business, with ESPN announcing a major NFL network deal [1] - Hulu and Disney+ sub growth appears stalled compared to Netflix [4] - Advertising revenue on the streaming side was flat to slightly declining, raising concerns about growth [4] - Disney's streaming revenue now exceeds linear revenue, with almost half of viewing coming from streaming [10] - Hulu and Disney+ have the most ad revenue of any streaming service [10] Netflix vs Disney - Netflix's results are comparatively stronger than Disney's [6][9] - The industry finds both companies' decision to withhold sub numbers misguided, especially given Disney's slower sub growth [7] Challenges & Strategies - The streaming business is proving challenging for everyone [12] - Disney is cutting costs to increase profitability [12] - Disney CFO indicated no plans to increase investment in domestic programming [12] - Higher sports costs are impacting entertainment programming investment, while more entertainment programming is needed to drive engagement [12][13]

Steve Graasso >> lift. It's a team effort. Let's turn it green tomorrow.>> Courtney Disney. We talked about this on the show. I think it's worth taking a look at here.Dan. >> Yeah, guys. McDonald's >> playing for a breakdown.>> My roommate from college, Dr. . Ron Peg is here with his daughter Isabelle. Love Ron.Keyboard player >> extraordinaire. Uh Uber. All right. ...

to Gene Muner of Deep Water Asset Management for his thoughts here. Gan, as you heard from Megan, um a huge 100% tariff on semiconductors brought into the United States. How do you how do you think about that impact.>> Well, Trump said right after that the companies that are committing are not going to be tariffed. And I would just given the context of the conversation, I think that one of the key takeaways here is that this is exactly what we all thought. This is a deal.Let's just kind of take three steps ...

Good afternoon everyone. Uh Mr. . President, thank you very much for having me here today.You've been a great advocate for American innovation and manufacturing and I'm grateful for your leadership and your commitment. That's a commitment we share at Apple because American innovation is central to everything we do. Our products are designed here.We're hiring and growing here and we support 450,000 jobs with thousands of suppliers and partners in all 50 states. Earlier this year, we made our largest ever spe ...

Uh, any questions, please. Mr. . >> President, Mr.. President, you promised on the campaign trail to bring forth a manufacturing renaissance. You just mentioned $17 trillion in your first seven months or so. Can you talk about how an investment like this, all the other ones that you laid out, will positively impact the millions of Americans that trusted you with their vote.>> Thank you very much. It uh it changes our country. I mean, our country is a very different country than it was six months ago.And uh ...

Uh and you see in the after hour session those partners across the board that are getting expanded partnerships with Apple hire firmly I think a did you mention Corning like a week ago. >> Yeah we did Corny Glass Works. It's up in upstate New York where I hail from.Listen as the guy who generally likes to be optimistic on this desk. >> Okay. >> You know the commitment to this plant in Kentucky is literally $2.5% billion.Guy could probably do the math on $600 billion. So it's literally a rounding error on th ...

Before we begin, I'd like to say a few words about the shooting at Fort Stewart in Georgia. As you know, five people were seriously wounded and two very, very seriously hurt around 11:00 this morning. The shooter is now in custody and the Army Criminal Investigation Division is on site to ensure that the perpetrator of this atrocity, which is exactly what it is, will be prosecuted to the fullest extent of the law.The entire nation is praying for the victims and their families. And hopefully they'll fully re ...

Investments & Partnerships - Apple is investing $25 billion to expand the Corning facility in Kentucky, aiming for 100% of the glass used in iPhones and Apple Watches to be produced there [1][2] - Apple continues existing deals with suppliers like Coherent, Global Wafers America, Global Foundry, Samsung, Broadcom, and Texas Instruments [3][4] - Broadcom is developing and building cellular components for 5G and wireless connectivity in the United States [5] Production & Manufacturing - Construction is underway for the Houston factory, announced with a $500 billion investment, to produce AI servers for Apple Intelligence, expected to be fully operational in 2026 [4] - Apple has shifted a significant portion of its production meant for the US to India to benefit from lower tariff rates outside of China, with the goal of fulfilling US demand [6][7] - Work on AI servers, previously done overseas, will now be conducted in Texas starting next year [9][10] Trade & Tariff - Apple is receiving tariff relief, specifically an exemption from the doubling of India tariffs [5][6]

And then it is mixed results for Lyft. Those shares are plunging post close around 9% lower right now. EPS that was a beat at 10 cents versus the analyst estimate of 4 cents.Revenue, however, slightly missed at 1.59% billion. The street wanted to see 1.61% billion. Gross bookings, that's a total value of rides on the platform, were basically in line at 4.49% billion.And then rides also landed close to expectations. Profitability that was a bright spot here. Adjusted EVIDA hit 129 million topping estimates.A ...