Group 1 - David Letterman criticized ABC's suspension of Jimmy Kimmel's show as "ridiculous," arguing that it reflects fear and appeasement towards an authoritarian administration [2][4] - ABC, a subsidiary of Disney, suspended "Jimmy Kimmel Live!" indefinitely after Kimmel's comments linking a conservative activist's alleged killer to the MAGA movement [2][3] - Letterman compared ABC's actions to CBS's decision to cancel "The Late Show With Stephen Colbert," suggesting a pattern of media manipulation influenced by political pressures [3][4] Group 2 - Letterman expressed disappointment over the cancellation of Colbert's show, stating it was a move to avoid troubling Donald Trump, which he deemed manipulative [4] - Following the suspension, Letterman communicated with Kimmel, who is reportedly recovering well [5] - Trump publicly praised ABC for suspending Kimmel, claiming it demonstrated courage and criticized Kimmel's talent and ratings [5]

Core Viewpoint - The article discusses the phenomenon of "cancel culture" and regulatory abuse, highlighting how these issues are being utilized by the right against the left [1] Group 1 - The right is employing tactics similar to cancel culture, which traditionally has been associated with the left, to exert influence and control [1] - Regulatory measures are being manipulated to target and undermine left-leaning organizations and individuals [1] - The article suggests that this shift in tactics represents a significant change in the political landscape, where both sides are now engaging in similar behaviors [1]

Sep 18, 2025 5:22 PM Eastern Daylight Time Parents Whose Children Watch Disney Videos on YouTube Have Opportunity to Join The Walt Disney Company Child Privacy Investigation with the Schall Law Firm Share LOS ANGELES--(BUSINESS WIRE)--The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of parents of children who watched Disney videos on YouTube. The Walt Disney Company ("Disney†or "the Company†) (NYSE: DIS) allegedly violated COPPA ("Chil ...

Core Viewpoint - ABC has indefinitely preempted Jimmy Kimmel's late-night show following controversial comments he made regarding the assassination of conservative activist Charlie Kirk, prompted by Nexstar Media Group's decision to stop airing the show [1][11]. Group 1: Company Actions - Nexstar Media Group, which owns 32 ABC affiliate stations, expressed strong objections to Kimmel's comments and announced the preemption of his show for the foreseeable future [2][4]. - ABC, owned by Disney, confirmed the indefinite preemption of "Jimmy Kimmel Live" in response to Nexstar's announcement [1][11]. - Nexstar's president stated that continuing to air Kimmel's show is not in the public interest at this time, aiming to foster respectful dialogue [5][4]. Group 2: Company Background - Nexstar Media Group is the largest local television broadcasting group in the U.S., operating over 200 stations and serving 220 million people across 116 markets [6]. - The company owns 75% of The CW network and also operates NewsNation and other digital news outlets [6]. Group 3: Financial Context - Nexstar recently announced a $6.2 billion deal to acquire Tegna, which is expected to enhance local news viability and political advertising revenue [8][9]. - The acquisition requires approval from the Federal Communications Commission (FCC) and will increase Nexstar's affiliate network in key election markets [9]. Group 4: Industry Reactions - FCC Commissioner Brendan Carr supported Nexstar's decision, emphasizing the importance of broadcasters aligning with community values [11][14]. - The move has sparked criticism from free speech advocates, who argue that the FCC should not regulate content based on community standards [15].

Summary of Key Points Group 1: Stock Analysis - Apple: The latest iPhone 17 models are considered a bargain, especially with trade-in values and provider incentives [1] - Amazon: Potential for upside if margin expansion continues, particularly in e-commerce and cloud growth [1] - Abbott Laboratories: Valued at approximately 24 times earnings, seen as a high-quality med tech stock worth holding [1] - Broadcom: Recent profit-taking due to exceeding 5% portfolio weighting, but long-term outlook remains positive [1] - Boeing: Newly added to the portfolio, expected to benefit from trade policies and has significant multi-year upside potential [1] - BlackRock: Described as a "bull market stock," with a focus on fast-growing investments [1] - Bristol Myers Squibb: Awaiting results from upcoming studies on its schizophrenia drug, Cobenfy, which could improve sentiment [1] - Capital One: Anticipating share repurchases post-Discover acquisition, with strong management praised [1] - Costco: Long-term outlook remains positive despite recent struggles attributed to market perception [1] - Salesforce: Current levels are not recommended for buying or selling ahead of the Dreamforce conference [1] - CrowdStrike: Ambitious target of $20 billion in annual recurring revenue set, indicating strong management confidence [1] - Cisco Systems: Continued support despite underperformance, with a solid dividend [1] - DuPont: Progressing towards a planned breakup, with Qnity expected to unlock more value [1] - Danaher: Facing headwinds from China but announced a significant buyback [1] - Disney: Shares have stalled, but theme park business remains strong [1] - Dover: Future outlook remains bright despite recent disappointing earnings [1] - Eaton: Potential for increased business from data centers as AI spending rises [1] - GE Vernova: High valuation justified by demand for energy generation in AI infrastructure [1] - Goldman Sachs: Expected revenue growth in investment banking and attractive wealth management business [1] Group 2: Additional Stock Insights - Home Depot: Likely to trim position due to housing market turnaround not meeting expectations [2] - Honeywell International: Shares lagging until split is complete, but value remains [2] - Linde: Continues to deliver for shareholders despite challenging end markets [2] - Eli Lilly: Position maintained due to strong performance and potential game-changing products [2] - Meta Platforms: Dominance in advertising market bolstered by generative AI [2] - Microsoft: Attractive long-term investment, with potential for trimming positions [2] - Nvidia: Partnership with Intel solidifies its leadership in GPUs [2] - Palo Alto Networks: High valuation justified by leadership in cybersecurity [2] - Starbucks: Promising turnaround plan under new CEO [2] - TJX Companies: Strongest earnings performance seen, recognized as a top retail performer [2] - Texas Roadhouse: Stock performance tied to cattle futures, expected surge in share price [2] - Wells Fargo: Positive outlook with increased buybacks and diversification into fee-based businesses [2]

The pace at which this happened is remarkable. Just take us through the timeline. Never look, Jimmy's comments or Kimmel comments were on his show Monday.We go through Tuesday without anything happening. There is some online outrage, of course, but but no comments from Disney or stations or anything like that. But then Wednesday, Brendan Carr, the chair of the Federal Communications Commission, went on Barry Johnson's podcast.Carr has been kind of have openly antagonized a lot of media companies, said that ...

The pace at which this happened is remarkable. Just take us through the timeline. Never look, Jimmy's comments or Kimmel comments were on his show Monday.We go through Tuesday without anything happening. There is some online outrage, of course, but but no comments from Disney or stations or anything like that. But then Wednesday, Brendan Carr, the chair of the Federal Communications Commission, went on Barry Johnson's podcast.Carr has been kind of have openly antagonized a lot of media companies, said that ...

Industry Overview - The entertainment consumption landscape has shifted from scheduled cable television to digital streaming platforms over the last two decades, with significant milestones including the launch of YouTube in 2005 and Netflix's on-demand model in 2007 [2] - The global streaming market is projected to generate $190 billion annually by 2029, supported by 2 billion subscriptions, with subscription models dominating while free ad-supported TV and hybrid offerings gain traction [4] Company Insights: Tencent Music Entertainment Group (TME) - TME has evolved from a digital distributor to China's leading online music and audio entertainment platform, reaching over 553 million monthly active users and 124 million paying subscribers, reflecting a 22.5% paying ratio [6][7] - The average revenue per paying user (ARPPU) has climbed to RMB 11.7, with management focusing on SVIP expansion, bundled content offerings, and closer artist partnerships as growth drivers [8] - TME's global expansion strategy includes high-profile concerts and collaborations with international labels, enhancing its cultural reach beyond China [9] - With RMB 34.9 billion in cash reserves, TME is well-positioned to invest in AI-powered music tools and immersive sound technologies [10] Company Insights: Disney - Disney launched Disney+ in 2019, rapidly building a subscriber base of 128 million as of Q3 2025, with a combined subscriber base of 183 million across Disney+, ESPN+, and Hulu [11][12] - The integration of Hulu into Disney+ is expected to create operating synergies and enhance user experiences, while management anticipates over 10 million new subscriptions in Q4 2025 due to expanded distribution agreements [13][14] - Sports streaming is a key growth area, with ESPN's direct-to-consumer service launching in August 2025, backed by exclusive rights to WWE events and a deal with the NFL [15][16] Company Insights: Roku - Roku is the leading TV streaming platform provider in North America, evolving from a streaming device manufacturer to a comprehensive streaming ecosystem [17] - The Roku Channel has become a significant driver of engagement, with streaming hours reaching 35.4 billion in Q2 2025, up 17.6% year over year [19] - Roku's platform fundamentals are strong, supported by high user engagement and strategic partnerships, with the Roku Home Screen reaching over 125 million households daily [20]

Politically driven boycotts against Tesla, Bud Light and Cracker Barrel have had an impact, but Disney's audience is much larger, possibly making it better positioned to absorb the fallout. ...

(Bloomberg) -- Federal Communications Commission Chairman Brendan Carr said Jimmy Kimmel’s comments about the shooting of conservative activist Charlie Kirk “appeared to mislead the public about a significant fact.” Speaking on CNBC on Thursday, Carr said: “Jimmy Kimmel is not Johnny Carson. It was not making fun of or pillorying me or the administration or the president. It was appearing to directly mislead the American public about a significant fact” about the assassination. Walt Disney Co.’s ABC netw ...