US stocks fell on Thursday as investors absorbed the end of the longest government shutdown in US history, weighing its impact on the economy and the path of interest rates. The tech-heavy Nasdaq Composite (^IXIC) led losses with a nearly 0.8% drop, while the S&P 500 (^GSPC) moved down 0.5%. The Dow Jones Industrial Average (^DJI) slipped 0.2%, coming off the second record close in a row for the blue-chip benchmark. President Trump signed a bill ending the record-setting 43-day US federal shutdown into ...

So, what can we expect, Carter. >> Let's get right to it. Uh, you got five charts and they're identical.So, first one, >> which is so often the case, has nothing on it. It's the baseline. Let's put some things on it.So, uh, next iteration, what we know is that, of course, Disney uh, surged off its COVID low and then gave it all back. And what we have in technical pardon is a triple bottom annotated there. Uh the next iteration uh depicts another way to draw the lines which is to say this downtrend line in e ...

Core Insights - Walt Disney Co. is expected to report its fiscal fourth-quarter earnings, with analysts anticipating growth in its streaming business, theme parks, and sports segments [1][9] - Citi analysts have raised their price target for Disney stock to $145, highlighting investor focus on the streaming outlook and potential impacts from recent events [2][3] - A stronger-than-expected earnings report could enhance investor enthusiasm for Disney shares, which have underperformed compared to the S&P 500 this year [4][3] Financial Projections - Analysts project Disney will report earnings per share of $1.04, with revenue expected to rise less than 1% year-over-year to $22.75 billion, driven by direct-to-consumer and experiences segments [5] - Revenue from Disney's linear networks, including ABC and ESPN, is anticipated to decline compared to the previous year [5] Analyst Sentiment - Wall Street analysts are predominantly bullish on Disney stock, with all six analysts rating it a "buy" and a mean target price of $146, indicating a potential 25% upside from recent closing prices [6]

Core Insights - Disney is facing significant financial losses due to an ongoing carriage dispute with YouTube TV, costing the company tens of millions of dollars weekly [1][2] - The blackout of Disney channels, including ABC and ESPN, has lasted for 13 days, impacting YouTube TV subscribers [1][2] Financial Impact - Morgan Stanley estimates that the 14-day blackout will result in a $60 million revenue loss for Disney, translating to approximately $30 million per week or $4.3 million per day [2] - Each week of lost distribution is projected to decrease Disney's adjusted earnings per share (EPS) by $0.02 [3] Market Position - YouTube TV is identified as the third-largest multichannel provider in the U.S., highlighting its significance in the market [3] - Disney's stock is currently trading around $116 per share, with Morgan Stanley maintaining an overweight rating and a price target of $140 [6] Subscriber Compensation - In response to the blackout, YouTube TV is offering subscribers a $20 credit to compensate for the loss of Disney channels [6][7] Negotiation Status - Disney executives have indicated that YouTube TV is seeking preferential terms that are below market value, complicating negotiations [10] - Previous discussions aimed at restoring ABC for Election Day coverage were unsuccessful [10]

And now let's find out what to watch for in those Disney numbers tomorrow morning. Joining us now is Laura Martin. She's NEM's senior internet and media analyst.Has a buy rating and $125 price target. Laura, good to see you. I think it's been three and a half years since Disney last saw 125 and it was on the way down.So what's it going to take to to get it comfortably above that level. >> Um it's going to take moderating losses at linear networks. it's going to take really strong experiences or let's call i ...

Core Insights - Disney's stock is currently targeted at $125, a level not seen in three and a half years, indicating potential growth if certain conditions are met [1] Financial Performance - Moderating losses in linear networks, strong growth in theme parks, and successful ESPN flagship launch are critical for Disney to exceed the $125 price target [2] - Theme parks are projected to generate approximately $2 billion in operating income for the quarter, significantly surpassing the combined income of other segments [6] Strategic Considerations - The importance of linear networks is diminishing, with sports, particularly through ESPN, being the primary driver of value [4] - Disney's dual presence in cable networks and broadcasting positions it favorably in negotiations with sports leagues, which seek both reach and revenue [5] Management and Succession - An announcement regarding Bob Iger's successor is expected in the first calendar quarter of 2026, with the current frontrunner being the parks executive [7][9] Content Strategy - Concerns exist regarding the production of sequels like Toy Story 5, but the built-in audience may mitigate financial risks associated with new content [10][11]

As I said, Jim Stewart was here with us at Post 9 to look ahead to Disney uh tomorrow. The most important thing in your mind is what. >> The the numbers on streaming, the sports, and of course the regular streaming thing.This is like to me it's going to be an incredibly re revealing quarter because the first time Disney is all in on streaming. We've got the regular Disney stuff, Disney Plus, Hulu, and then we finally have ESPN going direct to consumer. So that I'd say the profit and revenue will be less rev ...

As I said, Jim Stewart was here with us at Post 9 to look ahead to Disney uh tomorrow. The most important thing in your mind is what. >> The the numbers on streaming, the sports, and of course the regular streaming thing.This is like to me it's going to be an incredibly re revealing quarter because the first time Disney is all in on streaming. We've got the regular Disney stuff, Disney Plus, Hulu, and then we finally have ESPN going direct to consumer. So that I'd say the profit and revenue will be less rev ...

Disney (DIS) reported mixed fourth quarter results on Thursday as continued declines in its linear TV business offset strength in parks and streaming and investors eye the final stretch of CEO Bob Iger’s turnaround ahead of his planned departure next year. Disney reported revenue of $22.46 billion for the quarter, missing analyst expectations of $22.83 billion and coming in roughly comparable to the year-earlier period. A 6% revenue drop within the company's entertainment division, which includes its stre ...

For 12 days and counting, Disney-owned channels like ESPN and ABC have been blacked out on YouTube TV, leaving 10 million subscribers in limbo. https://t.co/pcsNJUTleI ...