Weekly Stock Market wrap: Cisco, DoorDash, and StubHub

Group 1: Disney and YouTube - The dispute between Alphabet's YouTube TV and Disney has been resolved, allowing subscribers to regain access to Disney channels, including ABC and ESPN, after a content blackout lasting over two weeks [2] - Disney's stock declined by 1.6% at the close on Friday, while Alphabet's stock rose by more than 4% after hours [1] Group 2: Cisco Systems - Cisco reported a 9.7% gain in stock value following a strong Q1 2026 earnings report, with revenue reaching $14.9 billion, an 8% year-over-year increase [10][11] - The company noted a 13% year-over-year growth in product orders, including $1.3 billion in AI-related orders, and expects $3 billion in AI revenue for FY26 [11][13] Group 3: DoorDash - DoorDash's stock rose by 6% on Friday and recorded a 1.3% gain for the week, bringing its year-to-date gain to 23% [14] - The company announced a partnership with Old Navy for on-demand delivery, indicating a strategic expansion into the instant retail category [15] - Analysts have upgraded DoorDash's rating, with Wedbush setting a price target of $260, citing its competitive position in the US food and delivery market [18] Group 4: StubHub - StubHub's stock plummeted by 20% following the decision to withhold Q4 guidance, marking a 52-week low for the company [19] - Despite reporting solid earnings with $2.4 billion in Gross Merchandise Sales (GMV) and $468 million in revenue, the lack of guidance led to significant market reaction [20][21] - Analysts have cut price targets but maintained Buy or Outperform ratings, reflecting confidence in StubHub's long-term success [21][22] Group 5: Warner Bros Discovery Bidding War - Netflix, Comcast, and Paramount Skydance are preparing bids for Warner Bros Discovery, with stocks of Warner Bros. Discovery and Paramount Skydance rising by 4% and 2%, respectively [7]