Industry Renaissance

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Best Stock to Buy Right Now: Carnival vs. Disney
The Motley Fool· 2025-06-11 21:35
Leisure and entertainment giants Carnival (CCL -2.59%) and The Walt Disney Company (DIS 0.58%) offer an abundance of options for anyone thinking about taking a vacation this summer. The two companies can also represent compelling investments, with both stocks gaining momentum in recent months.Can the rally keep going? Let's discuss whether shares of Carnival or Disney are the best buy for your portfolio right now. The case for Carnival stockAs the world's largest cruise line operator, Carnival is capitalizi ...
Applied Materials, Inc. (AMAT) Bernstein 41st Annual Strategic Decisions Conference (Transcript)
Seeking Alpha· 2025-05-29 16:56
Applied Materials, Inc. (NASDAQ:AMAT) Bernstein 41st Annual Strategic Decisions Conference May 29, 2025 10:00 AM ET Company Participants Gary Dickerson - President and Chief Executive Officer Conference Call Participants Stacy Rasgon - Bernstein Research Stacy Rasgon My guest today, Gary Dickerson, the President and CEO of Applied Materials. Before I start, I want to mention if you have questions that you'd like to get asked during the presentation, you should have a link to the pigeonhole form where you ca ...