Ship shortage in cruise industry
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Cramer: “Disney Should Buy Norwegian Cruise. There’s a Big Ship Shortage”
Yahoo Finance· 2026-02-28 21:24
Quick Read Disney (DIS) posted negative $2.28B free cash flow in Q1 2026. An $11B Norwegian acquisition would require significant debt financing. Norwegian Cruise Line carries $20B in liabilities and faces activist pressure from Elliott Management holding a 10% stake. Cruise industry faces structural ship shortage with shipyards booked for years. Royal Caribbean posted record $17.9B in revenue. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE. Jim Cramer ...