AI stocks have been in the limelight in 2025. With investors' focus on the technology sector, there are stocks trading at attractive valuations from relatively ignored industries or sectors. The Walt Disney Company (DIS) from the movies and entertainment industry is one stock that deserves attention. Recently, Wells Fargo resumed coverage on Disney stock with an “Overweight” rating and a price target of $159. This implies an upside potential of 41% from current levels. More News from Barchart Wells Farg ...

Core Viewpoint - Fubo's shareholders have approved the merger with Disney, combining Fubo with Hulu Live TV, which is expected to disrupt the streaming industry and enhance Hulu's competitive position against YouTube [1][2]. Group 1: Merger Details - The merger was initially announced in January and aims to close the competitive gap between Hulu Live TV and YouTube TV, which has around 10 million subscribers, while Hulu Live TV and Fubo together have about 6 million subscribers [2]. - If executed effectively, the merger could provide sports fans with more flexible viewing options, including a potential new Hulu-branded package that offers access to Disney's streaming services (Disney+, Hulu, and ESPN) at no additional cost [3]. Group 2: Regulatory and Ownership Aspects - The approval from Fubo's shareholders is still subject to regulatory approvals, as the merger will create a larger entity and affect market competition by reducing the number of independent streaming players [4]. - Once finalized, Disney will own approximately 70% of Fubo, but Fubo will continue to operate as an independent offering, with David Gandler, co-founder and CEO of Fubo, overseeing the merged operations [5].

More than 1.7 million paid subscribers of Disney streaming apps including Disney+, Hulu and ESPN cancelled their memberships over a six-day period following ABC’s suspension of late-night host Jimmy Kimmel, according to a report.The cancellations were recorded between Sept. 17-23, according to The Handbasket newsletter, which was the first to report the figures.The 1.7 million cancellations represented a 436% increase above baseline subscriber churn, according to the report. 4 Disney’s decision to suspend ...

Group 1: Media Landscape and Company Strategies - The refusal of Sinclair and NextStar to air "Jimmy Kimmel Live" on their ABC affiliates raises questions about Disney's future in linear TV, with suggestions that Disney might consider divesting from ABC entirely [1][4] - The situation with Kimmel highlights the challenges for traditional media companies, as content is increasingly pushed towards streaming platforms, which could harm the long-term viability of broadcast television [7][10] - The ongoing trend of cord-cutting and the shift of advertising to streaming platforms are significant headwinds for broadcast networks, making consolidation within the industry a potential necessity for survival [9][14] Group 2: Consolidation and Future of Streaming Services - Industry experts predict that more media companies will need to consolidate due to the structural challenges in the market, with a focus on creating larger, more competitive streaming services [14][18] - The integration of Hulu into Disney Plus is anticipated, indicating a trend towards fewer standalone streaming services as companies seek to streamline operations and enhance scale [15][16] - The potential acquisition of Warner Brothers by Paramount is under scrutiny, with concerns about the financial feasibility of such a deal given the current market conditions [20][22] Group 3: TikTok and Competitive Landscape - The recent joint venture involving TikTok suggests that the platform will maintain its existing user experience and algorithm, countering expectations of significant changes following the deal [26][28] - The partnership is seen as beneficial for both TikTok and its parent company ByteDance, while also indicating that competitors like Meta and Snapchat will not see a reduction in competition from TikTok [28][29]

Feel like life keeps getting more expensive. Well, your Disney Plus bill is joining the trend. Starting October 21st, Disney Plus with ads will go up by $2 to $11.99% per month.The premium no ads plan jumps $3 to $18.99% per month or $30 extra for the annual plan at $189.99%. Bundles are going up as well. The Disney Plus and Hulu ad supported package increases by $2 a month. and the Disney Plus, Hulu, and ESPN and Disney Plus, Hulu, and HBO Max bundles are rising by $3 per month.NFL Plus plans will stay the ...

Key Points Disney is increasing prices for most of its premium streaming services on Oct. 21. The flagship Disney+ offering without ads will cost $18.99 a month, a 172% increase from its original 2019 price point. The pricing decisions are making it more cost-effective to bundle services or to pay up for an ad-free tier. These 10 stocks could mint the next wave of millionaires › You can't say you didn't see this coming. Walt Disney (NYSE: DIS) is increasing prices for its premium streaming servic ...

Core Viewpoint - The Walt Disney Company is increasing the prices of its streaming services, including Disney+ and bundles with Hulu and ESPN, amidst recent controversies surrounding Jimmy Kimmel's late night show suspension [1][2][3] Pricing Changes - Starting from 21 October, the Disney+ and Hulu package will rise from $10.99 to $12.99, while the ad-free plan remains at $19.99 [2] - Plans that include Disney+, Hulu, and ESPN with ads will increase from $16.99 to $19.99 [2] - This marks the fourth consecutive year that Disney+ has raised its streaming prices since its launch in 2019 [6] Consumer Reactions - Consumers have reacted to the Kimmel controversy by canceling their subscriptions to Disney+ and its bundles [3] - A spokesperson for the company stated that the price increases were planned for months and not related to the Kimmel situation [3] Context of Kimmel's Suspension - Kimmel's suspension followed comments he made regarding the Make America Great Again movement in the wake of Charlie Kirk's death, which were deemed offensive [4][5] - Nexstar Media Group, which owns 28 ABC affiliates, pulled Kimmel's show due to the comments, leading Disney to suspend it as well [5] - The "cancel Disney+" campaign reportedly caused more subscriber churn than previous Netflix boycotts [5]

此次涨价之际，这家娱乐公司正因其对《吉米·坎摩尔直播秀》的处理方式而面临严厉审查。此前，迪 士尼旗下的美国广播公司(ABC)上周因主持人就保守派活动家查理·柯克的遇害事件发表争议性言论而停 播了该节目。 在观众和晚间节目主持人对迪士尼的行为提出批评后，该公司宣布该节目于周二恢复播出。 NFL+的费用将保持不变。 该公司此前在第三季度财报电话会议上曾暗示将涨价，并预计第四财季Disney+订阅用户数量将小幅增 长。迪士尼上一次上调套餐价格是在2024年10月，当时大多数套餐价格上涨了1至2美元。 智通财经APP获悉，迪士尼(DIS.US)周二宣布，将从10月21日起提高其流媒体订阅套餐的价格。含广告 的Disney+独立套餐价格将上调2美元，至每月11.99美元;无广告的Disney+高级套餐价格将上调3美元， 至每月18.99美元，或者上调30美元至每年189.99美元。 含广告的Disney+和Hulu套餐每月将上涨2美元，而包含Disney+、Hulu和ESPN的套餐每月费用将上涨3 美元。包含Disney+、Hulu和HBOMax的套餐每月费用也将上涨3美元。 ...

Core Viewpoint - The discussion centers around the potential for Disney to spin off ESPN and ABC, particularly in light of regulatory challenges and the changing landscape of broadcast television [2][3][4]. Group 1: Disney's Strategic Position - Disney is in a challenging position as it navigates the need to remain apolitical while filling its theme parks and cruise ships, which is crucial for its business [4]. - The recent NFL deal for ESPN may influence Disney's future decisions regarding the potential spin-off of ABC and ESPN, focusing on core businesses that drive growth [3][5]. Group 2: Broadcast Television Challenges - There is a fundamental issue with late-night television ratings, affecting not just individual shows but the entire broadcast landscape, as programming shifts away from traditional broadcast to cable and streaming platforms [7][10][17]. - The regulatory environment for broadcast television is more stringent compared to cable and streaming, leading to a potential increase in programming moving to less regulated platforms [9][12][13]. Group 3: Advertising and Reach Implications - The shift of programming from broadcast to streaming could result in a loss of reach, which is critical for advertisers, as broadcast television traditionally offers broader access to audiences [14][15]. - The value of companies like NextStar and Comcast may be impacted by the ongoing transition of content away from broadcast television, affecting their advertising revenue and overall valuation [16][18].

来源：环球市场播报 全球财经媒体昨夜今晨共同关注的头条新闻主要有： 美国H-1B风波追踪：收十万美元只是开始 特朗普还准备拿抽签制开刀 美国总统特朗普上周五宣布将H-1B签证申请费大幅提高至10万美元，突如其来的此举加之政策宣示的 矛盾与混乱引发轩然大波。对于无数怀揣"美国梦"的外国人而言，天价收费还不是唯一的障碍。华盛顿 还准备对该项目的遴选流程实施重大改革，摈弃现行的抽签制并根据职位所需技能水平和薪资待遇分配 名额。 风波骤起 1、美国H-1B风波追踪：收十万美元只是开始 特朗普还准备拿抽签制开刀 2、美国政府停摆危机逼近 特朗普取消与国会民主党领袖的会谈计划 3 、 美联储主席鲍威尔：美股股价似乎"估值相当高" 4 、亚马逊将关闭在英国的所有生鲜杂货店 5、迪士尼提高流媒体套餐的价格 6、美联储三位官员认为通胀目标设区间更有利 上周五白宫官员称，特朗普将对H-1B签证项目进行全面改革，拟向申请人收取高达10万美元的费用。 特朗普当天签署公告并宣称H-1B项目遭到滥用；据不具名官员透露，除非申请人支付该笔费用，否则 不能提交H-1B申请。 美国政府停摆危机逼近 特朗普取消与国会民主党领袖的会谈计划 美国总 ...