So, our next guest is going to be weighing in on Disney's billion-dollar deal with Open AI, dueling bids for Warner Brothers, and so much more this morning. Walter Isacson is here. Great to see you.Of course, Walter's Carella Weinberg advisory partner, Twolane University, history professor, CNBC contributor, uh, amazing writer and allaround great friend of ours. >> Help us understand. Let's go AI first.>> Obviously, >> you saw the the Disney story. Were you surprised. And what do you think it portrays.I was ...

Disney has announced it's making a $1 billion investment in Open AI. >> The deal includes a major licensing agreement between the two companies, allowing Open AI access to some of Disney's most iconic characters. >> Users of Open AAI Sora video app will be able to make content with more than 200 characters.Think everyone from Mickey Mouse and Cinderella to Iron Man and Darth Vader. It's a three-year agreement, making Disney a major customer of Open AI, using its services to develop new products and experien ...

With more than 300m subscribers around the world, Netflix has an ability like few others to inject ideas into global popular culture. But it has yet to find its Mickey Mouse or its “Star Wars” https://t.co/04saDwMP4i ...

Core Message - The core message revolves around finding faith and connection in unexpected places, particularly when stripped of superficial elements and technology [1][33] - It emphasizes the importance of human connection and community in a divided world, advocating for small, meaningful changes in perception and behavior [33][34] Personal Experience - The narrative recounts a personal experience of attending a religious pilgrimage instead of a planned trip to Disneyland Paris [1][2][3] - The initial disappointment and culture shock of the pilgrimage are highlighted, including the lack of amenities and the stark contrast to expectations [4][6][7] - The experience led to unexpected connections with strangers and a deeper appreciation for human interaction [22][23][26] Reflection and Transformation - The protagonist reflects on the superficiality of modern life and the value of genuine human connection [28][32] - The trip to Disneyland, while initially desired, ultimately felt less meaningful than the connections made during the pilgrimage [30][31][32] - The experience fostered resilience and a new perspective on appreciating the small things in life [28][29] Social Commentary - The narrative touches on themes of identity, materialism, and the impact of technology on human relationships [32] - It questions the need for external symbols of faith or dreams, suggesting that true connection lies in the "space in between" [1][33] - It advocates for slowing down, listening to oneself, and fostering community in a world that often promotes division [33][34]

Group 1: Walt Disney (DIS) - Disney has been a leading name in family entertainment for a century, but its stock has struggled due to a slow transition to streaming [4] - The company is now on better footing, with profitable and growing streaming services, expecting double-digit operating income growth in the entertainment segment and 18% growth in sports for the current fiscal year [5][6] - Adjusted earnings per share increased by 32% year over year to $3.22, and operating income in entertainment rose 79% to $2.96 billion [6] - Disney's direct-to-consumer segment turned a $91 million loss into a $629 million profit, and the company is preparing to launch its ESPN streaming app [7] - The theme park business remains strong, with plans to add a new park in Dubai, indicating potential for stock price growth [8] Group 2: e.l.f. Beauty (ELF) - e.l.f. Beauty is becoming the preferred mass cosmetics brand in the U.S., reporting growth despite a challenging macroeconomic environment [10] - The company appeals to younger consumers through eco-conscious branding, diversity campaigns, and low prices, gaining market share while competitors decline [11][13] - e.l.f. holds the No. 1 spot in color cosmetics unit share, with a 23% increase in fiscal 2025, and a 24% year-over-year increase in dollar share [13] - The company is investing in skincare and expanding its retail presence, including the acquisition of the Rhode brand [14] - Despite a 37% decline in stock over the past year, it is now seen as a buying opportunity at 28 times forward one-year earnings [15] Group 3: Dutch Bros (BROS) - Dutch Bros is an emerging player in the drive-thru coffee market, with 1,012 locations across 18 states and plans to reach 2,029 shops by 2029 [16] - The company reported a 29% year-over-year revenue growth last quarter, with same-shop sales growth of 4.7% in Q1 [17] - Dutch Bros offers a diverse menu beyond coffee, including lemonades and energy drinks, and is testing food options to enhance sales [18] - The company is profitable, with net income rising to $22.5 million last quarter, indicating effective growth strategy execution [19] - The stock has increased over 50% in the past year, trading at a price-to-sales multiple of 5.5, suggesting a promising investment opportunity as it expands [20]