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Citi Trims Disney (DIS) PT to $140 Ahead of Q1 Earnings and ESPN Update
Yahoo Finance· 2026-01-31 12:51
Group 1 - The Walt Disney Company (NYSE:DIS) is considered one of the most undervalued large-cap stocks currently available for investment [1] - Citi has lowered its price target for Disney shares to $140 from $145 while maintaining a Buy rating, citing potential headwinds from the Fubo acquisition but emphasizing the growth potential of ESPN Unlimited [1] - Phillip Securities initiated coverage of Disney with an Accumulate rating and a $130 price target, highlighting the company's strong intellectual property (IP) as a key driver for consumer engagement across various platforms [2] Group 2 - Disney is making a $1 billion equity investment in OpenAI as part of a three-year partnership, becoming the first major content licensing partner for OpenAI's Sora video generator [3] - This partnership will allow access to over 200 characters from Disney's major franchises, including Star Wars, Pixar, and Marvel, for user-generated social videos starting in early 2026 [3] - Disney operates in three segments: Entertainment, Sports, and Experiences, across the Americas, Europe, and the Asia Pacific [4]
X @Bloomberg
Bloomberg· 2025-10-03 03:45
OpenAI's Sora video generator will make brain rot. It could also be huge, writes @parmy (via @opinion) https://t.co/eJjJoAZ43M ...
Global Markets React to AI Innovations, Trade Tariffs, and European Debt Woes
Stock Market News· 2025-09-29 20:08
AI and E-commerce - OpenAI and Stripe have launched "Instant Checkout" in ChatGPT, allowing U.S. users to purchase products directly from Etsy (ETSY) and soon from over a million Shopify (SHOP) merchants, creating a new sales channel and revenue stream for OpenAI [3][7] - Following the announcement, shares of Etsy and Shopify saw an uptick, with Shopify experiencing a 2.5% rise in after-hours trading, indicating market optimism for AI-driven commerce [3][7] Intellectual Property and Creative Industries - OpenAI's new Sora video generator will require copyright holders to opt out if they wish to prevent their copyrighted material from being used in generated videos, raising significant discussions around intellectual property rights in creative industries [4][7] Corporate Leadership Changes - CSX Corporation (CSX) appointed Steve Angel as its new President and CEO, effective September 28, 2025, amidst activist investor pressure, while maintaining its full-year volume growth expectations [5][7] U.S. Pharmaceutical Tariffs - The U.S. will impose 100% tariffs on imported branded and patented pharmaceutical products starting October 1, 2025, with exemptions for companies building manufacturing plants in America, potentially leading to higher drug prices and supply chain reconfigurations [6][7] France's Economic Challenges - France's debt-to-GDP ratio is projected to reach 116.0% in 2025 and 118.4% in 2026, with a budget deficit forecast at 5.6% of GDP for 2025, highlighting significant economic pressure and political instability [8][7]
X @The Wall Street Journal
The Wall Street Journal· 2025-09-29 19:29
Exclusive: OpenAI is planning to release a new version of its Sora video generator, which creates videos featuring copyrighted material unless copyright holders opt out of having their work appear https://t.co/iBEBaj94CA ...
X @Investopedia
Investopedia· 2025-06-10 19:00
ChatGPT is down, the large language model’s developer OpenAI confirmed Tuesday following reports that the chatbot and the Sora video generator have been hit by a worldwide outage. https://t.co/ASUu95wqQ8 ...