Treasuries May Alleviate Market Concerns About AI: Reasons and 5 Additional Insights for Today.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy DIS?
Source: Barron's
Investor Concerns: Investors are grappling with uncertainties related to artificial intelligence, U.S. interest rates, and geopolitical tensions, particularly between Washington and Tehran.
Shift in Asset Preference: As a result of these concerns, investors are now seeking protection in assets they previously avoided, indicating a shift in market sentiment.
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Analyst Views on DIS
Wall Street analysts forecast DIS stock price to rise
19 Analyst Rating
16 Buy
3 Hold
0 Sell
Strong Buy
Current: 105.440
Low
123.00
Averages
137.29
High
152.00
Current: 105.440
Low
123.00
Averages
137.29
High
152.00
About DIS
The Walt Disney Company is a diversified worldwide entertainment company. The Company's segments include Entertainment, Sports and Experiences. The Entertainment segment generally encompasses its non-sports focused global film and episodic content production and distribution activities. The lines of business within the Entertainment segment along with their business activities include Linear Networks, Direct-to-Consumer, and Content Sales/Licensing. The Sports segment encompasses its sports-focused global television and direct-to-consumer (DTC) video streaming content production and distribution activities. The lines of business within the Sports segment include ESPN and Star. The Experiences segment includes Parks and Experiences and Consumer Products. Parks and Experiences consists of Walt Disney World Resort in Florida, Disneyland Resort in California, Disney Cruise Line, and others. Consumer Products includes licensing of its trade names, characters, visual, literary and other IP.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- CBS Legal Block: On 'The Late Show,' host Stephen Colbert revealed that CBS lawyers informed him he could not air Talarico's interview or even mention the prohibition, indicating that Paramount may be reluctant to antagonize FCC Chair Brendan Carr, who has suggested revisiting rules that exempt talk shows from equal-time requirements for political candidates.
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See More
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- Legal Intervention: CBS lawyers informed Colbert that airing the interview could violate new FCC guidelines requiring adherence to the equal time provision, resulting in the show's inability to air as planned.
- Social Media Impact: Despite the interview not airing on television, the video garnered over 4.4 million views on YouTube, indicating significant public interest and support for Talarico, which could influence the outcome of the Texas Democratic primary.
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See More
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See More
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- Restaurant Tech Investment: The firm also boosted its stake in restaurant technology platform Toast by 4,618,077 shares, bringing its total to 8,015,277 shares, highlighting its belief in the digital transformation potential of the food service industry.
- Emerging Investments: In Q4, ValueAct established new positions in BlackRock and Liberty Live Holdings with 695,000 shares and 1,799,319 shares respectively, demonstrating a strategic pursuit of diversification in its portfolio.
- Reduction Strategy: Conversely, ValueAct reduced its stake in Disney by 1,314,000 shares, leaving it with 3,077,931 shares, reflecting a cautious outlook on the traditional media sector's future.
See More
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- Sports Viewership Surge: Nielsen's January report indicates an 82% monthly increase in ESPN viewership, primarily driven by the College Football Playoffs, significantly boosting cable sports channels and reinforcing ESPN's leadership in the sports broadcasting market.
- Cable News Growth: Cable news channels saw a 13% rise in viewership from December, with FOX News Channel and CNN experiencing gains of 17% and 29% respectively, highlighting the appeal of an active news cycle and enhancing the competitive positioning of these networks.
- Broadcast Performance Improvement: Broadcast viewership increased by 4.2% in January compared to December, with NFL games dominating the top 15 broadcasts, and ABC's drama series 'High Potential' further enhancing the audience base, showcasing the strong draw of sports and entertainment content.
- Streaming Dominance Continues: Despite the rise in traditional TV viewership, streaming still commands 47% of the market share, with Netflix's 'Stranger Things' contributing 15.4 billion viewing minutes, underscoring the importance and growth potential of streaming platforms in daily entertainment consumption.
See More
