EPISODE · Nov 14, 2024 · 6 MIN
Disney makes a splash with guidance
from Wall Street Breakfast · host Seeking Alpha
Buyers impressed with DIS numbers for '25 and '26. (0:16) Annual PPI numbers come in a little hot. (3:40) Tilman Fertitta expected to go activist with WYNN. (5:30)Show NotesLong Magnificent 7 still considered most crowded tradeASML Holding confirms long-term targets amid AI-fueled chip boomEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
What this episode covers
Buyers impressed with DIS numbers for '25 and '26. (0:16) Annual PPI numbers come in a little hot. (3:40) Tilman Fertitta expected to go activist with WYNN. (5:30)Show NotesLong Magnificent 7 still considered most crowded tradeASML Holding confirms long-term targets amid AI-fueled chip boomEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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Disney makes a splash with guidance
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