DIS

Disney is expanding its international streaming service by producing local originals, aiming to reduce subscriber churn and boost profitability. The move positions it as a challenger to Netflix and Amazon in global markets.

Walt Disney (DIS) owns theme parks and streaming services. The stock costs 21.8 times its earnings of the past year. The S&P 500 is at 22.6 times. So you pay less than the market for these businesses. That case only pays off if two things are both true. Disney's latest earnings call gave a reason to doubt the first. What did management say about ad prices.

Comcast (CMCSA) trades near $22, about 29% below its 52-week high, and the market has not been falling with it. The S&P 500 returned close to 18% over the past year, while Comcast lost about 21%. The company is in the middle of a broadband pivot that it says is holding its own results down. So the question is not how hard Comcast drops in a crisis. It is how long it stays down.

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

The merger between Paramount and Warner Bros. has cleared a regulatory hurdle, allowing the combined company to proceed. Investors should note the implications of this regulatory approval.

Disney has appointed Karandeep Anand as its first Chief Technology Officer, bringing experience from Character.AI. The appointment is part of a broader leadership reshuffle in Disney’s streaming and content divisions.

Paramount and Warner Bros. saw their stock rise after settling an antitrust lawsuit that could have blocked their merger. The settlement cleared a key regulatory obstacle for the deal.

Disney’s stock is described as cheaper than it has been in a long time, suggesting a potential buying opportunity this season.