Disney delivered pretty good numbers (in the flash news), but not good enough to outperform Netflix. In recent years Netflix has grown tremendously and $DIS isn't able to grow at the same pace. I sold $DIS shares some time ago and if I didn't already have so many positions, I'd almost certainly buy $NFLX now.
I think it's hard to compare. Disney isn't all-in on producing films, series and documentaries. It also has parks, cruise ships and many other businesses where Disney has unevenly better years alternating with weaker ones (not to mention costs, the pandemic that reduced attendance in its entertainment segment, rising prices, etc.). On the other hand we have the content king, which aggressively improves monetization, content and advertising — Netflix. If you focus purely on streaming, Netflix led, leads, and will probably continue to lead.
Today's sharp sell-off in the shares of $SAP is the most pronounced in more than five years and shows how quickly sentiment toward traditional software giants can change. SAP shares fell more than 15% in a single day, marking the deepest one-day drop since 2020, and during the session the stock broke levels not seen since mid-2024. This slide comes despite relatively solid... Zobrazit více
Has anyone already set a buy order for $INTC? After the results were released—specifically the weaker outlook—the share price fell about 11% in after-hours trading 🔴
The S&P 500 index, which reacted positively to the rate cut yesterday in the first hours, pulled back overnight and in the morning and was even more than 0.8% in the red today.
However, once retail was let into the market (from 15:30) sentiment immediately reversed.
Nice turnaround, but I would still remain cautious. The impact of retail on intraday sentiment is visible, but the long-term trend will be driven mainly by inflation data, the labor market and further Fed commentary after yesterday’s rate cut. S&P 500 is indeed close to an ATH, but December seasonality alone guarantees nothing. If macro data remain stable, a Santa Rally could indeed arrive, but for now it’s only an initial sign, not a confirmed trend.
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I think it's hard to compare. Disney isn't all-in on producing films, series and documentaries. It also has parks, cruise ships and many other businesses where Disney has unevenly better years alternating with weaker ones (not to mention costs, the pandemic that reduced attendance in its entertainment segment, rising prices, etc.). On the other hand we have the content king, which aggressively improves monetization, content and advertising — Netflix. If you focus purely on streaming, Netflix led, leads, and will probably continue to lead.