$DIS Disney Tape Reports
Per Ticker.id: $DIS Disney Tape Reports — 167 podcast mentions across 19 podcasts (30 days), latest 2026-08-25 18:07 UTC.
I believe the economy will have a hard time growing without rate cuts, but I also believe that inflation is peaking, which could create a lot of opportunities because peak inflation is always good news for stocks. My evidence of peak inflation? Oil. I see it going down. Okay, now we've got the worldview pretty much free to examine anything we want. I got to pick sectors. I always start with tech. It's the biggest and In an environment where we have minimal growth with slowing inflation, tech usually works. Tech's got a couple issues right now. First, we know the great data center buildouts become politically toxic. I don't think that means the story's done. Once the election's over, maybe we go back to building them, but now it's tricky. Plus, Salesforce just reported a blowout quarter and a huge partnership with Anthropic's Claude. Good news for cloud software. More on that later. At the same time, NVIDIA reported a magnificent set of numbers and the stock's trading higher. 7% revenue growth. Tencent was for $45. Holy moly. We got both Marc Benioff, Salesforce.com CEO, and we got Jensen Huang tonight. This is a smoking hot show. But those stocks, here's the problem. They've already soared after hours. I don't want to buy something up here like you'd have to with those two. I say that's a daylight dollar short. So then you got to say, all right, well, what hasn't moved? Travel and leisure. Uh-uh. Look at that. Disney, Expedia, Booking Holdings, even my favorite Viking Holdings.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/26/26 · 2026-08-26Yeah, I mean, you gave me a lot of hints along the way, but isn't that amazing? Oh, so you know, this is the, this is the thing with, this is the thing with technicals and charts. I have a bias about every company I hear about, especially if it's a consumer-facing company. Like, in other words, I have no, I have no bias about let's say we're talking about Micron and Western Digital, 'cause I don't interact with their products. So those are easy for me. I just, it's charts only, right? I look at the earnings growth, I read the analyst comments, and then I look at the price. Those are easy to not have a bias. Walmart and Target, I mean, McDonald's, Coca-Cola, Anheuser-Busch, Disney, Netflix, Spotify, impossible not to have a bias, right? You have— you have got to use charts and technicals to tell you when your stupid bias is being laughed at by the people who are actually putting their own money on the line with trades. And so this is why I've— my— almost my entire career, I have just been like a chart and fundamentals person, not one or the other. Because what you saw in that Target chart when it started to outperform Walmart, you might have looked at the stock price and said, Target, what a piece of shit. Because that's how we all, we're all predisposed to make snap judgments. Do you know why that's the case? Not to belabor this, because it's survival. You see a group of people that look dangerous, you turn around and walk the other way. And you live on to pass your genes to the next generation. So these snap judgments that we make in one second where we decide this looks like it's safe to eat, this looks like it might kill me, that's necessary for human life. It works against you in investing. Humanity did not develop, um, its, its survival instincts alongside financial markets. We have 100,000 years of human evolution. We have 400 years of stocks back to Amsterdam, right? So we don't have these built-in mechanisms for no reason. It keeps us alive, right? But it doesn't help when we're thinking about stocks. Oh, I love this company. I hate this product. I like that CEO. What are you, an idiot? How could that possibly work?
Josh Brown — The Compound and Friends · Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight · 2026-08-25So I'm currently the, as you described, I am responsible for the digital product engineering for all things pharmacy systems that deal with real, with physical medications across CVS Health, which obviously is a super important thing for our patients and consumers. I also have responsibilities for a new endeavor that I mean, we may be talking later called Health 100, which is a separate subsidiary of CVS Health that is focused on consumer engagement, digital engagement. I've been here for about 3 years almost. And then before that, for about 3 years, this is where Beckers and I and Scott and I have met. I was the similar role, Chief Digital Information Officer at a a well-known hospital system in South Florida. So if you count the years I've joined, I've moved into healthcare in the middle of the pandemic in the fall of 2020. And I think it was one of your previous podcasts that we did together where basically somebody said you moved from Disney, which is the— I spent the 7 years before. To healthcare in the middle of a pandemic in the sense of what were you thinking? But that was exactly the right thing to do with all the needs for digital and now more than that with AI that healthcare has. So before that, Disney for about 7 years and before that American Express for 12 years and all focused on consumers, customers, members, patients, whatever, whatever you want to call them. So just in case you're wondering about this, you know, finance, you know, uh, entertainment, then healthcare, I, uh, I usually go where I believe the biggest, uh, opportunity for change and transformation is. And clearly healthcare, not, uh, CVS in particular, but clearly healthcare as an industry, as an ecosystem, probably could benefit from folks like myself coming from other industries with an intense focus on, on consumer experience. Whether I find these opportunities or they find me, that's still an open question. I love it.
Tony Ambrozie — Becker’s Healthcare Podcast · Tony Ambrozie on AI, Digital Health and the Future of Pharmacy · 2026-08-25Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis. Good afternoon! Today is Tuesday, August 25th, and I'm your host, Kim Kahn. Our top story so far: OpenAI's in-house inference chip, Jalapeño, which it created through a partnership with Broadcom, outperformed NVIDIA's Blackwell in some scenarios according to testing results from the company. OpenAI models also accelerated Jalapeño's development, OpenAI said in a post. Earlier generations helped the team design and bring up the chip, while our latest models are accelerating how we optimize and program it. The company tested the chips on InferenceX, a public benchmark from Semi Analysis that measures the entire process of completing an AI request. Jalapeño beats Blackwell on performance per watt across almost all scenarios without being tuned for any specific point in the curve, according to SemiAnalysis. It excels not only in low-latency scenarios but also in high-throughput scenarios. A more apples-to-apples comparison is against single-token prediction results. It knocks every competitor out of the water. However, SemiAnalysis acknowledged that the comparison with Blackwell is somewhat incomplete and unfair, as Jalapeño is really competing against NVIDIA's latest accelerator, Rubin, which uses HBM4. Blackwell uses HBM3e. Vera Rubin systems are starting to ship on customers right now, while it will still be a long time before OpenAI has anything beyond engineering samples of Jalapeño, Semi Analysis added. Among other stocks, Dick's Sporting Goods is plunging after missing estimates with its Q2 earnings report and setting a cautious full-year outlook. Chairman Ed Stack said conditions across portions of the athletic footwear and apparel marketplace became increasingly promotional, and we took action to remain competitively priced to protect and grow our leadership position. "This environment had a more significant impact on the Foot Locker business given its greater exposure to legacy footwear silhouettes and greater dependence on footwear launch and retro product," he said. Walt Disney is offering voluntary early retirement packages to eligible senior executives as the entertainment company steps up efforts to lower costs and reshape its workforce. The time-limited program is open to employees at the director level and above. The offer covers qualifying U.S.-based executives in Disney Entertainment, ESPN, and corporate functions. AMD is up after Raymond James boosted the stock to strong buy from outperform, pointing to Agentic AI as the principal new growth engine for the CPU market.
Kim Kahn — Wall Street Breakfast · OpenAI chip takes on Nvidia · 2026-08-25The Devil Wears Prada 2 is now streaming on Disney+ and Hulu. We are digital, we are downloadable, we are streamable. The fashion event of the year is certified fresh.
Mark Newton — Thoughtful Money with Adam Taggart · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat · 2026-08-25Get runway ready for The Devil The Wolf of Wall Street 2 on Disney+ and Hulu. Rated PG-13.
Mark Newton — Thoughtful Money with Adam Taggart · Fall Market Swoon, Followed By An End-Of-Year Boom? | Mark Newton, Fundstrat · 2026-08-25It's licensed, but nothing's, none of this is guaranteed. They shoot whole movies and then don't release 'em. Ask the cast of Batgirl. Like they, it's like me and this Paramount merger, you know that movie It Follows where that, yes. No matter where you go, it's coming for you. 'Cause, and then before that it was the CBS, Viacom, Comedy Central. Yeah. Yeah. Yeah. Yeah. So I can't escape it. I'm just a merger magnet, baby. I don't know what this means for CNN as a whole because I've also heard within this merger talk that there's kind of two scenarios. There was scenario one where CNN wasn't going to be part of it. Then Ellison came out and said, no, no, no, we want CNN and I want it to be run right. We promise to keep it neutral and we're not going to Fox 2.0. But then there's also a world where CNN still gets sold off somewhere else. I think that if we're And frankly, I think that's probably the inevitability of the network in terms of Time Warner, not just CNN, I'm talking Time Warner as a whole, being sold in some capacity. What the new regime wants, that becomes the thing that becomes odd. You know, I had a show, I had a sitcom on the hook over at HBO Max that was on the inside track to get a series pickup. And then the Showtime-Max merger thingamajiggy happened. They cleared the slate. I was at TBS when Michael Wright took over, I believe in 2013, I believe is when he came in. And when he came into the network, he essentially canceled everything but Conan O'Brien. And so having been a part of these different entities where I've been on a show, same with TBS, a show that did well and the show was very safe and the show was really loved. I don't know how much all of that really counts anymore. You know, you look at Wonder Man that was canceled by, I think, was it Disney Plus? Yeah, it's a Marvel show. And then they put out the viewing numbers 2 weeks later and it's like, these numbers clearly billions of hours. This show should have gotten another season. So, you know, I don't know.
Roy Wood Jr. — Pivot · Trump vs. Canada, Paramount Settlement Saga, and Melania's Return · 2026-08-25Yeah, but as— and we hear this with a lot of divorce situations, that there is this overcompensating Disney mom, um, of it. And I get why you want your kids to have great experiences and a great—
Rachel Cruze — The Ramsey Show · Behavior Matters More Than Math · 2026-08-25