Disney makes a splash with guidance
Update: 2024-11-14
Description
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 Notes
Long Magnificent 7 still considered most crowded trade
ASML Holding confirms long-term targets amid AI-fueled chip boom
Episode 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.
Show Notes
Long Magnificent 7 still considered most crowded trade
ASML Holding confirms long-term targets amid AI-fueled chip boom
Episode 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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