Lutz Muller, Author at Seeking Alpha, discusses analysts' reason for Disney buying assets of 21st Century Fox versus what he believes to be the real reason behind the decision.
Lutz discusses the structural problems in Disney's TV, cinema, and licensing income. He also says issues with theater attendance and cable subscriptions are the biggest reasons for Disney making the deal.
We dig into Disney's control of Hulu with its purchase of Fox assets and what that means for streaming competitors like Netflix and Amazon.
Amanda Chu of POLITICO reveals how lawmakers are betting millions on pharma stocks even as Trump threatens tariffs and demands steep drug price cuts. Watch!
Hayley Berg, Hopper’s lead economist, previews soaring summer 2025 travel: record international flights, cheaper fares for Europe & Asia, plus booking hacks.
NerdWallet Senior Economist Liz Renter shares what she's tracking in economic data, with a focus on U.S. household debt and rising credit card balances. Watch!
At some 940-pages, the legislation is a sprawling collection of tax breaks, spending cuts and other Republican priorities, including new money for national defense and deportations.
Chris Versace, CIO at Tematica Research, joins to discuss earnings season trends, Flash PMI signals, Walmart’s strategy updates, and Nike’s evolving outlook.
Andrew Nusca, Editorial Director at Fortune, dives into WhatsApp’s first-ever ads rollout —and how Meta’s ad push intensifies its showdown with OpenAI.
