Episode Details
Back to EpisodesDisney Brings Back the Magic, Activist Investor Pressures Mount, and Health Care's Outperformance 02/08/24
Published 2 years, 1 month ago
Description
Disney shares are rallying on strong earnings and upbeat guidance. UBS' John Hodulik explains. Plus, it's not just Disney facing pressure from activist investors. 13D Monitor's Kenneth Squire details the other companies impacted. And, the S&P 500's march to 5,000 is not only being powered by the Magnificent 7; it's also health care outperforming this week. Mizuho's Mara Goldstein discusses the sector.