Episode Details
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Disney makes a splash with guidance
Published 1 year, 3 months ago
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
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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.