Burbank, California-based The Walt Disney Company (DIS) operates as an entertainment company worldwide. Valued at $180.1 billion by market cap, the company's businesses include, media networks, parks and resorts, studio entertainment, consumer products, and interactive media. Companies worth $10 billion or more are generally described as “large-cap stocks,” and DIS definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the entertainment industry. Disney’s edge comes from its unmatched IP - Mickey, Star Wars, Marvel, Pixar - that fuels content across movies, streaming, parks, and merchandise. Vertical integration gives it control over creation to distribution, cutting costs and protecting quality. With global reach, heavy investment in data and AI for personalization, and a strong track record of attracting top creative talent, Disney keeps leveraging its brands across platforms to drive revenue and customer loyalty. Despite its notable strength, DIS slipped 16.8% from its 52-week high of $124.69, achieved on Jun. 30, 2025. Over the past three months, DIS stock declined 2.3%, underperforming the Nasdaq Composite’s ($NASX) 18.8% gains during the same time frame. Shares of DIS fell 8.9% on a YTD basis and dipped 7.1% over the past 52 weeks, underperforming NASX’s YTD 15.8% gains and 40.9% returns over the last year. To confirm the bearish trend, DIS has been trading below its 200-day moving average since late January, with slight fluctuations. However, the stock is trading above its 50-day moving average since mid-April, with minor fluctuations. Disney’s underperformance reflects intensifying competition for attention from gaming, social media, and big tech like YouTube, TikTok, Roblox Corporation (RBLX), Fortnite, Amazon.com, Inc. (AMZN), and Apple Inc. (AAPL). While ESPN remains a key growth driver through recurring engagement and premium ads, Disney’s reliance on blockbuster franch...

With markets near record highs, driven by demand for artificial intelligence, it certainly seems that investors are betting big on AI growth. On this episode of the Odd Lots podcast, Gita Gopinath — Harvard economics professor and the former first deputy managing director of the IMF — joins Joe Weisenthal and Tracy Alloway to discuss the possibility of a perfectly productive world driven by AI, free of social unrest. (Source: Bloomberg)

While Micron Technology (NASDAQ: MU) has had an extraordinary gain of over 850% in the last 12 months, Tungsten has soared from roughly $380/MT to a sky high $3,180/MT in 18 months – an 800%+ gain that got little coverage and has stayed under the radar except within the mining industry. This bull run parallels ... Tungsten is Up As Much As Micron Right Now, Is It The Next Silver Supercycle Trade?

Tungsten is Up As Much As Micron Right Now, Is It The Next Silver Supercycle Trade? 24/7 Wall St.

Roman Tiraspolsky A group of investors sued Jefferies Financial Group ( JEF ) over bond purchases made by the company's 352 Capital fund in a water vending machine company that federal prosecutors have claimed is a scam, according to a media report. The complaint was filed in a New York state court, Bloomberg News reported. 352 Capital is part of Jefferies' ( JEF ) asset management arm, Leucadia Asset Management. The complaint alleges that the fund invested millions of dollars into bonds issued by Water Station Management, which the government and Jefferies have alleged was a fraud, the article said. The investor class action suit alleges that Leucadia approved the bond purchases even though it knew the underlying collateral didn't exist and was aware of portfolio manager Jordan Chirico's personal investment in the water machine business. Jefferies ( JEF ), itself, is suing Chirico, a former 352 portfolio manager. He was charged with fraud by federal prosecutors in New York in August 2025. His lawyer told Bloomberg that Chirico is a “victim” of the alleged fraud. Ryan Wear, the owner of the Water Station business, was also charged with fraud. Both pleaded not guilty. Another investor, Indiana Public Retirement System, had previously sued Jefferies ( JEF ) and Leucadia over losses from Water Station, Bloomberg said. More on Jefferies Financial Group Jefferies: Wall Street Booms, But Private Credit Woes Weigh Jefferies: Credit Concerns Overshadow Discounted Valuation Jefferies hires former CFTC head known as 'crypto dad' Jefferies prices $1.1B senior notes offering Seeking Alpha’s Quant Rating on Jefferies Financial Group

格隆汇5月29日｜据央视，伊朗最高领袖军事顾问穆赫辛·雷扎伊当地时间5月29日在接受采访时表示，伊朗将迫使美国结束海上封锁；可以通过谈判，如果对方抵抗，则通过直接行动。他还表示，尽管面临压力，伊朗经济的未来是光明和充满希望的。

格隆汇5月29日｜最新消息显示，私募巨头阿波罗全球管理（Apollo Global Management）与黑石集团正在为一项规模约360亿美元的债务融资交易引入更多投资者，以帮助Anthropic构建其人工智能基础设施。知情人士透露，这笔债务融资将用于购买谷歌定制的TPU（张量处理单元）芯片，随后由Anthropic进行租赁使用。协助谷歌开发该芯片的博通，将为这笔交易的大部分款项提供担保。此举有望成为史上规模最大的私募信贷交易之一，同时也可能是迄今最大的一笔芯片融资债务交易。该方案旨在借助博通的信用资质，为Anthropic提供算力支持。

The loud online hate aimed at two pop stars with polar-opposite styles suggests a shrinking realm of acceptability in which women can exist. That is, you suspect, the point For an eye-catching spring/summer 2026 look, why not try one of the infinitely fun ways you can dress up misogyny? There’s buttoned-up faux concern. The haughty pince-nez of high dudgeon. The splashy feather boa of outrage. If you’re really bold, why not the full birthday suit of naked disgust? There are far more acceptable options, apparently, than there are for actually dressing as a famous female pop star in 2026. Between the parallel uproar over extremely different outfits worn recently by CMAT and by Olivia Rodrigo, it almost seems as though there are in fact no options at all for how a woman should look in public. Funny, that. Yesterday, the Irish and American musicians each commented on recent backlash over their appearances that came from the scummy bottom of the internet. On Sunday, CMAT performed at BBC Radio 1’s Big Weekend in Sunderland. When the BBC posted clips of her performance on Instagram, comments about her body were so vile that the broadcaster had to disable them; tellingly, clips from the same festival featuring smaller-bodied female performers still have comments enabled. “It’s been very hard to try and describe how difficult the last few days since the bbcr1 big weekend have been,” CMAT posted, saying the commentary caused her “ deep sadness ”. Continue reading...

格隆汇5月29日｜道达尔能源CEO Patrick Pouyanne称，石油市场失衡问题可能会因为库存需求而持续至2027年。

This article first appeared on GuruFocus. TikTok's music strategy is becoming a sharper investor signal for ByteDance's broader platform ambitions, as the company appears to be pulling back from traditional label-facing relationships while moving deeper into direct artist services, music distribution and advertising-related music licensing. The shift follows a major restructuring late last year that cut many industry-facing roles across TikTok's music division, along with the end of its Billboard Top 50 partnership and the shutdown of TikTok Music, even as the platform continues to license music from major record labels. The bigger issue is control. TikTok is developing SoundOn, its own music distribution arm, while also building its commercial music library for ads, two initiatives that could possibly give the company more influence over how music moves through its ecosystem. The change also comes after TikTok's music business was left outside the national security deal that moved key parts of its US operations under American control, meaning Beijing-based ByteDance still owns and operates the music arm. People familiar with the company's strategy said ByteDance has historically viewed music more as a cost center than an asset tied to TikTok's cultural credibility, while TikTok is increasingly trying to work more directly with artists when possible. For investors, the story is not that TikTok is walking away from music. It is that TikTok may be trying to reshape the economics around music on its own terms. The company has still launched a partnership with Apple (NASDAQ:AAPL) that lets Apple Music subscribers listen to full-length tracks inside TikTok, announced TikTok Radio with iHeartMedia (NASDAQ:IHRT), said its Add to Music App feature has helped users save billions of tracks to streaming services, and recently reached a new licensing agreement with Universal Music Group (UMGMF). But the industry tension remains important: labels have fewer relationships inside ...

This article first appeared on GuruFocus. Advanced Micro Devices (AMD, Financials) is taking a quieter approach in China than Nvidia, but that does not mean the market is any less important. CEO Lisa Su visited China last week with far less public attention than Nvidia's Jensen Huang, who drew crowds during his recent trip to Beijing. Su met customers, attended an AMD developer event and held talks with Chinese Vice Premier He Lifeng. The contrast matters. China remains one of the world's most important AI hardware markets, but it is also one of the most politically sensitive. U.S. export controls have sharply limited Nvidia's ability to sell its most advanced chips there. AMD still has a smaller presence, with about 4% of China's AI chip market, according to IDC. But it has more ways to reach customers through CPUs, consumer GPUs, AI chipsets and programmable chips. Su said China accounts for about 20% of AMD's revenue and remains important across PCs, gaming and some data center products. AMD is also promoting ROCm, its open-source software platform, as Chinese developers look for alternatives to Nvidia's CUDA ecosystem. Still, the opening is not easy. AMD's software tools are less mature than Nvidia's, and export rules also limit what it can sell.

Advanced Micro Devices (AMD, Financials) is taking a quieter approach in China than Nvidia, but that does not mean the market is any less important. CEO Lisa Su visited China last week with far less public attention than Nvidia's Jensen Huang, who drew crowds during his recent trip to Beijing. Su met customers, attended an AMD developer event and held talks with Chinese Vice Premier He Lifeng. The contrast matters. China remains one of the world's most important AI hardware markets, but it is also one of the most politically sensitive. U.S. export controls have sharply limited Nvidia's ability to sell its most advanced chips there. AMD still has a smaller presence, with about 4% of China's AI chip market, according to IDC. But it has more ways to reach customers through CPUs, consumer GPUs, AI chipsets and programmable chips. Su said China accounts for about 20% of AMD's revenue and remains important across PCs, gaming and some data center products. AMD is also promoting ROCm, its open-source software platform, as Chinese developers look for alternatives to Nvidia's CUDA ecosystem. Still, the opening is not easy. AMD's software tools are less mature than Nvidia's, and export rules also limit what it can sell.

This article first appeared on GuruFocus. Tesla Inc. (TSLA, Financials) is still in the early innings of its robotaxi push in Texas, with state data showing its authorized fleet is much smaller than Waymo's. Tesla has 42 authorized robotaxis in Texas, according to a database on the state Department of Motor Vehicles website. Waymo's fleet is more than 10 times larger, giving the Alphabet-backed company a clear scale advantage in one of the most closely watched autonomous driving markets. For investors, the numbers put Tesla's robotaxi ambitions into sharper focus. The company has talked for years about self-driving technology becoming a major long-term business, but the current fleet size shows that scaling the service remains a gradual process. That does not mean Tesla is out of the race. The company has a large vehicle base, strong software focus and loyal investor following. Still, robotaxi deployment is about more than ambition. It requires regulatory clearance, safety performance, operational reliability and public trust. Waymo's larger footprint suggests it currently has the lead in Texas deployment. Tesla's next challenge is turning its technology roadmap into a larger commercial fleet.

This article first appeared on GuruFocus. Alphabet (GOOGL, Financials) is facing fresh scrutiny in India after a court ruled that Google infringed a company's trademark rights by allowing rivals to use its brand name as an advertising keyword. The Delhi High Court ordered Google to pay $31,600 in damages to bathroom fittings maker Hindware. The court said Google allowed competing companies to bid on Hindware as a keyword to target their own ads. The ruling has drawn attention from Indian entrepreneurs and brand owners, who say it could give businesses a clearer path to challenge keyword advertising practices. For Google, the case matters because search advertising is built around keyword bidding. If more companies challenge the use of trademarks in ads, Google could face added legal risk in one of its most important markets. Some Indian business leaders said the ruling could change the economics of online advertising because brands often pay to defend their own names against rivals. Google has not commented on the ruling.

A Nationwide customer seeking election to the building society’s board has criticised the lender for “unfair” treatment and undermining democratic governance after it said it would tell members to vote against him. James Sherwin-Smith said Nationwide had tilted the field against him after it confirmed it would give members a default “quick vote” option that included a vote against his candidacy at the annual meeting in July. Nationwide, Britain’s largest building society, is mutually owned by its member-customers. The last member to sit on Nationwide’s board retired in 2002, but Sherwin-Smith has mounted a campaign to change that, arguing it would help improve accountability at the lender amid concerns members did not have enough say. View image in fullscreen James Sherwin-Smith. Photograph: James4Nationwide However, Nationwide’s chair, Kevin Parry, said in a statement on Thursday that “his election would not be in the best interests of the society” as Sherwin-Smith did not have the necessary experience. Nationwide has 17 million members and more than £377bn in assets. Sherwin-Smith said: “They have skewed this massively against me and they’ve also attacked me on my suitability for the board.” The quick vote option is presented to all Nationwide members as an easy way to go along with the board’s recommendations. Last year, 87% of about 670,000 votes cast used the quick-vote system, meaning Sherwin-Smith will face an uphill battle to inform members of the choice on offer. He said the move to make a vote against him the default was a “dangerous precedent for mutuals and democratic governance”. The Labour MP Navendu Mishra last week criticised “emerging governance issues” across the building society sector. Nationwide has also blocked Sherwin-Smith from making changes to election materials to try to inform members they should not use the quick vote if they wish him to join the board, he said. Sherwin-Smith also sought to rebut Nationwide’s criticisms that he did not h...

This article first appeared on GuruFocus. Tesla (NASDAQ:TSLA) has a much smaller robotaxi footprint in Texas than Waymo, according to state vehicle records and recent reporting. Tesla had 42 authorized robotaxis in the state, while Waymo had 577, putting Tesla at less than one-tenth of Waymo's size on a simple count basis. Avride, owned by Nebius (NASDAQ:NBIS), had 317 authorized vehicles, Nuro had 47 and Amazon's (AMZN) Zoox had 35, the records showed. The records became public as a new Texas law tightened oversight of commercial self-driving vehicles. The Texas Department of Motor Vehicles says the authorization rules became enforceable on May 28, after the state adopted new automated-vehicle regulations. Tesla started its Texas robotaxi pilot in Austin in June 2025, while Waymo launched in the state through a partnership with Uber (NYSE:UBER) last March, according to the source text. Tesla's service is still limited to parts of Austin, Dallas and Houston, while Waymo operates in Austin, Dallas, Houston and San Antonio.

Summer is considered peak season for the cruise line industry. Families typically have a summer break from school. The warm ocean waters are that much more inviting. Carnival Corp. (CCL +0.36%) knows all about the waves. Nearly a third of its annual revenue and most of its fiscal 2025 profit were generated in the fiscal third quarter, which starts again next week. Carnival stock has risen 21% over the past year, outpacing its two closest publicly traded rivals. This isn't a regatta, but bragging rights are cool. I think things can get better for Carnival from here. Let's go over three reasons to consider going on this Carnival ride. 1. It's an earnings sensation June is usually a quiet time for financial updates, but with its fiscal second quarter ending this week, Carnival will announce its latest results in late June. Carnival's stock has risen enough to attract attention, but not enough to fear a sell-off even if results are decent. If recent history is any indication, the fresh numbers should be decent. Expectations are low. Analysts see revenue rising 6% while earnings growth remains flat. The $0.34-a-share profit that Carnival is expected to deliver in four weeks is just below the $0.35 a share it served up a year earlier. Rising fuel and food costs should weigh on margins, but Carnival has an ace up its sleeve. It has consistently trounced quarterly bottom-line expectations for almost three years. Period EPS Estimate Actual EPS Surprise Fiscal Q3 2023 $0.75 $0.86 15% Fiscal Q4 2023 ($0.13) ($0.07) 46% Fiscal Q1 2024 ($0.18) ($0.14) 22% Fiscal Q2 2024 ($0.02) $0.11 650% Fiscal Q3 2024 $1.15 $1.27 10% Fiscal Q4 2024 $0.07 $0.14 94% Fiscal Q1 2025 $0.02 $0.13 485% Fiscal Q2 2025 $0.35 $0.24 46% Fiscal Q3 2025 $1.32 $1.43 9% Fiscal Q4 2025 $0.25 $0.34 39% Fiscal Q1 2026 $0.18 $0.20 9% Data source: Yahoo! Finance. EPS = earnings per share ( adjusted ). This isn't just a streak of 11 straight positive earnings surprises. The beats have come in at least 9% above Wal...

The European Union’s six largest economies have agreed on a plan to implement a bloc-wide capital markets union, reaching a collective stance they say will help spur the continent to action after years of delay. The pact came following a Thursday meeting of finance ministers from Germany, France, Italy, Spain, the Netherlands and Poland — also known as the E6 or 6MS. The group’s agreement includes proposals for how Europe should create more financing for local companies, help people invest across the continent and consolidate financial oversight. “Our agreement demonstrates that the six strongest EU economies are acting in concert to make Europe more sovereign and stronger,” German Finance Minister Lars Klingbeil said in a statement. Deepening the capital markets and savings union is seen as one of the bloc’s most important tools to keep up with larger financial markets like the US. Yet finance ministers have been working on the project for more than a decade without making meaningful progress. “The Capital Markets Union is a game-changer for securing increased investment in Europe,” Klingbeil said. “The fact that the EU’s six largest economies are prepared to set aside national self-interest and move forward together sends a vital signal to the entire European Union.” Concretely, the six finance ministers agreed on the need to make investment funds more available across Europe, increase transparency of equity markets and create more centralized oversight of the expanding crypto market. The agreement is seen as an important step toward a compromise among all 27 EU member states. The group’s work will feed into ongoing discussions over an existing EU proposal to merge capital markets and consolidate oversight, known as the Market Integration and Supervision Package, or MISP. Germany wants an EU-wide deal on the capital markets plan by the year’s end.

格隆汇5月29日｜今日，上海果纳半导体技术股份有限公司(简称：果纳半导体)向港交所主板提交上市申请书，国泰君安国际为其独家保荐人。 果纳半导体是一家中国领先的智能半导体传输系统本土提供商，也是国内唯一能够提供规模化全流程智能半导体传输系统的本土企业。公司遵循中国促进半导体设备国产化替代的国家产业政策，采用一体化经营模式，专注于为半导体前道设备制造商及晶圆厂研发、制造及销售晶圆传输设备(包括设备前端晶圆传输模块(EFEM)、晶圆分选机(Sorter)及相关零部件)及自动物料搬运系统(AMHS)。 根据弗若斯特沙利文的资料，按收入计，该公司在中国2025年智能半导体传输系统市场及晶圆传输设备市场均位列国内企业第二，市场份额分别为2.7%及6.3%。按收入计，该公司亦在中国2025年12英寸晶圆制造领域晶圆传输设备市场位居国内企业首位，市场份额为7.8%。

Former U.S. Attorney General Pam Bondi (C) arrives to testify at a closed-door interview with the House Oversight Committee on Capitol Hill on May 29, 2026 in Washington, DC. Andrew Harnik | Getty Images Former Attorney General Pam Bondi on Friday defended the Department of Justice's handling of the release of files about notorious sex offender Jeffrey Epstein in her opening statement to a House panel. Bondi is being interviewed by the House Oversight and Government Reform Committee. This is breaking news. Please refresh for updates. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

Every retirement portfolio in America seems to have one stock in common right now: NVIDIA (NASDAQ:NVDA), the AI hardware giant that just printed $81.6 billion in quarterly revenue and 85.23% year-over-year growth. The Most Crowded Trade on Wall Street NVIDIA is a great company. That is a separate question from whether it is a great ... Forget Nvidia! This Under-the-Radar Supercharged Growth Stock is a Much Smarter Buy for 2026

Richard Drury As the month of May comes to an end, b elow is a list of the top 10 communication services stocks ranked by their past one-month price performance. The list includes market capitalization data and Quant ratings for each stock within the communication services sector. The list is topped by AST SpaceMobile, Inc. ( ASTS ), with an impressive one-month performance of 85.16%. Iridium Communications Inc. ( IRDM ), Rumble Inc. ( RUM ), and StubHub Holdings, Inc. ( STUB ) round out the top four performers, each posting gains above 30%. While many stocks on the list carry Hold ratings, several have earned more favorable assessments. Sirius XM Holdings Inc. ( SIRI ) and Reddit, Inc. ( RDDT ) have both received Buy ratings, with RDDT earning a Quant Rating of 4.37. Warner Music Group Corp. ( WMG ) stands out with a Strong Buy Quant Rating of 4.52, despite ranking tenth in terms of monthly performance. Here is the list: AST SpaceMobile, Inc. ( ASTS ), 1 month performance percentage: 85.16% Iridium Communications Inc. ( IRDM ), 1 month performance percentage: 37.24% Rumble Inc. ( RUM ), 1 month performance percentage: 34.95% StubHub Holdings, Inc. ( STUB ), 1 month performance percentage: 31.19% Lumen Technologies, Inc. ( LUMN ), 1 month performance percentage: 22.71% Roku, Inc. ( ROKU ), 1 month performance percentage: 16.75% Lionsgate Studios Corp. ( LION ), 1 month performance percentage: 16.69% Sirius XM Holdings Inc. ( SIRI ), 1 month performance percentage: 13.75% Reddit, Inc. ( RDDT ), 1 month performance percentage: 13.36% Warner Music Group Corp. ( WMG ), 1 month performance percentage: 13.31% Communication Services ETFs: ( XLC ), ( VOX ), ( IYZ ), ( RSPC ), and ( XTL ) More on Communication Services stocks The Higher They Climb: 3 Non-Chip ETFs Exposed To An AI Stock Meltdown A Subtle Change Took Place For The Capex Story XTL: Amazon For Globalstar Is Just The Latest Catalyst Telecoms have better reception than the S&P 500 Only two sectors are driving the...

Lean hog futures closed with most contracts steady to 90 cents in the green and June down 62 cents. USDA’s national base hog price was reported at $93.64 on Thursday afternoon, down $1 from the day prior. The CME Lean Hog Index was down 12 cents on May 26 at $90.58. USDA’s pork carcass cutout value from the Thursday PM report was up 76 cents at $99.11 per cwt. The rib and belly primals were the only reported lower. USDA estimated federally inspected hog slaughter for Thursday at 476,000 head, with the weekly total at 1.413 million head. That is down 24,837 head from the same holiday week last year. Don’t Miss a Day: Jun 26 Hogs are at $96.975, down $0.625, Jul 26 Hogs are at $102.125, unch, Aug 26 Hogs are at $100.925, up $0.075, More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.