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Market Greed Is Back: Oil and the Hormuz Strait Didn’t Get the Memo.
24/7 Wall St.104d agoneutral
Market Greed Is Back: Oil and the Hormuz Strait Didn’t Get the Memo.

The CBOE Volatility Index (CBOE:VIX) is up 2.2% today to hover just above 17, snapping back from Friday’s close as renewed Middle East tensions and crude price spikes reintroduce risk premium into options markets. The bounce comes one trading session after the S&P 500 set a fresh all-time high of 7,230, capping the index’s best ... Market Greed Is Back: Oil and the Hormuz Strait Didn’t Get the Memo.

How Avatar Lawsuit And New Disney Tie-ins At Walt Disney (DIS) Has Changed Its Investment Story
Simply Wall St.104d agobearish
How Avatar Lawsuit And New Disney Tie-ins At Walt Disney (DIS) Has Changed Its Investment Story

In April 2026, former 3-D animator Eric Ryder filed an amended US copyright lawsuit against James Cameron, Lightstorm Entertainment, and several Walt Disney subsidiaries, alleging extensive unauthorized use of his KRZ story across the entire Avatar franchise and seeking more than US$1.00 billion in damages plus injunctive relief. Separately, WK Kellogg Co announced the return of cereal-box toys through a tie-up with The Walt Disney Studios for Toy Story 5, underscoring how Disney’s...

Jobs, Earnings, and Iran War Will Weigh on Markets Ahead of Fed Change
Barrons.com104d agoneutral
Jobs, Earnings, and Iran War Will Weigh on Markets Ahead of Fed Change

Cue the violins, because after Jerome Powell’s swan song Fed rate meeting, it’s his final two weeks in the hot seat. Powell’s term as Chairman of the Federal Reserve ends on May 15, with Kevin Warsh’s Senate vote to confirm him as successor taking place as early as May 11. While Powell is set to bow out in charge of the Fed, he has said he would stay on as a governor.

DEI Programs Are Dwindling But the Trump Administration Isn't Done
Bloomberg104d agoneutral
DEI Programs Are Dwindling But the Trump Administration Isn't Done

(Bloomberg) -- After a remarkably successful effort to extinguish diversity, equity and inclusion programs at US employers, federal officials are stepping up their push against corporate America’s remaining DEI initiatives.Most Read from BloombergBeijing Tells China Firms to Ignore US Sanctions on RefinersSupertanker Appears to Have Crossed the Strait of HormuzFormer NYC Mayor Giuliani in Critical Condition, Trump SaysWorld’s Largest Container Carrier Plans Route Avoiding HormuzPhilippines Says

How The Investment Story For Walt Disney (DIS) Is Shifting With Recent Valuation Resets
Simply Wall St.104d agoneutral
How The Investment Story For Walt Disney (DIS) Is Shifting With Recent Valuation Resets

Disney's latest fair value estimate has been nudged from US$128.42 to US$128.25 per share, a trim of about US$0.17 that reflects recent price target resets across the analyst community. Those adjustments line up with a mix of modest target cuts and at least one rating upgrade, as analysts weigh a solid start to the fiscal year against existing execution and macro risks. Read on to see how to keep track of this evolving narrative and what it might mean for your own view on Disney. Stay updated...

Nostalgia Powers Big Debut for ‘The Devil Wears Prada 2’
The Wall Street Journal104d agoneutral
Nostalgia Powers Big Debut for ‘The Devil Wears Prada 2’

“The Devil Wears Prada 2” opened to an estimated $233.6 million worldwide this weekend, driven largely by women eager to rejoin Meryl Streep and Anne Hathaway in the world of fashion journalism 20 years after the original movie. The film from Disney’s 20th Century Studios is the latest in a string of box office hits powered by pop-culture nostalgia among millennial and Gen X audiences, after the Michael Jackson biopic “Michael” and “The Super Mario Galaxy Movie” did huge business. “Nostalgia is a critical driver for people right now in how they consume entertainment,” said Martha Morrison, head of marketing for Disney Entertainment Studios.

Jobs, Earnings and Other Key Things to Watch this Week
Barchart104d agoneutral
Jobs, Earnings and Other Key Things to Watch this Week

Markets enter a big week following last week's Federal Reserve meeting and mega-cap technology earnings convergence, with focus now shifting to Friday's April jobs report at 8:30am that will provide insights into labor market health amid geopolitical uncertainties and energy-driven economic pressures.

Concentration Risk High as Top Two Stocks Steer U.S. Communication Services ETF Performance
24/7 Wall St.106d agoneutral
Concentration Risk High as Top Two Stocks Steer U.S. Communication Services ETF Performance

The communication services sector is a concentration bet dressed up as diversification. After the 2018 GICS reshuffle pulled Meta, Alphabet, Netflix, and Disney out of technology and consumer discretionary, the sector became dominated by a handful of mega-cap platforms sitting alongside legacy telecom and traditional media. Anyone buying a passive sector fund here is mostly ... Concentration Risk High as Top Two Stocks Steer U.S. Communication Services ETF Performance

InterDigital (IDCC) Is Down 21.2% After Licensing‑Driven Earnings Beat And Guidance Reaffirmation Has The Bull Case Changed?
Simply Wall St.106d agobullish
InterDigital (IDCC) Is Down 21.2% After Licensing‑Driven Earnings Beat And Guidance Reaffirmation Has The Bull Case Changed?

In late April 2026, InterDigital reported first‑quarter revenue of US$205.42 million and net income of US$75.33 million, with GAAP diluted EPS of US$2.14, alongside six new licensing agreements and renewed deals with major manufacturers such as Xiaomi, LG, and Sony. Management also highlighted record smartphone annualized recurring revenue covering roughly 85% of the global market and reaffirmed full‑year 2026 guidance, underpinned by ongoing patent enforcement successes including...

Review & Preview: All Good Now
Barrons.com106d agoneutral
Review & Preview: All Good Now

REVIEW PREVIEW NEWSLETTER A Software Revival. For long stretches of the last decade, tech stocks drove much of the market’s gains. The AI boom supercharged that trend, until it didn’t. Early in 2026, in fact, tech was the market’s kryptonite, with once-hot software companies largely to blame for the trouble.

AMD earnings, Fed commentary, April jobs report: What to Watch
Yahoo Finance Video106d agoneutralVIDEO
AMD earnings, Fed commentary, April jobs report: What to Watch

Asking for a Trend Host Josh Lipton previews several of the biggest stories to come throughout next week,  including earnings results out from companies like Advanced Micro Devices (AMD), Paramount Skydance (PSKY), Disney (DIS), Novo Nordisk (NVO), Pfizer (PFE), Warner Bros. Discovery (WBD), McDonald's (MCD), and Coinbase (COIN); a wave of fresh commentary from top Federal Reserve officials; and April's jobs reports due out next Friday. May 8.

‘Never Go Into Debt for Disney,’ George Kamel Warns
24/7 Wall St.107d agoneutral
‘Never Go Into Debt for Disney,’ George Kamel Warns

On a recent Smart Money Happy Hour episode titled “Ritzy vs. Regular: Reacting to Social Events in Every Class,” co-host George Kamel laid down a one-line rule for bachelorette weekends, destination weddings and family Disney trips: “Never go into debt for any of these experiences.” The line landed because of the anecdote that followed. Kamel ... ‘Never Go Into Debt for Disney,’ George Kamel Warns

InterDigital Licensing Wins With Xiaomi Disney And Tencent Reshape Cash Flows
Simply Wall St.107d agobullish
InterDigital Licensing Wins With Xiaomi Disney And Tencent Reshape Cash Flows

InterDigital (NasdaqGS:IDCC) renewed a major patent license agreement with smartphone maker Xiaomi, securing continued access to its portfolio for Xiaomi devices. The company recently obtained successful patent enforcement outcomes against Disney and Tencent, including injunctions related to its intellectual property. These developments highlight the role of InterDigital's licensing model and patent portfolio in its current operating performance. InterDigital focuses on research and...