The Walt Disney Company

Josh D'Amaro will take over for Bob Eiger in March

Disney has chosen a new CEO. He increased revenue in his division to a record high

Palantir Technologies Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: news will support buyers

The company credited the success of "Zveropolis 2" as well as the new installments of the "Avatar" and "Predator" franchises

Disney reported record parks revenue and streaming growth. Why did the stock fall?

Alphabet Inc.

Amazon.com, Inc.

The main economic event this week for Wall Street will be the release of January's US jobs report - assuming there is no government shutdown (shutdown). Current funding expired on January 30. The White House and Democrats have reached an agreement that will avoid a shutdown, but the parliament will be able to vote on the funding bill only on February 2, Barron's <a href="https://www.barrons.com/articles/jobs-report-amazon-disney-alphabet-palantir-and-more-to-watch-this-week-237b1b53?mod=RTA#:~:text=This%20week%E2%80%99s%20economic,midnight%20on%20Friday.">notes</a>.

Google and Amazon earnings, US employment: what investors need to know this week

Disney CEO Bob Iger has told his cronies that he intends to step down and step away from day-to-day management of the company ahead of his contract expiring on December 31, 2026, The Wall Street Journal <a href="https://www.wsj.com/business/media/iger-has-told-associates-he-plans-to-leave-ceo-role-before-contract-expires-35406a7b">reported</a>, citing sources.

Disney CEO Iger says he wants to leave the company before the end of his contract - WSJ

Wells Fargo analyst Stephen Cahall named Walt Disney the best investment bet among media companies for 2026. In the past, Cahall has given his preference in this area to Spotify. Now, however, the analyst is betting on the growth potential of theme parks, expanding streaming margins and improving Walt Disney<a href="https://www.barrons.com/articles/walt-disney-stock-price-rating-78e4de46"> 's</a> box office,<a href="https://www.barrons.com/articles/walt-disney-stock-price-rating-78e4de46"> Barron's writes</a>.

Wells Fargo named Walt Disney the best bet for media stocks in 2026. 

Oracle Corporation

Coca-Cola Consolidated, Inc.

SpaceX is preparing a record IPO and plans to raise more than $30 billion. Disney will invest $1 billion in OpenAI, becoming the largest media partner of the AI developer. Oracle shares collapsed after the quarterly report - due to weak revenue and growing debt load. Meanwhile, the U.S. Federal Reserve reduced the rate for the third time in a row. The main events of December 8-12 are in our review.

Highlights of the week: SpaceX goes IPO, Disney invests in OpenAI, Oracle gets cheaper

Broadcom Inc.

Morning in New York: Fed to support bullish sentiment

Disney shares were up nearly 2 percent after the open of trading

Disney will invest $1 billion in OpenAI and give the rights to characters for its AI service

Netflix, Inc.

The release of new TV series on Netflix and other streaming platforms provokes a decline in stocks the next day, <a href="https://oninvest.com/article/prem-ery-serialov-netflix-privodat-k-snizeniu-akcij-zaavili-ucenye-kak-eto-svazano">according to</a> a study by a group of scientists from the University of Hong Kong Business School. They concluded that traders who are exhausted after a night of "inebriated" watching fresh episodes are more inclined to close positions than to open them. Psychologist Mikhail Tegin breaks down the methodology of the study for Oninvest and explains what questions it raises.

Researchers have linked watching Netflix and stock declines. What questions do you have for the study?

Berkshire Hathaway Inc.

Apple Inc.

ConocoPhillips

Alibaba Group Holding Limited

Morning in New York: Fed signals will determine the course of trading

Disney's financial results did not encourage investors: revenue was negatively affected by weak performance of TV channels and a poor movie distribution season. And the growth of the streaming business was not enough to support the company's quotes. After the <a href="https://thewaltdisneycompany.com/app/uploads/2025/11/q4-fy25-earnings.pdf">publication of the quarterly report</a>, Disney shares fell in price on the premarket.