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	<title>DIS Archives - Up2info.com</title>
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		<title>Disney to name Mazloum as chairman of Parks division as soon as this week</title>
		<link>https://up2info.com/corporate-news/disney-to-name-mazloum-as-chairman-of-parks-division-as-soon-as-this-week/</link>
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		<dc:creator><![CDATA[wpadmin]]></dc:creator>
		<pubDate>Tue, 10 Mar 2026 17:30:54 +0000</pubDate>
				<category><![CDATA[Corporate News]]></category>
		<category><![CDATA[DIS]]></category>
		<guid isPermaLink="false">https://up2info.com/corporate-news/disney-to-name-mazloum-as-chairman-of-parks-division-as-soon-as-this-week/</guid>

					<description><![CDATA[<p>Disney (DIS) is close to naming Thomas Mazloum as chairman of the company’s parks, cruises, and consumer products division, succeeding Josh D’Amaro, Bloomberg reported late on Monday, citing sources. Mazloum&#8217;s appointment announcement could come as soon as this week, the report</p>
<p>The post <a href="https://up2info.com/corporate-news/disney-to-name-mazloum-as-chairman-of-parks-division-as-soon-as-this-week/" data-wpel-link="internal">Disney to name Mazloum as chairman of Parks division as soon as this week</a> appeared first on <a href="https://up2info.com" data-wpel-link="internal">Up2info.com</a>.</p>
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										<content:encoded><![CDATA[<ul>
<li>Disney (<span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><a href="https://seekingalpha.com/symbol/DIS" title="The Walt Disney Company" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">DIS</a></span></span>) is close to naming Thomas Mazloum as chairman of the company’s parks, cruises, and consumer products division, succeeding Josh D’Amaro, <em>Bloomberg </em>reported late on Monday, citing sources.</li>
<li>Mazloum&#8217;s appointment announcement could come as soon as this week, the report</li>
</ul>
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<p>The post <a href="https://up2info.com/corporate-news/disney-to-name-mazloum-as-chairman-of-parks-division-as-soon-as-this-week/" data-wpel-link="internal">Disney to name Mazloum as chairman of Parks division as soon as this week</a> appeared first on <a href="https://up2info.com" data-wpel-link="internal">Up2info.com</a>.</p>
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		<title>DraftKings and Disney strike a key integration deal ahead of March Madness</title>
		<link>https://up2info.com/corporate-news/draftkings-and-disney-strike-a-key-integration-deal-ahead-of-march-madness/</link>
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		<dc:creator><![CDATA[wpadmin]]></dc:creator>
		<pubDate>Fri, 06 Mar 2026 18:48:40 +0000</pubDate>
				<category><![CDATA[Corporate News]]></category>
		<category><![CDATA[DIS]]></category>
		<guid isPermaLink="false">https://up2info.com/corporate-news/draftkings-and-disney-strike-a-key-integration-deal-ahead-of-march-madness/</guid>

					<description><![CDATA[<p>DraftKings (DKNG) and Disney&#8217;s (DIS) ESPN announced on Friday that they will enable customers to link their DraftKings Sportsbook and ESPN accounts to deliver a more personalized, streamlined betting and viewing experience. The feature was added just ahead of the men’s and women’s March Madness tournaments, which recently reached their highest viewership in over 30 [&#8230;]</p>
<p>The post <a href="https://up2info.com/corporate-news/draftkings-and-disney-strike-a-key-integration-deal-ahead-of-march-madness/" data-wpel-link="internal">DraftKings and Disney strike a key integration deal ahead of March Madness</a> appeared first on <a href="https://up2info.com" data-wpel-link="internal">Up2info.com</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p data-eci="true">DraftKings (<span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><a href="https://seekingalpha.com/symbol/DKNG" title="DraftKings Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">DKNG</a></span></span>) and Disney&#8217;s (<span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><a href="https://seekingalpha.com/symbol/DIS" title="The Walt Disney Company" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">DIS</a></span></span>) ESPN announced on Friday that they will enable customers to link their DraftKings Sportsbook and ESPN accounts to deliver a more personalized, streamlined betting and viewing experience. The feature was added just ahead of<span class="paywall-full-content"> the men’s and women’s March Madness tournaments, which recently reached their highest viewership in over 30 years. </span></p>
<p class="paywall-full-content">Once live, users can link accounts via a new &#8220;Bet Your Bracket&#8221; tab in the DraftKings (<a href="https://seekingalpha.com/symbol/DKNG" title="DraftKings Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">DKNG</a>) app. Fans who create an ESPN Tournament Challenge bracket will then see betting options tailored to their bracket picks, along with customized suggestions and engagement opportunities throughout the tournament, plus one free month of ESPN Unlimited for those who link. </p>
<p class="paywall-full-content">The move is seen by both companies as a strategic step toward deeper integration, with DraftKings (<a href="https://seekingalpha.com/symbol/DKNG" title="DraftKings Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">DKNG</a>) positioning it as part of its upcoming Super App strategy and ESPN highlighting future features such as in-app and web tracking of upcoming, live, and settled bets and personalized promotions based on users’ favorite teams, players, and fantasy rosters. </p>
<p class="paywall-full-content">Shares of DraftKings (<a href="https://seekingalpha.com/symbol/DKNG" title="DraftKings Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">DKNG</a>) fell 1.6% on the day, while ESPN parent Disney (<a href="https://seekingalpha.com/symbol/DIS" title="The Walt Disney Company" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">DIS</a>) was down 1.7%.</p>
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<p>The post <a href="https://up2info.com/corporate-news/draftkings-and-disney-strike-a-key-integration-deal-ahead-of-march-madness/" data-wpel-link="internal">DraftKings and Disney strike a key integration deal ahead of March Madness</a> appeared first on <a href="https://up2info.com" data-wpel-link="internal">Up2info.com</a>.</p>
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		<title>Insider trades: Microsoft, Walt Disney among notable names this week</title>
		<link>https://up2info.com/corporate-news/insider-trades-microsoft-walt-disney-among-notable-names-this-week/</link>
					<comments>https://up2info.com/corporate-news/insider-trades-microsoft-walt-disney-among-notable-names-this-week/#respond</comments>
		
		<dc:creator><![CDATA[wpadmin]]></dc:creator>
		<pubDate>Sat, 21 Feb 2026 15:15:26 +0000</pubDate>
				<category><![CDATA[Corporate News]]></category>
		<category><![CDATA[DIS]]></category>
		<guid isPermaLink="false">https://up2info.com/corporate-news/insider-trades-microsoft-walt-disney-among-notable-names-this-week/</guid>

					<description><![CDATA[<p>This week insider transaction were seen across major companies including Microsoft (MSFT), The Walt Disney Company (DIS), Chevron (CVX) and Wells Fargo &#38; Company (WFC). The following is a list of insider activities occurring between February 16th and February 20th. Microsoft (MSFT) director Stanton John purchased 5,000 shares at an average price of $397.35 per [&#8230;]</p>
<p>The post <a href="https://up2info.com/corporate-news/insider-trades-microsoft-walt-disney-among-notable-names-this-week/" data-wpel-link="internal">Insider trades: Microsoft, Walt Disney among notable names this week</a> appeared first on <a href="https://up2info.com" data-wpel-link="internal">Up2info.com</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p data-eci="true"><span>This week insider transaction </span>were seen across major companies <span>including Microsoft (<span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><a href="https://seekingalpha.com/symbol/MSFT" title="Microsoft Corporation" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">MSFT</a></span></span></span></span></span></span></span></span>)</span><span>, The Walt Disney Company (<span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><a href="https://seekingalpha.com/symbol/DIS" title="The Walt Disney Company" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">DIS</a></span></span></span></span></span></span></span></span>), Chevron (</span><span><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><a href="https://seekingalpha.com/symbol/CVX" title="Chevron Corporation" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">CVX</a></span></span></span></span></span><span>) and Wells Fargo &amp; Company (</span><span><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><a href="https://seekingalpha.com/symbol/WFC" title="Wells Fargo &amp; Company" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">WFC</a></span></span></span></span></span><span>). The following is a list of insider activities occurring between February 16th and February 20th.</span><span></span><span></span></p>
<p><span>Microsoft (<a href="https://seekingalpha.com/symbol/MSFT" title="Microsoft Corporation" class="paywall-full-content invisible" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">MSFT</a><span class="paywall-full-content invisible">) director Stanton John </span><a title="purchased" href="https://www.sec.gov/Archives/edgar/data/789019/000078901926000028/xslF345X05/form4.xml" target="_blank" rel="nofollow external noopener noreferrer" class="paywall-full-content invisible" data-wpel-link="external">purchased</a><span class="paywall-full-content invisible"> 5,000 shares at an average price of $397.35 per share, resulting in a transaction worth $1.99 million. Following the transaction, John now holds 83,905 Microsoft shares. The purchase comes at a time when MSFT shares have declined more than 17% year to date amid a broader market pullback.</span></span></p>
<p class="paywall-full-content invisible"><span>DraftKings (<span class="ticker-hover-wrapper">NASDAQ: <span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><a href="https://seekingalpha.com/symbol/DKNG" title="DraftKings Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">DKNG</a></span></span></span>) shares rose in early trading around February 18, 2026, after an <a title="SEC filing" href="https://draftkings.gcs-web.com/static-files/94ab2286-00fe-4280-9186-d2b4583ce65e" target="_blank" rel="nofollow external noopener noreferrer" data-wpel-link="external">SEC filing</a> revealed a significant insider purchase by a company director. According to the filing, Sloan bought 100,000 shares of Class A common stock for approximately $2.19 million. The transaction took place on February 17, 2026, with shares priced at $21.85 each. Following the purchase, Sloan now holds a total of 350,219 shares of the company.</span><span></span><span></span></p>
<p class="paywall-full-content invisible"><span>Nasdaq, Inc. (<span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><a href="https://seekingalpha.com/symbol/NDAQ" title="Nasdaq, Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">NDAQ</a></span></span></span>) director Johan Torgeby <a title="acquired 12,000 common shares" href="https://seekingalpha.com/filing/164246994" target="_blank" data-wpel-link="external" rel="nofollow external noopener noreferrer">acquired 12,000 common shares</a> at an average price of $79.86 per share, for a total investment of approximately $958,000. Following the transaction, he now holds 40,797 shares.</span><span></span></p>
<p class="paywall-full-content invisible">The Walt Disney Company (<a href="https://seekingalpha.com/symbol/DIS" title="The Walt Disney Company" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">DIS</a>) director Amy Chang <a title="purchased" href="https://www.sec.gov/Archives/edgar/data/1551504/000162828026008689/xslF345X05/wk-form4_1771369637.xml" target="_blank" rel="nofollow external noopener noreferrer" data-wpel-link="external">purchased</a> 916 shares at an average cost of $107.85 per share, amounting to $98,790. She now holds 14,720 shares.</p>
<p class="paywall-full-content invisible">Expand Energy (<span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><a href="https://seekingalpha.com/symbol/EXE" title="Expand Energy Corporation" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">EXE</a></span></span></span>) director Matthew Gallagher <a title="disclosed" href="https://www.sec.gov/Archives/edgar/data/895126/000160691526000002/xslF345X05/wk-form4_1771531523.xml" target="_blank" rel="nofollow external noopener noreferrer" data-wpel-link="external">disclosed</a> an open-market purchase of 1,000 common shares on February 19, 2026, at an average price of $100.66 per share, for a total value of $100,660. Following the transaction, his direct ownership increased to 17,917 common shares.</p>
<p class="paywall-full-content invisible">Chevron (<a href="https://seekingalpha.com/symbol/CVX" title="Chevron Corporation" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">CVX</a>) reported insider selling activity this week, with senior executives trimming their stakes. Controller Alana K. Knowles <a title="sold 2,408 shares" href="https://chevroncorp.gcs-web.com/static-files/0cc5833f-6f52-445b-abb0-71fc30458a14" target="_blank" rel="nofollow external noopener noreferrer" data-wpel-link="external">sold 2,408 shares</a> at an average price of $183.2752, for a total transaction value of approximately $441,314. In a separate transaction, President, DM&amp;C, Andrew Benjamin Walz <a title="sold 666 shares" href="https://chevroncorp.gcs-web.com/static-files/4feffb25-498e-40ac-9eb7-3c8cd70ae0e0" target="_blank" rel="nofollow external noopener noreferrer" data-wpel-link="external">sold 666 shares</a> on February 12 and another <a title="1,463 shares" href="https://chevroncorp.gcs-web.com/static-files/b2366f4b-88c1-459e-993e-7d6141a7c8cb" target="_blank" rel="nofollow external noopener noreferrer" data-wpel-link="external">1,463 shares</a> on February 18, generating about $391,000 in total proceeds. Following these sales, he holds no shares directly, but retains 8,802 shares indirectly.</p>
<p class="paywall-full-content invisible">Wells Fargo &amp; Company (<a href="https://seekingalpha.com/symbol/WFC" title="Wells Fargo &amp; Company" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">WFC</a>) Senior Executive Vice President Kleber Santos <a title="sold 25,000 shares" href="https://www.sec.gov/Archives/edgar/data/72971/000007297126000129/xslF345X05/form4.xml" target="_blank" rel="nofollow external noopener noreferrer" data-wpel-link="external">sold 25,000 shares</a> of common stock at a weighted average price of $87.72 per share, for total proceeds of $2,193,000. Following the transaction, Santos directly holds 79,875 shares and indirectly owns 892 shares through a 401(k) plan.</p>
<p class="paywall-full-content invisible">Caterpillar (<span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><a href="https://seekingalpha.com/symbol/CAT" title="Caterpillar Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">CAT</a></span></span></span></span>) shares ended Wednesday down 1.7% following insider selling by senior executives. Group President Michael Shurman <a title="sold 1,764 common shares" href="https://www.sec.gov/Archives/edgar/data/18230/000110465926016984/xslF345X05/tm266747-2_4seq1.xml" target="_blank" rel="nofollow external noopener noreferrer" data-wpel-link="external">sold 1,764 common shares</a> at $763.39 each, for a total transaction value of approximately $1.35 million. Michael Shurman now holds 1,440 shares. Meanwhile, Chief Accounting Officer William Schaupp <a title="disposed of 972 shares" href="https://www.sec.gov/Archives/edgar/data/18230/000110465926016981/xslF345X05/tm266747-1_4seq1.xml" target="_blank" rel="nofollow external noopener noreferrer" data-wpel-link="external">disposed of 972 shares</a> at $764.20 per share, generating about $742,000 in proceeds. William now holds 824 shares.</p>
<p class="paywall-full-content invisible">Kinder Morgan (<span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><a href="https://seekingalpha.com/symbol/KMI" title="Kinder Morgan, Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">KMI</a></span></span></span></span>) Vice President Anthony B. Ashley <a title="disclosed" href="https://www.sec.gov/Archives/edgar/data/1506307/000150630726000014/xslF345X05/wk-form4_1771542617.xml" target="_blank" rel="nofollow external noopener noreferrer" data-wpel-link="external">disclosed</a> an open-market sale of 8,000 shares of Class P common stock at $31.945 per share for $255.5K. Following the transaction, he directly owns 100,146 shares of Kinder Morgan stock.</p>
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<p class="paywall-full-content invisible">Applied Materials (<span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><a href="https://seekingalpha.com/symbol/AMAT" title="Applied Materials, Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">AMAT</a></span></span></span></span>) Senior Vice President and CFO Brice Hill <a title="sold 5,000 shares" href="https://www.sec.gov/Archives/edgar/data/6951/000162828026009327/xslF345X05/wk-form4_1771458512.xml" target="_blank" rel="nofollow external noopener noreferrer" data-wpel-link="external">sold 5,000 shares</a> of common stock in an open-market transaction on February 17, 2026, at an average price of $361.2124 per share. Following the sale, Hill directly owns 138,565 shares of Applied Materials stock. This total includes 85,503 performance share units and restricted stock units that will convert into common shares upon vesting.</p>
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<p>The post <a href="https://up2info.com/corporate-news/insider-trades-microsoft-walt-disney-among-notable-names-this-week/" data-wpel-link="internal">Insider trades: Microsoft, Walt Disney among notable names this week</a> appeared first on <a href="https://up2info.com" data-wpel-link="internal">Up2info.com</a>.</p>
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		<title>ValueAct Capital adds positions in RKT, TOST, while cutting DIS and NSIT, among other Q4 moves</title>
		<link>https://up2info.com/corporate-news/valueact-capital-adds-positions-in-rkt-tost-while-cutting-dis-and-nsit-among-other-q4-moves/</link>
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		<dc:creator><![CDATA[wpadmin]]></dc:creator>
		<pubDate>Tue, 17 Feb 2026 22:28:51 +0000</pubDate>
				<category><![CDATA[Corporate News]]></category>
		<category><![CDATA[DIS]]></category>
		<guid isPermaLink="false">https://up2info.com/corporate-news/valueact-capital-adds-positions-in-rkt-tost-while-cutting-dis-and-nsit-among-other-q4-moves/</guid>

					<description><![CDATA[<p>ValueAct Capital, a San Francisco-based investment management firm with about $10 billion in assets under management, made significant changes to its portfolio in the fourth quarter, dramatically increasing its stakes in fintech companies while trimming positions in media and enterprise services, according to its latest 13F filing. The most notable move was ValueAct’s aggressive expansion [&#8230;]</p>
<p>The post <a href="https://up2info.com/corporate-news/valueact-capital-adds-positions-in-rkt-tost-while-cutting-dis-and-nsit-among-other-q4-moves/" data-wpel-link="internal">ValueAct Capital adds positions in RKT, TOST, while cutting DIS and NSIT, among other Q4 moves</a> appeared first on <a href="https://up2info.com" data-wpel-link="internal">Up2info.com</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p data-eci="true">ValueAct Capital, a San Francisco-based investment management firm with about $10 billion in assets under management, made significant changes to its portfolio in the fourth quarter, dramatically increasing its stakes in fintech companies while trimming positions in media and enterprise services, according to its latest <a href="https://www.sec.gov/Archives/edgar/data/1418814/000141881426000001/xslForm13F_X02/vac13f21726.xml" rel="nofollow external noopener noreferrer" class="paywall-full-content" data-wpel-link="external" target="_blank">13F filing</a><span class="paywall-full-content">.</span></p>
<p class="paywall-full-content">The most notable move was ValueAct’s aggressive expansion of its Rocket Companies (<span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><a href="https://seekingalpha.com/symbol/RKT" title="Rocket Companies, Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">RKT</a></span></span>) position, adding nearly 14M shares to bring its total holdings to 39,380,652 shares. The firm also substantially increased its bet on restaurant technology platform Toast (<span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><a href="https://seekingalpha.com/symbol/TOST" title="Toast, Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">TOST</a></span></span>), boosting its stake by 4,618,077 shares to reach 8,015,277 shares.</p>
<p class="paywall-full-content">Additionally, ValueAct added 1,692,600 shares of gaming platform Roblox (<a href="https://seekingalpha.com/symbol/RBLX" title="Roblox Corporation" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">RBLX</a>), bringing that position to 5,975,821 shares. The quarter also saw ValueAct establish new positions in BlackRock (<a href="https://seekingalpha.com/symbol/BLK" title="BlackRock, Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">BLK</a>) with 695,000 shares and Liberty Live Holdings (<a href="https://seekingalpha.com/symbol/LLYVK" title="Liberty Live Holdings, Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">LLYVK</a>) with 1,799,319 shares.</p>
<p class="paywall-full-content">On the other side of the ledger, ValueAct made significant cuts to several holdings. The firm reduced its Disney (<span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><a href="https://seekingalpha.com/symbol/DIS" title="The Walt Disney Company" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">DIS</a></span></span>) stake by 1,314,000 shares, leaving it with 3,077,931 shares.</p>
<p class="paywall-full-content">Insight Enterprises (<a href="https://seekingalpha.com/symbol/NSIT" title="Insight Enterprises, Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">NSIT</a>) saw one of the largest reductions, with ValueAct trimming more than 1M shares to bring its position down to 1,216,592 shares. The firm also reduced its MongoDB (<a href="https://seekingalpha.com/symbol/MDB" title="MongoDB, Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">MDB</a>) holdings by 711,400 shares to 1,406,800 shares and completely exited its position in Mr. Cooper Group, which had stood at 904,800 shares in Q3.</p>
<p class="paywall-full-content">ValueAct made more modest adjustments elsewhere in its portfolio, adding 96,000 shares of Salesforce (<a href="https://seekingalpha.com/symbol/CRM" title="Salesforce, Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">CRM</a>), 264,200 shares of Simpson Manufacturing (<a href="https://seekingalpha.com/symbol/SSD" title="Simpson Manufacturing Co., Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">SSD</a>), 182,200 shares of Live Nation Entertainment (<a href="https://seekingalpha.com/symbol/LYV" title="Live Nation Entertainment, Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">LYV</a>), 279,300 shares of Meta Platforms (<a href="https://seekingalpha.com/symbol/META" title="Meta Platforms, Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">META</a>), and 152,400 shares of Visa (<a href="https://seekingalpha.com/symbol/V" title="Visa Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">V</a>).</p>
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<p class="paywall-full-content">The firm slightly trimmed its Amazon (<a href="https://seekingalpha.com/symbol/AMZN" title="Amazon.com, Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">AMZN</a>) position by 106,200 shares while keeping its CBRE Group (<a href="https://seekingalpha.com/symbol/CBRE" title="CBRE Group, Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">CBRE</a>) stake unchanged at 234,591 shares.</p>
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		<title>Corvex Management exits CCL, DLTR, raises stakes in VSTS, DIS, ORCL among Q4 moves</title>
		<link>https://up2info.com/corporate-news/corvex-management-exits-ccl-dltr-raises-stakes-in-vsts-dis-orcl-among-q4-moves/</link>
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		<dc:creator><![CDATA[wpadmin]]></dc:creator>
		<pubDate>Tue, 17 Feb 2026 21:40:25 +0000</pubDate>
				<category><![CDATA[Corporate News]]></category>
		<category><![CDATA[DIS]]></category>
		<guid isPermaLink="false">https://up2info.com/corporate-news/corvex-management-exits-ccl-dltr-raises-stakes-in-vsts-dis-orcl-among-q4-moves/</guid>

					<description><![CDATA[<p>Corvex Management exited Carnival (CCL), Dollar Tree (DLTR), Heidrick &#38; Struggles International (HSII), and MDU Resources Group (MDU), while increasing its positions in Vestis Corporation (VSTS) and Oracle (ORCL) among its Q4 moves. The fund disclosed the information in its</p>
<p>The post <a href="https://up2info.com/corporate-news/corvex-management-exits-ccl-dltr-raises-stakes-in-vsts-dis-orcl-among-q4-moves/" data-wpel-link="internal">Corvex Management exits CCL, DLTR, raises stakes in VSTS, DIS, ORCL among Q4 moves</a> appeared first on <a href="https://up2info.com" data-wpel-link="internal">Up2info.com</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p data-eci="true">Corvex Management exited Carnival (<span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><a href="https://seekingalpha.com/symbol/CCL" title="Carnival Corporation &amp; plc" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">CCL</a></span></span></span>), Dollar Tree (<span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><a href="https://seekingalpha.com/symbol/DLTR" title="Dollar Tree, Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">DLTR</a></span></span></span>), Heidrick &amp; Struggles International (HSII), and MDU Resources Group (<a href="https://seekingalpha.com/symbol/MDU" title="MDU Resources Group, Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">MDU</a>), while increasing its positions in Vestis Corporation (<span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><a href="https://seekingalpha.com/symbol/VSTS" title="Vestis Corporation" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">VSTS</a></span></span></span>) and Oracle (<span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><a href="https://seekingalpha.com/symbol/ORCL" title="Oracle Corporation" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">ORCL</a></span></span></span>) among its Q4 moves.</p>
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<p>The fund disclosed the information in its</p>
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		<title>ByteDance to bolster AI video tool safeguards after Disney, Paramount legal threats</title>
		<link>https://up2info.com/corporate-news/bytedance-seedance-ai-video-tool-safeguards/</link>
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		<dc:creator><![CDATA[wpadmin]]></dc:creator>
		<pubDate>Mon, 16 Feb 2026 09:58:46 +0000</pubDate>
				<category><![CDATA[Corporate News]]></category>
		<category><![CDATA[DIS]]></category>
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					<description><![CDATA[<p>ByteDance (BDNCE) said it will strengthen safeguards for its AI video generator after Disney (DIS) and Paramount Skydance (PSKY) reportedly threatened legal action over alleged copyright infringement. &#8220;ByteDance respects intellectual property rights and we have heard the concerns regarding Seedance 2.0,&#8221; the Chinese tech firm said in a statement. &#8220;We are taking steps to strengthen [&#8230;]</p>
<p>The post <a href="https://up2info.com/corporate-news/bytedance-seedance-ai-video-tool-safeguards/" data-wpel-link="internal">ByteDance to bolster AI video tool safeguards after Disney, Paramount legal threats</a> appeared first on <a href="https://up2info.com" data-wpel-link="internal">Up2info.com</a>.</p>
]]></description>
										<content:encoded><![CDATA[<p data-eci="true">ByteDance (<a href="https://seekingalpha.com/symbol/BDNCE" title="ByteDance" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">BDNCE</a>) said it will strengthen safeguards for its AI video generator after Disney (<a href="https://seekingalpha.com/symbol/DIS" title="The Walt Disney Company" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">DIS</a>) and Paramount Skydance (<a href="https://seekingalpha.com/symbol/PSKY" title="Paramount Skydance Corporation" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">PSKY</a>) reportedly threatened legal action over alleged copyright infringement.</p>
<p>&#8220;ByteDance respects intellectual property rights and we have heard the concerns regarding Seedance<span class="paywall-full-content"> 2.0,&#8221; the Chinese tech firm said in a statement. &#8220;We are taking steps to strengthen current safeguards as we work to prevent the unauthorized use of intellectual property and likeness by users.&#8221;</span></p>
<p class="paywall-full-content">The company released Seedance 2.0 last week and videos generated using the tool quickly went viral, including one of Tom Cruise and Brad Pitt fighting on a rooftop.</p>
<p class="paywall-full-content">Disney (<a href="https://seekingalpha.com/symbol/DIS" title="The Walt Disney Company" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">DIS</a>) and Paramount (<a href="https://seekingalpha.com/symbol/PSKY" title="Paramount Skydance Corporation" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">PSKY</a>) both sent cease-and-desist letters to ByteDance (<a href="https://seekingalpha.com/symbol/BDNCE" title="ByteDance" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">BDNCE</a>), accusing the Chinese firm of infringing their intellectual property through Seedance 2.0.</p>
<p class="paywall-full-content">SAG-AFTRA, a major union representing actors, broadcasters and recording artists, condemned the &#8220;blatant infringement&#8221; enabled by Seedance 2.0.</p>
<p class="paywall-full-content">&#8220;Seedance 2.0 disregards law, ethics, industry standards and basic principles of consent. Responsible AI development demands responsibility, and that is nonexistent here,&#8221; the union said.</p>
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<p class="paywall-full-content">The Motion Picture Association, which represents Hollywood studios and streaming services, called on ByteDance (<a href="https://seekingalpha.com/symbol/BDNCE" title="ByteDance" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">BDNCE</a>) to immediately cease its infringing activity. </p>
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<p>The post <a href="https://up2info.com/corporate-news/bytedance-seedance-ai-video-tool-safeguards/" data-wpel-link="internal">ByteDance to bolster AI video tool safeguards after Disney, Paramount legal threats</a> appeared first on <a href="https://up2info.com" data-wpel-link="internal">Up2info.com</a>.</p>
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		<title>What is next for Disney after its Q1 earnings and succession plan?</title>
		<link>https://up2info.com/corporate-news/what-is-next-for-disney-after-its-q1-earnings-and-succession-plan/</link>
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		<dc:creator><![CDATA[wpadmin]]></dc:creator>
		<pubDate>Wed, 11 Feb 2026 19:19:20 +0000</pubDate>
				<category><![CDATA[Corporate News]]></category>
		<category><![CDATA[DIS]]></category>
		<guid isPermaLink="false">https://up2info.com/corporate-news/what-is-next-for-disney-after-its-q1-earnings-and-succession-plan/</guid>

					<description><![CDATA[<p>The Walt Disney Company (DIS) experienced a volatile week as its stock fell more than 7% on the day following the release of its fiscal Q1 earnings. While the entertainment giant beat analyst expectations with revenue of $26 billion and adjusted EPS of $1.63, investors reacted negatively to a lukewarm Q2 forecast and a sharp [&#8230;]</p>
<p>The post <a href="https://up2info.com/corporate-news/what-is-next-for-disney-after-its-q1-earnings-and-succession-plan/" data-wpel-link="internal">What is next for Disney after its Q1 earnings and succession plan?</a> appeared first on <a href="https://up2info.com" data-wpel-link="internal">Up2info.com</a>.</p>
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										<content:encoded><![CDATA[<p data-eci="true">The Walt Disney Company (<span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><a href="https://seekingalpha.com/symbol/DIS" title="The Walt Disney Company" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">DIS</a></span></span>) experienced a volatile week as its stock fell more than 7% on the day following the release of its fiscal Q1 earnings. While the entertainment giant beat analyst expectations with revenue of $26 billion and adjusted EPS<span class="paywall-full-content"> of $1.63, investors reacted negatively to a lukewarm Q2 forecast and a sharp swing to negative $2.28 billion in free cash flow.</span></p>
<p class="paywall-full-content">This financial update arrived alongside a major succession announcement. The entertainment giant named parks boss Josh D’Amaro as the next CEO and Dana Walden as the new President and Chief Creative Officer.</p>
<p class="paywall-full-content">Still, despite the immediate market sell-off and concerns over rising content costs, many bulls remain among Disney-watchers. A debate exists between analysts who see a clear growth path and those who are more wary of structural headwinds.</p>
<h2 class="paywall-full-content">What Do Seeking Alpha Analysts Say About Disney’s Future?</h2>
<p class="paywall-full-content">Among Seeking Alpha analysts, optimists pointed to a successful inflection point of the streaming business, which saw SVOD operating income grow 72% year-over-year. They also emphasized the Experiences segment’s role as a reliable cash engine and the strategic clarity provided by the new leadership structure involving D’Amaro and Walden.</p>
<p class="paywall-full-content">Analysts in the bull camp also believe the current valuation, trading at significant discounts to historical EV/EBITDA multiples, represents a strong buying opportunity. This comes as the company could still benefit from the further integration of its Fox acquisition and the rollout of a modernized ESPN app.</p>
<p class="paywall-full-content">Bears, however, highlighted the company’s heavy reliance on sequels and remakes for its theatrical slate, which they argue signals a long-term lack of creativity. Skeptics are also concerned about the continued decline of linear networks, which offsets streaming gains. This also comes with persistent pressure on margins due to high production and marketing costs, the analysts point out.</p>
<p class="paywall-full-content">Furthermore, the weak free cash flow this quarter, even if it is only timing-related, has raised questions about Disney’s ability to maintain high capital expenditures for cruises and parks while funding $7 billion in share buybacks.</p>
<p class="paywall-full-content">Here’s a breakdown of what some analysts had to say:</p>
<ul class="paywall-full-content">
<li> <strong>L****ong Player, Rating: Strong Buy:</strong><span> </span>“Disney remains a strong buy idea as it is now back on the growth track. Some years will surprise to the upside, and there will be some disappointments along the way… the current disappointment could well represent a buying opportunity.” &#8211;<span> </span><em><a href="https://seekingalpha.com/article/4865474-disney-here-we-go-again" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">Disney: Here We Go Again</a></em> </li>
<li> <strong>Vladimir Dimitrov, Rating: Hold:</strong><span> </span>“Walt Disney continues to rely on sequels and remakes to fuel its theatrical release slate, and that’s not a viable long-term strategy… rehashing of old IP is still the case more than 6 years after I initially flagged it should give investors some food for thought.” &#8211;<span> </span><em><a href="https://seekingalpha.com/article/4865260-disney-q1-2026-earnings-past-potential-risks-become-reality" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">Disney Q1 2026 Earnings: Past Potential Risks Become Reality</a></em> </li>
<li> <strong>Motti Sapir, Rating: Hold:</strong><span> </span>“The stock isn’t likely to crash from here because parks and experiences keep bringing in money… but with negative cash flow, stubborn costs, and questions about streaming profits, I’m staying on the sidelines for now.” &#8211;<span> </span><em><a href="https://seekingalpha.com/article/4865240-disneys-earnings-beat-isnt-enough-to-change-the-story-yet" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">Disney’s Earnings Beat Isn’t Enough To Change The Story Yet</a></em> </li>
<li> <strong>SMR Finance, Rating: Strong Buy:</strong><span> </span>“Acquiring full control of Hulu allows the company to combine its two streaming platforms and expand their reach without duplicating efforts. With streaming reaching profitability, this combination will only accelerate growth moving forward.” &#8211;<span> </span><em><a href="https://seekingalpha.com/article/4867836-disney-a-new-era-begins-strong-buy" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">Disney: A New Era Begins – Strong Buy</a></em> </li>
</ul>
<h2 class="paywall-full-content">What Do the Quant Ratings Say?</h2>
<p class="paywall-full-content">The Walt Disney Company currently carries a Hold rating from Seeking Alpha’s quant system. The stock demonstrates exceptional profitability but is tempered by a challenging valuation landscape and mixed growth signals compared to the broader sector.</p>
<p class="paywall-full-content"><strong>Profitability:</strong><span> </span>The company boasts elite profitability, receiving an A+ grade. Its net income margin stands at 13%, which vastly outperforms the sector median of 4%, reflecting high efficiency in converting revenue into profit.</p>
<p class="paywall-full-content"><strong>Valuation:</strong><span> </span>DIS receives a D- grade in valuation. This is driven by a Price to Cash Flow ratio of 12, which is significantly higher than the sector median of 7, though its PEG ratio of 0.13 suggests the stock may be underpriced relative to its long-term growth potential.</p>
<p class="paywall-full-content"><strong>Growth:</strong><span> </span>This category earns a C grade. While Disney’s CAPEX growth of 30% is much higher than the sector’s 5%, its forward EPS growth of 14% is only marginally higher than the 13% sector average.</p>
<p class="paywall-full-content"><strong>Momentum:</strong><span> </span>Momentum is rated at B-. The stock has shown a 9-month price performance of 18%, which is substantially better than the sector’s 1%, indicating resilient investor interest despite recent volatility.</p>
<p class="paywall-full-content"><strong>Earnings Revisions:</strong><span> </span>This category earns an A- grade. In the last three months, there have been 21 upward EPS revisions compared to only 5 downward, suggesting that professional analysts are increasingly optimistic about Disney’s earnings trajectory.</p>
<h2 class="paywall-full-content">What’s the Latest News on Disney?</h2>
<p class="paywall-full-content">The most significant recent catalyst for Disney (<a href="https://seekingalpha.com/symbol/DIS" title="The Walt Disney Company" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">DIS</a>) is the formalization of its leadership succession plan. Josh D’Amaro, the head of the highly successful Experiences unit, will succeed Bob Iger as CEO effective March 18. Simultaneously, Dana Walden has been named President and Chief Creative Officer, a move intended to centralize creative authority and revitalize the company’s content engine.</p>
<p class="paywall-full-content">In its latest quarterly report, Disney exceeded the analyst consensus on the top and bottom lines, reporting revenue of $26 billion against the $25.69 billion estimate. However, the company<span> </span><a href="https://seekingalpha.com/news/4545331-disneys-experiences-unit-shines-in-q1-core-metrics-beat-estimates" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">warned of rising expenses</a><span> </span>in the Sports and Entertainment units for the upcoming quarter. Specifically, the Sports segment is expected to see a $100 million decline in operating income due to new WWE rights costs, while the Entertainment unit faces a continued decline in linear networks.</p>
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<p class="paywall-full-content">Despite these near-term headwinds, management has reiterated its full-year 2026 guidance, which includes double-digit adjusted EPS growth and a target of $19 billion in cash provided by operations. The company also confirmed it is on track to return approximately $9.7 billion to shareholders this year through $7 billion in stock buybacks and $2.7 billion in dividends. Analysts are now closely watching the performance of upcoming theatrical releases and the impact of the newly consolidated Hulu and Disney+ services, while competitors like Netflix (<a href="https://seekingalpha.com/symbol/NFLX" title="Netflix, Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">NFLX</a>) and Warner Bros. Discovery (<a href="https://seekingalpha.com/symbol/WBD" title="Warner Bros. Discovery, Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">WBD</a>) continue to reshape the streaming landscape.</p>
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		<title>Trending stocks as tech, crypto selloff weighs on Wall Street</title>
		<link>https://up2info.com/corporate-news/trending-stocks-as-tech-crypto-selloff-weighs-on-wall-street/</link>
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		<dc:creator><![CDATA[wpadmin]]></dc:creator>
		<pubDate>Sat, 07 Feb 2026 17:53:01 +0000</pubDate>
				<category><![CDATA[Corporate News]]></category>
		<category><![CDATA[DIS]]></category>
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					<description><![CDATA[<p>Wall Street finished the week under pressure from a technology-led selloff, with most Magnificent Seven stocks ending in the red despite solid Q4 earnings. The Dow Jones Industrial Average bucked the trend on Friday, climbing to 50,000 for the first time, helped by strength in Nvidia, which also lifted chip stocks. Meanwhile, Bitcoin briefly fell [&#8230;]</p>
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<p data-start="0" data-end="165" data-eci="true">Wall Street finished the week under pressure from a technology-led selloff, with most Magnificent Seven stocks ending in the red despite solid Q4 earnings.</p>
<p data-start="167" data-end="341">The Dow Jones Industrial Average bucked the trend on Friday, climbing to 50,000 for the first time, helped<span class="paywall-full-content"> by strength in Nvidia, which also lifted chip stocks.</span></p>
<p data-start="343" data-end="517" data-is-last-node="" data-is-only-node="" class="paywall-full-content">Meanwhile, Bitcoin briefly fell to $60,230 in late Thursday trading before rebounding more than 14% on Friday, though it remains down about 43% from its peak.</p>
<p data-start="343" data-end="517" data-is-last-node="" data-is-only-node="" class="paywall-full-content">For the week, the S&amp;P (<a href="https://seekingalpha.com/symbol/SP500" title="S&amp;P 500 Index" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">SP500</a>) dipped -0.10%, while the tech-heavy Nasdaq Composite (<a href="https://seekingalpha.com/symbol/COMP:IND" title="NASDAQ Composite Index" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">COMP:IND</a>) fell -1.8%, and the blue-chip Dow (<a href="https://seekingalpha.com/symbol/DJI" title="Dow Jones Industrial Average Index" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">DJI</a>) added +2.5%.</p>
<p data-start="343" data-end="517" data-is-last-node="" data-is-only-node="" class="paywall-full-content"><strong>Here’s what caught investor attention this week:</strong></p>
<p data-start="343" data-end="517" data-is-last-node="" data-is-only-node="" class="paywall-full-content"><strong>Palantir Technologies (<a href="https://seekingalpha.com/symbol/PLTR" title="Palantir Technologies Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">PLTR</a>) </strong>reported fourth-quarter results and guidance that topped Wall Street&#8217;s estimates. For the period ending Dec. 31, Palantir said it earned an adjusted $0.25 per share as revenue rose 69.2% year-over-year to $1.4B. For the full-year 2026, Palantir said it expects revenue to be between $7.182B and $7.198B, above the consensus estimate of $6.28B.</p>
<p data-start="343" data-end="517" data-is-last-node="" data-is-only-node="" class="paywall-full-content"><strong>Walmart (<a href="https://seekingalpha.com/symbol/WMT" title="Walmart Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">WMT</a>)</strong> saw its stock push above a market capitalization of $1 trillion for the first time ever this week. This marked the first traditional retailer to hit that milestone, joining a club that includes companies like Tesla, Apple, Nvidia, Microsoft, Alphabet, Amazon, and Meta Platforms.</p>
<p data-start="343" data-end="517" data-is-last-node="" data-is-only-node="" class="paywall-full-content"><strong>Stellantis (<a href="https://seekingalpha.com/symbol/STLA" title="Stellantis N.V." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">STLA</a>)</strong> fell sharply in early trading on Friday after the automaker issued preliminary results for the second half of 2025, paused its dividend for 2026, and announced an EV strategy reset. The company is overhauling its strategy after concluding it misjudged the speed of the energy transition and moved too quickly toward electric vehicles relative to actual customer demand. A new focus on &#8220;freedom of choice&#8221; will emphasize a broader mix of EVs, hybrids, and advanced internal combustion engine vehicles to better match customers’ real-world preferences and budgets. As part of this reset, Stellantis (<a href="https://seekingalpha.com/symbol/STLA" title="Stellantis N.V." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">STLA</a>) took approximately €22.2B ($26.2B) of charges in H2/2025.</p>
<p data-start="343" data-end="517" data-is-last-node="" data-is-only-node="" class="paywall-full-content"><strong>AMD’s (<a href="https://seekingalpha.com/symbol/AMD" title="Advanced Micro Devices, Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">AMD</a>)</strong> fourth-quarter results were well above Wall Street&#8217;s forecast, but the stock fell more than 21% in Wednesday’s trading after the report. For the December quarter, AMD earned an adjusted $1.53 per share on revenue of $10.27B, which rose 34% year-over-year. Data center revenue rose 39% Y/Y to $5.4B, aided by its MI300 AI accelerator and its Instinct and EPYC processors. For the current March period, management is calling for sales to be between $9.5B and $10.1B, with the midpoint of $9.8B above the $9.39B consensus.</p>
<p data-start="343" data-end="517" data-is-last-node="" data-is-only-node="" class="paywall-full-content"><strong>Disney (<a href="https://seekingalpha.com/symbol/DIS" title="The Walt Disney Company" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">DIS</a>)</strong> named Josh D’Amaro, who leads the company’s Parks, Experiences and Products division, as Bob Iger’s successor. He has overseen Disney’s theme parks, cruise line, consumer products, and experiential businesses — one of the company’s largest and most profitable segments.</p>
<p data-start="343" data-end="517" data-is-last-node="" data-is-only-node="" class="paywall-full-content">In its Q4 earnings report, <strong>Alphabet (<a href="https://seekingalpha.com/symbol/GOOG" title="Alphabet Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">GOOG</a>) (<a href="https://seekingalpha.com/symbol/GOOGL" title="Alphabet Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">GOOGL</a>) </strong>forecast that capital expenditures for 2026 would be between roughly $175B and $185B, a significant increase from 2025, as the company ramps up spending on AI data centers and infrastructure.</p>
<p data-start="343" data-end="517" data-is-last-node="" data-is-only-node="" class="paywall-full-content"><strong>PayPal Holdings (<a href="https://seekingalpha.com/symbol/PYPL" title="PayPal Holdings, Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">PYPL</a>)</strong> stock tumbled in Tuesday premarket trading after the fintech issued disappointing guidance, delivered weaker-than-expected Q4 earnings and revenue, and replaced its CEO, Alex Chriss. For 2026, the payments technology company expects non-GAAP EPS to decline in the low single digits or be slightly positive, compared with its 2025 non-GAAP EPS of $5.31. By comparison, the average analyst estimate was for $5.73. Separately, the company named HP Inc. veteran Enrique Lores as its president and CEO as of March 1.</p>
<p data-start="343" data-end="517" data-is-last-node="" data-is-only-node="" class="paywall-full-content"><strong>Amazon (<a href="https://seekingalpha.com/symbol/AMZN" title="Amazon.com, Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">AMZN</a>) </strong>said it would spend $200B in 2026, shocking Wall Street, which had expected spending of around $150B. CEO Andy Jassy said there was “strong demand” for the company&#8217;s existing offerings and “seminal opportunities” in areas such as artificial intelligence, semiconductors, robotics, and low earth orbit satellites. While the company tried to ease investor concern by stating it anticipates “strong long-term return on invested capital,” shares fell more than 8% in premarket trading on Friday.</p>
<p data-start="343" data-end="517" data-is-last-node="" data-is-only-node="" class="paywall-full-content"><strong>Molina Healthcare (<a href="https://seekingalpha.com/symbol/MOH" title="Molina Healthcare, Inc." data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">MOH</a>)</strong> fell after posting its Q4 financial results that included disappointing 2026 profit guidance. The Medicare and Medicaid-focused managed care company is projecting 2026 adjusted earnings of at least $5.00 per share. Consensus is $13.71. It is also projecting full-year revenue of $44.5B. Consensus is $46.79B. Molina said that earnings for this year are being negatively impacted by $2.50 a share due to the implementation of a new Medicaid contract and poor performance of its Medicare Advantage Part D product.</p>
<p data-start="343" data-end="517" data-is-last-node="" data-is-only-node="" class="paywall-full-content"><strong>Novo Nordisk (<a href="https://seekingalpha.com/symbol/NVO" title="Novo Nordisk A/S" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">NVO</a>) </strong>on Tuesday reported mixed financials for 2025 and initiated its 2026 outlook. The pharma giant projected its 2026 sales profit to decline 5% Y/Y–13% Y/Y on a forex-adjusted basis in comparison to the nearly 1.4% YoY decline projected by analysts. The company attributed the contraction to the patent expiry of semaglutide in certain markets and pricing pressure created by an agreement with the U.S. in line with the Trump administration’s &#8220;Most Favored Nations&#8221; pricing policy.</p>
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<p data-start="343" data-end="517" data-is-last-node="" data-is-only-node="" class="paywall-full-content"><strong>Oracle (<a href="https://seekingalpha.com/symbol/ORCL" title="Oracle Corporation" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">ORCL</a>)</strong> outlined plans to raise $45B–$50B in 2026 for cloud capacity expansion. Funding will be split between debt and equity, including mandatory convertibles and a new ATM program of up to $20B. While dilution concerns linger, Oracle pointed to strong contracted OCI demand from Nvidia, Meta, AMD, OpenAI, TikTok, and xAI.</p>
<h2 data-start="343" data-end="517" class="paywall-full-content">More on the markets</h2>
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		<title>A breath of fresh air: Disney&#8217;s new era under D&#8217;Amaro and Walden</title>
		<link>https://up2info.com/corporate-news/a-breath-of-fresh-air-disneys-new-era-under-damaro-and-walden/</link>
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		<dc:creator><![CDATA[wpadmin]]></dc:creator>
		<pubDate>Tue, 03 Feb 2026 19:30:23 +0000</pubDate>
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					<description><![CDATA[<p>Analysts were largely unsurprised on Tuesday after media and entertainment giant Disney (DIS) picked Josh D&#8217;Amaro as its next chief executive, a move that was widely expected by Wall Street, as major media houses reported the news over the weekend. But what blindsided them was Dana Walden&#8217;s appointment to the new roles of president and [&#8230;]</p>
<p>The post <a href="https://up2info.com/corporate-news/a-breath-of-fresh-air-disneys-new-era-under-damaro-and-walden/" data-wpel-link="internal">A breath of fresh air: Disney&#8217;s new era under D&#8217;Amaro and Walden</a> appeared first on <a href="https://up2info.com" data-wpel-link="internal">Up2info.com</a>.</p>
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										<content:encoded><![CDATA[<p data-pm-slice="0 0 []" data-eci="true">Analysts were largely unsurprised on Tuesday after media and entertainment giant Disney (<span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><a href="https://seekingalpha.com/symbol/DIS" title="The Walt Disney Company" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">DIS</a></span></span>) picked Josh D&#8217;Amaro as its next chief executive, a move that was widely expected by Wall Street, as major media houses reported the news over the weekend.</p>
<p class="paywall-full-content">But what blindsided them was Dana Walden&#8217;s appointment to the new roles of president and creative chief of the &#8220;Mouse House.&#8221;</p>
<p class="paywall-full-content">Like former CEO Bob Chapek, who also came from the Experiences division, D&#8217;Amaro&#8217;s appointment slightly feels like &#8220;history repeating itself.&#8221;</p>
<p class="paywall-full-content">Chapek lacked experience in movie production and television networks, and under his regime, the company witnessed a streak of bad earnings reports and recorded heavy losses in the streaming division, which ultimately triggered the second coming of Bob Iger.</p>
<p class="paywall-full-content">But this time, things could be different.</p>
<p data-pm-slice="1 1 []" class="paywall-full-content">D&#8217;Amaro and Walden were the top two contenders for the CEO job. Albeit it&#8217;s not a co-CEO scenario, the leadership announcement, while clearly defining who the top boss is and who is second-in-command, gives the impression that their combined expertise could benefit the company.</p>
<p class="paywall-full-content">&#8220;While D&#8217;Amaro lacks experience on the creative side of the business, Walden&#8217;s elevation directly addresses any content leadership gap, pairing D&#8217;Amaro&#8217;s operational strengths with proven creative expertise,&#8221; analysts at TD Cowen said. &#8220;It will be critical for the two executives to be able to forge a strong partnership.&#8221;</p>
<p class="paywall-full-content">Wells Fargo views the leadership rejig to be positive for investors when compared to a co-CEO arrangement or a scenario under which Iger&#8217;s contract is extended.</p>
<p class="paywall-full-content">&#8220;Best succession since HBO&#8217;s,&#8221; Wells Fargo said on Tuesday.</p>
<p class="paywall-full-content">
<figure class="regular-img-figure paywall-full-content"><span><img decoding="async" src="https://static.seekingalpha.com/cdn/s3/uploads/attachment/image/2ad68c7bf8803f1bfa51012a93a0cb2f.jpg?io=w640" alt="New Disney leadership" width="900" height="599" data-caption="left to right: James P. Gorman, Josh D’Amaro, Dana Walden, Robert A. Iger" data-original-src="https://static.seekingalpha.com/cdn/s3/uploads/attachment/image/2ad68c7bf8803f1bfa51012a93a0cb2f.jpg" data-rel="lightbox" data-source="The Walt Disney Company" loading="lazy"></span><figcaption class="overlay-title">
<p class="item-caption">left to right: James P. Gorman, Josh D’Amaro, Dana Walden, Robert A. Iger<span class="item-source"> (The Walt Disney Company) </span></p>
</figcaption></figure>
<p class="paywall-full-content">Evercore ISI was surprised by Iger&#8217;s earlier-than-expected transition news and thinks it would give D&#8217;Amaro enough time to set strategy and align the organization under his vision.</p>
<p class="paywall-full-content">&#8220;D&#8217;Amaro&#8217;s experience running Disney&#8217;s largest segment as chairman of Disney Experiences, along with his track record expanding the business globally, speaks to his ability to drive durable growth while balancing investment, returns, and brand stewardship,&#8221; Evercore said.</p>
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<p class="paywall-full-content">Shares of Disney are marginally down on Tuesday, a day after recording more than a 7% decline in value, after it provided a lackluster current quarter forecast. </p>
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		<title>Trian&#8217;s Peltz Questions Disney CEO Selection &#8211; WSJ</title>
		<link>https://up2info.com/corporate-news/trians-peltz-questions-disney-ceo-selection-wsj/</link>
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		<dc:creator><![CDATA[wpadmin]]></dc:creator>
		<pubDate>Tue, 03 Feb 2026 18:07:18 +0000</pubDate>
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					<description><![CDATA[<p>Nelson Peltz, the co-founder and CEO of Trian Fund Management, took aim at Disney’s (DIS) latest CEO succession plan during an interview at The Wall Street Journal’s Invest Live event on Tuesday. Peltz questioned the selection of parks and cruise-ship</p>
<p>The post <a href="https://up2info.com/corporate-news/trians-peltz-questions-disney-ceo-selection-wsj/" data-wpel-link="internal">Trian&#8217;s Peltz Questions Disney CEO Selection &#8211; WSJ</a> appeared first on <a href="https://up2info.com" data-wpel-link="internal">Up2info.com</a>.</p>
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										<content:encoded><![CDATA[<p data-eci="true">Nelson Peltz, the co-founder and CEO of Trian Fund Management, took aim at Disney’s (<span class="ticker-hover-wrapper"><span class="ticker-hover-wrapper"><a href="https://seekingalpha.com/symbol/DIS" title="The Walt Disney Company" data-wpel-link="external" target="_blank" rel="nofollow external noopener noreferrer">DIS</a></span></span>) latest CEO succession plan during an interview at The Wall Street Journal’s Invest Live event on Tuesday.</p>
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<p>Peltz questioned the selection of parks and cruise-ship</p>
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