Episode 115: Today, Ann examines earnings from Disney - despite a boffo year at the box office and streaming growth, the stock is dragged down by expensive sports rights, fewer foreign visitors to U.S. parks and a looming succession challenge. Then we look at earnings from SoFi - despite having its first billion dollar quarter, shares are down as the market asks if the fintech can maintain its growth. Plus, we go behind the scenes on a field trip to the New York Stock Exchange… the energy has changed, but not the bold language. Finally, we survey headlines that moved the market today: lowered tariffs on India, the future of NVIDIA and OpenAI’s partnership and Oracle’s stock down on fundraising for capacity buildout.
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00:00 Welcome to Brew Markets Daily
00:30 Disney Earnings and Succession Plan
06:45 $SOFI Earnings
17:25 Our Trip to the New York Stock Exchange
21:52 Market Close
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