High Conviction Trades.. And The Media Shift Into Streaming 5/9/24
CNBC's "Fast Money"
00:00
Exploring Disney's Streaming Challenges and Netflix's Market Position
The chapter delves into Disney's streaming revenue and challenges, comparing its user base with Netflix and discussing the industry's long-term viability. It also emphasizes Netflix's financial performance, international growth, and positioning in the market. The conversation expands to trading media stocks based on earnings, utility stocks leading the S&P, and emerging developments in AI and autonomous vehicles.
Play episode from 31:48
Transcript
