Jim Stewart, Pulitzer-winning NYT columnist on Disney, gives a concise take on leadership and parks strategy. Alex Kantiewicz, AI and tech commentator, explains competitive strain among NVIDIA, OpenAI and Google. Mike Santoli, market commentator, dissects software multiples and sector rotation. Christina Partsenevolos, market reporter, highlights big stock movers and earnings to watch. They focus on software sell-offs, AI-driven industry friction, Disney’s succession, and key earnings previews.
