IPO market, Disney exec. talks AI: Asking for a Trend

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Josh Lipton News

Brianne Lynch

It's not exactly summer just yet, but the markets (^DJI, ^IXIC, ^GSPC) are celebrating after all three of the major indexes closed Monday in the green...

at the Cannes Lions International Festival of Creativity in France, to talk about the media giant is utilizing AI in advertising across its streaming platforms. For more of Yahoo Finance's coverage of Cannes Lions International Festival of Creativity, clickThere's a lot to keep track of, so we're focusing on what you need to know to get ahead of the curve.

And I I was interested to get your take on that Just, you know, in terms of how the capital markets have sort of evolved and developed Brianna A Are there more companies just simply staying private for longer now?And we're seeing that has been the case over the past 10 years, and it's certainly continuing to be the case.So when you look at the universe or the investable universe, for a typical investor, there's half as many opportunities.

So it's really for investors to decide if that's a key business driver for them or a key part of you know what the future upside might be versus just kind of capitalising on the buzz that's happening in the market right now.We're sending it out to the 2024 Can lines International Festival of Creativity to hear from Disney's president of global advertising.

So this is from the past couple of days we had ever core IS out with the most bullish target on the street.Really, From Julian Emanuel, we have Goldman Sachs boosting their year end target to 50,600 from 5200 earlier this afternoon, after these two, we had City follow and Citi now went up from 5100.

Even after all the gains we've had concentration, concentration in the market goes with winners and everybody else is lagging.We're here when you look at the mag the mag seven contributions for this year to the S and P 500.But when you look at the fundamentals, this is from Goldman Sachs, and they point out, this is earnings revision.We're looking at five stocks here Microsoft, NVIDIA, Amazon, Google, Meta 38% and the S and P 500 is flat.

You know, we talk a lot about our streaming platform today, and I think you will see a transition to an immersive platform where streaming will underpin the basic core of the reason people come there.How Gamification comes into that shopping comes into that experience all within one advertising experience.

And so we wanted to give them a product that was price right that allows them to access 50 to 60% of the sports available in the marketplace in one place.So as a partner, we have 60 partners. I think we we have done an extraordinary job because we have scale and we have premium storytelling and brands that everyone recognises.

I think the fact that Hulu and Disney have been in the market a long time with an advertising business, we understand the advertising environment. It is a treasure trove of charts, but I did pick this one, which actually comes via ever, Cos. Semiconductor analyst Mark Lape.Well, he looked at what he called the mini computer era, when DEC had a waiting of about 1% in the S and P 500 the Nokia with the feature phone era.Uh, Microsoft during its first era of dominance in 2007, the PC era.Of course, the smartphone era there in 2015 Apple, um, accounted about 4%.

 

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