Apple, Warner Bros. Discovery, Disney: What's next for the stocks?

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Michael Ng ニュース

Goldman Sachs,Apple,Iphones

Yahoo Finance Executive Editor Brian Sozzi and Catalysts Host Madison Mills sit down with Goldman Sachs senior equity research analyst Michael Ng at the...

sit down with Goldman Sachs senior equity research analyst Michael Ng at the Goldman Sachs Communicopia and Tech Conference to discuss the state of media and tech companies, from Apple unveiled its newest product offerings at its highly anticipated"It's Glowtime" event in Cupertino, California.

The four models came in, uh, priced similarly to a year ago, and they reaffirmed that Apple intelligence would be coming out in beta next month with more features rolled out over the subsequent years.So, uh, coming in at expectations, Not always enough for Wall Street these days, especially with the A I rally.

But one thing that I will also highlight is that we're gonna see several different form factor changes over the next several years. Um, you know, as we think about the go forward, I'm not going to speculate on who necessarily is gonna replace Mr Eger.One observation that I'll make is that they have an incredibly deep de deep bench of talented executives across each of their business lines, theme parks, film and TV studios, and obviously at ESPN.You know, given the pressures we're seeing at Warner, do you still rate Disney a buy?Yeah, you know, I.

Business travel last year approached pre-pandemic levels but trailed behind leisure trips, as geopolitical conflicts and a slower rebound in key markets hindered full recovery. Emissions from corporate flights by 26 major tech companies analysed by Travel Smart, a campaign led by Transport & Environment dropped by an average of 49% in 2023, it found.

 

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