stocks
Nvidia’s 70% Growth Forecast Reopens the AI Trade — but the Bottleneck Has Moved to Memory
Nvidia’s 70% revenue-growth forecast lifted chip and software stocks, while memory supply and component costs emerged as the next constraint.
NYSE · Media & Entertainment
The Walt Disney Company (DIS)
Disney combines film and television studios, streaming, sports networks, theme parks and consumer products. Founded in 1923 and headquartered in Burbank, California, The Walt Disney Company employs approximately 233,000 people.
Reference price$146.31
Daily change-1.03%
Market cap$91B
P/E ratio—
Analyst consensusPending market sync
Price target$162.4
Next earningsPending market sync
Dividend yield0.00%
Company profile
Headquarters
Founded
1923
Employees
233,000
Related coverage
commodities
Six Months of Hormuz Disruption Have Changed the Oil Market More Than the Headline Price Suggests
Six months of conflict around the Strait of Hormuz have reduced Gulf export flows, weakened OPEC+ market share and increased oil-market volatility.
earnings
Nvidia's $96.2bn Quarter Shows the AI Spending Cycle Is Still Accelerating
Nvidia reported $96.2bn in quarterly revenue, with data-centre sales reaching $89bn as global AI infrastructure spending accelerates.
commodities
Qatar's LNG Collapse Is Rewriting the Global Gas Trade
Qatar's LNG exports have fallen 96% during the Iran war, redirecting global gas trade and increasing Europe's reliance on US supply.
ipos
Shein's $1.8bn Hong Kong IPO Puts a 70% Valuation Reset in Public View
Shein is targeting a valuation of up to $27bn in Hong Kong, roughly 70% below its private-market peak four years ago.
markets
The Treasury Steps In: Inside Washington's Bet to Tame 19-Year-High Bond Yields
The 30-year Treasury yield hit its highest level since 2007 before Washington doubled bond buybacks. What it means for stocks and rates.