Brew Markets

Prediction Markets Enter the Octagon & Disney Experiences a Drop

10 snips
Nov 13, 2025
A groundbreaking partnership between TKO and Polymarket allows fans to trade prediction contracts live during UFC events, shaking up the sports betting landscape. Disney faces a mixed quarter, with streaming challenges and revenue misses, while Dillard’s stock soars thanks to its unique family-run structure. Cisco impresses with strong IoT growth and better-than-expected results. Meanwhile, Invesco's push for QQQ conversion sparks a voting dilemma, and Verizon prepares for significant leadership changes and workforce reductions.
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INSIGHT

Prediction Markets Go Live In Sports

  • TKO's deal with Polymarket can mainstream prediction markets inside live sports events.
  • That partnership poses a real competitive threat to traditional sports-betting firms like DraftKings.
INSIGHT

Big Capital Is Betting On Polymarket

  • Polymarket attracted major capital interest and high private valuations this year.
  • ICE's investment highlights legacy exchanges' move into prediction-market and crypto-adjacent businesses.
INSIGHT

Disney's Profits Lean On Experiences

  • Disney's parks and experiences now account for over half the company's operating income.
  • International parks and cruises showed especially strong growth and capex plans.
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