Bloomberg Intelligence BI Weekend: Disney, Palantir Earnings, Musk Stock Award
9 snips
Aug 8, 2025 
Geetha Ranganathan, a Bloomberg Intelligence Analyst on US Media, dives into Disney's mixed earnings, highlighting streaming and park growth against economic pressures. Mandeep Singh, a Senior Tech Analyst, explores Palantir's valuation challenges and its competition with giants like Microsoft. Christopher Ciolino discusses Caterpillar's earnings, hinting at a machinery market recovery. Lastly, Michael Halen shares insights on McDonald’s robust sales growth through strategic menu items, showcasing resilience in the restaurant industry amid economic uncertainties.
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Disney Parks Resilience And Growth
- Disney's parks show resilient demand and strong per-capita spending.
- Geetha Ranganathan says new cruise capacity and a $60 billion expansion will sustain growth.
Tariffs And Weak Demand Hurt Brewers
- Aluminum tariffs spiked costs and compressed Molson Coors' margins, Ken Shea says.
- Weak summer sales and cautious consumers may keep volumes sluggish into H2.
Palantir's Growth Vs. Big Cloud Players
- Palantir's $500M net new ARR gain looks small next to Microsoft's $9B, Mandeep Singh notes.
- He warns current valuation needs sustained 40–50% growth to be justified.
