The Rundown Uber Boosts Guidance on Bookings Strength, Disney Streaming & Parks Fuels Earnings Beat
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Aug 6, 2025 Discover how recent tariff threats are impacting stock indices and market performance. Learn about Disney's impressive second-quarter earnings, fueled by streaming and parks, despite struggles with traditional TV. Uber's earnings surge is discussed, along with its ambitious plans for autonomous rides. Dive into fast food growth with McDonald's innovative strategies, while also noting tech slowdowns and the challenges faced by AMD and Snap. This lively discussion invites listeners to engage with the stock market's ups and downs.
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Disney's Streaming Turnaround
- Disney's streaming division turned from losses to an expected $1.3 billion profit this year.
- Their combined Disney Plus and Hulu subscribers grew to 183 million, driving this turnaround.
Uber's Growth and Robo-Rides
- Uber's revenue rose 18%, hitting $12.6 billion with 180 million users and 3.3 billion trips.
- Autonomous vehicle partnerships, especially with Waymo, show promising trip volume exceeding nearly all human drivers.
McDonald's Sales Bounce Back
- McDonald's reversed two quarters of revenue decline with 6% global sales growth and 2.5% US same-store increase.
- Nostalgia with the return of the snack wrap and value-focused marketing helped regain customer interest.