Stock Movers Disney Falls, Oracle Slides, Palantir Jumps
Feb 2, 2026
Nora Melinda, Bloomberg Television markets correspondent who breaks down major movers. She dissects Disney’s soft growth outlook and streaming and parks pressure. She unpacks Oracle’s large AI-focused fundraising plans. She highlights Palantir’s surprise revenue guide and strong fourth-quarter growth.
AI Snips
Chapters
Transcript
Episode notes
Parks, Tourists, And Sports Costs Weigh On Disney
- Disney flagged challenges attracting international tourists and rising sports rights costs as headwinds.
- Barclays said park attendance and streaming leverage will determine any recovery in valuation.
Disney Growth Forecast Disappoints
- Walt Disney's growth forecast disappointed Wall Street and pressured the stock down about 7% by close.
- Attendance recovery in parks and streaming operating leverage are key to valuation recovery, per analysts mentioned by Nora Melinda.
Investor Skepticism Over Tech Debt
- Wall Street concerns focus on whether tech firms are over-leveraging or overpromising as they scale AI capacity.
- That skepticism contributed to Oracle hitting its lowest close since May.