We recently published 12 Hot, Cold & Stable Stocks Jim Cramer Recently Discussed. The Walt Disney Company (NYSE:DIS) is one of the stocks Jim Cramer recently discussed. The Walt Disney Company (NYSE:DIS) is a frequent feature of Cramer’s morning show. The firm’s shares have gained 2% year-to-date, and in his previous appearances, Cramer has discussed its streaming business and CEO Bob Iger. Cramer has also praised The Walt Disney Company (NYSE:DIS)’s CEO, Hugh Johnston, and added that the firm stands to b ...

Jimmy Kimmel’s comeback to late-night TV on Tuesday following a weeklong hiatus will be blacked out of dozens of markets after Sinclair Broadcast Group announced its ABC affiliates will not air “Jimmy Kimmel Live!” — replacing it with “news programming” instead.“Beginning Tuesday night, Sinclair will be preempting ‘Jimmy Kimmel Live!’ across our ABC affiliate stations and replacing it with news programming,” the company posted on X on Monday.“Discussions with ABC are ongoing as we evaluate the show’s potent ...

投资建议 - 券商Needham建议公司关闭ABC电视网而非出售 将内容转移至流媒体平台以降低监管风险并释放更高估值 [1] - 联邦通信委员会FCC的干预使得持有广播执照对股东而言成本过高且波动性过大 [1][6] 监管与运营事件 - 公司上周决定停播Jimmy Kimmel的节目 该事件引发了关于美国言论自由的辩论 [2] - 停播决定是在FCC主席Brendan Carr威胁调查Kimmel关于Charlie Kirk的评论后做出的 [3][4] - 联邦法律禁止FCC因负面报道或政府不喜欢的言论而吊销广播公司执照 [3] - 公司于周一宣布该喜剧演员重返深夜电视节目 [3] 业务表现与战略价值 - ABC电视网对于公司的受众覆盖和体育版权谈判至关重要 尽管流媒体业务在增长 [6] - 该业务近年来业绩下滑 反映出随着观众向流媒体转移的行业趋势 [6]

Nexstar said that it will continue to preempt Jimmy Kimmel Live!, meaning that the late-night host’s return on Tuesday night won’t have carriage in nearly a quarter of ABC‘s affiliate reach. In a statement, Nexstar said, “We made a decision last week to preempt Jimmy Kimmel Live! following what ABC referred to as Mr. Kimmel’s ‘ill-timed and insensitive’ comments at a critical time in our national discourse. We stand by that decision pending assurance that all parties are committed to fostering an environme ...

Walt Disney should shut down the ABC network rather than sell it and transfer the channel's content to its streaming platforms to lower regulatory risks and unlock higher valuation, brokerage Needham ... ...

Federal Communications Commission Chair Brendan Carr has defended the ABC affiliate that won't show "Jimmy Kimmel Live!" despite the broadcaster reinstating the late-night star. In an X post on Tuesday, Carr said it was "a good thing" that "any local TV stations have pushed back on a national programmer like Disney," which is ABC's owner."After all, local TV stations—not the national programmers—have public interest obligations, and they should be making decisions that in their view meets the needs of thei ...

公司管理层动态 - 迪士尼CEO鲍勃·艾格在受到前任迈克尔·艾斯纳公开批评后 决定让深夜节目主持人吉米·金梅尔复播[1][7] - 艾斯纳通过X平台发文质疑"领导力何在" 并指责继任者未能应对FCC的"失控胁迫"[2][9] - 两位高管存在长期矛盾 源于20年前CEO继任过程中艾斯纳对艾格的"折磨与羞辱"[3][5] 节目播出争议 - 吉米·金梅尔因虚假指控查理·柯克与"MAGA团伙"有关联而被暂停节目[1] - 节目停播引发辛克莱和奈克斯塔等附属电视台业主抗议[5] - 复播决定未要求主持人道歉 引发创意人员工会和A级明星批评[1][10] 社会与政治影响 - 事件升级至好莱坞社交圈 艾格夫妇在洛杉矶住宅为媒体女性举办的筹款活动面临主办委员会退出威胁[12] - 争议被视作对第一修正案的攻击 导致公司面临盟友和捐助者关系风险[10][13] - 艾斯纳罕见介入政治敏感话题 行业观察者对此表示震惊[6][9] 公司治理历史 - 2000年代迪士尼在艾斯纳领导下因票房失败 ABC收视率下滑及与皮克斯关系破裂陷入停滞[13] - 2005年股东 revolt导致43%投资者不支持艾斯纳 使其失去董事长职位[15] - 艾格继任后迅速通过重建创意伙伴关系（特别是皮克斯）改变集权式领导风格[16]

Talks for Saudi state oil giant Aramco to buy a minority stake in Spanish energy firm Repsol's renewables unit have hit an impasse, two sources familiar with the matter told Reuters. ...

ABC suspended the show "indefinitely†last week after comments the late-night host made about the fatal shooting of Charlie Kirk. ...

新京报贝壳财经讯(记者俞金旻)9月23日，上海迪士尼度假区宣布将扩建上海迪士尼乐园主题景点 ——"翱翔.飞越地平线"，大幅度增加这一乐园热门景点的每日承载量。 上海迪士尼度假区是由华特迪士尼公司与上海申迪集团共同投资的合作项目，合作双方投资设立了两家 业主公司和一家管理公司。上海申迪集团持有两家业主公司57%的股份，华特迪士尼公司持有剩余的 43%的股份。华特迪士尼公司持有管理公司70%的股份，上海申迪集团持有剩余的30%的股份。管理公 司负责度假区的运营工作。 上海迪士尼度假区总裁及总经理包兆天介绍，扩建后的"翱翔.飞越地平线"游客承载量将在现有基础上 扩充约50%，让更多游客有机会踏上这场神奇的翱翔之旅。而在扩建期间，"翱翔.飞越地平线"将继续对 游客开放。 另据了解，在"翱翔.飞越地平线"景点进行扩建的同时，上海迪士尼度假区目前的主要扩建项目还包括 第九大主题园区——蜘蛛侠主题园区以及度假区的第三座主题酒店。这两大项目的建设工作同样在稳步 推进中。 ...