Disney will cut medical coverage for US employees' spouses who can get insurance through their own jobs. The move comes as US employers brace for another big increase in healthcare expenses next year.

Moderna jumped 177% on a cancer-vaccine first, plus retail's reversal

The labor market, interest rates, and geopolitical tension are factors driving investor concerns. Thanks to their popular ad-based tiers, the top streaming platforms should continue to perform well during an economic downturn.

Disney plans to start a stock purchase program and is changing its health insurance plans. The Mouse House cut stock-based compensation for some tech employees in April.

AI is unquestionably driving demand for GitLab's offerings, but there is concern around its traditional per-seat pricing model versus a consumption-based model. We acknowledge some of the risks Adobe faces, but at a P/E of sub-10x and a FCF yield north of 10%, the market is pricing the stock as a melting ice cube while growth is still right around 10%. We bought Adyen at a mid-teens EV/EBITDA and a P/E just north of 20x, while growing upwards of 20%.

One of the world's most powerful brands is standing up to Trump.

Disney has sued the Trump administration's media regulator over what the entertainment giant described as an "extraordinary assault on free speech".

ABC's owner has a good case against Brendan Carr's harassment on free-speech grounds.

Disney alleged the agency's review of broadcast licenses violates free-speech protections.

Disney alleges the FCC retaliated against its ABC network by forcing eight stations to seek early license renewals.