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Disney’s Inflection Point… and China’s Chip Check 3/25/24

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Manage episode 408834872 series 2874533
Indhold leveret af CNBC. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af CNBC eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Disney’s boardroom battle nearing a head as investors look to the company’s annual shareholder meeting next week. But with shares climbing since Activist investor Nelson Peltz got involved, could a proxy battle boost the media giant even further? Plus China sidelining semis. The country looking to phase out U.S. chips, delivering a blow to some top tech names. What the mainland move could mean for the semi space.

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1611 episoder

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Manage episode 408834872 series 2874533
Indhold leveret af CNBC. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af CNBC eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Disney’s boardroom battle nearing a head as investors look to the company’s annual shareholder meeting next week. But with shares climbing since Activist investor Nelson Peltz got involved, could a proxy battle boost the media giant even further? Plus China sidelining semis. The country looking to phase out U.S. chips, delivering a blow to some top tech names. What the mainland move could mean for the semi space.

Fast Money Disclaimer

  continue reading

1611 episoder

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