Breakfast News: Disney Leads Results Rush
November 10, 2025
| Friday's Markets |
|---|
| S&P 500 6,729 (+0.13%) |
| Nasdaq 23,005 (-0.21%) |
| Dow 46,987 (+0.16%) |
| Bitcoin $103,958 (+2.70%) |
1. Key Upcoming Stock Advisor Results
Monday's Breakfast News always aims to preview the week ahead, so we'll start with fourth-quarter results from Disney (DIS +0.50%) on Thursday. Analysts expect a 9% fall in earnings per share year over year, following a 16% jump in Q3. Disney will launch a behind-the-scenes series on Taylor Swift's Eras Tour in December, as TMF chief investment officer Andy Cross notes: "Keeping the biggest star on the planet on Disney+ is key. It needs better, more diversified, non-Marvel content to compete."
- Currently ranked #7 for its ability to beat the market over 5 years: We're due a Q3 update from Rocket Lab (RKLB +3.37%) following today's close, as Wall Street predicts a 45% revenue rise. Heavily involved in defense and national security through its launch services and space systems, the company's stock is 10% ahead of the S&P 500 since August's recommendation.
- Q2 revenue up 32% year over year: It's Q3 time for On Holding (ONON +0.69%) Wednesday, after the previous quarter defied tariff fears as revenue soared – though the sports equipment company fell short on earnings expectations.
2. Other Fool Favorites to Watch This Week
Promotions platform provider Ibotta (IBTA 2.79%) will report Q2 Wednesday, as investors face lowered guidance for the quarter following a Q2 revenue miss – hit by a sharp drop in direct-to-consumer revenue.
- Double-digit Q2 revenue and earnings beats: Hidden Gems recommendation Cellebrite (CLBT +0.97%) posted solid top- and bottom-line growth in Q2. With a Q3 report due Wednesday, eyes will be on new boss Tom Hogan's first quarter as permanent CEO.
- Superscore of 70 on our Moneyball database: We'll have Q3 earnings from Globant (GLOB +1.94%) Thursday. Revenue and earnings only rose modestly in Q2, as the company's generative AI promise is so far not feeding through to bottom-line growth.
3. Futures Rise on Shutdown Resolution Hopes
Stock futures are picking up on the back of a new bill advanced with 60-40 support by the Senate yesterday to end the government shutdown. If passed as expected, it should quickly move to the House of Representatives – and keep things running until January 30, with a separate vote on healthcare to come.
- Tech futures lead the way: S&P 500 futures gained 0.8% this morning as a result, with Nasdaq futures up 1.4% as a bit of tech stock optimism returns. The S&P 500 lost 1.63% last week, with the Nasdaq down 3.04%.
- Essential newsfeeds resuming?: What it means for scheduled economic news remains to be seen, with the October consumer price index print on the calendar for Thursday. Producer price index and retail sales figures are planned for Friday. We need the delayed October jobs update too, as data indicates rising layoffs.
4. 'Davos For Geeks'
The annual Web Summit conference opens this evening and runs through Thursday in Lisbon, Portugal. Big names on the bill include Meta (META +0.44%), Microsoft (MSFT +0.80%), and Qualcomm (QCOM 1.33%) – with a host of others in the AI business.
- "How AI is changing the game": Session headlines are dominated by AI bullishness. But even if nobody is talking about bubbles, overvaluation concerns will overshadow the week.
- Revenue slowing at TSMC: As if to reinforce fears, Taiwan Semiconductor (TSM +3.05%) just revealed its slowest monthly revenue growth since February 2024. October's revenue rose 16.9% year over year, well down from September's 39.6%.
5. Your Take
Which, if any, positions have you sold all or some of from your portfolio in the last month, and why? Share with friends and family, or become a member to hear what your fellow Fools are saying.