Stock Movers: Disney, Oracle, and Palantir Discussed on Bloomberg Radio

Disney's Stock Performance

• 📉 Disney (DIS) shares closed down approximately 7%, driven by a disappointing growth forecast for the current period.
• ⚠️ The company also anticipates challenges in attracting international tourists to its domestic parks, further impacting sentiment.
• 💰 Additionally, Disney warned of increased costs associated with sports rights, a factor contributing to the stock's decline.

Oracle's Cloud Infrastructure Investment

• ☁️ Oracle (ORCL) saw its shares fall by about 2.75%, reaching their lowest level since May.
• 💰 The company plans to raise up to $50 billion this year to expand its cloud infrastructure capacity.
• 📈 This move occurs amidst broader concerns in the tech sector regarding companies taking on significant debt and potentially overpromising on delivery.

Palantir's Earnings Surge

• 🚀 Palantir (PLTR) experienced a significant jump, up 7% in aftermarket trading following a strong earnings report.
• 📊 The company's 2026 revenue forecast substantially exceeded Wall Street expectations, projecting between $7.18 billion and $7.2 billion.
• 📈 In the fourth quarter, Palantir's revenue grew by 70% to $1.41 billion, demonstrating accelerating revenue despite a 29% decrease from its November peak.