Disney’s Inflection Point… and China’s Chip Check 3/25/24
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
March 25, 2024
43 min
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March 25, 2024
Disney’s Inflection Point… and China’s Chip Check 3/25/24
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Disney’s Inflection Point… and China’s Chip Check 3/25/24
Summary
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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