Name: 'It's About Time' for DIS Turnaround, AMAT 'Here to Stay'
Uploaded: 2024-11-14T15:35:33.361-06:00
Duration: 7 min 4 s
Description: Following Walt Disney's (DIS) rally off an earnings beat, Adam Lampe says the legacy media company can turn "a bad 10 years" around. Looking ahead to earnings for Applied Materials (AMAT), Adam explains his bullish case using the outlook for A.I.

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<p>Following Walt Disney's (DIS) rally off an earnings beat, Adam Lampe says the legacy media company can turn "a bad 10 years" around. Looking ahead to earnings for Applied Materials (AMAT), Adam explains his bullish case using the outlook for A.I.</p>

'It's About Time' for DIS Turnaround, AMAT 'Here to Stay'

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