Diamonds and Dogs

5/7/25

The mouse house is roaring today. Disney (DIS) is up 9% following better than expected earnings and guidance. Disney beat by 26 cents as revenue rose 7.0% to $23.62 billion. The company also provided upside guidance thanks to strong Disney + growth among other things. Disney also announced plans for a new theme park in Abu Dhabi in the Middle East.

Super Micro Computer (SMCI) not so super today. The server and storage solutions maker is down 3% on earnings. The controversial tech company has had plenty of problems in the last year with accounting issues and slowing growth. Last week Super Micro dropped 20% after lowering guidance for the quarter. Today, the company missed by 10 cents even though sales rose 19% to $4.6 billion. The company also provided downside guidance with plenty of uncertainty as the tech space navigates the tariff environment.

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