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Disney’s $DIS bringing its first-ever theme park to the Middle East, teaming up with Miral to build a new resort on Yas Island in Abu Dhabi.
The project marks Disney’s 7th global theme park destination and promises to blend classic Disney storytelling with local culture and waterfront views.
CEO Bob Iger calls it “authentically Disney and distinctly Emirati.” Miral will handle development and operations, while Disney leads creative design.
Positioned within a 4-hour flight for a third of the world’s population, the resort is expected to be a major tourism draw and economic boost for the UAE.
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Disney’s $DIS bringing its first-ever theme park to the Middle East, teaming up with Miral to build a new resort on Yas Island in Abu Dhabi.
The project marks Disney’s 7th global theme park destination and promises to blend classic Disney storytelling with local culture and waterfront views.
CEO Bob Iger calls it “authentically Disney and distinctly Emirati.” Miral will handle development and operations, while Disney leads creative design.
Positioned within a 4-hour flight for a third of the world’s population, the resort is expected to be a major tourism draw and economic boost for the UAE.
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Wall St Engine
Jeff Bezos’ firm, Bezos Expeditions, is leading a $72M investment in AI data startup Toloka, part of Nebius Group $NBIS, to help scale its U.S. presence. Toloka, which works with Amazon, Microsoft, and Anthropic, supports AI training with human oversight. Nvidia also backed Nebius last year.
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Jeff Bezos’ firm, Bezos Expeditions, is leading a $72M investment in AI data startup Toloka, part of Nebius Group $NBIS, to help scale its U.S. presence. Toloka, which works with Amazon, Microsoft, and Anthropic, supports AI training with human oversight. Nvidia also backed Nebius last year.
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Google $GOOGL is backing the development of three new advanced nuclear sites through a deal with Elementl Power, aiming to boost reliable, 24/7 energy for its growing data center needs. Each site will produce at least 600MW, with Google funding early-stage work and holding future purchase options.
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Google $GOOGL is backing the development of three new advanced nuclear sites through a deal with Elementl Power, aiming to boost reliable, 24/7 energy for its growing data center needs. Each site will produce at least 600MW, with Google funding early-stage work and holding future purchase options.
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Dimitry Nakhla | Babylon Capital®
MercadoLibre $MELI Q1 2025 Preview 🗓️
Revenue est: $5.52B
EPS est: $8.27
In Q1 2024 👇🏽
Revenue: $4.3B
EPS: $6.78
GMV: $11.4B
Items Sold: 385.1M
Total TPV: $40.7B
Fintech MAU: 49M https://t.co/kLMuAPL7Ox
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MercadoLibre $MELI Q1 2025 Preview 🗓️
Revenue est: $5.52B
EPS est: $8.27
In Q1 2024 👇🏽
Revenue: $4.3B
EPS: $6.78
GMV: $11.4B
Items Sold: 385.1M
Total TPV: $40.7B
Fintech MAU: 49M https://t.co/kLMuAPL7Ox
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App Economy Insights
$DIS Disney Q2 FY25:
• Revenue +7% Y/Y to $23.6B ($470M beat).
• Non-GAAP EPS $1.45 ($0.24 beat).
Segment operating margin:
🍿 Entertainment: 12% (+4pp Y/Y).
🏈 Sports: 15% (-3pp Y/Y).
🏰 Experience: 28% (+1pp Y/Y).
FY25 EPS +16% Y/Y (prev. high-single-digit). https://t.co/WzOf2Csviv
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$DIS Disney Q2 FY25:
• Revenue +7% Y/Y to $23.6B ($470M beat).
• Non-GAAP EPS $1.45 ($0.24 beat).
Segment operating margin:
🍿 Entertainment: 12% (+4pp Y/Y).
🏈 Sports: 15% (-3pp Y/Y).
🏰 Experience: 28% (+1pp Y/Y).
FY25 EPS +16% Y/Y (prev. high-single-digit). https://t.co/WzOf2Csviv
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$MELI earnings on deck tomorrow!
Would you rather hold $MELI or $AMZN for the next 10 years? https://t.co/WTntSJ37cO
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$MELI earnings on deck tomorrow!
Would you rather hold $MELI or $AMZN for the next 10 years? https://t.co/WTntSJ37cO
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US Vice President J.D. Vance says Russia is “asking for too much” and that there’s a “big gulf” between Moscow and Kyiv’s positions. He added it's “probably impossible” to mediate without at least some direct talks between the two sides, and urged agreement on guidelines for any future negotiations.
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US Vice President J.D. Vance says Russia is “asking for too much” and that there’s a “big gulf” between Moscow and Kyiv’s positions. He added it's “probably impossible” to mediate without at least some direct talks between the two sides, and urged agreement on guidelines for any future negotiations.
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$UBER Uber Q1 FY25:
• Gross bookings +18% Y/Y fxn to $42.8B.
• Revenue +14% Y/Y to $11.5B ($0.1B miss).
• Adj. EBITDA +35% Y/Y to $1.9B.
Q2 FY25 guidance:
• Gross bookings ~$46.5B ($0.6B beat).
• Adjusted EBITDA up 29% to 35% Y/Y. https://t.co/fCyrUncEsW
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$UBER Uber Q1 FY25:
• Gross bookings +18% Y/Y fxn to $42.8B.
• Revenue +14% Y/Y to $11.5B ($0.1B miss).
• Adj. EBITDA +35% Y/Y to $1.9B.
Q2 FY25 guidance:
• Gross bookings ~$46.5B ($0.6B beat).
• Adjusted EBITDA up 29% to 35% Y/Y. https://t.co/fCyrUncEsW
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