bob iger thinks chapek should be in control. chapek thinks bob iger should be in control. ress release when igor hands it over to chapek. neither one is running this. and the whole way disney handled this where they outed her amount, each one pointed the finger. it's your problem, it's your problem, it's a testament of corporation dysfunction. >> meaning the business is tough. the stock is 81. where was the stock when igor came back, do you know? >> it's come back. during bob scha peck's regime, the stock fell about 25%. >> how much did netflix fall in that same period? >> netflix as jumped back up in the last nine months. >> it's a difficult business and tough to navigate. >> i think the important thing to look at now, iger is back in the same position he was. he has to name another successor. >> but that hasn't been a panacea. >> not at all. he's 72 years old. he's going to have to pick someone he theoretically gets along better with. they're targeting early 2025 as a succession gate. he wants to stick around and usher the new person in like he did with bob chapek. that b

scene questioning bob chapek's management. k his john. i don't think lloyd blankfein is angling for david solomon east jobe but job. you get the point. he needs to -- liz: look at stock price, charlie, since david solomon, look at the stock price, charlie, since david solomon took over. it is up 43%. >> right. morgan stanley's is up i think double that. i could be wrong, got to check that. he has done better than jpmorgan during that time, okay? and some of the things he is doing is working. listen you could say, he fired people because had restructure and got rid of marcus but he had to do that and yes, people are returning back in the office. i heard goldman sachs was buzzing this week with people that were there. it was like the old goldman sachs where people were in the office, where it felt like a firm again, not like half and half, people with their heads down. so something is happening there internally. he is trying to make this work. it looks like the office thing is working although it could be a little bit of a, peopl

and you saw the same thing with bob chapek and bob iger at fizzny. se me, a lot of chapek's problems, stem from getting on the wrong side of iger. stuff going on with the board, and chapek is out of a job. so i think david saw that, and that's why he's making amends with lloyd. as of now, i don't know, what do you want to say, love is in the air? [laughter] liz: well, i'll tell you, it's nice. it's certainly helpful -- wait, or i'm sorry, dell taco in new jersey? they're trying to keep a low profile, i'm being told it might be del taco -- >> okay. where? where's that? liz: union city. >> that sounds like a place that lloyd and david -- you know -- liz: hey, go. liz: david has expensive tastes in wine. i don't know if lloyd drinks. lloyd's from brooklyn. he's a down to earth guy. lloyd might want to go to del taco. liz: he delivered hot dogs at yankee stadium -- >> you know, i've met both men, okay? i'm hearing wrap, but they even wrap me when i have covid. [laughter] i know both men. they're both down to earth guys. david does have is a real problem o

by then ceo bob chapek. ebruary, the new ceo bob iger said disney would no longer provide subscriber forecast and americans fear ai and big corporations taking their data. but a new survey found 87% are admitting they are still likely to provide personal information to brands to save money. the study was commissioned by user testing in one poll that found they were uncomfortable letting ai they were comfortable letting ai auto order. household items making reservations and choosing their clothes for them. but test people said they would not trust to artificial intelligence, our taxes driving and monitoring children live from the nasdaq market site. i'm jane king. back choosing your clothes watching your kids to defer jobs. i'd totally >> thank you, jane. 7.17, right now, a fight erupted in the east bay when a good samaritan tried to stop a car burglary going on in oakland and you can see the fight. this happened in the parking lot. >> of an ice cream shop. the person who had this view and was taping the whole

1883," an unupcoming paramount network, shifted to paramount plus, "dancing with the stars" which bob chapek the ongoing investment of all of the best new shows becoming hulu exclusive or peacock exclusive. the response to that is understandably hostile from the cable companies who are now being asked to pay more for what is less than was promised years ago. >> so, julia, is it the consensus among wall street analysts that disney has more to lose than charter economically? >> well, disney may have more to lose than that if they were to lose those 15 million subs from charter, they would be losing out on a massive amount of licensing fees, carriage agreement fees. there are so many other pieces of this you have to remember. hulu with live tv, which is, of course, hulu currently two-thirds owned by disney, has seen a massive jump in signups for the live tv service. it's a paid tv bundle. managed by hulu. it does have espn and these other channels on it. yes, we'll see a boost of youtube with live tv and hulu with live tv. that would benefit disney. and then there's another piece of this. right

at some point along the way -- >> i don't remember bob chapek-type where this guy should not be in the job. >> his point yesterday when the point was made of several partners left and five in one week. he said that is not any different. >> the stock is fine. i'm looking at it. you do back to november of 2013. look at the stock. i was checking apple. the next story here. down 6%. fell 3% yesterday. 6% in the last three sessions. the all-time high is just under -- apple. down 10% from the all-time high? the quick calculation. >> the dip just in the last few days is $200 billion. of course, a huge company. >> it is an important market driver, obviously. the most important. maybe on a yearly chart, it is down a little. 177. the high is 197. 196. >> for the one-year, it supis u 15%. >> i was watching some of the coverage. >> 36%. it is the china market. the larger issue of the dispute with china and the united states. if china actually starts to carry out retribution on u.s.-based companies, what does it mean for apple where it is the second largest market or one-fifth of the revenue comes

michael: our call it is give bob -- our call is give bob 2020 according -- 2024. chapektakes time to turn that around. they have to buy in hulu. what we would say is that the communication at disney, since bob has come back, has been poor. they have thrown out a ton of ideas and they tease the market without delivering with what the story will be. the stock is trading where it is and there is very little support right now so i think the market has voted. our calls, this is about 2024, fixing businesses special be more problem -- profitable. it is a fair comment. this espn issue, a lot of it was but on what bob was talking about what they would do any future because disney has not been licking their content into streaming, espn anyway. if charter says -- jon: i have been screened out -- screamed at because i have five seconds on the clock. michael nathanson. michael nathanson. ♪ explore endless design possibilities. style. endless hardie® siding colors. textures and styles. it's possible. with james hardie™. >> we are seeing the turning point in global monetary policy. >>