Will the NFL Bring the Magic Back to Disney Stock?

The Motley Fool Money podcast episode discusses Disney's strategic acquisition of NFL Network and its potential impact on the streaming landscape, particularly against competitors like Netflix. The panel analyzes Disney's streaming strategy, including bundling options and the importance of live sports content. They also touch on the challenges and opportunities in the EV market, with a focus on Rivian and the implications of changing regulatory credits. Finally, the podcast reviews recent earnings from Shopify, highlighting the limited impact of tariffs on its business, and Upstart, noting its revenue growth and profitability. The hosts debate whether Disney's streaming service could surpass Netflix in revenue by 2026 and discuss the potential integration of sports betting into ESPN.