Entertainment: movies, TV & music

Investment angle: Disney and Netflix are trading places on the growth-versus-value spectrum in 2026. Disney's streaming segment posted an 88% year-over-year operating income jump and hit an 11% margin for the first time in Q2, even as its stock sits down about 15% on the year and trades at roughly 13 times forward earnings — a discount to Netflix's 20x multiple. Netflix, meanwhile, gave investors a jolt when its Q3 guidance called for slowing revenue growth, even as its ad-supported tier keeps expanding. Wall Street's split: growth investors still lean Netflix, value investors are increasingly eyeing Disney as the contrarian streaming buy. Beyond the two giants, analysts are also watching Spotify, Live Nation, and Warner Music as the music side of entertainment attracts its own investment case.