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The Walt Disney Company (DIS) “Has Just Continued To Be Right,” Says Jim Cramer

We recently published Jim Cramer’s Fresh 14 Stocks & Thoughts About Market Performance. The Walt Disney Company (NYSE:DIS) is one of the stocks Jim Cramer recently discussed.

The Walt Disney Company (NYSE:DIS) is a well-known American media and entertainment company whose shares have benefited from robust management in 2025. The stock has gained 9.7% year-to-date as the firm has seen catalysts through a growing subscriber base for its streaming service. Cramer has also noted The Walt Disney Company (NYSE:DIS)’s strong media performance and added that investors also need to focus on the firm’s cruise ship and theme park businesses. Here are his recent remarks about the firm:

“You know I’ve got my annual meeting for our club on Friday, and I’m getting bailed out here on a name that has just continued to be right for me after being wrong for some time. It’s Disney! Both Citi and Barclays saying really positive things. Barclays by the way, says that legacy media could surprise the upside. I can’t recall when legacy media could surprise the upside. So watch the stock take off as people realize the old, the Bob Iger Disney is back. And the Bob Iger Disney is a surprise to the earnings estimates. And by the way, Hugh Johnston there, the CFO, he’s the master of underpromise, overdeliver. He’s also the master of being an incredibly nice man.”

A packed theater of moviegoers watching a blockbuster film produced by the entertainment company.

Previously, the CNBC host also mentioned The Walt Disney Company (NYSE:DIS)’s CFO:

“Why doesn’t Hugh Johnson get any credit [for improving performance], the CFO. Well look, the theme park’s now [inaudible]. What’s really interesting is they’re now starting to talk about the cruise ships in 26′. I would have waited until 27′. But I do think that Disney had a great quarter, I think that Hugh Johnson plays a big role and James Gorman is going to play a big role.

“He [Bob Iger] did bring back stability. Stability is working.”

While we acknowledge the risk and potential of DIS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than DIS and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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