Disney $DIS ( ▼ 0.1% ) has turned from Cinderella to Evil Stepmother — in the eyes of many fans, at least.

Ten million YouTube TV $GOOGL ( ▲ 2.44% ) subscribers lost ESPN and ABC this week after a carriage dispute with Disney — the latest headache for a company already juggling price hikes, culture battles, and PR blowback. Fans aren’t buying the “blame YouTube” narrative either.

The happiest brand on Earth is learning what happens when Mickey turns heel.

Plus, are eVTOLs ready for takeoff? Scroll down for more.

— Brooks & Cas

For investors tired of market swings, Hands-Off Investing offers a refreshing alternative.

Their secured real estate debt portfolios are designed to deliver 6-10.5% annualized returns with monthly distributions and flexible 12-48 month terms.

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If you’re an accredited investor looking for stability and strong yield, this is worth a serious look.

Allegiant Travel $ALGT ( ▲ 25.06% ) raised its full-year earnings outlook above prior guidance.

Humana $HUM ( ▼ 6.01% ) reported lower profit and cut its full-year outlook.

Rivian $RIVN ( ▲ 23.36% ) beat Q3 estimates and reaffirmed its R2 launch timeline.

Pinterest $PINS ( ▼ 21.76% ) missed Q3 earnings expectations.

Teradata $TDC ( ▲ 32.59% ) soared on a strong Q3 beat and higher full-year revenue forecast.

To monitor hot stocks in real time, check out The Street Feed.

📈 Upgrades

📉 Downgrades

This is just a fraction of the calls we feature all day on The Street Feed. Street Sheet Research Subscribers can see why the analysts upgraded or downgraded the stocks above and updated price targets. Get immediate access today.

Sometimes less really is more.

Evercore ISI $EVR ( ▲ 1.97% ) upgraded Yum Brands $YUM ( ▼ 0.11% ) to Outperform after the fast-food conglomerate said it’s exploring strategic options for its struggling Pizza Hut business, including a potential sale. The firm raised its price target to $180, implying 21% upside from today’s close.

Analyst David Palmer wrote that, while selling Pizza Hut would trim Yum’s near-term earnings, it could create a cleaner, faster-growing company.

Taco Bell remains Yum’s standout performer, capturing market share even as inflation squeezes consumers.

The chain continues to post growth across all income brackets, particularly among families and younger diners. Despite double-digit beef inflation, Evercore expects company-owned margins to hit 24% this year.

Palmer called Taco Bell’s momentum “a powerful offset” to Pizza Hut’s stagnation, while KFC maintains stable international strength.

Most analysts remain neutral, with 21 of 32 rating the stock a Hold — but that could change if the Pizza Hut divestiture proceeds smoothly.

“With a low-capital business and potential proceeds from a Pizza Hut sale — our base case is a $3 billion valuation — Yum Brands can meaningfully accelerate share repurchases,” Palmer said.

For Yum, shedding its weakest link could unlock capital, simplify operations, and put growth back on the menu. Investors betting on the comeback may find this combo meal worth ordering early.

Hands-Off Investing is changing how accredited investors participate in real estate. 

Instead of chasing tenants or flipping properties, investors stand to earn steady 6-10.5% returns through secured real estate debt — with monthly distributions and no day-to-day management.

It’s real estate income without the real estate headaches.

For those looking to diversify beyond stocks and bonds with something secure and cash-flowing, this is a compelling option.

CBS News: Starbucks $SBUX ( ▲ 4.12% ) Unionized workers plan to strike on Nov. 13, the chain’s Red Cup Day, unless a labor contract is reached by then.

QZ: McDonald’s $MCD ( ▲ 2.16% ) earnings showed strong global demand but flat US sales, as lower-income diners continue to pull back despite $5 Meal Deals.

Reuters: Google $GOOGL ( ▲ 2.44% ) and Epic Games $EPIC ( 0.0% ) reached a settlement over Android app store rules, paving the way for lower fees and more developer choice.

CNBC: The Trump administration’s $80B plan to fund new Westinghouse nuclear plants could make the US an 8% shareholder if the firm goes public.

Axios: Amazon $AMZN ( ▲ 0.35% ) is testing a robot-powered “store within a store” at a Philadelphia-area Whole Foods, merging organic groceries with its own brands.

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Here are some of the pressing topics we covered:

And much more. Get these answers, along with instant access to our source for real-time investing info, The Street Feed, and our latest Equity Research Report, Trading the Tides.

AI lenders are already hedging their bets.

Deutsche Bank’s $DB ( ▲ 1.56% ) reportedly protecting itself from potential defaults in the data center boom — using the same playbook that fueled every credit cycle before it.

Are you bullish or bearish on Bank of America $BAC ( ▼ 2.04% ) over the next 12 months?

▇▇▇▇▇ 🐂 Bullish

▇▇▇▇▇ 🐻 Bearish

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