Tech, Media & Telecom Roundup: Market Talk
This roundup covers three key market stories. Benchmark analyst Mike Hickey warns that Disney's upcoming 'Avengers: Doomsday' faces a strategic mistake by competing with 'Dune: Part Three' for overlapping audiences and premium IMAX screens, potentially constraining box-office performance. Deutsche Bank dismisses bearish concerns on Microsoft ahead of its 4Q earnings, arguing fears over component costs, AI returns, and OpenAI exposure are overblown, with shares rising 1.3%. UOB Kay Hian forecasts global lidar shipments surging to 40 million units by 2030 from 5 million in 2025, driven by Chinese dominance (90% market share) and cost reductions from over $9,000 to under $300. The firm initiated buy ratings on Hesai and RoboSense, which together hold 60% market share.
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