I'm John Fort. You're listening to CNBC's Tech Check. Our show is live weekdays at 11 a.m. Eastern. Listen in. Good Monday morning. Welcome to Tech Check. I'm George Rousa with John Ford and Julia Borson. Carl has the morning off today. Out with the old and with the older. Julia's got the latest on Disney. A share surge there on news of Bob Iger's return. We'll discuss that in just a moment. Plus, more from

Crypto's Man of the Hour, disgraced FTX founder Sam Bankman-Fried, as he sits down with CNBC for a rare one-on-one and sharks continue to circle the waters. Finally, do not think we forgot about the rest of tech. More on what to do with Apple ahead of the holidays. Plus the key China tech names you may be missing out on.

We've got a big show ahead, John, as markets start off on the weaker side, the NASDAG down about a percent.

Yes, but we have to start our feed today with one of the stronger stocks.

Because of the news out of Disney, shares are popping there as former CEO Bob Eiger takes the reins at the company, effective immediately, again.

And Bob Chepec heads for the door.

Our Julia Borsden joins us now with the latest. Julia?

Well, John, I'm hearing that Iger has already started to do virtual meetings and phone calls with executives starting first thing this morning.

I'm also hearing that the creative side of Disney in particular is thrilled with this change.

One source telling me that there is great hope that Iger will restore a vision that prioritizes creativity over data,

another source using the word euphoric.

I'm also hearing that there's been a lot of talk

about Iger's history of disagreeing with Chepex restructuring back in October 2020, which put

creative groups at odds with the group making distribution decisions. I'm also hearing that

there is an expectation that Iger could move quickly to amend the structure to closer to what it was

before CEPX restructuring. But on day one, Iger's challenges are far bigger and different,

not just from where they were when Iger left in February 2020 and even when he stepped down

as chairman at the beginning of this year with a far weaker economy.

First, an ad recession will challenge both the company's linear networks and also the new ad-supported streaming service.

Second, a pullback in consumer spending could hit the parks, the Consumer Products Division, as well as streaming subscription dollars.

And third, that streaming landscape, it's a lot more competitive than it's ever been.

And since Chepec raised subscription prices, Disney may be at a little bit more of a disadvantage.

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