Dinosaurs roar for Comcast while CoriWeave makes an acquisition.

Motley Fool Money starts now.

Welcome to Motley Fool Money. I'm Andy Cross, joined by Motley Fool's senior analyst and advisor, Jason Moser. Jason,

happy Monday. Happy Monday, AC. Good to see you. Good to see you. Thanks for being here. We got confirmation

today that CoreWeave is buying another AI data center company, and Oracle is cutting cloud prices for Uncle Sam.

We'll also talk about two companies we're keeping an eye on if the price is right.

But Jason, let's start with the summer movies, Universal's Jurassic World Rebirth,

reportedly brought in more than 300 million globally this weekend,

giving a nice win to Comcast, the parent owner of Universal.

This continues that strong summer at the box office that included how to train your dragon

also from Universal and Apple's F1.

Jason, is this good news for long-suffering Comcast shareholders like me?

It's not bad news.

Most certainly it's not bad news. Now certainly, it's not bad news.

Now, Comcast content and experiences studio segment brought in $11 billion in revenue in 2024,

along with about $1.4 billion in operating profits.

So, I mean, this isn't something from the revenue side that is a tremendous needle mover.

But, you know, I think about when maybe it's a needle mover to the extent that we would say the same thing for Disney, right?

I mean, this is the content space.

It can be very lumpy.

Some years are better than others.

I mean, if you look at the same segment, right, the content and experience the studio segment,

...