Toy Story 5 Reaches For the Sky

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 22 June 2026

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

The Hidden Gems investing team dissects the big weekend for Toy Story 5 and which stocks could be winners with a resurgent box office. From there Jon, Matt, and Rachel look at how natural gas is poised to power data centers before ending on a listener’s question regarding value investing and how things have changed since Warren Buffett got his start.Jon Quast, Matt Frankel, and Rachel Warren discuss:-Toy Story 5’s $160 million opening weekend-Hidden winners with growing box office sales-Microsoft’s deal with Chevron to power a Texas data center-Why natural gas is increasingly a consideration-How value investing has changed over the yearsCompanies discussed: Disney (DIS), Netflix (NFLX), Apple (AAPL), EPR Properties (EPR), Chevron (CVX), Microsoft (MSFT), Meta Platforms (META), Alphabet (GOOG)(GOOGL), Amazon (AMZN), EQT (EQT), GE Vernova (GEV), Caterpillar (CAT), Berkshire Hathaway (BRK.A)(BRK.B), Lumentum (LITE), Coherent (COHR), Coca-Cola (KO)Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Box office results for reaching for the sky. You're listening to Motley Fool Hidden Gems Investing.
0:10.0	Welcome to Motley Fool Hidden Gems Investing. Today we're going to talk about some data center news that we have, also taking a question from our mailbag.
0:17.5	But first, we need to talk about Toy Story 5 coming out over the weekend, and it was not
0:23.5	falling with style. It was flying. This movie was incredibly well received, and Matt, Rachel,
0:29.5	I have to be honest with you here as I think about this. I thought Toy Story 3 was the perfect
0:34.6	ending for that franchise. I really did. I did not like Toy Story 4. I can't
0:39.2	imagine myself going out and seeing Toy Story 5. A lot of movies at the box office these days. I'm not
0:45.0	really a huge fan of. I'll wait until it comes out on streaming, but I think I'm alone there because
0:50.3	the results are telling a different story. Yeah, it's actually been a pretty incredible.
0:55.7	Massive win for Disney.
0:56.9	So Toy Story 5 shattered expectations.
0:58.7	They had a stunning $160 million domestic opening weekend.
1:03.1	That's the single biggest debut of 2026 so far.
1:05.9	If you look globally for opening weekend, the film ranked in about $312 million.
1:12.0	So definitely a sign that Pixar's legacy intellectual properties are still commanding really exceptional pricing power and
1:16.9	audience draw in a really crowded media landscape. I think another point to bake here as well,
1:21.9	we're seeing really the box office is back in 26. We're seeing this on track to be the highest
1:27.1	grossing theatrical year of the
1:28.7	post-pandemic era. There was a report that came out from Gower Street Analytics. They revised their
1:33.7	global box office projections upward to just under $35 billion. That's up 16% from 2024. And we're
1:41.1	seeing this across a variety of popular franchises. You had the Super Mario
1:45.3	Galaxy movie crossed the billion dollar milestone. You had Lions Gates Michael closing in over
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