Rethinking the Magnificent 7, Commercial Real Estate Risk, and Disney+ (Taylor's Version) 3/15/24

Adobe shares are falling on weak guidance, but the stock is still outperforming Tesla. Big Technology's Alex Kantrowitz discusses whether Adobe should replace Tesla in the Magnificent 7. Plus, the commercial real estate risk continues to rise. Marcus & Millichap's Hessam Nadji weighs in on the outlook. And, Disney+ is out with Taylor Swift's "Eras" movie today. The Hollywood Reporter's Alex Weprin dives into what this means for the streaming landscape.