1. Disney with a blowout, beating analyst estimates on top and bottom lines. Also, a big raise to earnings guidance. It’s about time. Adjusted EPS for its fiscal third quarter were $1.39, up 35% from a year ago. The company’s combined streaming businesses (Disney+, Hulu and ESPN+) turned positive for the first time, ahead of schedule. The entertainment segment was up 4%, much better than expected. And yet, shares were down about 1% in the premarket.

2. Airbnb‘s second-quarter results on Tuesday were a big disappointment and the vacation rental company talked about slowing demand from U.S. guests. It does look like a short-term peak. Shares fell 14%.

3. CVS Health on Wednesday reported better-than-expected earnings. EPS were $1.83 adjusted vs. $1.73. Revenue was $91.23 billion vs. $91.5 billion expected. However, the retail drugstore chain cut its full-year profit outlook because of higher medical costs. The company expects 2024 adjusted earnings of $6.40 to $6.65 per share, down from at least $7 per share. It has cut 600 stores since 2022 and expects to close 300 more this year. I have CEO Karen Lynch on “Mad Money” tonight.