Toy Story 5 Reaches For the Sky
6/22/202623 min
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 years
Companies 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 Quast
Guests: Matt Frankel, Rachel Warren
Engineer: Kristi Waterworth
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Clips
Transcript preview
First 90 secondsJon Quast· Host0:00
[upbeat music] Box office results for Reaching for the Sky. You're listening to Motley Fool Hidden Gems Investing. [upbeat music] Welcome to Motley Fool Hidden Gems Investing. Today we're gonna talk about some data center news that we have, also taking a question from our mailbag. But first, we need to talk about Toy Story 5 coming out over the weekend, and it was not falling with style. It was flying. This movie was incredibly well-received, and Matt, Rachel, I have to be honest with you here as I, I think about this. I thought Toy Story 3 was the perfect ending for that franchise. I really did. I did not like Toy Story 4. I can't imagine myself going out and seeing Toy Story 5. A lot of movies at the box office these days, I'm not really a huge fan of. I'll wait till it comes out on streaming, but I think I'm alone there because the results are telling a different story.
Rachel Warren· Guest0:52
Yeah, it's actually been, uh, pretty incredible. Massive win for Disney. So Toy Story 5 shattered expectations. They had a stunning $160 million domestic opening weekend. That's the single biggest debut of 2026 so far. If you look globally for opening weekend, the film raked in about $312 million, so definitely a sign that Pixar's legacy intellectual properties are still commanding really exceptional pricing power and audience draw in a really crowded media landscape. Uh, I think another point to make here as well, we're seeing really the box office is back in 2026. We're seeing this on track to be the highest grossing theatrical year of the post-pandemic era.