Episode Details

Taiwan is keeping a close eye on a Chinese aircraft carrier after China condemned the meeting between Taiwan president Tsai Ing-Wen and U.S. House Speaker Kevin McCarthy yesterday. Rhodium Group's Noah Barkin discusses the latest. Plus, Mastercard is out with its latest SpendingPulse data, showing spending growth increased by a smaller amount in March compared to February. Mastercard's Steve Sadove breaks down the results. And, Warner Brothers is approaching its one-year anniversary of merging with Discovery as the streaming wars heat up. Wolfe Research's Peter Supino explains why he's bullish on the stock.