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Apple to unveil new product, Walmart reports results
New Apple product seen, but no livestream keynote. (0:21) Walmart commentary on tariff impact expected. (0:48) Traders eye FOMC minutes. (2:21)
Show N…
1 year, 2 months ago
Earnings reactions and the next wave of AI speculation
CPI radiation and Washington shenanigans (0:30). Old school consumer stocks did well post-earnings (1:40). Tesla and perceived distractions (4:00). P…
1 year, 2 months ago
Biggest movers Airbnb, Roku surge as Twilio slides
Biggest movers Friday: ROKU, ABNB, DKNG, and more. (00:27) GameStop (GME) considers bitcoin, other crypto investments - CNBC. (02:57) Papa John's (PZ…
1 year, 2 months ago
Market getting used to higher rates for longer
Hot CPI report; stocks take it in stride (0:45). Impact on sectors and stocks and how tariffs play into it (2:10). Keep an eye on Fed commentary (5:1…
1 year, 2 months ago
Reddit slips as costs soar
Soaring costs overshadow Reddit's decent Q4 report and forecast; shares fall. (00:24) Paramount channels CBS, MTV, Nickelodeon, among others going da…
1 year, 2 months ago
Inflation going the wrong way
January CPI rises more than expected. (0:15) Rates move higher and odds of Fed cut sink. (1:05) CVS stock surges on earnings. (3:01)
Show Notes
5 reaso…
1 year, 2 months ago
Super Micro gains on preliminary Q2 report
Super Micro Computer (SMCI) offers up prelim Q2 results, $700M private placement. (00:26) Amazon (AMZN) to open first brick-and-mortar beauty, health…
1 year, 2 months ago
Apple and Alibaba team up on AI
AAPL and BABA will bring AI to iPhones in China. (0:15) Fed's Powell in no hurry. (1:12) Corporate sentiment highest on record. (5:08)
Show Notes
EU ai…
1 year, 2 months ago
Trump signs new order; GameStop eyeing Bitcoin?
Trump signs new tariffs order (0:30) GameStop eyeing bitcoin? (2:25) OpenAI ‘not for sale’ (3:15).
Show Notes
Baidu's CEO sees AI spending still requir…
1 year, 2 months ago
Gold tops $2,900 for another record
The yellow metal is up 10% this year. (0:15) History says a rate HIKE could come in June. (1:36) McDonald's comps surprise. (2:07)
Show Notes
Super Mic…
1 year, 2 months ago