The Dow, S&P 500, and Nasdaq all hit new highs after October’s robust jobs report sent the unemployment rate down to 4.6%. Booking Holdings hits a new high as Airbnb posts record revenue. Peloton takes a hatchet to their guidance, so investors take a hatchet to the stock price. Mercadolibre bounces back with a strong 3rd-quarter report. Andy Cross and Ron Gr ... Show More
Yesterday
When Leverage Goes Wrong on Wall Street
The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn? Plus, we discuss why hyperscalers are moving in opposite directions, why Tesla may le ... Show More
40m 43s
Jul 30
Microsoft Shows the Mag7 What AI Investment Looks Like
Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft’s earnings while hating Meta’s, and w ... Show More
21m 38s
Jul 29
The Consumer Is All Right!
Earnings season has shown us that consumers are still spending and paying their bills, as indicated by SoFi and Visa’s results. That should give investors some confidence as more companies report. Where there are more questions is in the AI trade, which continues to falter, despi ... Show More
20m 27s
Dec 2020
New Week After New Record Highs For Stocks, COVID Vaccine Hopes, And The "Apple Effect" On Intel
<p>After a week which ended with stocks hitting all-time highs, Carl Quintanilla, Jim Cramer and David Faber discuss what's next for the markets what's been driving the record run: Good stories from multinational companies, COVID-19 vaccine hopes acting as a "stimulus" for the ma ... Show More
42m 56s