If American Express had a problem with an aging demographic, it looks like that problem is being addressed.
(0:20) Jason Moser discusses: - Shares of AmEx popping 15% in two days off of strong guidance for 2023 - How younger customers are the majority of the company’s growth story - Why he’s going to be watching Amazon’s revenue when it reports earnings on ... Show More
Yesterday
Is AI the Answer to Big-Box Retail’s Woes?
The big box retailers are reporting earnings, and there are plenty of headwinds to discuss. But among the common themes this earnings season, these companies are leaning into AI (and AI assistants with cheesy names) to bring their businesses into the future. Tyler, Matt, and Jon ... Show More
29m 33s
Yesterday
Behind The Most Exciting Stock Pop In Years!
Target reported solid earnings this morning, which is a great sign for the consumer, but the big news today was from Moderna. The company’s clinical trial results for a cancer vaccine were so encouraging it was fast tracked through the trial and, while there are questions, this c ... Show More
19m 31s
Aug 18
The Bond Market Selloff is Showing up in Earnings Reports
Most of the time, stock investors don’t pay attention to the bond markets. But when the words “not seen since 2007” start getting thrown around, investors start to look at lot harder at what’s going on with bonds. Lou, Matt, and Tyler dissect the recent moves in bond markets and ... Show More
22m 42s
May 2023
Everything’s Coming up AI!
Felix, Mihir and Charlotte Howard discuss the recent earnings season with a spotlight on ExxonMobil, Chevron, Autozone, Apple, UPS, Microsoft and PDD – and what it all means for the economy. Hosted on Acast. See acast.com/privacy for more information.
47m 15s
Jun 2024
The Deal Room: Apple Intelligence & J.P. Morgan Boosts IBD Outlook
<p>In this episode, we delve into the captivating world of corporate strategy, examining four prominent stories that made headlines last week:</p><p><br></p><ul><li>Apple is enhancing its Siri voice assistant and operating systems with OpenAI's ChatGPT, aiming to catch up in the ... Show More
39m 54s
Jul 2023
Regulating AI Hiring & Auto Sales Make A Comeback
Episode 97: Neal and Toby discuss the latest legal troubles for AI and whether ChatGPT's first decline in growth is a telling sign. Plus, the US auto industry is alive & well with soaring sales from major automakers, which could be a turning point for the economy. Then, a look at ... Show More
29m 21s