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Apr 2023
27m 9s

"It's the vanilla ice cream of the banki...

The Motley Fool
About this episode
Now that all of the Big Banks have reported earnings, what stands out? (00:21) Bill Mann discusses: - Warren Buffett's recent comments about holding Bank of America - CEO Brian Moynihan's persistence - Johnson & Johnson's dividend hike and guidance boost - Nvidia's unsurprising pricing power (11:14) Robert Brokamp and Alison Southwick answer your questions ... Show More
Up next
Yesterday
Cisco & Cerebras Orders up, Stocks Down
Both Cisco Systems and Cerebras earnings reports showed two companies with bulging order books, but even that couldn’t satiate the markets appetite. Jon, Matt, and Tyler break down their respective earnings reports and look at some of the major challenges these companies will fac ... Show More
27m 27s
Aug 12
Neoclouds Shine
The AI buildout has one big beneficiary today and that’s neoclouds Coreweave and Nebius. These companies buy and rent out GPUs for AI and they’re seing incredible demand for the assets they’re building. We discuss the short-term demand and where these stocks face risks long-term. ... Show More
21m 13s
Aug 12
RocketLab’s Neutron Update, On Holdings Earnings, and the eVTOL Rivalry Heats Up
Whenever RocketLab reports earnings these days, investors and analysts are far more interested in Neutron rocket updates than anything else. No wonder it was the most discussed topic on the conference call. Travis, Matt, and Tyler dissect Rocketlab’s earnings and opportunities in ... Show More
25m 18s
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