Yesterday

Do AI Moats Exist?

We’re likely to have two trillion dollar IPOs in the next year with Anthropic and OpenAI eyeing the market. And they’ll join Meta, Google, SpaceX, and more in the AI race. But does anyone really have a durable advantage? We discuss that and where we see opportunities in AI. Travi ... Show More

20m 32s

Sep 15

When the Government Becomes Your Co-investor

The US government and governments all over the world have played some active role in the day to day decision making at businesses for years. What we haven’t seen, though, is the US government take active equity stakes in businesses and so directly shape the capital allocation dec ... Show More

28m 34s

Sep 14

AI Leaders Want to Slow Down Development For…

The dominant story of the past week has been the wave of leaders in the AI space warning about the pace of frontier models and their fear of them getting “out of control”. While that may be true, there may be other reasons why they’re all sounding the alarm at this precise moment ... Show More

27m 7s

Jul 2020

Big Tech – Big Profits, Busiest Week of Earnings Season Wraps Up, Questioning Kodak

Carl Quintanilla, Jim Cramer and David Faber breakdown the blowout results from big tech. Apple posting a blowout third quarter, sales were up 11%, the tech giant also announcing a 4-for-1 stock split. Plus, hear what Apple CEO Tim Cook told Cramer. Amazon sales soaring, troun ... Show More

45m 14s

Jan 2023

Big Week for Earnings and the Fed, Tesla's January Surge, "Fly, Eagles, Fly" 1/30/23

Carl Quintanilla, Jim Cramer and David Faber focused on a big week for the markets, as Wall Street gears up for everything from key policy decisions by the Fed and other central banks -- to a slew of earnings including results from tech giants Apple, Amazon, Alphabet and Meta. Th ... Show More

42m 41s

Jun 2023

Apple Approaches Milestone 6/20/23

Scott Wapner and the Investment Committee discuss tech's amazing run this year and Apple's road to $3 trillion in market cap. Our Calls of the Day are bullish notes on Ulta Beauty and Chipotle. Josh Brown explains why he thinks crypto is about to head into a new phase. And our ... Show More

44m 59s

Jul 2020

“Apple’s pizza is waaaay too big” — Apple’s 4-1 stock split. P&G stole Sysco's sales. Amazon’s record.

Fresh after hitting Capitol Hill, the Tech Big 4 announced earnings reports (they were epic). We’re focused on Apple’s 5 profit puppies and Amazon’s double-double. Then Procter & Gamble sneaked in with its best quarter in 14 years because one company’s loss is another’s gain. And ... Show More

15m 35s

Jul 2023

MM122: BIG tech earnings & yield curve control explained?

A BIG week for global markets, from tech earnings to central bank decisions, get the full low down. On the trading floor this week, Anthony and Piers discuss: <ul><li>Meta makes a comeback, Google excels on advertising spend and Microsoft posts tepid nu ... Show More

56m 32s

May 2024

MM150: Fed Decision Explained & Apple Beats The Street

Get the inside scoop on the latest moves in financial markets with our deep dive into recent headlines.  <ul><li>Make sense of what the US central bank said this week, how markets reacted and what might come next.</li></ul> <ul><li>Apple shares jum ... Show More

43m 16s

Jul 2022

Tech-Tonic Shifts, Oil Stocks Surge, Roku Rocked 7/29/22

Carl Quintanilla and Jim Cramer started the show by breaking down quarterly results from big tech stocks Apple and Amazon. Apple reported a beat on revenue and profit, and said it’s expecting growth to accelerate despite “pockets of softness.” Amazon shares jumped on its revenue ... Show More

44m 29s

Nov 2024

Airbnb earnings on deck

Airbnb (ABNB) Q3 earnings on deck: Focus on bookings amid slow U.S. demand. (00:23) Election buzz: Tesla (TSLA) soars on expectations of green lights for autonomous driving approvals. (02:02) Costco's (COST) October net sales climb 7.2%. (03:10) Episode transcripts seekingalpha.c ... Show More

7m 14s

Apple's Approaching $3T