Carl Icahn gets what he was after as Illumina’s CEO steps down but what does this mean for the company’s potential big acquisition?
(00:21) Jason Moser and Deidre Woollard discuss: - If Illumina’s CEO’s exit will impact the company’s moves to acquire Grail. - Carl Icahn’s history of activist investing. - Thoma Bravo’s success in buying companies and repack ... Show More
Yesterday
The Trade Desk’s Woes & A New AI Donut?
As earnings season winds to a close, the team discusses what we learned this quarter and why a new jobs report may actually be good for the market. Plus, we discuss The Trade Desk’s bad week, Google’s brain drain, and the stocks on our radar. Travis Hoium, Lou Whiteman, and Jon Q ... Show More
40m 49s
Aug 6
The Wild Swings of Earnings Season Continue
The amount of stocks moving 10% or more in either direction this most recent quarter has been staggering. Even companies that post decent, even some might call good, results are dropping double digits or more. Today, Jon, Travis, and Tyler dissect earnings results from several Mo ... Show More
21m 10s
Aug 5
Shopify Shines and Uber Declines
Earnings season continues to give strong results, but that doesn’t mean each stock is rising on the news. Today, we saw Shopify jump and Uber fall after earnings that both showed strong adoption for their products. In addition, we discuss Disney and its growing reliance on the pa ... Show More
19m 33s
Oct 2022
Illinois Tool Works CEO, Stifel CEO & Know Your IPO: M
The S&P and Nasdaq snapped their win streak while the Dow rose slightly and Cramer is breaking down all the earnings that are driving the market. Then, Illinois Tool Works CEO Scott Santi joins Cramer to dig deeper into the company's most recent quarter. Plus, Intel spun off its ... Show More
44m 37s
Sep 2024
The Deal Room: Bumper M&A Special (UniCredit, Intel, Rightmove)
<p>In this episode, Anthony Cheung and Stephen Barnet discuss the latest developments in M&A speculation, focusing on Unicredit's acquisition attempts of Commerzbank, Qualcomm's interest in Intel, and the ongoing saga of Rightmove's acquisition. </p><br><p>They delv ... Show More
34m 36s
Sep 2016
TIP 104 : Billionaire Carl Icahn - A Rare Look Behind the Scenes w/ Mark Stevens, author of King Icahn (Business Podcast)
IN THIS EPISODE, YOU’LL LEARN: What “greenmail” is and how Icahn basically got paid for not taking over companies. How to conduct an activist approach to investing. Why Carl Icahn always wins in a negotiation. If Carl Icahn is truly a bear in the current market conditions. BOOKS ... Show More
37m 15s
Apr 2021
Qualtrics Founder & CEO, Marvell Technologies CEO & PPG CEO
The Dow regained 316 points after falling for the past two days and Jim Cramer is diving into today's action. Then, fresh off earnings at the close, Qualtrics Founder Ryan Smith and CEO Zig Serafin check in to break down the numbers. Next, after completing its acquisition of Inph ... Show More
44m 34s
Nov 2024
The Deal Room: Is Nvidia's Magic Fading & Trump's Impact on the M&A Market for 2025
<p>In this episode, Anthony Cheung and Stephen Barnett discuss Nvidia's recent earnings report, the implications of Trump's return on M&A activity, and the role of activist investors in corporate strategy. </p><br><p>A great conversation connecting corporate finance theo ... Show More
42m 48s
Nov 2024
Tesla, Bitcoin, and the Future of Homebuilding
Builders First Source CEO Peter Jackson joins the podcast. Jack talks stocks. Jackson considers abducting a squirrel. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
36m 13s
<p>In this week's episode, we unpack the following four stories in the world of corporate finance.</p><p><br></p><ul><li>Will new SEC rules mean that SPACs (Special Purpose Acquisition Companies) can be more than a bubble-market phenomenon?</li></ul><p><br></p><ul><li>The IPO mar ... Show More