The United Auto Workers are taking on the entire Big Three at once for the first time ever. (00:21) Ricky Mulvey and Asit Sharma discuss: - How investors can measure an automaker’s profits. - A long-term problem for legacy carmakers. - The impact of the strike on Tesla. - Digital payments adoption in India.
Plus, (15:22) Robert Brokamp and Alison Southw ... Show More
Today
Meta Has Been Busy
It’s not just you, the number of major announcements Meta Platforms has put out in recent months is unusually high, even by Meta Platforms standards. Matt, Jon, and Tyler debate whether all of these new AI, semiconductor manufacturing, and prediction market initiatives are value ... Show More
27m 32s
Jul 7
AI Expectations Hit a Fever Pitch
Every quarter recently, semiconductor stocks keep churning out incredible numbers. And every quarter, it seems as those companies somehow “miss expectations”. The most recent example was when Samsung Electronics reported a 1,900% increase in profits, the stock dropped so much it ... Show More
22m 38s
Sep 2023
Old School Union, New School Strike
This week, Felix Salmon, Emily Peck, and Elizabeth Spiers discuss the auto workers strike and how the UAW is using some tactics it's never tried before. They’ll also get into how things went down with the big Arm IPO and talk about the latest census data on poverty. In the Plus s ... Show More
35m 24s
Aug 2023
What the UAW Wants From Its Fight With the Big Three
On September 14, the contract between the United Auto Workers and the Big Three carmakers (GM, Ford and Stellantis) is expiring — and the possibility of a strike is real. This comes at a delicate time for multiple reasons. The labor market is tight, which means workers have other ... Show More
49m 56s
Sep 2023
What's at stake in a historic autoworkers strike
<p><span style="background-color: transparent; color: rgb(0, 0, 0);">First it was Hollywood, and now another big union strike is underway. For the first time ever, thousands of United Auto Workers members are striking against Detroit’s Big Three auto companies. </span></p><p ... Show More
24m 43s