When disruption strikes, what a company does next is crucial.
(00:21) Bill Barker and Deidre Woollard discuss:
- If we are already in a Santa Claus rally.
- The challenges facing big automakers.
- If cybersecurity’s challenges will fade.
(20:48) Mary Long and David Meier discuss the “second acts” of BlackBerry and Garmin, and take a look at 3 other stocks ... Show More
Yesterday
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
May 2022
Turning a Problem into an Opportunity
As a business leader, how do you think about a recession, and what’s your approach? Hint: It’s not the strongest that will survive, but the ones who respond best to change. Kipp and Kieran give tangible advice on what will make or break your business in the next 24 months, compan ... Show More
20m 53s
Nov 2024
SOTS 2nd Hour: Not On Target, Cutting the Cord, & The Nvidia Earnings Playbook 11/20/24
<p>Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the retail front after Target shares plunged on weak results and a guidance cut, hurting stocks across the sector. What does it mean for the consumer? And is there pain ahead for retail stocks heading into th ... Show More
43m 48s
Apr 2022
Changes at the Top: Spinoffs, Separations and Restructurings
Against a challenging macroeconomic backdrop, a growing number of companies are turning to spinoffs, separations and carve-outs in an effort to create value for shareholders. In the latest episode of Exchanges at Goldman Sachs, Ben Snider, senior strategist on the U.S. Portfolio ... Show More
20m 2s
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
Jul 2023
Prof G Markets: Carvana and Corporate Governance, Hollywood vs. Microsoft, and Oddity’s IPO
This week on Prof G Markets, Scott shares his thoughts on Carvana’s questionable governance in light of its recent debt restructuring. He then explains why Hollywood writers and actors should be picketing outside of Microsoft instead of the studios. Scott also discusses the succe ... Show More
41m 32s
May 2022
Finding momentum in a down market
CNBC's Bob Pisani spoke with Mel Faber, Co-founder and CIO of Cambria Investments along with Tom Lydon, Global CEO of ETF Trends. They discussed what to do in a down market without taking yourself out of the game entirely – whether it’s momentum trading or put options. Plus, what ... Show More
26m 56s