Is “Meme Mania” making a comeback? Reddit shares have had a huge rally since its IPO. While shares of former president Donald Trump’s media company are up 70% this week. We’ll look at what could be different this time around.
Plus, we’re following the drama at Disney. The company just settled its long-running legal dispute with Gov. Ron DeSantis, while it al ... Show More
Oct 8
Investing Outside Big Tech, Oil Prices Rally, Powering AI Infrastructure 10/8/26
Stocks are mostly lower as new details about OpenAI’s annualized revenue spooked investors, putting the artificial intelligence trade under pressure.Brian Sullivan sits down with David Lefkowitz, UBS Head of U.S. Equities, to hear where the best opportunities are outside mega-cap ... Show More
42m 34s
Oct 7
Tech’s Record Rally, Assessing Amazon’s Valuation, Global Energy Uncertainty 10/7/26
Stocks are falling on Wednesday as pressure continues to build in the bond market, pushing yields to their highest levels in 20 years.Brian Sullivan anchors the show and is joined on set by Cantor Fitzgerald’s Eric Johnston to lay out why he is closing out his bullish view on the ... Show More
42m 53s
Aug 2021
Delta, Disney, and your Dollars
Scott Wapner and the Investment Committee debate Disney’s big earnings beat and what it means for the stocks. Plus, what do the numbers say about the reopening trade.
And later, we take a look at next week’s flood of retail earnings reports, what should you buy ahead of the news. ... Show More
44m 41s
Mar 2024
The Relentless Rally 3/4/24
<p>Scott Wapner and the Investment Committee debate the relentless rally as stocks pace for their best run in 60 years. Plus, Jim Lebenthal and Steve Weiss are buying some high-flying stocks, they reveal why. And later, we’ve got Calls of the Day on Fleetcor, Disney and Rollins.< ... Show More
44m 13s
Mar 2024
👍 “r/ipo” — Reddit’s IPO surge. The USA sues Apple. Hidden Valley Ranch’s breakfast strategy.
Reddit, the front page of the internet, just delivered the biggest IPO of the year, and the stock rose 48% on the first day — But Reddit’s community giveth, they can also taketh away.Apple just became the final Big Tech company to get sued by the US government — It’s not being su ... Show More
22m 49s