Is Apple Buying Disney? And New China Tr...

This week Michael S. Malone and Scott Budman discuss Apple's massive AI push, grid lockouts, and the new rules of tech talent retention. Mike Malone and Scott Budman break down the biggest takeaways from WWDC 2026, the shift to on-device neural processing, and why power grids are ... Show More

From shifting enterprise budgets to the physical limits of hardware innovation, Mike Malone and Scott Budman dissect the latest tectonic movements in tech. We dive into how enterprise software companies are justifying AI investments, the newest manufacturing pivots, and why micro ... Show More

Amazon wins big, but Tesla’s Supercharger team is gone. Mike Malone and Scott Budman break down the **$2 trillion AWS comeback**, Elon Musk’s latest "hardcore" layoffs, and why the FTC won't let **Microsoft and Activision** just move on. Plus, are we finally hitting peak AI hype? 

<p>Apple and Alphabet dip after one top exec weighs in on the AI/search engine revolution. What one tech analyst sees in store for the industry, and if there’s any reason to be bullish on the group. Plus, China stocks slide despite stimulus and a rate cut, as President Trump hold ... Show More

Apple unveils its new iPhones. Fastly falls on TikTok concerns. United Airlines CEO predicts flying won’t return to normal until 2024. Amazon reports that third-party sellers brought in $3.5 billion on Prime Day. Intuitive Surgical deals with headwinds from the pandemic. Johnson ... Show More

Apple loosens its rules for app developers. Peloton stumbles on slowing growth. Best Buy and Williams-Sonoma report big earnings. And Dick’s Sporting Goods hits a new high. Motley Fool analysts Emily Flippen and Jason Moser discuss those stories and weigh in on the latest from Au ... Show More

Scott and Ed open the show by discussing Disney’s latest round of layoffs, why a private equity firm is taking Walgreens private, and Ontario’s decision to cancel its Starlink contract. They then analyze BlackRock’s decision to buy the ports on either side of the Panama Canal, br ... Show More

The framework of a TikTok deal is finally coming together. Nvidia suffers another major setback in China. Bunch of new AI stuff from YouTube. A coming MacBook with a touchscreen. And a roundup of the reviews of the iPhone Air. U.S. Investors, Trump Close In on TikTok Deal With Ch ... Show More

Bloomberg's Caroline Hyde and Ed Ludlow break down why Apple is facing its worst start to the year in China since the Covid pandemic. Plus, a look at the TikTok bill heading to the Senate and an overview of Tesla's upcoming earnings. See omnystudio.com/listener for privacy inform ... Show More

Jim Cramer and David Faber delved deeper into another set of big bank earnings, discussing what to make of Goldman Sachs posting weaker-than-expected quarterly results while Morgan Stanley beats on profits and revenue. Breaking news on the Disney-Nelson Peltz proxy fight: Disney ... Show More

Kara and Scott discuss Apple hitting a $3 trillion valuation, China announcing export restrictions on minerals used in the production of semiconductors, and GQ pulling an article critiquing David Zaslav. Also: Meta’s Twitter competitor, Threads is officially here and racking in t ... Show More

<p>Scott Wapner and the investment committee debate whether Apple’s record run is enough to keep the tech trade powering ahead. Also, how to play the flood of big retail earnings this week. Plus, this stock is down more than 30% this year, but a bullish new call says it’s a “no-b ... Show More