logo
episode-header-image
Apr 2024
15m 27s

Rethinking Tesla and Apple

Financial Times & Pushkin Industries
About this episode

In the last months, the stock market has been a joyride, but not for two of the biggest names in tech: Tesla and Apple. Today on the show we look at how these two former high-flyers have come down in the last months, and even wonder what their role in the so-called Magnificent Seven tech stocks should be. Also we go long fundamental valuations, and long the Japanese family name Sato.  


For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


Follow Ethan Wu (@ethanywu) and Katie Martin (@katie_martin_fx) on X. You can email Ethan at ethan.wu@ft.com.


Read a transcript of this episode on FT.com


Hosted on Acast. See acast.com/privacy for more information.

Up next
Nov 20
Nvidia's crazy day
<p>In the morning, Nvidia’s earnings report seemed to have cured the market of its jitters about an artificial intelligence bubble. And then it didn’t. Today on the show, Katie Martin and Rob Armstrong try to figure out if the chipmaker’s numbers are soothing or scary. Also they ... Show More
23m 40s
Nov 18
Big deals in Big Pharma
<p>The battle between Novo Nordisk and Pfizer to acquire Metsera is over. But is this merger a sign of strength or weakness for the industry? Today on the show, Rob Armstrong talks with US finance editor James Fontanella-Khan about the pressures on drug companies from Washington ... Show More
20m 44s
Nov 13
Is the K-shaped economy real?
Companies such as Procter & Gamble and Chipotle say lower-income customers are spending less, while upper-income customers keep splurging. But data from the Federal Reserve and others suggests incomes – and the differences between them – have remained steady. Today on the show, K ... Show More
23m 16s
Recommended Episodes
May 2024
Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?
<p>Sarah Hansen, Morningstar Inc markets reporter, explains why Apple and Tesla are diverging from the rest of the Magnificent Seven stocks. Also, details into a first ever dividend from Alphabet. Preston Caldwell, senior US economist for Morningstar Research Services, discusses ... Show More
17m 4s
Jun 2024
Apple Intelligence
Apple (AAPL) unveils new Apple Intelligence, iOS, tvOS at WWDC. (00:24) CVS generics recalled two times more than Walgreens (WBA) generics: report. (02:09) DXC Technology jumps on report of joint bid from Apollo (APO), Kyndryl (KD). (03:16) Episode transcripts seekingalpha.com/ws ... Show More
6m 26s
Jun 2023
MM114: Is a US debt ceiling deal actually bad for stocks?!
<p>On The Trading Floor this week, Piers and I discuss three hot topics:</p><br><p>1) Now a US debt ceiling deal has been struck what next for financial markets?</p><br><p>2) Stocks are still going up, mainly led by big tech but market commentators keep talking about a narrow mar ... Show More
42m 25s
Feb 2024
Google says Microsoft pitched Bing sale to Apple
Google (GOOGL) (GOOG): Microsoft (MSFT) offered to sell Bing to Apple (AAPL) when pitching default deal. (00:23) Walt Disney (DIS), Reliance sign pact to merge Indian media operations - report. (01:27) Ford (F) halts shipments of electric F-150 truck due to quality issue. (02:36) ... Show More
6m 52s
Feb 2024
Danielle DiMartino Booth on America's game of thrones
Danielle DiMartino Booth shares why Jerome Powell is a man on a mission and why this is where he wants to be (0:35). Should we trust economic data coming out? (2:20) Importance of following real time layoff data (4:30). This is an abridged conversation from a recent Investing Exp ... Show More
6m 30s
Jun 2023
Closing Bell: Trading the Market Resiliency 6/8/23
<p>Are the bears suddenly sweating as stocks stay resilient? Greg Branch of Veritas Financial Group defends his market stance. Plus, EMJ’s Eric Jackson breaks down Tesla’s latest hot streak and the two things that he thinks could mean further gains for that name. And, Pippa Steve ... Show More
42m 43s
Feb 2024
Berkshire's Operating Units Holding Up Well
 Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Property & Casualty Insurance Senior Analyst Matthew Palazola discusses why Berkshire Hathaway earnings power should remain intact given its diverse units that can offset pockets of weak ... Show More
38m 52s
Jan 2024
🤌 "Mob Wife Life" — The Soprano's salami strategy. Where Ya Bin's purge pricing. IBM's mysterious stock pop
<p>The #MobWifeAesthetic is trending thanks to the Soprano’s 25th anniversary TikTok account — HBO cut The Sopranos into 25 second episodes because of “The Salami Strategy.”</p><p>IBM’s stock is (shockingly) close to an all-time high — So we’re looking at what IBM actually does, ... Show More
20 m