Alphabet eyes its biggest acquisition of all time in Wiz, and a struggling retailer’s outlook gets worse – but it might be a buying opportunity for investors.
(00:22) Jason Moser and Dylan Lewis discuss:
- Retirement lessons and a reminder to ignore the exogenous from our colleagues at FoolFest 2024.
- Why Alphabet is eying a $23B cybersecurity acquisit ... Show More
Sep 7
Bloom Energy’s “Time-to-Power” Moat
A completely mailbag episode. In the first segment, Jon, Matt, and Rachel take a question regarding return on invested capital (ROIC), and how this metric plays into investment decisions. In the second segment, a listener asks about bottlenecks in the power generation space and h ... Show More
28m 56s
Sep 6
Purpose, People, and Core Pursuits: Key Ingredients to a Happy Retirement
If there’s one person who knows about both the financial and non-financial ingredients to a happy retirement, it’s Wes Moss. Wes is a Certified Financial Planner, the chief investment strategist at Capital Investment Advisors, the host of the Retire Sooner podcast, and the author ... Show More
24m 38s
Mar 2025
Nvidia’s AI Message, Alphabet’s Scoop, FOMC Meeting Day 1 3/18/25
<p>David Faber and Jim Cramer started the show by looking ahead to Nvidia’s big AI message, with CEO Jensen Huang set to deliver his keynote address later today. The anchors then shifted to the big deal of the morning; Google-parent Alphabet acquired cybersecurity company Wiz for ... Show More
43m 9s
Mar 2025
SOTS 2nd Hour: Prepping For The Fed, Google’s Biggest Acquisition EVER, and Time To Look Overseas? 3/18/25
<p>Stocks kicking off the morning in the red – David Faber, Michael Santoli, and Sara Eisen broke down the latest on the Fed front and where rates could be headed tomorrow. Why T. Rowe Price CIO Sébastien Page says to bet on international equities here over the SPX – plus, what C ... Show More
42m 52s
Aug 2022
Would You Bet on Alphabet Stock -- July 2022
<p>Jordan Koene, PreVisible.io CEO and Co-Founder, discusses what's happening with Google. It’s been a difficult two years for tech stocks and even the behemoth, Google, is dealing with contractions across all their lines of business. However, in comparison to players like Shopif ... Show More
13m 25s
Apr 2024
The Deal Room: Alphabet Weighs Offer for HubSpot & 3 Hot M&A Breakdowns!
<p>Join us this week in The Deal Room as we dissect the buzz surrounding Google's potential acquisition of HubSpot, a deal potentially valued at a $35bn. Discover the strategic reasoning behind it, potential synergies, and the looming antitrust hurdles.</p><br><p>We also take you ... Show More
43m 42s
Dec 2024
2024's Biggest Retail Headlines: 70% Surge in Store Closures and Major Amazon Shifts
In the latest edition of Omni Talk’s Retail Fast Five sponsored by the A&M Consumer and Retail Group, Avalara, Mirakl, Ownit AI and Ocampo Capital Chris Walton, Anne Mezzenga, along with guest hosts from the Alvarez & Marsal Consumer and Retail Group David Ritter and Chad Lusk di ... Show More
6m 53s
Jun 2025
Mid-year outlook: diversify and hedge
Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving ma ... Show More
25m 49s