Shares of U.S Steel plunging as the Biden Administration prepares to block the merger deal with Japan’s Nippon Steel. What the fallout means for U.S. Steel’s future, and the job cuts that could follow. Plus Microsoft’s AI snag. Customers of the company’s Office AI assistant pushing back as performance and cost issues arise. The mixed results, and what it mea ... Show More
Aug 14
Key week for retail on deck... And the next test for housing stocks 8/14/26
With the bulk of earnings season in the rearview, the attention shifts next week to reports from retail giants including Target, Walmart and Home Depot. The traders give their picks for the best-positioned retail stocks now. Then, Compass’ Mike Simonsen weighs in on the big week ... Show More
43m 37s
Aug 12
AI stocks back in the spotlight... And a bold call for three rate hikes this year 8/12/26
The traders debate what’s driving strength in the AI trade today, as stocks like CoreWeave, Nebius and Super Micro all surge double digits. We also get a fresh read on the AI buildout, with Cisco reporting Q2 numbers after the close. Then, BofA Securities’ U.S. economics head exp ... Show More
43m 34s
Sep 2024
How the Election Is Sinking a $15 Billion Business Deal
<p>In a highly unusual move, the Biden administration signaled last week that it would block a Japanese company from buying an iconic American company in a critical swing state.</p><p>Alan Rappeport, who covers the Treasury Department for The Times, discusses the politics that co ... Show More
20m 23s
Jan 2023
Microsoft Landing, and CEO Sit-downs 1/24/23
Wall Street is awaiting Microsoft’s big earnings report due out after the bell. And there are lots of issues at play, from layoffs to investments in AI.
We’re also waiting to hear from the Dept. of Justice on an antitrust announcement. We’ll break it all down, and bring you the ... Show More
46m 45s