Axon Enterprise is facing new questions about its competition, but the earnings continue to look strong.
(00:21) Jason Moser and Mary Long discuss:
- Axon earnings, and the headline that sent the stock down nearly 30% last week.
- What artificial intelligence looks like in policing.
- What success looks like for TJX Companies.
Then, (19:34), Emily Flipp ... Show More
Nov 24
Reckless Earnings Predictions: ZM, BBY, DE
We enter Thanksgiving week with a plate full of reckless predictions featuring Zoom (reports today), Best Buy (reports tomorrow morning), and Deere & Co. (reports tomorrow morning).
Rick Munarriz, David Meier, and Tim Beyers:
- Forecast a “miss, beat, or beat and raise” for Z ... Show More
24 m
Oct 2024
SOTS 2nd Hour: Prepping for Big Tech Earnings, Woes Growing At Boeing, and Rating Apple’s AI Roll-out 10/28/24
<p>Carl Quintanilla, Deirdre Bosa and David Faber discussed the latest headlines surrounding the Magnificent 7 names – ahead of results out of Alphabet, Meta, Amazon, Apple, and Microsoft. Also in focus: the latest on the elections front, including CNBC’s proprietary data around ... Show More
42m 26s
Jan 2025
Prof G Markets: Project Stargate & The Rise of Oracle + Scott’s Stake in La Equidad Football Club
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Scott and Ed open the show by discussing Netflix’s fourth quarter earnings, Johnson and Johnson’s latest earnings call, and potential TikTok bidders. Then Scott breaks down the new Stargate initiative, explaining how it served as ... Show More
51m 51s
May 2024
GameStop & Market Manipulation + Is AI Becoming a Bubble, and Is Nvidia Safe?
Scott shares his thoughts on the brief meme stock resurgence of last week and considers whether Keith Gill, otherwise known as Roaring Kitty, should be accused of market manipulation. Then Scott and Ed discuss xAI’s potential deal with Oracle and question if investments in AI cou ... Show More
53m 9s
Sep 17
Novo Nordisk Rises, Centrica Gains, Inditex Up
On this episode of Stock Movers: - Novo Nordisk received an upgrade to buy from hold at Berenberg, which switches its preferences within the obesity sector to make the Danish company its top pick instead of Eli Lilly. - Morgan Stanley upgraded Centrica's stock to an overweight, o ... Show More
4m 8s
Nov 2024
VREP #445 | The Scalena Brothers’ Key Takeaways on Vancouver’s Market Resiliency, New Buying Strategies & BC-specific Investor Hurdles
Ever wish you could hit pause on a great conversation? Today we're doing just that - exploring some of the unique, interesting, and counterintuitive ideas that emerged from our most recent podcast episodes.Adam & Matt sit down this week to unpack the most compelling insights ... Show More
55m 58s
Aug 27
Robert Wallace: Managing Stanford’s Endowment, Balancing Risk, and Driving Innovation
What shapes the investment strategy behind one of higher education's largest endowments? Nicolai Tangen sits down with Robert Wallace, CEO of Stanford Management Company, who oversees more than $40 billion for Stanford University. From his unique journey as a professional ballet ... Show More
47m 58s
Oct 2
Spotify CEO Exit, Air Canada Cuts Guidance, and More Tariff Casualties
In this episode, we dig into some big moves across markets. Spotify is shaking things up with Daniel Ek stepping down as CEO and a new co-CEO model taking over. Nike finally posts sales growth after a tough stretch, but margins remain under pressure as rivals like On and Hoka kee ... Show More
45m 27s