Chair Jerome Powell thinks the chances of a recession are low, though the economic outlook is more uncertain.
(00:21) Ricky Mulvey and Nick Sciple discuss:
- Takeaways from the Federal Reserve’s Open Market Committee Meeting.
- Netflix’s $320 million movie, The Electric State.
- Brad Jacob’s venture, QXO, acquiring Beacon Roofing Supply.
Then, (16:40) Fool ... Show More
Yesterday
Marvell’s Trillion-Dollar Target
Custom silicon company Marvell wants to acquire Lumentum at $115 billion, dwarfing many previous deals in the publicly-traded tech space. Jon, Matt, and Rachel talk about why Marvell is so eager to bring this optic technology in-house and what it could mean for the competitive la ... Show More
25m 47s
Jul 2025
Fed holds, markets cut odds of future cuts
The FOMC keeps rates steady, but with two dissenting votes. (0:16) Odds of a rate cut in September fall below 50%. (1:33) Stocks sell off and yields rise as Chairman Powell speaks. (1:46)Show NotesQ2 GDP tops forecasts, but underlying growth a worry Episode transcripts seekingalp ... Show More
3m 52s
Jul 2025
Tech giants lift markets after Fed-induced decline
Federal Reserve Chair Jerome Powell has tempered expectations that the central bank may cut interest rates at its September meeting, leading to a modest decline in stock prices. However, after the close of trading, both Microsoft and Meta reported strong earnings for Q2, with the ... Show More
12m 45s