In the face of a trade war, Taiwan Semiconductor is not changing its outlook.
(00:21) Tim Beyers and Ricky Mulvey discuss:
- Earnings from Taiwan Semiconductor and what’s behind the company’s impressive business results.
- The chipmaker’s growth story in 2025.
- Netflix’s plan to become a trillion dollar company.
Then, (15:20) Tim and Ricky discuss the exp ... Show More
Yesterday
In Retirement, More Spending Leads to Higher Taxes
That vacation, RV, or home renovation you're planning in retirement might cost a lot more than the price tag suggests. One extra withdrawal from your IRA can set off a chain reaction of higher taxes and even surprise Medicare surcharges — for years to come. Robert Brokamp breaks ... Show More
12m 24s
Aug 7
The Trade Desk’s Woes & A New AI Donut?
As earnings season winds to a close, the team discusses what we learned this quarter and why a new jobs report may actually be good for the market. Plus, we discuss The Trade Desk’s bad week, Google’s brain drain, and the stocks on our radar. Travis Hoium, Lou Whiteman, and Jon Q ... Show More
40m 49s
Aug 6
The Wild Swings of Earnings Season Continue
The amount of stocks moving 10% or more in either direction this most recent quarter has been staggering. Even companies that post decent, even some might call good, results are dropping double digits or more. Today, Jon, Travis, and Tyler dissect earnings results from several Mo ... Show More
21m 10s
Nov 2024
The Deal Room: Is Nvidia's Magic Fading & Trump's Impact on the M&A Market for 2025
<p>In this episode, Anthony Cheung and Stephen Barnett discuss Nvidia's recent earnings report, the implications of Trump's return on M&A activity, and the role of activist investors in corporate strategy. </p><br><p>A great conversation connecting corporate finance theo ... Show More
42m 48s
Mar 2025
Deep Dive: Why Nvidia’s Future is in Trump’s Hands
<p>Nvidia is caught in a geopolitical storm, with U.S. export restrictions, rising competition from China’s DeepSeek, and pressure from both Wall Street and Washington. Now, the Trump administration faces a critical decision: tighten AI restrictions even further or ease up to kee ... Show More
8m 59s
Aug 2025
Still Bullish on Big Tech
As strong earnings push the US tech giants to new record highs, could these stocks still have room to run? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Mike Washington on the Goldma ... Show More
7m 1s
May 2025
Episode 116: Earnings (AAPL, QCOM), Intel's Chiplet Bet, AI Factory Thesis
In this episode, Ben and Jay discuss the latest earnings reports from Apple and Qualcomm, focusing on the implications of tariffs, supply chain resilience, and the shifting landscape of semiconductor manufacturing. They explore Apple's confidence in its business despite uncertain ... Show More
52m 3s
Mar 2025
Nvidia Earnings are the Super Bowl of Business + Trump’s $5 Million Gold Card
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Scott and Ed open the show by discussing Tesla’s shrinking market cap, Berkshire Hathaway’s record-breaking tax bill, and BP’s pivot back to fossil fuels. Then they break down Nvidia’s earnings, explaining why investors weren’t i ... Show More
50m 12s
Oct 2024
An Nvidia Challenger Files For An IPO + Can A New CEO Turn Nike Around?
Scott and Ed open the show by discussing Tesla’s quarterly deliveries, a potential CVS breakup, and a venture capital firm’s decision to return money to investors. Then Scott explains the biggest red flag he sees in chipmaker Cerebras Systems as it prepares to go public, but brea ... Show More
53m 5s