The cybersecurity company saw its stock shoot up 10% on Friday. Is that dumb luck or something more?
(00:21) Andy Cross and Asit Sharma discuss May’s market bounce, plus earnings from ZScaler and Ulta Beauty.
Companies discussed: ZS, NOW, ULTA, ELF
Host: Andy Cross
Guest: Asit Sharma
Producer: Anand Chokkavelu
Engineer: Dan Boyd
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Yesterday
Finding Rule Breakers, IRL Investing, and Making Mistakes
Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 100x winner. They examine how the AI era could favor deep-pocketed incumbents, wh ... Show More
41m 3s
Oct 7
Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells
Travis Hoium, Lou Whiteman, and Jon Quast debate whether the AI boom is becoming a bubble and what could eventually cause it to burst. They also look at how investors can position portfolios when AI valuations look stretched and massive spending continues. Then, the team breaks d ... Show More
19m 25s
Jun 2025
Stocks Bounce Back, S&P Reaches 6,000; Shopify, Cisco, IBKR In Focus
Alissa Coram and Justin Nielsen analyze Friday’s market action and discuss key stocks to watch on Stock Market Today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
50m 25s
Oct 2025
Small Caps Diverge As Chop Continues. AbbVie, Alphabet, GE Aerospace In Focus.
Justin Nielsen and Mike Webster analyze Friday’s market action and discuss key stocks to watch on Stock Market Today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
1h 4m
May 2025
Equity risks and alts opportunities
US stocks have rebounded since the sweeping tariffs announced on "Liberation Day,” but what does this mean for investors? In Goldman Sachs Exchanges, Goldman Sachs’ David Kostin, chief US equity strategist, and Padi Raphael, global co-head of the Third Party Wealth Management in ... Show More
19m 11s
Aug 2022
Market Rotation, Meme Stock Madness and Bearish Bet on Apple
On this episode of MKT Call, Guy Adami and Dan Nathan are joined by Tom Sosnoff of tastytrade and Carter Worth of Worth Charting to discuss:
A rotation happening in the broader market
Meme stocks like Bed, Bath and Beyond soaring 400% in the last month
Tom’s prediction for cr ... Show More
29m 43s