Starbucks is looking to sell a stake in its China business, Hershey has a new CEO and Meta hits the gas on AI.
Jason Moser and Lou Whiteman discuss:
- Starbucks' move to sell part of its China business.
- Hershey hires a new CEO.
- Meta moves for more talent and invests in eyewear.
- What should be on investors' radar this coming earnings season.
T ... Show More
Sep 2025
Wall Street Roundup: Micron, Alibaba, Nvidia, AI theme maturing
Nvidia's new deal, AI theme maturing and separate from broader market (0:15). Micron earnings, Alibaba's aggressive spending (2:45). Klarna, Affirm, and PayPal (6:00). Starbucks closures (9:45). Jobs data and elevated inflation (13:30).Show Notes:Nvidia plans to invest up to $100 ... Show More
14m 57s
Feb 2025
Prof G Markets: Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback
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Scott and Ed open the show by discussing the White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exclusive Starlink deal. Then they break down Meta, Microsoft, and Tesla’s earnings ... Show More
55m 7s
Feb 2025
Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback
Scott and Ed open the show by discussing the White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exclusive Starlink deal. Then they break down Meta, Microsoft, and Tesla’s earnings, and examine why big tech has yet to adjust its sp ... Show More
54m 43s
Jun 2025
The Week in M&A: Disney Buys Hulu, Meta’s $15bn AI Bet & Billion-Dollar Chicken
From a $33 billion family tie-up at Toyota to Japan’s 400% surge in M&A activity, Anthony and Stephen break down the latest investment banking scorecard and why dealmakers are suddenly flocking East.They also dig into Disney’s final takeover of Hulu, the $15 billion Meta bet on A ... Show More
31m 12s
Mar 2023
Alibaba's Six-Way Breakup, AI and the Metaverse, Lyft Rises on CEO Shakeup 3/28/23
<p>Carl Quintanilla, Jim Cramer and David Faber began the show with a look at Alibaba. Shares rose sharply after the Chinese e-commerce giant announced plans to split into six independent units. The discussion included a flashback to the "Squawk on the Street" interview with Alib ... Show More
45m 37s
