In this episode, Sam and Josh discuss the current state of the market, focusing on the ongoing earnings season and its implications for investors. They analyse key earnings reports from major companies like Tesla and Google, exploring their performance and future outlook. The conversation also touches on broader market trends, economic indicators, and the im ... Show More
Sep 24
Meta's Muse, Consumer Stocks And Their Struggles & Interest Rate Implications
In this episode, we explore the recent market movements, the rise of Meta and its AI initiatives, and the implications of AI on various industries and investments. Join us for insights into how AI innovations like Muse are shaping the future of business and investing. Takeaways � ... Show More
24m 22s
Apr 2024
MM149: Tesla, Microsoft, Alphabet & Meta Earnings
<p>In this episode, we break down the latest US earnings from some of the biggest companies on Wall Street.</p><br><p>If you want to understand why Tesla rallied after posting dire numbers and Facebook dumped despite a 27% increase in revenue? Then listen to find out more!</p><br ... Show More
44m 20s
Jul 2025
Market Moves and Fiscal Fireworks
This episode unpacks the Q2 2025 rally, the impact of the One Big Beautiful Bill Act, and key sector shifts. Ray and Mark break down how fiscal policy, tech volatility, and upcoming data releases shape the market outlook. Expect clear insights, relevant examples, and expert conte ... Show More
6m 41s
May 2023
Everything’s Coming up AI!
Felix, Mihir and Charlotte Howard discuss the recent earnings season with a spotlight on ExxonMobil, Chevron, Autozone, Apple, UPS, Microsoft and PDD – and what it all means for the economy. Hosted on Acast. See acast.com/privacy for more information.
47m 15s
Jul 2021
Q2 earnings season: How big, and is it a turning point?
In this episode, Financial Orbit’s Chris Bailey speaks about the big sectors to watch, with markets pricing in some good numbers. The context is rising inflation, lower bond yields, Covid-19 and the record high equity markets. Does the second quarter have the potential to move th ... Show More
18m 52s