The Federal Reserve holds rates steady for now, but an ever-evolving trade and tariff picture raises questions about for how long. Also, Meta Platforms and Microsoft earnings suggest no slowdown in AI spending.
Lou Whiteman, Rachel Warren, and Jon Quast discuss:
- The Federal Reserve’s decision to keep rates steady
- A shift in smartphone production
- M ... Show More
Yesterday
Stock Market Slumps, Qualcomm & Quick Serve Earnings, and a Robotics IPO
Today’s stock drop may have caught a lot of people off guard, but that is the price we pay to invest in stocks. Knowing how to control one’s emotions on these types of days can be just as important as picking the right stocks. Plus, Qualcomm, Cava, and Dutch Bros earnings and a f ... Show More
22m 55s
Nov 4
AMD's Earnings & Why Stocks Are Surging Today
Stocks are rallying after the midterm elections, but does the outcome really matter for long-term investors? AMD's blockbuster earnings show that AI infrastructure spending is still accelerating, even as questions about returns on investment remain. Plus, CVS announces plans to s ... Show More
17m 29s
Nov 3
Is Apple Losing Its Memory?
This was the first earnings report for Apple under new CEO John Ternus. Despite the leadership change, there were a lot of similar themes to the time of CEO Tim Cook: supply chain challenges and what to do with all that extra cash. Matt, Lou, and Tyler take a look at Apple’s earn ... Show More
23m 52s
May 2018
Fed Holds The Line, Apple’s iPhone Growth Powers Earnings, Nvent Connects and Protects
Carol is joined by Steve Blitz, Chief U.S. Economist at TS Lombard, and Steve Wood, Chief Market Strategist at Russell Investments, to discuss Federal Reserve officials deciding to leave interest rates unchanged, acknowledging inflation is close to target. Mark Gurman, Bloomberg ... Show More
34m 51s
Jan 2025
Mag Seven Earnings, The Fed Holds, China's Economic Outlook
On today's episode, we parse through earnings results from Microsoft, Meta, and Tesla with George Cipolloni, Portfolio Manager at Penn Mutual Asset Management. He also shares his reaction to the Federal Reserve's decision to leave its benchmark interest rate unchanged. Plus - a t ... Show More
18m 5s
Jan 2025
The Fed ignores Trump’s calls to cut rates
<p>Big Tech earnings season is in full swing, the US Federal Reserve held interest rates steady despite pressure from President Donald Trump, and Syria’s new government pressed Moscow about reparations. Plus, activist short-selling is on the decline. </p><br><p><strong>Menti ... Show More
10m 38s
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