Apple reaches a trillion-dollar milestone. Baidu faces a Google-sized potential competitor. Blue Apron fails to deliver. And Red Robin and TripAdvisor lose altitude. Ron Gross, Jason Moser and Matt Argersinger analyze those stories, as well as the latest from Tesla, Square, Take-Two Interactive, and Activision Blizzard. Plus, Restaurant Business Magazine exe ... Show More
Yesterday
Is Wall Street Turning on AI?
Alphabet’s sharp sell-off raises a big question: Are investors more concerned about AI spending than AI growth? The team breaks down Anthropic’s IPO filing, the risks of massive AI infrastructure commitments, and what these developments mean for investors. Plus, five hypothetical ... Show More
40m 46s
Oct 29
Alphabet Almost Sets a Record No One Wants
Alphabet lost a staggering amount of market cap today, reflecting investors’ negativity regarding its incredible spending on AI infrastructure. By contrast, Microsoft’s quarterly report was better received thanks in part to ongoing free cash flow. Tyler, Jon, and Matt talk about ... Show More
24m 8s
Aug 2020
Apple’s March to $2 Trillion
<p>Scott Wapner and the investment committee debate whether Apple’s record run is enough to keep the tech trade powering ahead. Also, how to play the flood of big retail earnings this week. Plus, this stock is down more than 30% this year, but a bullish new call says it’s a “no-b ... Show More
46m 44s
Nov 2018
Apple Abandons the Mass Market, as the iPhone Turns Luxury
Big companies attract big attention, and none quite as much as Apple. Its quarterly reports have become something of a collective soothsaying moment for stock markets and the tech industry, and so Thursday’s report garnered its usual share of outsized attention. WIRED Opinion Abo ... Show More
7m 51s
Dec 2021
Apple Closes In On $3T Valuation, Musk Named Time's "Person of the Year," Harley-Davidson to Take EV Unit Public Via SPAC -- and Peloton Fires Back At the "Sex and the City" Reboot
After the S&P 500 posted a record closing high on Friday, David Faber and Jim Cramer took a closer look at Apple: The tech giant within striking distance of hitting a $3-trillion valuation. The anchors explored a note from Goldman Sachs which says Apple, Microsoft, Nvidia, Alphab ... Show More
43m 38s
Jun 2024
The Deal Room: Apple Intelligence & J.P. Morgan Boosts IBD Outlook
<p>In this episode, we delve into the captivating world of corporate strategy, examining four prominent stories that made headlines last week:</p><p><br></p><ul><li>Apple is enhancing its Siri voice assistant and operating systems with OpenAI's ChatGPT, aiming to catch up in the ... Show More
39m 54s