FedEx delivers. Oracle rides the cloud. Chipotle stumbles. And SeaWorld Entertainment makes a big, big decision. Our analysts discuss those stories and USA Today San Francisco bureau chief John Swartz talks South by Southwest. For a chance to win your own investing library, go to podcasts.fool.com.
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Yesterday
Dick’s Sporting Goods has a Foot Locker Problem
When Dick’s Sporting Goods acquired Foot Locker last year, it was supposed to be a transformative deal that would serve a “broader range of consumers”. Fast forward to today, and the company is still struggling with the integration. Matt, Rachel, and Tyler take a look at the Dick ... Show More
23m 51s
Aug 24
1 Earnings Report That Could Move the Market
On Wednesday, the world’s most valuable company will report financial results and they’re expected to be spectacular. But Nvidia’s management has to say could have huge economic ramifications. Jon, Matt, and Rachel also take questions from our mailbag, talking about the physical ... Show More
26m 19s
Aug 2020
“Fortnite vs. Don Appleone” — Fortnite’s App Tax boycott. USPS pain = FedEx gain. Chili’s virtual wings.
Aaaand we’re back. Fresh off vacation, we’re looking at the screenplay-worthy showdown between Apple and Fortnite. UPS and FedEx stocks get love when the US Postal Service doesn’t. And shares of Brinker International, the owner of Chili’s, jumped after launching a ghost kitchen.$ ... Show More
20m 24s
Apr 2024
Snap Breaks Earnings Curse & US Soft Landing in Trouble?
Episode 310: Neal and Toby recap the standout performances from the Meta, Microsoft, Alphabet, and Snap earnings this week. Then, the latest report on the US economy may show signs that the “soft landing” everyone was hoping for is looking more and more unlikely. Next, Chipotle i ... Show More
29m 32s
Nov 2023
Prof G Markets: OpenAI’s Dev Day, Disney vs. Warner Bros. Discovery, and Uber’s Branding Turnaround
Scott shares his thoughts on Uber’s second consecutive quarter of profitability. He then breaks down why Disney had a better quarter than Warner Bros. Discovery, despite facing the same headwinds. Finally, we hear the latest from OpenAI’s developer event and Sam Altman’s keynote ... Show More
39m 29s
Jan 2024
Disney, Harley, Whopper, Whopper
Jack talks with a top media analyst about Bob Iger’s turnaround prospects, and covers recent developments in bikes and burgers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
33m 26s
Jul 2024
Picks, Spills, and a Dunk
D.A. Davidson’s Tom Diffely talks “gold trophy” stocks. Plus, Jack on earnings mishaps and Amazon’s NBA rights deal. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
25m 53s
Aug 2025
Walmart Winces at Tariffs & Cracker Barrel’s Stock Sinks From Logo Fiasco
Episode 654: Neal and Ann preview the biggest economic event of the year in Jackson Hole as all eyes are on Fed Chair Jerome Powell’s address. Then, Walmart is standing pat against the force of tariffs as it remains resilient amidst rising costs, but how can it hold? Also, Google ... Show More
29m 51s