Intel surprises. Best Buy disappoints. And Target checks out of Canada. Our analysts discuss those stories and share some stocks on their radar. And veteran auto writer Paul Lienert shares the latest on big trucks, self-driving cars, and The North American International Auto Show.
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Yesterday
Microsoft Shows the Mag7 What AI Investment Looks Like
Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft’s earnings while hating Meta’s, and w ... Show More
21m 38s
Jul 29
The Consumer Is All Right!
Earnings season has shown us that consumers are still spending and paying their bills, as indicated by SoFi and Visa’s results. That should give investors some confidence as more companies report. Where there are more questions is in the AI trade, which continues to falter, despi ... Show More
20m 27s
Jul 28
Paypal to Stripe: You’re Going to Have to Do Better Than That
Even though PayPal CEO Enrique Lores never directly addressed the recent buyout offer in its earnings report, the message was pretty clear: Stripe’s offer is too low. Matt, Lou, and Tyler digest PayPal's recent earnings and how that changes the dynamic of this acquisition drama. ... Show More
25m 5s
Jan 2024
Checking in on Morgan Stanley and Goldman Sach's Earnings
Ken Leon, Global Director of Research at CFRA, breaks down big bank earnings and outlook. Hayley Berg, Economist at Hopper, shares her research on the travel outlook for 2024. Bloomberg Businessweek Editor Joel Weber and Bloomberg Intelligence Senior ETF Analyst Eric Balchunas ta ... Show More
37m 57s
Oct 2025
Small Caps Diverge As Chop Continues. AbbVie, Alphabet, GE Aerospace In Focus.
Justin Nielsen and Mike Webster analyze Friday’s market action and discuss key stocks to watch on Stock Market Today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
1h 4m
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
Oct 2025
AI Bubble Anxiety… And An Earnings Season Surprise? 10/6/25
<p> Bitcoin hits another record high, raising questions about what it means for the crypto market. Plus, a technical take on the bond market, and what’s ahead as tech leads markets higher. And is the AI market becoming “circular?” In an interview, the COO of OpenAI addresses the ... Show More
43m 44s