Walmart stock pops on another strong quarter, while shares of Macy's and Tapestry both suffer double-digit losses. Ron Gross and Jason Moser analyze the current state of retail and share why they believe Nordstrom and Under Armour have genuine opportunities to improve their standing with investors. We discuss the latest with General Electric, NVIDIA, Darden ... Show More
Oct 30
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
Nov 2022
Prof G Markets: Target and Walmart Earnings, Hedge Funds and Pinterest, and Estée Lauder Buys Tom Ford
Description: This week on Prof G Markets, Scott explains why Target and Walmart had such contrasting earnings reports for the third quarter, and offers his insight on Target’s brand strategy. He then shares his thoughts on why hedge funds might be buying up shares of Pinterest, a ... Show More
29m 31s
Sep 2022
Prof G Markets: Peloton’s Management Shake-up, SoftBank’s Vision Funds, and Walmart’s Banking Play
This week on Prof G Markets, Scott checks in on Peloton’s stock in light of a few executive departures, and shares his thoughts on what it would mean if Masayoshi Son launched a third vision fund after two previous failures. Scott then explains why Walmart is moving into the pers ... Show More
26m 29s
May 2021
Big Earnings Day For Retail, AT&T Tumbles One Day After Agreeing to Merge its WarnerMedia Unit With Discovery, An Eye-Opening Survey on Bitcoin, and Is Amazon About to Let Out a Lion's Roar in Hollywood?
Carl Quintanilla, Jim Cramer and David Faber began the show with a look at retail earnings: Walmart, Home Depot and Macy's each posting better-than-expected quarterly results. Walmart and Macy's citing government stimulus as one of the catalysts behind their numbers. The anchors ... Show More
43m 57s
Nov 2024
SOTS 2nd Hour: Not On Target, Cutting the Cord, & The Nvidia Earnings Playbook 11/20/24
<p>Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the retail front after Target shares plunged on weak results and a guidance cut, hurting stocks across the sector. What does it mean for the consumer? And is there pain ahead for retail stocks heading into th ... Show More
43m 48s
Aug 2021
Stocks Slide At The Open, A Pair of Dow Retailers Report, Cathie Wood vs. Michael Burry
Carl Quintanilla and Jim Cramer began with a closer look at yesterday’s record close with the S&P 500 doubling from its pandemic bottom, marking the fastest bull market rally since WWII. The anchors then shifted to a pair of big retailers reporting results. Home Depot saw shares ... Show More
44m 6s
Jun 2021
The Last Trading Day of a Bullish First Half, China's Didi Leads the IPO Parade, Apple vs. Employees on Work-From-Home, Revising a "Momentus" SPAC deal, and Biden vs. Big Business?
Carl Quintanilla, Jim Cramer and David Faber explored the road ahead for stocks on the final trading day of the month, quarter and first half of the year -- the S&P 500 on track for its best 1H since 2019.
Cramer explains why he prefers semiconductor stocks such as Nvidia and AMD ... Show More
44m 39s