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
Yesterday
When Leverage Goes Wrong on Wall Street
The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn? Plus, we discuss why hyperscalers are moving in opposite directions, why Tesla may le ... Show More
40m 43s
Jul 30
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
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
Oct 2023
The Good, the Bad and the Ugly 10/26/23
<p>Scott Wapner and the investment committee discuss the good, the bad and the ugly of this market. Halftime headliner, Altimeter Capital's Brad Gerstner, joins us to talk Meta and the state of tech. A.O. Smith pops on earnings. And the experts' take on the banks as the group is ... Show More
45m 20s
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
Mar 2024
Target Earnings, Super Tuesday, and the Nasdaq 100 03/05/24
<p>Target reports earnings this morning as it comes off two straight quarters of same store sales declines. D.A. Davidson's Michael Baker tees up the results. Plus, it's Super Tuesday, with voters in more than a dozen states heading to the polls. Ned Davis Research's Ed Clissold ... Show More
44 m
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
Apr 2023
Consumer Staples Check-Up, a U.S. Credit Crunch, and Closing Out the Trading Week 04/21/23
<p>Procter & Gamble is kicking off a lineup of earnings for consumer staples stocks as investors look for insight into spending trends. Goldman Sachs' Jason English lays out the sector's trade. Plus, Citigroup says it's premature to rule out the potential for a credit crunch in t ... Show More
45m 16s