Microsoft hikes its dividend and buys back stock. Apple launches its subscription gaming service. Airbnb announces plans for an IPO. And FedEx delivers disappointment. Analysts Aaron Bush, Emily Flippen, and Ron Gross discuss these stories and the latest from Datadog, General Mills, WeWork, and YUM! Brands. Plus, we dip into the Fool Mailbag to discuss AI’s ... Show More
Oct 7
Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells
Travis Hoium, Lou Whiteman, and Jon Quast debate whether the AI boom is becoming a bubble and what could eventually cause it to burst. They also look at how investors can position portfolios when AI valuations look stretched and massive spending continues. Then, the team breaks d ... Show More
19m 25s
Oct 6
Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape Streaming
Paramount and Warner Bros. Discovery have officially joined forces in a $110 billion deal, creating a streaming heavyweight with more than 200 million subscribers—and $80 billion in debt. Travis Hoium, Lou Whiteman, and Matt Frankel break down whether the combined company can com ... Show More
19m 29s
Jan 2022
Rollercoaster Week Rolls On: Markets Rally Ahead of Fed Decision, Exclusives With the CEOs of Boeing and AT&T, and the Cloud Boosts Microsoft
One day after another furious late session rebound for stocks – this one falling short – Carl Quintanilla, Jim Cramer and David Faber explored what to make of the markets rallying hours ahead of a much-anticipated Fed decision and statement. Microsoft giving the tech sector a big ... Show More
45m 35s
Sep 2025
Wall Street Roundup: Micron, Alibaba, Nvidia, AI theme maturing
Nvidia's new deal, AI theme maturing and separate from broader market (0:15). Micron earnings, Alibaba's aggressive spending (2:45). Klarna, Affirm, and PayPal (6:00). Starbucks closures (9:45). Jobs data and elevated inflation (13:30).Show Notes:Nvidia plans to invest up to $100 ... Show More
14m 57s
Jun 2024
The Deal Room: Apple Intelligence & J.P. Morgan Boosts IBD Outlook
<p>In this episode, we delve into the captivating world of corporate strategy, examining four prominent stories that made headlines last week:</p><p><br></p><ul><li>Apple is enhancing its Siri voice assistant and operating systems with OpenAI's ChatGPT, aiming to catch up in the ... Show More
39m 54s
Aug 2020
“Fortnite vs. Don Appleone” — Fortnite’s App Tax boycott. USPS pain = FedEx gain. Chili’s virtual wings.
Aaaand we’re back. Fresh off vacation, we’re looking at the screenplay-worthy showdown between Apple and Fortnite. UPS and FedEx stocks get love when the US Postal Service doesn’t. And shares of Brinker International, the owner of Chili’s, jumped after launching a ghost kitchen.$ ... Show More
20m 24s
