Retail, Tech Earnings, and Berkshire’s Surpri...

It’s the first Saturday of the month, which means it’s time for the next installment of our 2026 Financial Planning Challenge. We’ve spent most of this year discussing how to accumulate and manage wealth. This month, we’re going to talk about how to protect it. Yes, we’re talking ...  Show more

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

The run-up in the markets over the past year or so has been largely driven by tech companies with outsized returns. But that seems to be changing. Names such as Walmart, Berkshire Hathaway and UnitedHealthCare have been performing strongly while the once-hot tech sector seems ...

Carl Quintanilla and Jim Cramer started the show with Walmart shares sinking after the company cut both its Q2 & full-year profit outlook. The big warning dragged other retailers like Home Depot, Amazon and Best Buy lower as well. The anchors then shifted to a slew of earnings, i ...  Show more

UnitedHealth and insurance inflection point (0:30). Tech names have been very headline dependent (5:55). Cisco's growth factors (10:10). Walmart set tone for upcoming retail earnings (11:10). Shopify's interesting earnings (13:20). Coinbase, S&P 500, Bitcoin (14:45). CPI biggest ...  Show more

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