High Fashion, Hard Seltzer, and the Business ...

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

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

It’s been a great week for investment banking and deal-making, and we've curated the top four stories:

In this episode, we cover some of the biggest stories shaping markets this week. Oracle shocked investors with blowout guidance which led the stock to be up 40% and close to joining the trillion dollar market cap club. We also look at weak job numbers coming out for Canada and th ...  Show more

On this episode of Stock Movers: - Strategy (MSTR) shares rose as Crypto-linked stocks rose with Bitcoin and Ether prices as broader markets gain on hopes that US jobs data on would increase the chances of a Federal Reserve interest rate cut later this month. - Broadcom (AVGO) sh ...  Show more

Felix, Mihir and Charlotte Howard discuss the recent earnings season with a spotlight on ExxonMobil, Chevron, Autozone, Apple, UPS, Microsoft and PDD – and what it all means for the economy. Hosted on Acast. See acast.com/privacy for more information.