Disney Pops, Alphabet Drops

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

Carl Quintanilla, Jim Cramer and David Faber led off the show with Disney: The stock jumpedon a Q4 earnings beat, streaming subscriber growth and cost-cutting plans. David spoke exclusivelywith cable pioneer and Liberty Media Chairman John Malone. They discussed everything fro ...

Scott Wapner and the Investment Committee debate Disney’s big earnings beat and what it means for the stocks. Plus, what do the numbers say about the reopening trade. And later, we take a look at next week’s flood of retail earnings reports, what should you buy ahead of the news. ...  Show more

Scott shares his thoughts on Uber’s second consecutive quarter of profitability. He then breaks down why Disney had a better quarter than Warner Bros. Discovery, despite facing the same headwinds. Finally, we hear the latest from OpenAI’s developer event and Sam Altman’s keynote ...  Show more

On this episode of MKT Call Guy Adami and Carter Worth discuss:   Wall Street bulls vs. bears on a year-end rally What the VIX is saying about the market’s next move Oil and energy getting crushed Big earnings coming up from Caterpillar, AMD, and Starbucks ---- Watch MKT C ...  Show more