An Apple-Led Rally, and Trading Berkshire’s B...

Micron shares on the move after earnings, and we break down what the results and guidance mean for the AI memory trade with S&P Global’s Melissa Otto. Plus, market reaction to the latest Fed rate decision, private-credit stress spills into consumer loans, and a spotlight on Josh ...  Show more

Storage stocks rallying to record highs, as demand for AI memory continues to climb. How much farther the group has to run, and what Nvidia CEO Jensen Huang said about the next evolution in the space. Plus The numbers out of Lululemon’s latest quarter, and where a top retail anal ...  Show more

Fed Chair Powell getting ready to speak following a strong jobs report. Plus, another big week of earnings. Scott Wapner and the Investment Committee discuss what’s at stake for the recent rally. Also, the biggest analyst calls on the street and a Chart of the Day on a stock t ...

In Episode #48 of the CMQ Investing podcast, you'll learn the often-overlooked context behind Warren Buffett's investment in Apple—and why diverting from the Wall Street consensus was crucial to his $100 billion profit. I share the big lesson from Buffett's Apple investment that ...  Show more

Scott Wapner and the investment committee debate whether Apple’s record run is enough to keep the tech trade powering ahead. Also, how to play the flood of big retail earnings this week. Plus, this stock is down more than 30% this year, but a bullish new call says it’s a “no-b ...

Carl Quintanilla, Jim Cramer and David Faber led off the show with a look at Apple: Shares rose after the company posted better-than-expected quarterly results, including an 11% jump in revenue. The anchors reacted to what Apple CEO Tim Cook told CNBC about improvement in the sup ...  Show more