Why Markets Should Be Paying More Attention to Jamie Dimon’s Warning, and Why One Top Investor Is Wary of Investing in China 1/17/24

Why Markets Should Be Paying More Attention t...

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Is the Tech Slump Here to Stay?… And Opportunities Outside of Software 6/26/26

A rough week for Big Tech as investors shy away from AI and memory stocks. Deepwater Asset Management’s Gene Munster lays out why the AI trade may not be dead and how investors can navigate the tech sell-off. Then, why investors might find better returns outside of the software t ...  عرض المزيد

Micron and Memory Vs. Everyone Else… And What’s Sparking a Bitcoin Sell-off? 6/25/26

Micron surging on the back of its earnings report but leaving hardware stocks worse for wear. The impact on device makers like Apple, Microsoft, and Dell, and if the memory surge is crowding out the rest of tech. Plus, where is AI heading after a rough week for tech? One Point BF ...  عرض المزيد

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What's Driving Volatility in Chinese Tech Stocks?
Bloomberg Daybreak: Asia Edition

On today's episode, we dissect the forces driving volatility in Chinese tech stocks. Despite the recent pullback in Chinese equities, some Wall Street investors remain bullish. Morgan Stanley strategists raised their 2025 year-end index targets for Chinese stock indexes, after se ...  عرض المزيد

The Race to Contain Coronavirus, Tesla’s $2B Stock Offering & PepsiCo’s Growth Strategy
Squawk on the Street

Carl Quintanilla, David Faber & Jim Cramer discuss the stock market pullback as China coronavirus cases surge. Plus, Tesla’s $2B common stock offering & why one legendary investor says he would “never buy it” & “never sell it short.” And, PepsiCo CFO Hugh Johnston on Q4 earnin ...

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Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns
Forward Guidance

In January of 2023, a time where extreme pessimism on stocks and the economy reigned, Sam Burns, founder of Mill Street Research, shared his bullish outlook on equities with Jack. Now that his prediction has come true, Sam returns to Forward Guidance to explain why he is much les ...  عرض المزيد

What the Market Crash Says About How Investing Works
Odd Lots

We’ve seen a huge market crash this year and a number of firms reporting portfolio losses. So why were so many big investors crowded into the same trades, and what does it say about investing as a whole? Should investors be playing up to their competitive advantage, or following ...  عرض المزيد