A Consumer Canary In The Coal Mine… And An AI Bubble Warning 03/25/25

A Consumer Canary In The Coal Mine… And An AI...

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Treasurys Turn Higher… And Novo Sinks After Trial Failure 7/31/26

U.S. Treasurys popping to end the week as the 2 Year hits a near two-decade high and the 10 Year reaches highs not seen since January 2025. The traders break down the reason behind the surge and if this could affect the next Fed rate decision. Then, Novo Nordisk tumbling after a ...  عرض المزيد

Apple and Amazon Earnings… And What’s Next for Global Markets 7/30/26

The traders watching key after-the-bell earnings like Apple, Amazon, Strategy and Coinbase. CEO of Moor Insights & Strategy Patrick Moorhead gives his take on whether Apple can withstand memory inflation and if Amazon’s cloud revenue is enough to beat earnings expectations. Then, ...  عرض المزيد

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What does Walmart know?
Unhedged

It’s earning season, and the first big news might be from Walmart, whose stock dropped 7 per cent after it reported concerns about the health of the consumer. This is a counter narrative to the strong gross domestic product and inflation numbers we’ve been talking about. Today ...

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Retailers Be Warned & Coffee for Crypto 7/26/22
Squawk Pod

Walmart has issued a dire warning to Wall Street, sending share prices of other retailers lower after cutting its profit outlook. Congress aims to mov ...

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SOTS 2nd Hour: Not On Target, Cutting the Cord, & The Nvidia Earnings Playbook 11/20/24
Squawk on the Street

Carl Quintanilla, Sara Eisen and David Faber discussed the latest on the retail front after Target shares plunged on weak results and a guidance cut, hurting stocks across the sector. What does it mean for the consumer? And is there pain ahead for retail stocks heading into th ...

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