Doubling Down on China

Oil rose sharply early on Wednesday and the market didn’t like what it saw. But oil may not be the big driver of stocks that it was a few months ago and the pullback may simply be a healthy breather for hot stocks. Plus, we discuss some new EVs hitting the market and how satellit ...  Show more

Every quarter recently, semiconductor stocks keep churning out incredible numbers. And every quarter, it seems as those companies somehow “miss expectations”. The most recent example was when Samsung Electronics reported a 1,900% increase in profits, the stock dropped so much it ...  Show more

Starbucks’ stock price dropped sharply after the company reported a significant slowdown in visits to its stores in both the U.S. and China, its two biggest markets. Sales and profits are also not going in the right direction. Everybody seems to be worked up about company perform ...  Show more

Beyond Meat and Oatly oat milk wanted to hang out in China, so they’re hitching a ride and hanging out at Starbucks’ house there. Local news is feeling more financial pressure than ever as local ads dry up — we have two ideas for how it can be saved. And DuPont is the oldest comp ...  Show more

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 ...

Carl Quintanilla, Jon Fortt and Leslie Picker led off with the big story of the morning: Alibaba shares tumbling on news that the e-commerce giant founded by Jack Ma is the target of a newly launched antitrust investigation by the Chinese government.

They also discussed ...