Microsoft's Hike, GM's Strike

Microsoft's Hike, GM's Strike

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The Might (and Myths) of Economic Moats

For many buy-and-hold investors out there just getting started, knowing how to understand businesses better is one of the first skills to develop. One term that the financial media world has developed for business strengths is economic moat: that “it factor” that keeps its compet ...  Afficher plus

Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells

Travis Hoium, Lou Whiteman, and Jon Quast debate whether the AI boom is becoming a bubble and what could eventually cause it to burst. They also look at how investors can position portfolios when AI valuations look stretched and massive spending continues. Then, the team breaks d ...  Afficher plus

Épisodes Recommandés

Rollercoaster Week Rolls On: Markets Rally Ahead of Fed Decision, Exclusives With the CEOs of Boeing and AT&T, and the Cloud Boosts Microsoft
Squawk on the Street

One day after another furious late session rebound for stocks – this one falling short – Carl Quintanilla, Jim Cramer and David Faber explored what to make of the markets rallying hours ahead of a much-anticipated Fed decision and statement. Microsoft giving the tech sector a big ...  Afficher plus

Airbnb earnings on deck
Wall Street Breakfast

Airbnb (ABNB) Q3 earnings on deck: Focus on bookings amid slow U.S. demand. (00:23) Election buzz: Tesla (TSLA) soars on expectations of green lights for autonomous driving approvals. (02:02) Costco's (COST) October net sales climb 7.2%. (03:10) Episode transcripts seekingalpha.c ...  Afficher plus

Wall Street Roundup: Micron, Alibaba, Nvidia, AI theme maturing
Wall Street Breakfast

Nvidia's new deal, AI theme maturing and separate from broader market (0:15). Micron earnings, Alibaba's aggressive spending (2:45). Klarna, Affirm, and PayPal (6:00). Starbucks closures (9:45). Jobs data and elevated inflation (13:30).Show Notes:Nvidia plans to invest up to $100 ...  Afficher plus

The Deal Room: Reddit IPO launch & Microsoft's AI talent raid
Market Maker

In The Deal Room podcast series this week:


<ul><li>Reddit IPO launch and the bull case for how the business intends to grow in the future</li></ul>


<ul><li>Microsoft hires DeepMind co-founder Mustafa Suleyman in their latest AI talent raid which is set ...  Afficher plus