Big Banks & Big Deals

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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 ... Show more

. 26min 30sec

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 ... Show more

. 19min 25sec

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Morgan Stanley’s Big Beat, Amazon Goes Nuclear, Luxury Letdown 10/16/24

Squawk on the Street

Carl Quintanilla, Jim Cramer and David Faber started the show by breaking down the quarterly results out of Morgan Stanley. Shares of the big bank soared to new record highs, after topping estimates on better-than-expected wealth management, trading and banking results. A simi ...

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Retail sales bounce back

Wall Street Breakfast

National Retail Federation says survey sets up a good holiday season. (0:16) Shopify jumps on earnings. (2:46) Activist Elliott aims for Honeywell breakup. (4:21) Show Notes Is the Magnificent Seven at the end of their magnificent advantage? Home Depot gains after topping compara ... Show more

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The Deal Room: The Rise of Jefferies & A Big Week for Private Equity

Market Maker

It’s been a great week for investment banking and deal-making, and we've curated the top four stories:

<ul><li>Jefferies’ bumper earnings and the factors driving the success of elite boutique banks</li></ul>

<ul><li>A detailed exploration of the Poison ... Show more

. 41min 57sec

The Last Trading Day of a Bullish First Half, China's Didi Leads the IPO Parade, Apple vs. Employees on Work-From-Home, Revising a "Momentus" SPAC deal, and Biden vs. Big Business?

Squawk on the Street

Carl Quintanilla, Jim Cramer and David Faber explored the road ahead for stocks on the final trading day of the month, quarter and first half of the year -- the S&P 500 on track for its best 1H since 2019. Cramer explains why he prefers semiconductor stocks such as Nvidia and AMD ... Show more

. 44min 39sec