Market Rebounds and Disney Reopenings

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

Bloomberg's Caroline Hyde and Ed Ludlow break down chip design firm Arm's all-time surge after a bullish outlook on sales. Plus, Disney spikes as cost cutting benefits and international theme park strength boost the company's results. See omnystudio.com/listener for privacy infor ...  Show more

Disney+ has more than 50 million subscribers. Starbucks suspends buybacks and updates guidance. Costco’s same-store sales in March rose nearly 10%. Bill Barker analyzes those stories and discusses which categories of retail (e.g., bread makers) are suddenly soaring. Interesting.C ...  Show more

Scott Wapner and the Investment Committee debate Disney’s big earnings beat and what it means for the stocks. Plus, what do the numbers say about the reopening trade. And later, we take a look at next week’s flood of retail earnings reports, what should you buy ahead of the news. ...  Show more

Costco breaks its streak of disappointing same-store sales. Lululemon athletica crushes its latest quarter and focuses on international growth. Analyst Ron Gross discusses those stories, plus Tailored Brands' astonishing 40% one-day gain.