Earnings and Elections

Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft’s earnings while hating Meta’s, and w ...  Show more

Earnings season has shown us that consumers are still spending and paying their bills, as indicated by SoFi and Visa’s results. That should give investors some confidence as more companies report. Where there are more questions is in the AI trade, which continues to falter, despi ...  Show more

Carl Quintanilla, Jim Cramer and David Faber breakdown the blowout results from big tech. Apple posting a blowout third quarter, sales were up 11%, the tech giant also announcing a 4-for-1 stock split. Plus, hear what Apple CEO Tim Cook told Cramer. Amazon sales soaring, troun ...

Earnings season is in full swing, with Apple and Amazon headlining the action. Deepwater Asset Management’s Gene Munster joins to break down the key takeaways from the day’s big reports. And Eli Lilly dropping as the drugmaker cuts its profit forecast. Mizuho’s Jared Holz digs ...

Palantir's soaring but concerns remain (0:25). ARM, Oracle and AI bellwether earnings (2:00). Tariff threats and concessions (3:30). Microsoft and Google drop post-earnings; dealing with increased competition (6:00). Merck a real outlier to the downside (8:25). McDonald's earning ...  Show more

Felix, Mihir and Charlotte Howard discuss the recent earnings season with a spotlight on ExxonMobil, Chevron, Autozone, Apple, UPS, Microsoft and PDD – and what it all means for the economy. Hosted on Acast. See acast.com/privacy for more information.