Wall Street Reacts, CES Preview

Wall Street Reacts, CES Preview

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Alphabet Almost Sets a Record No One Wants

Alphabet lost a staggering amount of market cap today, reflecting investors’ negativity regarding its incredible spending on AI infrastructure. By contrast, Microsoft’s quarterly report was better received thanks in part to ongoing free cash flow. Tyler, Jon, and Matt talk about ...  Show more

Is Robinhood Stock Too Expensive?

Robinhood's growth is slowing, but new products and subscription revenue could offer a path forward. Oracle is diversifying beyond Nvidia as competition in AI chips heats up. Meanwhile, Microsoft's latest voluntary buyout offers raise questions about how Big Tech will fund its ma ...  Show more

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“Does this tie make my hoodie look fat?” — The Big Tech 4 hit DC. Blue Apron’s shocker profit. AMC’s movie truce.
The Best One Yet

Amazon. Apple. Facebook. Google. CEOs of the Big Tech 4 hit up Capitol Hill for their biggest Congressional grilling, maybe ever. Blue Apron whipped up its 1st profit since IPO’ing, but then the stock plummeted 15%. And AMC Movie Theaters just snagged the most important deal in s ...  Show more

Peloton Soars on Buyout Interest Reports, Spotify CEO: "Silencing" Joe Rogan Is Not The Answer, and Airline M&A: Frontier-Spirit Merger Deal
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Carl Quintanilla, David Faber and Mike Santoli looked at what's ahead for the market after a volatile week for stocks. They also explored what to make of Peloton: The stock soaring on reports that Amazon, Nike and others are mulling possible bids for the company. M&A also in focu ...  Show more

Tech's Triple Whammy, Tesla and Ford in Reverse, Honeywell CEO on Split Decision 2/6/25
Squawk on the Street

Carl Quintanilla, Jim Cramer and David Faber focused on a barrage of earnings, including results in the chip sector: Shares of Qualcomm and 

Arm Holdings down sharply despite better-than-expected quarterly results. Apple supplier Skyworks Solutions plunged on revenue gui ...

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