Why Stocks Corrected + Second Quarter Tech Earnings — ft. Mark Mahaney
Scott and Ed open the show by discussing the global sell-off, Berkshire Hathaway’s portfolio management, and Intel’s terrible earnings. Then Mark Mahaney, senior managing director and head of internet research at Evercore, joins the show to discuss why the market’s freakout is an opportunity, not a…
Is AI CapEx Out of Control? + Bill Ackman’s IPO Failure
Scott and Ed open the show by discussing the latest Fed meeting, Starbucks’ disappointing earnings, and Delta’s CrowdStrike problem. Then Scott shares his thoughts on Microsoft and Meta’s earnings and breaks down why capital expenditures have become so outrageous. Scott and Ed also discuss why Bill…
Closing Bell Overtime: Yields Test The Bulls; SpaceX IPO In Focus 5/19/26
Our Kristina Partsinevelos breaks down why chips look overbought and overstretched and what it means for the broader AI trade.
Brij Khurana of Wellington Management explains the latest move in bond yields and what fixed income markets are signaling about growth and inflation. Eric Johnston, Chief …
Goldman’s John Waldron on the Market 6/3/26
Scott Wapner speaks exclusively to John Waldron – Goldman Sachs President and COO – about market exuberance, the AI arms race, upcoming IPO’s and more. Plus, top tech analyst Mark Mahaney gives his take on Alphabet’s upsized stock sale. And, we run through all the key metrics to look for from Broad…
Closing Bell Overtime: Markets Search for New Leaders as Big Tech Stalls and Intel Surges 6/18/26
Gil Luria of D.A. Davidson explains whether Intel's sharp rally on Apple-related headlines is justified and what it would take for the company to turn renewed optimism into lasting results. Katie Stockton of Fairlead Strategies highlights other areas breaking out beneath the surface and identifies …
Closing Bell Overtime: Positioning for the next leg of the AI trade; Netflix reports earnings 7/16/26
Investors weigh results from Netflix, Alcoa and Intuitive Surgical. Andrew Goldberg, Chief Global Strategist at Nomura Asset Management, explains how investors should position as earnings season gathers momentum. Evercore’s Mark Mahaney analyzes Netflix’s results and what they signal for growth, ad…
Closing Bell Overtime: Amazon and Apple Take the Spotlight as Wild Earnings Week Rolls On 7/30/26
Amazon and Apple are take center stage as the latest megacaps to report earnings. Mark Mahaney of Evercore analyzes the results and explains what Amazon’s numbers mean for AI spending, cloud growth, advertising and the broader tech landscape. Kevin Gordon of Charles Schwab steps back to assess the …
Countdown to Nvidia Earnings, Meta Legal Settlement, Latest OpenAI Exit 8/26/26
Stocks are relatively unchanged on Wednesday after the latest PCE report revealed inflation levels remain elevated.
Brian Sullivan and Contessa Brewer sit down with Wells Fargo’s Ohsung Kwon and Interactive Brokers’ Steve Sosnick to break down the key factors moving the markets and impacting inves…
Closing Bell Overtime: Markets Close Out Wild August 8/31/26
It was a mixed August for the market. JPMorgan fixed-income guru Bob Michele breaks down some of what’s driving the moves across assets, including how the bond market could be playing a role in the wavering of some AI stocks. Meantime, Brookings’ Michael O’Hanlon sorts through the weekend geopoliti…
Akamai Rises, Duolingo Gains, Howmet Aerospace Tumbles
Today's biggest winners and losers in the stock market, a look at the notable movers: On this episode of Stock Movers:- Akamai Technologies (AKAM) shares are up 1.5% in extended trading after Piper Sandler raised the recommendation on the software company to overweight from neutral.-Duolingo (DUOL)…
PODCAST SØGEMOTOR
Du kan bruge vores hjemmeside til at søge efter3,822,069podcasts og195,448,563episoder efter personer, steder eller emner.
I have no special talent. I am only passionately curious, and
I listen to podcasts.
‐ Albert "Llamacorn" Einstein
REDIG
Tak fordi du hjælper med at holde podcast-databasen opdateret.
