Avsnitt
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One of the biggest media mergers in years just dropped, but will it make it past federal regulators? Plus, eToro is wrapping up its first week as a public company as several other companies lay out their IPO plans. Is it a positive sign for the IPO pipeline? And UnitedHealth has been hammered since Monday, for its worst week since 2009, but could now be the buying opportunity of a lifetime? We’ll debate.
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The ongoing budget battle could be a bond bummer. Box’s big bet on AI agents. Plus, why Dick’s Sporting Goods’ deal for Foot Locker could be a good fit.
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Saknas det avsnitt?
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eToro is soaring in its public debut. The trading site opening at $69.69 after pricing at $52/share. We speak with one company who changed their IPO plans in the wake of President Trump’s tariffs. Plus, the House and Ways committee advances the Republican’s sweeping tax package. We get the latest on where President Trump’s “Big, Beautiful Bill” goes next.
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President Trump making waves – and deals – on his first official trip overseas. Saudi Arabia announcing they’ll invest at least $600B in the U.S. with agreements to boost defense and tech ties. So what’s to come on the next leg of the trip? We discuss.
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Stocks rally after the U.S. and China agree to pause tariffs for 90-days ahead of further trade talks. Chips have their best day since early April, but there are still risks out there, according to Bernstein. Plus, the Trump administration’s plans for the FAA just days after more tech outages at Newark Airport.
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Markets taking a breather after rallying on yesterday’s UK trade deal. We’ll dive into the concerns that are now cropping up. Plus, Cargurus is warning tariffs could add an average of $2,500 to the cost of a new car. The CEO joins us exclusively. And health care is the worst-performing sector this week, but our trader sees opportunities in the space.
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In the hour before the Federal Reserve’s decision on interest rates, our panels of economists and investors weigh in on what to expect from Powell and what it means for your money. Plus, Congressmen from both sides of the aisle weigh in on the budget reconciliation bill.
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Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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What Berkshire’s future will look like as Warren Buffett passing the torch to Greg Abel. The four countries one DC strategist says are poised for a trade deal with the US. Plus, the AI hiring vibe shift is underway.
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The labor market stronger than expected in April, but can the momentum last? Epic Games CEO Tim Sweeney takes a victory lap in his battle against Apple. Plus, your artificial Christmas tree could cost $3,000 this year.
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More signs of labor market weakness ahead of the April jobs report. Tesla reiterating its confidence in Elon Musk. Plus, a federal judge says an Apple executive “outright lied” about fees.
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Today’s negative GDP print casting a shadow over President Trump’s first 100 days. We have the headlines from his cabinet meeting. Plus, the busiest week of earnings season rolls on with Microsoft and Meta on deck to report after the bell today. And XPO’s CEO joins us to weigh in on the tariff turmoil and its impact on the transport sector.
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The President is expected to sign an executive order providing some tariff relief for autos, but is it enough? We look at what is changing and how to position in the auto trade from here.
Plus, the White House is blasting Amazon over reportedly planning to show tariff costs on products. Amazon shooting down that report...sort of. We have the details and whether it signals an emerging rift.
And Commerce Secretary Howard Lutnick on U.S. manufacturing, and one trade deal that's done and waiting for approval.
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Are the warnings about empty shelves in a few weeks due to tariffs overblown? VC Bradley Tusk makes the case for keeping AI open and accessible across borders. Plus, the bullish case for Spotify ahead of earnings.
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Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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The messaging on trade talks is very different in Washington versus Beijing. We have the latest and look at how to position amid all the trade turmoil.
Plus, we got another ugly report on housing, and one data point that was rather unusual. We'll tell you what it is and what it means for the housing market from here.
And, our analyst sees a period of below-target growth for two big food names, but he also sees one bright spot. He joins us with the winners and losers.
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Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
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Treasury Secretary Bessent saying the current standoff between China and the U.S. is unsustainable, giving investors hope President Trump might back down from his hardline stance on trade. Our strategists have two names they say can ride out the current volatility. Plus, Google’s Search remedies trial is taking a turn for the AI.
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President Trump going after Jay Powell yet again, calling the Fed Chair a “major loser” and urging him to cut interest. Plus, Wolfe upgrading two entertainment stocks—one on valuation, one on domination. We have the names and the bullish case.
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Jay Powell’s “termination cannot come fast enough,” according to President Trump. But can the President remove a Fed Chair? And if so, what would that mean for the economy, the markets, and your money? We discuss. Plus, chip stocks unable to shake-off concerns about tariffs and stricter export controls. Our trader tells us this weakness was a much-needed revaluation – and an opportunity. He joins us with which names he’s buying.
- Visa fler
