Big Macro & Big Red
Once again the monthly CPI report got Wall Street's attention. (0:21) Bill Mann discusses:- How the Federal Reserve is working without precise instruments - Why no one wants surprises from the Fed -...
14 Helmi 202323min
Twilio's Layoffs, Spotify's Strategy
For the second time in five months, Twilio announces a round of layoffs. (0:21) Jason Moser discusses: - How Twilio is cutting costs as they grow - What to watch when the company reports earnings on...
13 Helmi 202328min
Beth Kindig on AI, Semiconductors, and Tech Cycles
ChatGPT is getting plenty of attention, but there are other uses for artificial intelligence that investors should watch. Beth Kindig is the lead technology analyst for the I/O fund. Deidre Woollard c...
12 Helmi 202321min
Lies My Income Statement Told Me
What’s the point of reading a company’s earnings report? Can’t AI do that job? Patrick Badolato, PhD, CPA is an Associate Professor at The University of Texas at Austin, McCombs School of Business wh...
11 Helmi 202323min
NFL Predictions, AI Competitions
Big changes could be coming to the NFL playoffs. (0:21) Emily Flippen and Andy Cross discuss: - The growing AI battle between Microsoft and Alphabet - Lyft shares falling 35% - PayPal CEO Dan Schulma...
10 Helmi 202339min
Disney Pops, Alphabet Drops
Disney’s latest results and plans were just what Wall Street wanted to hear. (0:21) Tim Beyers discusses: - How the parks & experiences division drove Disney’s 1st-quarter results - ESPN+ being a bri...
9 Helmi 202324min
Record Ad $$$ for SB 57
Companies are shelling out big bucks to get your attention during the big game. (0:21) Bill Mann discusses: - Chipotle maintaining their stance on prices - Dutch payment processor Adyen dealing with...
8 Helmi 202325min
The AI Land Grab Has Started
Microsoft's AI event is only the latest sign of the hottest area of tech. (0:21) Jason Moser discusses: - CEO Satya Nadella hailing "a new day in search" - Shares of C3AI, an enterprise AI platform c...
7 Helmi 202321min
