It’s Always About the Forecast

It’s Always About the Forecast

Relatively strong earnings results from Shopify and Roblox were overshadowed by questions about the outlook for the rest of the year and whether consumers will keep up the online shopping and in-game spending.. (00:21) Ron Gross and Andy Cross discuss: - Disney’s path to streaming profitability, and the warnings from Shopify and Roblox that growth in the back half of 2024 might be a bit lighter. - Trade Desk’s relative strength in a tough earnings environment, and Airbnb bracing for some travel slowdown. - How drinkmaker Celsius continues to find the energy for growth. (19:11) Motley Fool Co-founder David Gardner provides some timeless advice for college grads. (27:27) Ron and Andy break down two stocks on their radar: Toast and Trex. Stocks discussed: DIS, SHOP, RBLX, TTD, ABNB, CELH, TREX, TOST Host: Dylan Lewis Guests: Andy Cross, Ron Gross, David Gardner, Mary Long Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(2297)

Mastercard CEO: AI Shopping Agents, Machine-to-Machine Payments, and the New Infrastructure of Commerce

Mastercard CEO: AI Shopping Agents, Machine-to-Machine Payments, and the New Infrastructure of Commerce

What happens when an AI agent does your shopping — and how do you make sure it doesn't order two grills instead of one? In Part 2 of his conversation with Motley Fool CEO Tom Gardner, Mastercard CEO M...

9 Elo 27min

In Retirement, More Spending Leads to Higher Taxes

In Retirement, More Spending Leads to Higher Taxes

That vacation, RV, or home renovation you're planning in retirement might cost a lot more than the price tag suggests. One extra withdrawal from your IRA can set off a chain reaction of higher taxes a...

8 Elo 12min

The Trade Desk’s Woes & A New AI Donut?

The Trade Desk’s Woes & A New AI Donut?

As earnings season winds to a close, the team discusses what we learned this quarter and why a new jobs report may actually be good for the market. Plus, we discuss The Trade Desk’s bad week, Google’s...

7 Elo 40min

The Wild Swings of Earnings Season Continue

The Wild Swings of Earnings Season Continue

The amount of stocks moving 10% or more in either direction this most recent quarter has been staggering. Even companies that post decent, even some might call good, results are dropping double digits...

6 Elo 21min

Shopify Shines and Uber Declines

Shopify Shines and Uber Declines

Earnings season continues to give strong results, but that doesn’t mean each stock is rising on the news. Today, we saw Shopify jump and Uber fall after earnings that both showed strong adoption for t...

5 Elo 19min

Palantir Makes its Case Against Frontier AI

Palantir Makes its Case Against Frontier AI

Shares of Palantir had an stellar day after reporting even more stellar earnings results. Many of the questions about getting commercial customers into its ecosystem appear to have been answered, and ...

4 Elo 22min

Are Mega-Mergers Back?

Are Mega-Mergers Back?

Mergers could be back in 2026 as companies try to get deals done while regulators allow them. But are buyouts always a good idea? We discuss a potential deal in pharma today, plus we go over the lates...

3 Elo 18min

Part 2: Your Index Fund Is a Bet on AI — Whether You Know It or Not

Part 2: Your Index Fund Is a Bet on AI — Whether You Know It or Not

Bethany McLean, veteran investigative journalist and co-author of The Smartest Guys in the Room, saw the end of Enron coming, and is now watching the AI trade very carefully. She has questions the mar...

2 Elo 25min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
ostan-asuntoja-podcast
rss-rahapodi
pomojen-suusta
rss-sami-miettinen-neuvottelija
rss-oivalluksia-rahasta-elamasta
pari-sanaa-lastensuojelusta
raharesepti
rss-laiskan-yrittajan-markkinointi-podcast
rss-h-asselmoilanen
rss-rentotapaus
rss-rahamania
rss-inderes
rss-porssipodi
rss-hyvin-johdettu
rss-tyoelaman-timantteja
rss-bisneksen-pehmea-puoli
rss-tyoelama-360