CVS Gets an Activist Check-Up
Motley Fool Money30 Syys 2024

CVS Gets an Activist Check-Up

Rates going down are good for homebuyers and car shoppers, right? And after five flat years, can CVS get back on track? (00:19) Seth Jayson and Dylan Lewis discuss: - Why CVS has activists sniffing around, and how getting the insurance operations right could get the company and the stock back in motion. - How interest rates are affecting the housing and auto markets, and other updates from KB Homes and CarMax. (15:08) Jason Moser and Mary Long for a look at Uber, and its quest to become the everything app. Companies discussed: CVS, KBH, KMX Host: Dylan Lewis Guests: Seth Jayson, Mary Long, Jason Moser Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Japan Gets a Trade Deal and Earnings Season Ramps Up

Japan Gets a Trade Deal and Earnings Season Ramps Up

The U.S. and Japan announced a big trade deal that lowers tariffs to just 15% on imports, and we discuss earnings from General Motors, Intuitive Surgical, and Enphase Energy.  (00:21) Travis Hoium, L...

23 Heinä 202516min

Block Party and Big Swings

Block Party and Big Swings

With Block joining the S&P500 and Figma pricing its IPO, investors may be wondering if they should be rising with the tide or fishing where others are not.Emily Flippen, Jason Hall, and Sanmeet Deo di...

22 Heinä 202520min

Has Biotech Met Its Moment?

Has Biotech Met Its Moment?

A surge in private market investment has Fools wondering: is it time to bet bigger on biotech? Tim Beyers and Karl Thiel discuss: - The rise in biotech funding from VCs and wealthy individuals. ...

21 Heinä 202523min

Roland Rott, CEO of GE Healthcare Imaging on AI

Roland Rott, CEO of GE Healthcare Imaging on AI

A set of AI use cases within the medical space. David Meier, Asit Sharma, and Roland Rott discuss: The latest on GE Healthcare, of which GE Healthcare Imaging is a piece. How AI is used to cre...

20 Heinä 202523min

Christine Benz on the Keys to a Happy, Prosperous Retirement

Christine Benz on the Keys to a Happy, Prosperous Retirement

Christine Benz is the director of personal finance at Morningstar and the author of “How to Retire: 20 lessons for a Happy, Successful, and Wealthy Retirement.” In this rebroadcast of an interview rec...

19 Heinä 202539min

Netflix Continues to Dominate

Netflix Continues to Dominate

Earnings season is here! Jason Hall and Matt Frankel discuss: - Netflix’s beat and raise. - Interest rate predictions for a year from now. - Crypto week’s three bills, including the GENIUS Act. ...

18 Heinä 202542min

The Trade Desk Joins the S&P 500

The Trade Desk Joins the S&P 500

The Trade Desk is now included in the S&P 500 but are there any actionable takeaways for investors today? Also we discuss Bitcoin's rising appeal as a corporate treasury strategy, a surging interest i...

17 Heinä 202521min

Is The Stock Market In Bubble Territory?

Is The Stock Market In Bubble Territory?

Valuations are stretched, but is it a bubble. And we discuss the latest AI and energy news, ASML’s earnings, and a surprising report from Johnson & Johnson. (00:21) Travis Hoium, Lou Whiteman, and...

16 Heinä 202518min

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