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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Missing Piece of the AI Spend Puzzle

Missing Piece of the AI Spend Puzzle

Nvidia continues its streak of triple-digit growth, but we shouldn’t be so surprised.  (1:08) Jason Moser and Bill Mann discuss: - Nvidia’s killer quarter, and why the market yawned over the results....

3 Syys 202439min

How to Analyze a Balance Sheet

How to Analyze a Balance Sheet

“If you thought we were in the weeds, now we’re about to start tunneling.” Jim Gillies joins Ricky Mulvey for an in-depth look at how investors can understand a company’s balance sheet. And a heads u...

1 Syys 202440min

The State of the AI Arms Race

The State of the AI Arms Race

When ChatGPT launched in late 2022, it was the first – and only – exposure most of the world had to AI. Not yet two years later, there’s already a lot more competition.  Jeremy Kahn is the AI Editor a...

31 Elo 202431min

Nvidia’s “Burn the Ships” Moment

Nvidia’s “Burn the Ships” Moment

Why is the chip designer spending $50 billion on share buybacks? (00:21) Tim Beyers and Ricky Mulvey discuss: - Highlights from Nvidia’s earnings. - What future supercomputing systems could create. - ...

29 Elo 202427min

How Banned Chips Get to China

How Banned Chips Get to China

The U.S. has tried to prevent advanced microchips from getting into the hands of its military rivals. They’ve only had partial success. (00:21) Alicia Alfiere and Mary Long discuss results from retail...

28 Elo 202425min

Is Nvidia a Vibe Stock?

Is Nvidia a Vibe Stock?

In less than two years one company became the driving force of the S&P 500. That rise is unprecedented. (00:21) Bill Mann and Ricky Mulvey discuss: - Expectations going into Nvidia’s earnings results...

27 Elo 202428min

Stationary Bikes are Difficult to Turn

Stationary Bikes are Difficult to Turn

Another set of tariffs might stall BYD’s international expansion in EVs, and it still isn’t clear if Peloton is actually going anywhere. (00:21) Asit Sharma and Dylan Lewis discuss: - Canada’s tarif...

26 Elo 202429min

Meet the Fool: Tim Beyers

Meet the Fool: Tim Beyers

To become an expert, you may not always need expertise. You may just need to start asking better questions.  Tim Beyers is a lead analyst at The Motley Fool and a frequent guest on Motley Fool Money....

25 Elo 202428min

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