A Big Blue Breakup and a Money Manager Merger

A Big Blue Breakup and a Money Manager Merger

Shares of IBM jumping after the company said it would spin off its IT infrastructure unit and focus on the cloud, while Morgan Stanley is upping its investment management game with the purchase of Eaton Vance. And why a merger between two of the world’s biggest oil companies could unlock real value.


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Episoder(2167)

Apple and Amazon Earnings… And What’s Next for Global Markets 7/30/26

Apple and Amazon Earnings… And What’s Next for Global Markets 7/30/26

The traders watching key after-the-bell earnings like Apple, Amazon, Strategy and Coinbase. CEO of Moor Insights & Strategy Patrick Moorhead gives his take on whether Apple can withstand memory inflat...

30 Jul 44min

Major Earnings After the Close… And the Fed Keeps Rates Unchanged 7/29/26

Major Earnings After the Close… And the Fed Keeps Rates Unchanged 7/29/26

The traders monitoring after-the-bell mega cap earnings like Meta, Microsoft and Qualcomm. Live reactions to the reports and what they mean for the tech market in the second half. Co-head of technolog...

29 Jul 43min

The Epicenter of the AI Trade…. And Looking Ahead to the Fed Rate Decision 7/28/26

The Epicenter of the AI Trade…. And Looking Ahead to the Fed Rate Decision 7/28/26

All eyes on the AI trade as earnings from NXP Semiconductors and Seagate Technology Holdings report after the bell. The traders break down what the results mean for the broader tech trade, as the SMH ...

28 Jul 44min

Digging in on Market Volatility… And SpaceX Hits New All-time Low 7/27/26

Digging in on Market Volatility… And SpaceX Hits New All-time Low 7/27/26

A big week for big tech as investors await earnings from names like Microsoft, Meta and Apple all reporting later this week. Cboe head of Derivatives Market Intelligence Mandy Xu comments on increasin...

27 Jul 43min

Apple Earnings Next Week… And Housing Stocks Soar 7/24/26

Apple Earnings Next Week… And Housing Stocks Soar 7/24/26

A rocky tech earnings season continues next week after names like Alphabet, Intel and Tesla tumble upon Q2 results. The traders discuss whether the AI trade is losing steam, and what to expect from Ap...

24 Jul 43min

Intel Earnings Beat…And Yields Spike Ahead of Fed Meeting 7/23/26

Intel Earnings Beat…And Yields Spike Ahead of Fed Meeting 7/23/26

The traders talking all things Intel after the company’s second quarter earnings, and what the results mean for the broader tech trade. Then, what a yield spike means for the economy ahead of the July...

23 Jul 43min

Big Tech Earnings… And The State of Women’s Sports 7/22/26

Big Tech Earnings… And The State of Women’s Sports 7/22/26

We’re watching shares of Alphabet, IBM, ServiceNow and Tesla after their latest earnings reports. Gene Munster of Deepwater Asset Management breaks down the numbers and how to trade big tech in the se...

22 Jul 44min

Counting Down to Software Earnings… And Danaher Sinks After Earnings 7/21/26

Counting Down to Software Earnings… And Danaher Sinks After Earnings 7/21/26

AI stocks bouncing back with major tech stocks closing in the green. The traders break down what’s causing the switch, and whether this momentum can continue throughout earnings season. Then, Danaher ...

21 Jul 43min

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