Microsoft Soars After Earnings Report and a Regime Change on Wall Street?

Microsoft Soars After Earnings Report and a Regime Change on Wall Street?

We’re breaking down all the action on one of the busiest days of this earnings season. Reports from Microsoft, AMD and Starbucks are all on the docket. Plus could all the actions we’ve seen in highly shorted names like GameStop be a signal that there’s a new guard in charge on Wall Street? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Episoder(2168)

Treasurys Turn Higher… And Novo Sinks After Trial Failure 7/31/26

Treasurys Turn Higher… And Novo Sinks After Trial Failure 7/31/26

U.S. Treasurys popping to end the week as the 2 Year hits a near two-decade high and the 10 Year reaches highs not seen since January 2025. The traders break down the reason behind the surge and if th...

31 Jul 43min

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

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