Intel’s Drop, Microsoft’s Record, MercadoLibre’s Future

Intel’s Drop, Microsoft’s Record, MercadoLibre’s Future

Intel plunges on chip delays. Microsoft declines despite a record quarter. Twitter pops on strong user growth. Chipotle serves up strong digital growth but slips on closed restaurants. Coca-Cola’s CEO says the worst is over. Intuitive Surgical surprises. Boston Beer surges. Tesla slides. Disney delays Mulan indefinitely. And Slack goes to war with Microsoft. Analysts Andy Cross and Jason Moser discuss those stories and share two stocks on their radar: Equinix and Qorvo. Plus, MercadoLibre’s Head of Investor Relations Federico Sandler talks online retail, online payments, and the future of the e-commerce giant. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2100)

Berkshire Is Back

Berkshire Is Back

Berkshire Hathaway bounced back from a recent loss with strong net income and billions in cash waiting for action. Jason Moser and Deidre Woollard discuss: - The value of solid insurance underwriting...

7 Aug 202317min

Fast Food Innovation

Fast Food Innovation

Cola-flavored ketchup, Taco Bell’s musical for Mexican Pizza, and McDonald’s Grimace Shake are just some of the ways that food companies are fighting for your attention. But does social media buzz tra...

6 Aug 202320min

How to Beat the Market

How to Beat the Market

Everybody wants to beat the market. But how does one actually … beat the market?    Ricky Mulvey and Anand Chokkavelu got together to explore different camps within the world of investing – from sho...

5 Aug 202325min

U.S. Hits AA+ and the iPhone Slumps

U.S. Hits AA+ and the iPhone Slumps

Apple’s having the bad kind of “iPhone moment” and one restaurant chain is showing great growth without raising prices.  (00:35) Jason Moser and Bill Mann discuss: - Fitch downgrading U.S. credit and...

4 Aug 202339min

An E-Commerce Trifecta

An E-Commerce Trifecta

Shopify pushes merchant services, Etsy tries to find its footing, and MercadoLibre continues to dazzle. (00:20) Tim Beyers and Deidre Woollard discuss: - If Shopify is actually a fintech now. - The i...

3 Aug 202336min

Starbucks Targets 12 Cups of Coffee

Starbucks Targets 12 Cups of Coffee

China was the star of Starbucks’ earnings report. Can the company convince consumers to drink more than a dozen cups of coffee annually to keep fueling growth? (00:21) Asit Sharma and Dylan Lewis dis...

2 Aug 202330min

Uber Makes a Profit

Uber Makes a Profit

For the first time ever, Uber reported an operating profit. Staying in the green is a different story.  (00:21) Ricky Mulvey and Bill Mann discuss: - Uber’s long-term vision. - If the ride hailing ap...

1 Aug 202327min

Yellow Can’t Keep On Trucking

Yellow Can’t Keep On Trucking

Freight company Yellow stopped operations and a bankruptcy is expected as the next move. (00:21) Bill Barker and Deidre Woollard discuss: - Why Yellow shut down and what place it occupied in the worl...

31 Jul 202330min

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