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(2103)

Peloton's Turning Point?

Peloton's Turning Point?

It's been a rough 12 months for Peloton, but the fitness company just offered shareholders a glimmer of hope. (0:21) Asit Sharma discusses: - Peloton's 2nd-quarter revenue surprising to the upside - ...

1 Feb 202323min

Record Profits? Record Profits.

Record Profits? Record Profits.

The list of companies who had a more profitable 2022 than Exxon Mobil is decidedly short.  (0:21) Bill Mann discusses: - McDonald's growing global sales by $20 billion during the pandemic - Exxon Mob...

31 Jan 202325min

Gen Z & Millennials Are Driving AmEx Higher

Gen Z & Millennials Are Driving AmEx Higher

If American Express had a problem with an aging demographic, it looks like that problem is being addressed. (0:20) Jason Moser discusses: - Shares of AmEx popping 15% in two days off of strong guidan...

30 Jan 202323min

Howard Marks on China, Risk, and Interest Rates

Howard Marks on China, Risk, and Interest Rates

If a key to personal happiness is low expectations, then a key to investing may be realistic expectations. Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. Motley Fool Dir...

29 Jan 202338min

Lessons from Buffett’s Investing Framework

Lessons from Buffett’s Investing Framework

Can you think of any stocks in the S&P 500 that will have higher earnings five years from now? Are you 90% confident in your prediction?  If you have a good answer to these questions, then you might b...

28 Jan 202325min

GDP, Tesla, FinTech, and "Burrito Season"

GDP, Tesla, FinTech, and "Burrito Season"

As much as we love stocks, sometimes the Big Macro really does drive the market.  (0:21) Emily Flippen and Ron Gross discuss: - Stronger-than-expected GDP sending stocks higher - Tesla ending the yea...

27 Jan 202339min

Netflix, Comcast, Southwest Airlines

Netflix, Comcast, Southwest Airlines

If you attempted to fly Southwest Airlines over the holidays, you're not going to be surprised by their latest earnings results. (0:20) Tim Beyers discusses: - Southwest's $220 million loss - Why the...

26 Jan 202322min

Eyes on the Cloud

Eyes on the Cloud

Investors are paying up for stability, as big tech growth slows down. (0:15) Dylan Lewis and Motley Fool Chief Investment Officer Andy Cross discuss: - Microsoft's quarter, and lower growth expectati...

25 Jan 202330min

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