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(2099)

Do CEOs Need Term Limits?

Do CEOs Need Term Limits?

What does it take to be a great CEO in 2022? Leading with a True North, and breaking down some of the crusty hierarchical structures. Some leaders get it, and some really don’t. During Bill George’s t...

6 Aug 202231min

Rise of the Machines, Jobs, and Earnings

Rise of the Machines, Jobs, and Earnings

The U.S. private sector has added nearly 6 million jobs in the past year. (0:30) Jason Moser and Matt Argersinger discuss: - The unemployment rate falling to 3.5% - Demand for cold beverages driving ...

5 Aug 202239min

Time to Buy Industrial REITs?

Time to Buy Industrial REITs?

Global travel, comfortable footwear, and industrial REITs are on the menu. Pull up a chair! (0:25) Maria Gallagher discusses: - Mixed 2nd-quarter results from Booking Holdings - Why CEO Glenn Fogel's...

4 Aug 202223min

"A horrible use of $2 billion."

"A horrible use of $2 billion."

Airbnb's record bookings in the 2nd quarter weren't enough to boost the stock higher. Why? (0:25) Tim Beyers discusses: - Airbnb's highly questionable decision to allocate $2 billion for a share buyb...

3 Aug 202226min

Cybersecurity, Heavy Equipment, Social Media

Cybersecurity, Heavy Equipment, Social Media

What do Caterpillar, Arista Networks, and Pinterest have in common? 2nd-quarter earnings reports! (0:25) Bill Mann discusses: - Global supply chain issues (understandably) affecting Caterpillar's res...

2 Aug 202227min

How to Be Less Distracted (as an investor)

How to Be Less Distracted (as an investor)

Two stocks we recently covered on the show are back in the news. (0:22) Jason Moser discusses: - Outset Medical shares rising 20% on its announcement regarding shipments - How the FDA's thinking and O...

1 Aug 202225min

Ferrari, Tesla, and the Future of Cars

Ferrari, Tesla, and the Future of Cars

Eddie Alterman really likes cars. He is the Chief Brand Officer of Hearst Autos and was the editor-in-chief of Car & Driver. Alterman’s new podcast is called “Car Show! with Eddie Alterman”. He joined...

31 Jul 202227min

Summer Q&A: 48% Dividend Yield, FinTech, Small Cap Energy Stocks

Summer Q&A: 48% Dividend Yield, FinTech, Small Cap Energy Stocks

You've got question so we rounded up a wide range of Fools with some answers! In this summer mailbag we’re answering listener voicemails and emails about: - Whether a stock paying a 48% dividend yield...

30 Jul 202231min

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