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(2093)

Peloton, PayPal, and Investing in Real Estate

Peloton, PayPal, and Investing in Real Estate

Peloton shares fall and its CEO apologizes for not recalling treadmills sooner. Activision Blizzard, Cloudflare, PayPal, and Square deliver stronger results than their stock movements indicate. Beyond...

7 Mai 202139min

Big Tech, Huge Earnings

Big Tech, Huge Earnings

Alphabet, Amazon, and Apple report record earnings. Microsoft reports its biggest revenue growth in three years. Shopify rises on a strong quarter. Shares of Crocs, Facebook, and Waste Management hit ...

30 Apr 202139min

Netflix Earnings and Oscars Preview

Netflix Earnings and Oscars Preview

Netflix slides on slowing growth. Boston Beer, Chipotle, and Intuitive Surgical serve up big earnings. MarketAxess slips. Johnson & Johnson reports surprising results but continues to deal with vaccin...

23 Apr 202139min

Microsoft’s Big Deal and Coinbase’s Big Debut

Microsoft’s Big Deal and Coinbase’s Big Debut

Microsoft buys Nuance Communications in a $16 billion deal. Coinbase makes an $86 billion Wall Street debut. FDA hits the pause button on Johnson & Johnson’s COVID-19 vaccine. Katrina Lake steps down ...

16 Apr 202139min

Are You $avvy?

Are You $avvy?

The stock market hits a new high. JPMorgan Chase CEO Jamie Dimon expresses bullishness about the economic recovery and concern about the future. Constellation Brands serves up strong growth. Amazon ga...

9 Apr 202139min

Spring Cleaning for Investors

Spring Cleaning for Investors

Do you have stocks that need to be cleaned out of your portfolio? What about trimming the gains of your high-fliers? Does any stock in your portfolio spark joy in a way that would make Marie Kondo pro...

2 Apr 202139min

GameStop, Adobe, and Domino’s CEO Ritch Allison

GameStop, Adobe, and Domino’s CEO Ritch Allison

GameStop’s volatility continues in the wake of earnings. Adobe has a strong start to the fiscal year. Restoration Hardware hits an all-time high. Laser equipment maker Coherent settles on a suitor. Da...

26 Mar 202139min

The New Retirement Savings Time Bomb

The New Retirement Savings Time Bomb

FedEx rises on a strong holiday quarter. Nike stumbles on earnings. Williams-Sonoma surges on strong stay-at-home sales. Laser technology company Coherent rises on competing buyout offers. Five Below ...

19 Mar 202139min

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