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)

NAR Settlement: Real Estate’s Potential Winners And Losers

NAR Settlement: Real Estate’s Potential Winners And Losers

The National Association of Realtors settled a lawsuit that could dramatically change the way homes are sold. (00:21) Nick Sciple and Ricky Mulvey discuss: - How the settlement could impact realtors ...

26 Mar 202432min

The Long Goodbye

The Long Goodbye

Boeing’s CEO is moving on, just not quite yet. (00:21) Jason Moser and Deidre Woollard discuss: - The ins and outs of Boeing’s CEO search. - Why Masimo may spin out its consumer division. - If Elliot...

25 Mar 202427min

The Dividend Returns

The Dividend Returns

For decades, dividends have been out of style. History suggests that may soon change. Daniel Peris is a trained historian, a portfolio manager, and the author of many investing books, including his l...

24 Mar 202425min

Does F1 Need Netflix?

Does F1 Need Netflix?

The Netflix show “Drive to Survive” completely changed the sport of motor racing. But Formula One’s story begins long before the streamer stepped in. Joshua Robinson and Jonathan Clegg are sports rep...

23 Mar 202431min

FTC vs. Apple’s Walled Garden

FTC vs. Apple’s Walled Garden

For years Apple has claimed its app store and ecosystem is meant to protect its users. The FTC isn’t so sure.  (00:19) Emily Flippen and Jason Moser discuss: - The FTC’s suit against Apple, and why i...

22 Mar 202440min

A Denim Moat

A Denim Moat

Getting into the jeans business is harder than it may seem. (00:13) David Meier and Deidre Woollard discuss: - Chewy’s customer growth problem. - If Chewy is the future of veterinary care. - The pick...

21 Mar 202428min

Split Your Burrito and Your Stock

Split Your Burrito and Your Stock

Chipotle’s epic run makes it the latest big name to split its stock, we talk about why its good for the options market and why Chipotlanes and breakfast are still huge levers for CMG.    (00:13) Tim ...

20 Mar 202429min

Nvidia Sells Chips Like Pancakes

Nvidia Sells Chips Like Pancakes

The chip designer unveiled a bigger and faster graphics processing unit, but the market isn’t cheering the announcement. (00:21) Asit Sharma and Ricky Mulvey discuss: - The advancements in Nvidia’s n...

19 Mar 202429min

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