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(2098)

Sometimes Second Acts Work Out

Sometimes Second Acts Work Out

When disruption strikes, what a company does next is crucial. (00:21) Bill Barker and Deidre Woollard discuss: - If we are already in a Santa Claus rally. - The challenges facing big automakers. - If...

30 Nov 202336min

Investing and Life Lessons from Charlie Munger

Investing and Life Lessons from Charlie Munger

We celebrate one of the greatest investors of all time by talking about our favorite Mungerisms and the lessons we’ll carry forward from Poor Charlie. (00:21) David Meier and Dylan Lewis discuss: - ...

29 Nov 202323min

Holiday Spirit and Animal Spirits

Holiday Spirit and Animal Spirits

With Cyber Monday and Black Friday results in the bag, it’s looking like it might be a better fourth quarter for retailers and e-commerce than we originally thought. (00:21) Asit Sharma and Dylan Lew...

28 Nov 202333min

The Unsinkable Shopper

The Unsinkable Shopper

Black Friday showed consumers are still ready to buy. (00:21) Jason Moser and Deidre Woollard discuss: - Black Friday’s strong results. - The rise of mobile shopping. - If anyone can challenge Amazon...

27 Nov 202333min

No Crypto at the Dinner Table!

No Crypto at the Dinner Table!

It’s our annual Thanksgiving special! We’ve got a look back at the year that’s been, some things we’ve gotten right, some things we haven’t, some tips for toys this holiday season and some things we’r...

24 Nov 202340min

AI and ai

AI and ai

Uppercase, lowercase, doesn’t matter. Nvidia and OpenAI are the ones to watch in artificial intelligence.  (00:20) Asit Sharma and Dylan Lewis discuss: Nvidia’s epic quarter and the market’s ho-hum r...

22 Nov 202317min

Slow Growth Silver Linings

Slow Growth Silver Linings

Zoom’s slow revenue increase may show how the company is changing. (00:12) Asit Sharma and Deidre Woollard discuss: - Why Zoom is more than a videoconferencing company. - What happens when a company’s...

21 Nov 202328min

Is This The Beginning Or The End Of OpenAI?

Is This The Beginning Or The End Of OpenAI?

With the dust still not settled, what could be next for Microsoft and OpenAI? (00:13) Bill Barker and Deidre Woollard discuss: - Winners and losers in the OpenAI schism. - If anything will slow the pa...

20 Nov 202330min

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