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)

Google, DOJ, and Default Inertia

Google, DOJ, and Default Inertia

The DOJ’s anti-trust suit against Google is far from over, but details are emerging that show even the search giant knew the optics of their search default deal with Apple weren’t great.  (00:21) Tim ...

11 Okt 202328min

Disney’s Activist Investor (Reprise)

Disney’s Activist Investor (Reprise)

Activist investor Nelson Peltz has some ideas for Disney’s board. But are they ready to listen? (00:15) Ricky Mulvey and Jason Moser discuss: Unity Technologies CEO, John Riccitello, stepping down fr...

10 Okt 202331min

Add To Cart

Add To Cart

Mobile shopping is expected to rule e-commerce this holiday season. (00:13) Asit Sharma and Deidre Woollard discuss: If consumer spending will remain strong over the holiday season. The impact of th...

9 Okt 202329min

Walter Isaacson on Elon Musk

Walter Isaacson on Elon Musk

Elon Musk is a serial monotasker. He’s also obsessed with risk. What makes him tick?  Ricky Mulvey caught up with Walter Isaacson to talk about the force that is Elon Musk. They also discuss: The imp...

7 Okt 202349min

EVs and Inside Elon Musk’s Mind

EVs and Inside Elon Musk’s Mind

BYD is on Tesla’s heels, but we all know Elon Musk loves a challenge.  (00:21) Ron Gross and Bill Mann discuss: - The jobs report, and why they’re paying attention to mortgage rates, credit card deli...

6 Okt 202340min

The Future Of The American Drinker

The Future Of The American Drinker

Beer continues to shine but will future generations be less likely to drink alcohol at all? (00:21) Bill Barker and Deidre Woollard discuss: - What’s driving the rapid growth of Modelo. - If wine and...

5 Okt 202329min

A Pure Play Cereal Company?

A Pure Play Cereal Company?

(00:21) Asit Sharma and Dylan Lewis discuss: - How Kelloggs became Kellanova and what to make of its cereal spin-off WK Kellogg.  - Food service company Aramark spinning out its uniform business Vest...

4 Okt 202332min

All Eyes On the Sphere

All Eyes On the Sphere

The shiniest thing in Las Vegas is also a publicly traded company.  (00:21) Ricky Mulvey and Nick Sciple discuss: - How consumer spending held up as the economy cooled. - Credit card companies benefi...

3 Okt 202327min

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