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)

The Game of the UAW Strikes

The Game of the UAW Strikes

If you want to know the reasons behind someone’s actions, it’s important to find out the incentives. (00:21) Jason Moser and Deidre Woollard discuss: - If a SPARC is the new SPAC. - Being cautious ab...

2 Okt 202330min

In the Pilot’s Seat

In the Pilot’s Seat

The Blue Angels are an elite team of U.S. Naval pilots who maneuver $40 million planes at hundreds of miles per hour while flying mere inches from each other. What’s it like to be in the cockpit?  Ri...

1 Okt 202329min

Mobile Payments Around the World

Mobile Payments Around the World

Not everyone has a bank in the developing world, but mobile phones are everywhere. Mary Long and Asit Sharma discuss: The evolution of payments in India Micropayments versus credit cards How Merc...

30 Sep 202327min

The Latest Shut-Down

The Latest Shut-Down

Friday’s deadline for government funding seems like it will pass without a resolution. We talk through the latest government shutdown and what it means for the market.  (00:21) Jason Moser and Andy Cr...

29 Sep 202340min

Can’t Touch This

Can’t Touch This

How do you measure things like brand and people? (00:21) David Meier and Deidre Woollard discuss: - What the intangibles are and why we need to factor them in. - How Accenture has built a global empi...

28 Sep 202333min

Matchmaking, Break-ups, and a Survivor

Matchmaking, Break-ups, and a Survivor

It’s the antitrust case everybody saw coming – does it have merit?   (00:21) Asit Sharma and Dylan Lewis discuss: - The FTC’s antitrust case against Amazon, the case’s merits and how Amazon has forc...

27 Sep 202324min

How Fools Use ETFs

How Fools Use ETFs

We like stocks. We also like exchange traded funds.  But first, (00:21) Ricky Mulvey and Jim Gillies discuss: - A difficult stretch for small-cap stocks. - Costco’s new healthcare offering. - One pie...

26 Sep 202327min

The Business of Nightclubs

The Business of Nightclubs

RCI Hospitality CEO Eric Langan on consumer spending, capital allocation, and getting into the casino business. (00:21) Jason Moser and Deidre Woollard discuss: - The wisdom Amazon’s bet on Anthropic...

25 Sep 202331min

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