What Apple Didn’t Say
It’s not artificial intelligence. It’s Apple Intelligence. (00:21) Nick Sciple and Ricky Mulvey discuss the updates from Apple’s Worldwide Developers Conference, and what they mean for the tech giant...
11 Jun 202430min
We Can Fix You, Southwest
Elliott Management amps up the activist activity, and puts Southwest’s leadership and board on notice. (00:21) Asit Sharma and Dylan Lewis discuss: - Why Elliot Management is looking to shakeup lea...
10 Jun 202431min
Ozempic’s Unknowns
Nearly half of Americans say they’re willing to pay for weight-loss drugs. But what are the downsides to these so-called “miracle drugs”? Johann Hari is the author of the book, “Magic Pill: The Extra...
9 Jun 202436min
Is Multifamily Overbuilt?
Last year, 440,000 new apartments went on the market – a 36-year high. This year, even more new builds are coming. That’s good news for renters, but perhaps less good for developers. What about REIT i...
8 Jun 202420min
Cybersecurity Soars, Cyclical Stocks Cycle
Gotta-have-it businesses like Crowdstrike aren’t seeing any slowdown this earnings season, but goods like RVs and high-end athleisure aren’t exactly flying off the shelves. (00:21) Bill Mann and Jaso...
7 Jun 202440min
The Big Three Drive All-Time Highs
If you own an S&P 500 index fund then about 20% of your money is in Microsoft, Nvidia, and Apple. (00:21) Asit Sharma and Ricky Mulvey discuss why big tech is driving the market, earnings from Lulule...
6 Jun 202427min
“A Salesperson’s Dream”
Growth comes easy when the product speaks for itself. At (00:21), David Meier and Mary Long discuss CrowdStrike earnings and a tender offer from Monster Beverage. Then, at (17:08), Asit Sharma catch...
5 Jun 202428min
Hindenburg Targets Real Estate Lender
A juicy short report goes up against business fundamentals. (00:21) Jim Gillies and Ricky Mulvey break down Hindenburg Research’s report on Axos Financial. Plus, Jim discusses why investors should co...
4 Jun 202431min
