The War on Checks

The War on Checks

Home buyers aren't welcoming higher interest rates, but they are mostly good news for banks. (0:21) Deidre Woollard and Jason Moser discuss: - Bank of America's strong quarter. - BNY Mellon's move to hold crypto for its clients. - Why banks are pumping up their loan loss reserves. Advertising tech stocks have been hurt, but actual spend is holding up. (10:51) Ricky Mulvey and Asit Sharma look at the ad landscape, and one smaller player with a strong balance sheet. Companies mentioned: BAC, JPM, PYPL, SQ, V, MA, MQ, BILL, BK, TTD, MGNI, PUBM Host: Deidre Woollard Guests: Jason Moser, Asit Sharma Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2315)

NVIDIA Earnings Blow Everyone Away

NVIDIA Earnings Blow Everyone Away

With a company as large and as meticulously covered as NVIDIA, you would think there wouldn’t be anything that surprises us anymore. So much for that thesis. NVIDIA's most recent earnings and guidance...

27 Aug 28min

Meta Platforms Settles Major Lawsuit, Pays $18 Billion

Meta Platforms Settles Major Lawsuit, Pays $18 Billion

Meta Platforms has been the subject of several lawsuits. By some estimates, the potential fines for these lawsuits were as high as the market cap of the entire company. Today, the company settled seve...

26 Aug 20min

Dick’s Sporting Goods has a Foot Locker Problem

Dick’s Sporting Goods has a Foot Locker Problem

When Dick’s Sporting Goods acquired Foot Locker last year, it was supposed to be a transformative deal that would serve a “broader range of consumers”. Fast forward to today, and the company is still ...

25 Aug 23min

1 Earnings Report That Could Move the Market

1 Earnings Report That Could Move the Market

On Wednesday, the world’s most valuable company will report financial results and they’re expected to be spectacular. But Nvidia’s management has to say could have huge economic ramifications. Jon, Ma...

24 Aug 26min

America Is 10x Behind China in AI Infrastructure — The CEO Building the Solution

America Is 10x Behind China in AI Infrastructure — The CEO Building the Solution

The AI race isn't being won in the model lab — it's being won in the power grid. And right now, America is losing. Motley Fool analyst Rachel Warren talks with Hannan Happi, co-founder and CEO of Exow...

23 Aug 30min

Crucial Steps for the “Pre-Go” Years Before Retirement

Crucial Steps for the “Pre-Go” Years Before Retirement

We spend years squirreling away money that we eventually hope to live off of in retirement. What should we be doing as we get closer to the big day? Host Robert Brokamp discusses potential strategies ...

22 Aug 30min

Cancer Vaccines & Data Center Drama

Cancer Vaccines & Data Center Drama

The market is fixated on interest rates and data centers this week. Rates continue to rise along with the U.S. debt, which may ultimately put pressure on companies across the market. Data centers have...

21 Aug 41min

Is AI the Answer to Big-Box Retail’s Woes?

Is AI the Answer to Big-Box Retail’s Woes?

The big box retailers are reporting earnings, and there are plenty of headwinds to discuss. But among the common themes this earnings season, these companies are leaning into AI (and AI assistants wit...

20 Aug 29min

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