CVS Gets an Activist Check-Up

CVS Gets an Activist Check-Up

Rates going down are good for homebuyers and car shoppers, right? And after five flat years, can CVS get back on track? (00:19) Seth Jayson and Dylan Lewis discuss: - Why CVS has activists sniffing around, and how getting the insurance operations right could get the company and the stock back in motion. - How interest rates are affecting the housing and auto markets, and other updates from KB Homes and CarMax. (15:08) Jason Moser and Mary Long for a look at Uber, and its quest to become the everything app. Companies discussed: CVS, KBH, KMX Host: Dylan Lewis Guests: Seth Jayson, Mary Long, Jason Moser Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Avsnitt(2112)

The Future of AI and The Nature of Consciousness

The Future of AI and The Nature of Consciousness

There are more potential moves on a Go board than there are atoms in the universe; the game is universally considered to be one of the most complex played by humans. And, yet, an AI computer program c...

18 Jan 202542min

TikTok on the Clock

TikTok on the Clock

170 million TikTok users in the U.S. might be up for sale. What are they worth? (00:42) Matt Argersinger and Bill Mann discuss: - The looming TikTok ban, why Apple and Google are the real gatekeepe...

17 Jan 202540min

Big Bank Energy

Big Bank Energy

2024 was a good – very good – year to be a bank. Wall Street thinks 2025 may be even better. (00:14) Matt Frankel and Mary Long break down big bank earnings. They also discuss: - Why comparisons to 2...

16 Jan 202531min

Investors Check the Label on Retail

Investors Check the Label on Retail

Abercrombie and Fitch and Lululemon’s strong holiday previews weren’t good enough to keep the market happy. But long-term both brands are on track. (00:14) Nick Sciple and Dylan Lewis discuss: - Why ...

15 Jan 202528min

Steel Bids, TikTok Battles

Steel Bids, TikTok Battles

Fights are unfolding for companies in two very different industries: Steel and social media. (00:21) Jason Moser and Mary Long discuss: - Why so many companies want in on U.S. Steel. - How to factor C...

14 Jan 202533min

Cloudy With a Chance of Burgers

Cloudy With a Chance of Burgers

Sonos, Moderna, and Shake Shack are all staring at some near-term headwinds – can they work through them? (00:14) David Meier and Dylan Lewis discuss: - Why Sonos CEO Patrick Spence is on his way ...

13 Jan 202529min

David Gardner, The Case for Rational Optimism

David Gardner, The Case for Rational Optimism

You don’t have to look far to find a lot to worry about. But, a long-term bet on negativity is a bet against history. David Gardner is a co-founder and Chief Rule Breaker at The Motley Fool. Ricky Mu...

11 Jan 202545min

Amazon and Disney See Ad Dollars

Amazon and Disney See Ad Dollars

Disney’s streaming numbers show ad-supported tiers are a hit with consumers, and Amazon takes aim at the approach that made Google’s ad business ubiquitous online. (00:39) Ron Gross and Jason Moser ...

10 Jan 202540min

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