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

Avsnitt(2096)

“A Great First Effort from Apple”

“A Great First Effort from Apple”

Sure, the Apple Vision Pro has some flaws, but it’s incredible to be in a recording studio with Alicia Keys. Mary Long and Jason Moser checked out the new headset and discuss: - The training and educ...

11 Maj 202423min

It’s Always About the Forecast

It’s Always About the Forecast

Relatively strong earnings results from Shopify and Roblox were overshadowed by questions about the outlook for the rest of the year and whether consumers will keep up the online shopping and in-game ...

10 Maj 202440min

Roblox Hits Roadblock

Roblox Hits Roadblock

Wall Street thinks two growth stock prices have gotten a little too high. Plus, we feature a weed company with a lot of cash. (00:21) Kirsten Guerra and Ricky Mulvey break down earnings from Duolingo...

9 Maj 202432min

“This Looks Bad. Look Over Here.”

“This Looks Bad. Look Over Here.”

Uber’s earnings may seem a little hand-wavy, but there's more to the story. At (00:12) Tim Beyers and Mary Long take a look at earnings from Uber and Toast. Then, (16:34) Alicia Alfiere and Ricky Mulv...

8 Maj 202426min

Is Streaming Profitable?

Is Streaming Profitable?

For anyone besides Netflix? First up, (00:21) Jason Moser and Ricky Mulvey break down earnings from Disney and Axon Enterprise. Then, (19:44) Alison Southwick and Robert Brokamp look at the 60/40 po...

7 Maj 202433min

What Buffett Is Selling and Saying

What Buffett Is Selling and Saying

When Warren Buffett talks, investors listen. We unpack the quotes and commentary from the market’s most anticipated annual meeting and check in on the state of Berkshire Hathaway.   (00:13) Jim Gilli...

6 Maj 202423min

More AI = More Cyberthreats

More AI = More Cyberthreats

The number of data compromises last year increased by 78% from just 2022, according to the 2023 Annual Data Breach Report. One primary reason for this increase? Artificial intelligence. “This Week in...

5 Maj 202436min

Customer is Key This Earnings Season

Customer is Key This Earnings Season

Whether it's smartphones or soy lattes, consumers are pickier right now. The companies that are keeping things convenient and creating value offerings are winning, the ones that aren’t are struggling....

3 Maj 202440min

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