Optimistic with an asterisk
Standout this past week was Disney (0:20). Internet commerce earnings (2:30). Upcoming earnings from Walmart (5:50) Fed's strange communication (8:00). Bond market update (13:25).Episode transcripts: ...
9 Maj 202516min
IAG fuels fleet with Boeing, Airbus buys
British Airways (EADSF) owner IAG orders 53 Boeing, Airbus planes for long-haul fleet. (00:19) Monster Beverage (MNST) sales slump on weak demand for alcohol beverages. (01:36) Expedia's (EXPE) anemic...
9 Maj 20255min
Why Q1 GDP was actually really good
James Kostohryz, who runs Successful Portfolio Strategy, explains why the Q1 GDP number was actually really good. This is an excerpt from a recent Investing Experts episode.Episode transcripts: seekin...
8 Maj 20256min
Energy firms oppose U.S. ship mandate
U.S. energy firms seek exemption from Trump plan to transport LNG on U.S.-built ships. (00:21) China Airlines orders Boeing (BA) 777X passenger and freighter models. (02:09) Lilly (LLY) benefits as ju...
8 Maj 20255min
Fed in a big hurry to do nothing
Fed keeps rates on hold amid stagflation concerns. (0:16) Chairman Powell stresses the Fed can wait to see how tariffs shake out. (1:09) White House ready to kill the AI diffusion rule. (2:55) Show N...
7 Maj 20254min
WW International declares Chapter 11
WW International (WW) sinks on Chapter 11 bankruptcy declaration. (00:21) Stock futures rise on news of U.S.-China trade talks. (01:15) Rivian (RIVN) unlocks an $1B investment from Volkswagen by recor...
7 Maj 20255min
Pony AI and Uber team up
The companies announce a robotaxi partnership. (0:15) U.S. goods and services deficit widens. (1:36) OpenAI to buy coding tool Windsurf. (4:17)Show Notes Palantir gets big backing from Wall Street ana...
6 Maj 20256min
Wicked, Hot Wheels drive sales as Mattel preps price hikes
Mattel (MAT) says higher prices in the U.S. will be a part of its tariff mitigation strategy. (00:23) Google(GOOG) (GOOGL) sets sights on Hollywood with film, TV production initiative - report. (02:16...
6 Maj 20256min
