Show Notes
Episode 284: Today, John and Kaila dive into Tesla’s latest delivery numbers and what they tell us about the broader EV market. Then, we unpack why Brazilian stocks are surging after a surprise first-round election result. Also: has memory supply finally caught up with AI demand? We dig into Micron’s latest numbers. Finally, we spin through two Merger Monday headlines: C.H. Robinson’s buyout of RXO and GE HealthCare’s plan to acquire SOFIE Biosciences.
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Episode 296: Today, John and Hanna break down Netflix’s Q3 earnings and why shares are falling despite positive headline numbers. Plus, the bigger problem facing the streaming giant. Then, we turn to the macro picture, exploring the growing competition for the same pool of money – and who ultimately gets the cash. Finally, we round up the latest market headlines, including why AT&T shares are plunging despite beating earnings estimates, Elon Musk’s comments on a potential SpaceX-Tesla merger, and Abbott Laboratories’ plans to spin off its embattled nutrition business.
Episode 295: Today, John and Emily break down the state of the U.S. housing market and why luxury homes are booming while the starter and middle markets are stalling. Then, we dive into Hasbro's earnings, the magic behind one of its biggest assets, and why the toy giant is leaving Rhode Island after more than a century. We also unpack 3M's earnings and its expanded data center partnership with Amazon. Plus, we round up the latest market headlines, including MSG Sport's upcoming split, Best Buy's push into gaming, Amazon's holiday hiring spree, Salesforce's acquisition of Braze and why shares of South Korea's Elice Group plunged in their market debut.
Episode 294: Today, John and Emily break down Elon Musk’s plan to give American kids shares of SpaceX… and the renewed speculation about a potential SpaceX-Tesla merger. Then, we dig into J.B. Hunt’s earnings and how rising fuel and labor costs are squeezing the trucking giant. We also unpack results from steelmaker Cleveland-Cliffs and examine how tariffs are providing a boost to its business. Finally, we round up the latest market headlines, including Merck Group’s acquisition of Silence Therapeutics, Unilever’s decision to sell its colorful bandage brand Welly, and the New York Stock Exchange’s push toward extended trading hours.
Episode 293: Bumble goes private! ...at a fraction of its original valuation. Today, John and Hanna discuss the deal, what caused Bumble’s decline in value and how it reflects the larger dating app ecosystem.Then we head back to the analyst disco, breaking down why Crocs and Texas Roadhouse both scored analyst upgrades.