There's a lot to analyze in this episode, including revenue to the upside, CEOs waving the caution flag, and Hobbits.  (0:21) Emily Flippen and Jason Moser discuss: - Nvidia's results and place in the AI universe - Block surprising Wall Street...

There's a lot of three-year comparisons getting thrown around. Is that what investors should focus on? (1:00) Dylan Lewis and Tim Beyers discuss: - Etsy's short-term and long-term story. - The growth levers for Etsy moving forward. - The trends...

In late January CEO Pat Gelsinger assured Wall Street that Intel was "committed" to its dividend. Today that commitment changed.  (0:21) Bill Mann discusses: - Intel cutting its dividend by 65% - Gelsinger's potential rationale for the cut - How...

If the management teams from Home Depot and Walmart had anything in common today, it was their guidance for the year ahead. (0:21) Jason Moser discusses: - Home Depot shares falling 5% after its first revenue miss since 2019 - The capital allocation...

Once a technology is released into the wild, it doesn’t go back in the bottle. Except in one instance. PJ Vogt is the host of Crypto Island and an eponymous show, Weekly. You may have also heard him on Reply All or This American Life. Ricky Mulvey...

When Zillow and Opendoor stopped their iBuying programs, home buyers didn’t find any deals. So, where did those homes go? Jamil Damji is the co-founder of KeyGlee, a real estate investment and wholesale company with more than 75 franchises. He’s...

It was another big week of earnings results (and surprises). (0:21) Jason Moser and Ron Gross discuss: - Shopify's guidance outweighing its results - Airbnb nearly doubling profit expectations - Record revenue for The Trade Desk - Shares of Roku...

After spending a year getting rid of its iBuying business, how should investors regard Zillow Group? (0:21) Jim Mueller discusses: - How Zillow is (in some ways) at a fresh starting point - The growing skepticism around iBuying as a profitable...

If revenge travel was supposed to slow down, then AirBnB hasn't noticed. Dylan Lewis and Tim Beyers (0:15)  discuss: - A very healthy quarter for AirBnB, and how the travel company continues to grow its footprint. - AirBnB's $1.5 billion "waste...

Once again the monthly CPI report got Wall Street's attention.  (0:21) Bill Mann discusses:- How the Federal Reserve is working without precise instruments - Why no one wants surprises from the Fed - Higher prices in the core division fueling...

For the second time in five months, Twilio announces a round of layoffs.  (0:21) Jason Moser discusses: - How Twilio is cutting costs as they grow - What to watch when the company reports earnings on Wednesday afternoon - Memorable ads from Super...

ChatGPT is getting plenty of attention, but there are other uses for artificial intelligence that investors should watch. Beth Kindig is the lead technology analyst for the I/O fund. Deidre Woollard caught up with Kindig to discuss: - Where we are in...

What’s the point of reading a company’s earnings report? Can’t AI do that job? Patrick Badolato, PhD, CPA is an Associate Professor at The University of Texas at Austin, McCombs School of Business where he teaches accounting and financial...

Big changes could be coming to the NFL playoffs. (0:21) Emily Flippen and Andy Cross discuss: - The growing AI battle between Microsoft and Alphabet - Lyft shares falling 35% - PayPal CEO Dan Schulman announcing his retirement - CVS Health buying a...

Disney’s latest results and plans were just what Wall Street wanted to hear. (0:21) Tim Beyers discusses: - How the parks & experiences division drove Disney’s 1st-quarter results - ESPN+ being a bright spot among streaming properties - Alphabet...

Companies are shelling out big bucks to get your attention during the big game.  (0:21) Bill Mann discusses: - Chipotle maintaining their stance on prices - Dutch payment processor Adyen dealing with higher costs - Uber posting a profit in the...

Microsoft's AI event is only the latest sign of the hottest area of tech. (0:21) Jason Moser discusses: - CEO Satya Nadella hailing "a new day in search" - Shares of C3AI, an enterprise AI platform company, doubling in the past five weeks - Zoom Video...

If the house always wins, why are gambling companies having trouble turning a profit?  (0:21) Jason Moser discusses: - Privately-owned restaurant companies Cava Group and Panera Brands mulling a return to the public markets - How Panera has...

What's more challenging: facing off against a wide receiver or a room full of NFL owners? Domonique Foxworth made an impact on the field as an NFL cornerback for six season, and an impact off the field as the youngest player to be elected vice...

If you want to know how the market could perform in the future, then look back a couple hundred years. Jeremy Schwartz is the Global Chief Investment Officer at WisdomTree and co-host of the “Behind the Markets” podcast. He’s also co-author of...

Unemployment hit a 53-year low as Apple, Amazon, and Alphabet delivered their latest earnings reports.  (0:21) Ron Gross and Jason Moser discuss: - Another interest rate hike and a surprising jobs report - Apple's first sales drop since 2019 -...

For the first time in a long time, Meta Platforms gave shareholders a reason to smile.  (0:21) Tim Beyers discusses: - 4th-quarter revenue coming in higher than expected for Meta - That $40 billion share buyback plan - Why AMD is demonstrating...

It's been a rough 12 months for Peloton, but the fitness company just offered shareholders a glimmer of hope. (0:21) Asit Sharma discusses: - Peloton's 2nd-quarter revenue surprising to the upside - A sluggish digital ad market hurting Snap's...

The list of companies who had a more profitable 2022 than Exxon Mobil is decidedly short.  (0:21) Bill Mann discusses: - McDonald's growing global sales by $20 billion during the pandemic - Exxon Mobil racking up an annual profit of more than $55...

If American Express had a problem with an aging demographic, it looks like that problem is being addressed. (0:20) Jason Moser discusses: - Shares of AmEx popping 15% in two days off of strong guidance for 2023 - How younger customers are the majority...