エピソード

  • Spending Bill Hurdle & Retailers Under Pressure 05/21/25
    2025/05/21

    President Trump’s “Big, Beautiful Bill” just hit a major hurdle. The Chair of the Freedom Caucus now saying he doesn’t see the bill happening this week. We discuss. Plus, Target just cut their full-year sales outlook on weak consumer sentiment. We dive into what’s got that name, and others, under pressure.

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    44 分
  • Wall Street vs. Main Street, Google's Search Problem & Live at Tesla HQ 5/20/25
    2025/05/20

    Retail investors have been far more optimistic about tariffs than professional investors...did they get it right?

    Google I/O kicks off as questions over the future of search remain. Plus, CNBC is live at Tesla HQ as Elon Musk takes Transportation Secretary Sean Duffy for a ride.

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    50 分
  • Stocks Start Slow, Budget Bill Battle, White House vs. Walmart 5/19/25
    2025/05/19

    Investors squarely focused on the bond market after Moody’s downgraded the U.S. credit rating. We’ll look at what it means for your money and the outlook for stocks. Plus, the House Budget Committee advanced President Trump’s tax bill late Sunday, but infighting among the GOP continues to be an obstacle for legislation. And the White House is blasting Walmart over tariffs, but one analyst says she expects all retailers will have no choice but to raise prices, and that’ll benefit one group the most.

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    44 分
  • Cable Bundle Deal, IPO Pipeline Check, UnitedHealth Check-Up 5/16/25
    2025/05/16

    One of the biggest media mergers in years just dropped, but will it make it past federal regulators? Plus, eToro is wrapping up its first week as a public company as several other companies lay out their IPO plans. Is it a positive sign for the IPO pipeline? And UnitedHealth has been hammered since Monday, for its worst week since 2009, but could now be the buying opportunity of a lifetime? We’ll debate.

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    44 分
  • Red Flags for Bonds, Not-So-Secret Agents, and Sole-Mates 5/15/25
    2025/05/15

    The ongoing budget battle could be a bond bummer. Box’s big bet on AI agents. Plus, why Dick’s Sporting Goods’ deal for Foot Locker could be a good fit.

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    44 分
  • eToro’s Public Debut& Trump’s “Big, Beautiful Bill” 5/14/25
    2025/05/14

    eToro is soaring in its public debut. The trading site opening at $69.69 after pricing at $52/share. We speak with one company who changed their IPO plans in the wake of President Trump’s tariffs. Plus, the House and Ways committee advances the Republican’s sweeping tax package. We get the latest on where President Trump’s “Big, Beautiful Bill” goes next.

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    38 分
  • Trump’s Dealmaking Agenda 5/13/25
    2025/05/13

    President Trump making waves – and deals – on his first official trip overseas. Saudi Arabia announcing they’ll invest at least $600B in the U.S. with agreements to boost defense and tech ties. So what’s to come on the next leg of the trip? We discuss.

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    44 分
  • Stocks Surge on Another Tariff Pause 5/12/25
    2025/05/12

    Stocks rally after the U.S. and China agree to pause tariffs for 90-days ahead of further trade talks. Chips have their best day since early April, but there are still risks out there, according to Bernstein. Plus, the Trump administration’s plans for the FAA just days after more tech outages at Newark Airport.

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    43 分