Google-parent Alphabet is buying back $70 billion worth of shares and instituting its first-ever dividend. Arete Research's Richard Kramer breaks down the quarter. Plus, huge sales growth in the cloud and even bigger bets in AI may not be enough to prop up Microsoft's guidance. Oppenheimer's Timothy Horan dives into the results. And, the markets are coming off a whipsaw session ahead of fresh inflation data. Hargreaves Landsdown's Sophie Lund-Yates, The Carson Group's Ryan Detrick, and Citi's Beata Manthey discuss.

Alphabet Share Buyback, Microsoft Cloud Growth, and March PCE 4/26//24

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The consumer may be more stretched than Wall Street thinks, as several companies slash guidance. Mastercard's Steve Sadove dives into the latest SpendingPulse survey. Plus, it's been a turnaround story for much of the Chinese stock market in recent months. Goldman Sachs' Kinger Lau explains. And, San Francisco Fed President Mary Daly is throwing some cold water on renewed rate cut hopes. Liontrust Asset Management's Clare Pleydell-Bouve and Alger's Amy Zhang discuss.

Health of the Consumer, China's Turnaround, and Rate Cut Expectations 5/10/24

Nvidia CEO Jensen Huang says now is the time to get on the AI train. MapSignals' Alec Young discusses the outlook. Plus, the global EV landscape is set for a shake-up as China's Zeekr prepares to price its NYSE IPO tonight. The Wall Street Journal's Tim Higgins explains. And, the markets are pointed towards a lower open after a mixed session yesterday. CIC Wealth's Malcolm Ethridge previews the trading day ahead.

Nvidia's Valuation, the Global EV Landscape, and Hitting Pause on the Rally 5/9/24

All three major U.S. indexes are close to their record highs, with the S&P 500 on track to post its best growth rate in two years. KKM Financial's Jeff Kilburg and Inside Edge Capital's Todd Gordon lay out their top stock picks. Plus, airlines and hotels still expect strong bookings through the summer months. The Points Guy's Clint Henderson digs into the outlook. And, there's a rally sweeping across Europe as the Euro Stoxx 600 and FTSE 100 hit fresh all-time highs. Deutsche Bank's Maxmilian Uleer and Invesco's Kristina Hooper explain.

Stocks Near Records, Travel Trends, and European Rally 5/8/24

The relief rally is beginning to show signs of life as the push-and-pull between earnings growth and rate cuts remains front and center. Bone Fide Wealth's Douglas Boneparth discusses. Plus, the U.S. is exactly six months away from the presidential election. Generation Lab's Cyrus Beschloss dives into a new survey on key political issues. And, Disney is out with its second quarter results this morning after its kitchen sink report three months ago. Fairlead Strategies' Katie Stockton lays out the technicals for the stock.

Revitalized Relief Rally, Presidential Election Survey, and Disney Q2 Results 5/7/24

Warren Buffett held court this weekend at Berkshire Hathaway's annual meeting, where he fielded questions from shareholders and unveiled new investment moves. R360's Barbara Goldstein recaps the event. Plus, Apple is coming off its best day since 2022 after announcing a record-breaking $110 billion buyback. The Maxim Group's Tom Forte discusses. And, April's weaker-than-expected jobs report is boosting hopes for an earlier rate cut by the Fed. Van Lanschot Kempen's Anneka Treon and Wall Street Journal's Gunjan Banerji explain.

Alphabet Share Buyback, Microsoft Cloud Growth, and March PCE 4/26//24

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