Top telecom analyst Peter Supino at Wolfe Research explains his upgrade. Plus, Disney battles a board takeover with a cartoon duck.

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The Bull Case for AT&T

Get the lowdown on high finance each week with Barron’s columnist Jack Hough. Business leaders and trendspotters, insights and absurdities—this is Wall Street like you've never heard before.

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Sands Capital semiconductor analyst Daniel Pilling shares insights. Plus, more drama at Paramount.

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Chip Stocks and the A.I. Explosion

Plus, the charms of CLOs. BofA’s Jared Woodard sizes up income strategies.

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The Problem With Covered Call Writing

Plus, Tesla earnings, European stock picks, and jellied eels.

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Fuzzy Panda Attacks Globe Life

In this non-episode, Jack and Jackson touch on dual-class stocks, the Paramount deal, fixed income, and cabbage.

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Supervoting Shares and Bond Barbells

Why Calvin Klein maker PVH got the worst of an apparel stock drop.

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The Bull Case for AT&T

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