Podcasts about q2 earnings

Chris and Tim come at you after a week off and are talking about the Q2 Earnings for Disney, The announcement of a new and technologically advanced Disneyland coming to Abu Dhabi, and the changes coming to Call of Duty. The guys also talk about how Fortnite is coming back to iOS and also the sentencing of the former Disney Employee who altered menus and displays in restaurants at Disney World.

Earnings season is all but done after last night's Q4 Report from Nvidia, which beat estimates, but did not inspire markets. The next dynamic to affect markets will be the closing of the buy back window ahead of Q2 Earnings reporting season. Investor behavior and market psychology is as bearish as ever. We're now seeing risk-off rotation; Lance revisits the effective use of stop-loss settings, and the importance of allowing market activity to mature. Nvidia underwhelms despite beating estimates; this is why fundamentals matter. Could Nvidia become the next "cash cow," a la Apple? RIP, Gene Hackman. Lance and Michael discuss creating liquidity out of debt, and the Fed's Reverse Repo tool. Recent Fed minutes hint at tweaking liquidity ahead of debt ceiling adjustments. Investor psychology and levels of bearishness not unlike pre-crash mentality. This may be the year with high volatility and markets go nowhere. How to be more rational? Adjust views of markets in varying time-spans (weekly, monthly) vs hourly and daily. Double-down or get out? Avoid anchoring on purchase price. SEG-1: Markets Unimpressed w Nvidia Beat SEG-2: Nvidia Beats: Why Fundamentals Matter SEG-3: RIP Gene Hackman; Creating Liquidity from Debt SEG-4: Behavioral Economics: Managing Your Inner Voice Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=yr9yuEqtyZE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "Consumers Are Losing Confidence" https://realinvestmentadvice.com/resources/blog/consumers-are-losing-confidence/ ------- The latest installment of our new feature, Before the Bell, "Markets Set Up to Rally," is here: https://www.youtube.com/watch?v=IcDdE867HOo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How to Avoid an Inheritance Nightmare" https://www.youtube.com/watch?v=72HobPbEuOY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #StopLoss #MarketSellOff #MarketCatalyst #MarketCorrection #BitCoin #ContrarianIndicator #BondMarket #MoneyFlows #Nvidia #PCE #MarketVolatility #InvestmentTalk #StockMarketTrends #InvestingTrends #InvestingAdvice #Money #Investing

Earnings season is all but done after last night's Q4 Report from Nvidia, which beat estimates, but did not inspire markets. The next dynamic to affect markets will be the closing of the buy back window ahead of Q2 Earnings reporting season. Investor behavior and market psychology is as bearish as ever. We're now seeing risk-off rotation; Lance revisits the effective use of stop-loss settings, and the importance of allowing market activity to mature. Nvidia underwhelms despite beating estimates; this is why fundamentals matter. Could Nvidia become the next "cash cow," a la Apple? RIP, Gene Hackman. Lance and Michael discuss creating liquidity out of debt, and the Fed's Reverse Repo tool. Recent Fed minutes hint at tweaking liquidity ahead of debt ceiling adjustments. Investor psychology and levels of bearishness not unlike pre-crash mentality. This may be the year with high volatility and markets go nowhere. How to be more rational? Adjust views of markets in varying time-spans (weekly, monthly) vs hourly and daily. Double-down or get out? Avoid anchoring on purchase price. SEG-1: Markets Unimpressed w Nvidia Beat SEG-2: Nvidia Beats: Why Fundamentals Matter SEG-3: RIP Gene Hackman; Creating Liquidity from Debt SEG-4: Behavioral Economics: Managing Your Inner Voice Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=yr9yuEqtyZE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Articles mentioned in this report: "Consumers Are Losing Confidence" https://realinvestmentadvice.com/resources/blog/consumers-are-losing-confidence/ "Estimates By Analysts Have Gone Parabolic" https://realinvestmentadvice.com/resources/blog/estimates-by-analysts-have-gone-parabolic/ "Margin Balances Suggest Risks Are Building" https://realinvestmentadvice.com/resources/blog/margin-balances-suggests-risks-are-building/ Adam Taggart & Lance Roberts: "Market Correction "Near Guaranteed" Given Insanely High Earnings Expectations: https://www.youtube.com/watch?v=BjVdeFPFXfs&list=PLVT8LcWPeAuh0I07NdQcssCvh6_yDa9bz&index=1&t=7s ------- The latest installment of our new feature, Before the Bell, "Markets Set Up to Rally," is here:  https://www.youtube.com/watch?v=IcDdE867HOo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our previous show is here: "How to Avoid an Inheritance Nightmare" https://www.youtube.com/watch?v=72HobPbEuOY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #StopLoss #MarketSellOff #MarketCatalyst #MarketCorrection #BitCoin #ContrarianIndicator #BondMarket #MoneyFlows #Nvidia #PCE #EstatePlanning #InheritanceTips #WealthManagement #FinancialLegacy #TrustsAndWills #RaisingChickens #RentaChicken #EggPrices #FederalReserve #ReflexiveRally #20DMA #50DMA #100DMA #CoronavirusDiscovery #StockMarketForecast #AnalystEstimates #ParabolicStocks #EarningsSeason #MarketTrends #MarketSellOff #MarketCatalyst #WuhanLab #CoronaVirus #OptionsExpiration #ReflexiveRally #50DMA #COVID #AllTimeHighs #MarketMomentum #RelativeStrenth #PriceCompression #MACDBuySignal #CoronavirusDiscovery #MarketShakeup #FinancialNews #EconomicImpact #MarketVolatility #MarginBalances #FinancialRisks #InvestmentTalk #StockMarketTrends #InvestingTrends  #InvestingAdvice #Money #Investing

FY25 Q2 earnings, reasoning models, deprecation Hosts: Leo Laporte and Paul Thurrott For full show notes, visit https://twit.tv/shows/windows-weekly/episodes/918 Sponsors: zscaler.com/security 1password.com/windowsweekly uscloud.com

FY25 Q2 earnings, reasoning models, deprecation Hosts: Leo Laporte and Paul Thurrott For full show notes, visit https://twit.tv/shows/windows-weekly/episodes/918 Sponsors: zscaler.com/security 1password.com/windowsweekly uscloud.com

In today's episode of Market Minutes, Vaibhavi Ranjan highlights the key factors to watch before the Indian market opens. As the market grapples with a correction, Wall Street's rally has also paused, with all eyes on the upcoming October inflation data. With the final stretch of Q2 earnings on deck, will the market continue its downward trend, or is a rebound in sight? In the Voice of the Day segment, we're joined by Mohit Bhandari from Stratzy, who shares his insights on how the recent market correction could impact retail participation in equities. Market Minutes is a morning podcast that puts the spotlight on hot stocks, key data points, and developing trends.

DisclosuresThese views are subject to change at any time based upon market or other conditions and are current as of the date at the top of the page.Investing involves risk and principal loss is possible.Past performance does not guarantee future performance.Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or of any specific investment.This material is not an offer, solicitation or recommendation to purchase any security. Nothing contained in this material is intended to constitute legal, tax, securities or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type.The general information contained in this publication should not be acted upon without obtaining specific legal, tax and investment advice from a licensed professional.  The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity.Please remember that all investments carry some level of risk. Although steps can be taken to help reduce risk it cannot be completely removed. They do no not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.Investments that are allocated across multiple types of securities may be exposed to a variety of risks based on the asset classes, investment styles, market sectors, and size of companies preferred by the investment managers. Investors should consider how the combined risks impact their total investment portfolio and understand that different risks can lead to varying financial consequences, including loss of principal. Please see a prospectus for further details.Indexes are unmanaged and cannot be invested in directly.Copyright © Russell Investments Group LLC 2024. All rights reserved.This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.CORP-12573Date of first use: Aug 2024

Jason Stankowski (Partner and Co-Portfolio Manager) and Brian Lancaster (Partner and Co-Portfolio Manager) from Clayton Partners join the podcast to discuss their thesis on Mattr Corp. (TSX: MATR), a growth-oriented, global materials technology company broadly serving critical infrastructure markets, including transportation, communication, water management, energy and electrification. For more information about Clayton Partners, please visit: https://www.claytonpartners.com/ Chapters: [0:00] Introduction + Episode sponsor: Tegus [2:10] What is Mattr Corp. and why are they so interesting to Brian and Jason [5:23] When Jason and Brian look at Mattr Corp, what they think they're seeing that the market is missing that's going to lead to alpha generation here? [10:57] Switching to US listing and what Jason likes about IFRS better than GAAP [15:07] $MATR.TO comparison to TerraVest [19:34] What's the secret sauce that doesn't make $MATR.TO just another commodity business [26:45] Auto manufacturer vertical [29:56] Growth runway [34:05] How much is Mattr a bet on the business vs. management team for Clayton Partners / stealth AI potential here [43:13] Q2 Earnings and conference call [51:30] $MATR.TO final thoughts and capital allocation strategy Today's sponsor: Tegus If you've been reading my newsletters, you know how often I rely on Tegus for my research. It's truly revolutionized how I get up to speed on new industries and companies. Tegus has the largest transcript library in the world, with over 75% of private market transcripts. Whether you're curious about AI, biotech, or any niche market, Tegus has the insights you need. What sets Tegus apart is its all-in-one platform. It's packed with expert call transcripts, management checks, panel calls, and in-depth financial data. No more jumping between different services or piecing together fragmented data. With Tegus, everything is right at your fingertips. The best part? The insights you get are from the very people shaping the industries you're interested in. You'll find perspectives from insiders and executives that you simply can't get anywhere else. To see Tegus in action and understand why it's my go-to resource, visit Tegus.com/value – that's T-E-G-U-S dot com slash value. Trust me, once you try Tegus, you'll never look back.

Back again, by popular demand after the 2024 Q1 Amazon earnings episode. Scotty O takes a “unique” look at the 2024 Q2 earnings report from Amazon CEO Andy Jassy and CFO Brian Olsavsky. This is some serious commentary and a lot of kidding around as Scott has been selling over 200 brands for the last 18yrs on Amazon. Always Off Brand is Ecommerce Simplified, Learn & Laugh!    Our SPONSOR is back! They are back MAGIC MIND!!  Go to their website! https://magicmind.com/pages/hp-v1   Scott has been using Magic Mind and is the best MENTAL PERFORMANCE Shot there is out there! Our listeners get a FREE trial offer to try out Magic Mind for yourself and get the mental performance you want! Get a 3 sample pack for free! And now you can get 20% off one-time purchase and subscriptions.    CODES: ALWAYSOFF20 -  https://magicmind.com/ALWAYSOFF20   - 20% off for one-time purchases and subscriptions- the rest of the episodes   ALWAYSOFFTRIAL -  https://magicmind.com/ALWAYSOFFTRIAL  - get a 3 sample pack for free- 1st episode QUICKFIRE Info:   Website: https://www.quickfirenow.com/ Email the Show: info@quickfirenow.com  Talk to us on Social: Facebook: https://www.facebook.com/quickfireproductions Instagram: https://www.instagram.com/quickfire__/ TikTok: https://www.tiktok.com/@quickfiremarketing LinkedIn : https://www.linkedin.com/company/quickfire-productions-llc/about/ Sports podcast Scott has been doing since 2017, Scott & Tim Sports Show part of Somethin About Nothin:  https://podcasts.apple.com/us/podcast/somethin-about-nothin/id1306950451 HOSTS: Summer Jubelirer has been in digital commerce and marketing for over 16 years. After spending many years working for digital and ecommerce agencies working with multi-million dollar brands and running teams of Account Managers, she is now the Amazon Manager at OLLY PBC.   LinkedIn https://www.linkedin.com/in/summerjubelirer/   Scott Ohsman has been working with brands for over 29 years in retail, online and has launched over 200 brands on Amazon. Owning his own sales and marketing agency in the Pacific NW, is now VP of Digital Commerce for Quickfire LLC. Scott has been a featured speaker at national trade shows and has developed distribution strategies for many top brands. LinkedIn https://www.linkedin.com/in/scott-ohsman-861196a6/   Hayley Brucker has been working in retail and with Amazon for years. Hayley has extensive experience in digital advertising, both seller and vendor central on Amazon. Hayley is based out of North Carolina and has worked in multiple product categories and has also worked on the brand side and started with Nordstrom on the retail floor.  LinkedIn -https://www.linkedin.com/in/hayley-brucker-1945bb229/   Huge thanks to Cytrus our show theme music “Office Party” available wherever you get your music. Check them out here: Facebook https://www.facebook.com/cytrusmusic Instagram https://www.instagram.com/cytrusmusic/ Twitter https://twitter.com/cytrusmusic SPOTIFY: https://open.spotify.com/artist/6VrNLN6Thj1iUMsiL4Yt5q?si=MeRsjqYfQiafl0f021kHwg APPLE MUSIC https://music.apple.com/us/artist/cytrus/1462321449   “Always Off Brand” is part of the Quickfire Podcast Network and produced by Quickfire LLC.    

Today on our show:Amazon reports Q2 earningsAllbirds reports financial resultsAmazon signs deal with Pinterest and TikTokShopify crushes its earningsAnd finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs.https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly

Instant analysis of SoundHound AI ($SOUN) Q2 earnings, as we hear from CEO Keyvan Mohajer.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #SoundHound AI #Earnings @SoundHound AI $SOUN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of Trade Desk ($TTD) Q2 earnings, as we hear from CEO Jeff Green.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Trade Desk #Earnings @Trade Desk $TTD #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of Datadog ($DDOG) Q2 earnings, as we hear from CEO Olivier Pomel.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Datadog #Earnings @Datadog $DDOG #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of Applovin ($APP) Q2 earnings, as we hear from CEO Adam Foroughi.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Applovin #Earnings @Applovin $APP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

It's the last Windows Weekly in the TWiT Eastside Studio! The Week D mystery continues in this episode. And Windows Insider has had a relatively quiet week. Intel is in trouble, with stock price dropping over 25 percent! WordStar is back, but the big news here is the documentation archive. Also, Paul thinks the improved Reader mode in Firefox 129 is pretty sweet. Windows 11 Last week, Microsoft issued Week D update for 22H2/23H2 late Last week, Microsoft issued 24H2 build to the Release Preview channel but nothing for Week D. Paul speculated this would replace the Weed D update, head to stable in August Since then, Microsoft quietly issued Week D update for 24H2 one week late (on last day of July) Speculation was correct: These are all the same thing, with the same new features, most CFRs Microsoft's release schedule gets even more chaotic. It's been missing the Week D Tuesday release schedule more often than not in recent months BIG update to the Microsoft Store in Canary and Dev today Hardware Snapdragon X is a huge leap forward for the PC, but Apple/MacBook Air still have big advantages AMD's new chips are getting rave reviews Intel is on track for Lunar Lake in September Intel earnings crater, with layoffs, cost reductions Stock price drop second worst in corporate history Intel extends Core processor Gen 13/14 warranty by 2 years (PC bundles only) Core processor warranty is extended to retail sales Surface Laptop 7, Surface Pro 11 for Business available for preorder Microsoft 365 The new Outlook is now generally available and the Microsoft community celebrates in the streets Antitrust/Corporate Google found guilty of abusing its Search monopoly Big point: Google's revenue share deals with Apple, etc. Could this kill Mozilla? Microsoft and Bing come up over 500 times (!) in the ruling. Obsessed much? Apple would like to have its antitrust case dismissed. Good luck with that Context: The paradox of antitrust Thanks to Manifest V3, ad- and tracker- blocking in Chrome is going to get less effective Microsoft: We are STILL serious about security. No, really Arm revenues up 39 percent to $939 million Qualcomm up 11 precent to $9.4 billion Apple up 4.9 percent to 85.8 billion in revenues Amazon up 10 percent to $148 billion Xbox Microsoft promises over 50 playable games at Gamerscom this month in Germany, ahead of IFA Valorant is a free-to-play shooter now available on Xbox Series X|S Crash Bandicoot N. Sane Trilogy, more comes to Xbox Game Pass Sony sold 2.4 million PS5s in the quarter, total at 61.7 million Nintendo sold 2.1 million Switch consoles, total at 143.42 million Tips and Picks Tip of the week: You can experience WordStar for MS-DOS again App pick of the week: Web browser updates RunAs Radio this week: Optimizing Cloud Recovery Costs with Natalie Serebryakova Brown liquor pick of the week: Legent Bourbon Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsor: 1password.com/windowsweekly

Instant analysis of HubSpot ($HUBS) Q2 earnings, as we hear from CEO Yamini Rangan. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #HubSpot #Earnings @HubSpot $HUBS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of IONQ ($IONQ) Q2 earnings, as we hear from CEO Peter Chapman.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #IONQ #Earnings @IONQ $IONQ #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of Shopify ($SHOP) Q2 earnings, as we hear from CEO Tobi Lutke. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Shopify #Earnings @Shopify $SHOP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of Super Micro Computer ($SMCI) Q2 earnings, as we hear from CEO Charles Liang.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Super Micro Computer #Earnings @Super Micro Computer $SMCI #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of Rivian Automotive ($RIVN) Q2 earnings, as we hear from CEO RJ Scaringe. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Rivian Automotive #Earnings @Rivian Automotive $RIVN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

It's the last Windows Weekly in the TWiT Eastside Studio! The Week D mystery continues in this episode. And Windows Insider has had a relatively quiet week. Intel is in trouble, with stock price dropping over 25 percent! WordStar is back, but the big news here is the documentation archive. Also, Paul thinks the improved Reader mode in Firefox 129 is pretty sweet. Windows 11 Last week, Microsoft issued Week D update for 22H2/23H2 late Last week, Microsoft issued 24H2 build to the Release Preview channel but nothing for Week D. Paul speculated this would replace the Weed D update, head to stable in August Since then, Microsoft quietly issued Week D update for 24H2 one week late (on last day of July) Speculation was correct: These are all the same thing, with the same new features, most CFRs Microsoft's release schedule gets even more chaotic. It's been missing the Week D Tuesday release schedule more often than not in recent months BIG update to the Microsoft Store in Canary and Dev today Hardware Snapdragon X is a huge leap forward for the PC, but Apple/MacBook Air still have big advantages AMD's new chips are getting rave reviews Intel is on track for Lunar Lake in September Intel earnings crater, with layoffs, cost reductions Stock price drop second worst in corporate history Intel extends Core processor Gen 13/14 warranty by 2 years (PC bundles only) Core processor warranty is extended to retail sales Surface Laptop 7, Surface Pro 11 for Business available for preorder Microsoft 365 The new Outlook is now generally available and the Microsoft community celebrates in the streets Antitrust/Corporate Google found guilty of abusing its Search monopoly Big point: Google's revenue share deals with Apple, etc. Could this kill Mozilla? Microsoft and Bing come up over 500 times (!) in the ruling. Obsessed much? Apple would like to have its antitrust case dismissed. Good luck with that Context: The paradox of antitrust Thanks to Manifest V3, ad- and tracker- blocking in Chrome is going to get less effective Microsoft: We are STILL serious about security. No, really Arm revenues up 39 percent to $939 million Qualcomm up 11 precent to $9.4 billion Apple up 4.9 percent to 85.8 billion in revenues Amazon up 10 percent to $148 billion Xbox Microsoft promises over 50 playable games at Gamerscom this month in Germany, ahead of IFA Valorant is a free-to-play shooter now available on Xbox Series X|S Crash Bandicoot N. Sane Trilogy, more comes to Xbox Game Pass Sony sold 2.4 million PS5s in the quarter, total at 61.7 million Nintendo sold 2.1 million Switch consoles, total at 143.42 million Tips and Picks Tip of the week: You can experience WordStar for MS-DOS again App pick of the week: Web browser updates RunAs Radio this week: Optimizing Cloud Recovery Costs with Natalie Serebryakova Brown liquor pick of the week: Legent Bourbon Hosts: Leo Laporte, Paul Thurrott, and Richard Campbell Download or subscribe to this show at https://twit.tv/shows/windows-weekly Get episodes ad-free with Club TWiT at https://twit.tv/clubtwit Check out Paul's blog at thurrott.com The Windows Weekly theme music is courtesy of Carl Franklin. Sponsor: 1password.com/windowsweekly

Instant analysis of Uber Technologies ($UBER) Q2 earnings, as we hear from CEO Dara Khosrowshahi. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Uber Technologies #Earnings @Uber Technologies $UBER #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of Lucid Group ($LCID) Q2 earnings, as we hear from CEO Peter Rawlinson.  More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Lucid Group #Earnings @Lucid Group $LCID #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of Palantir Technologies ($PLTR) Q2 earnings, as we hear from Futurum Group analyst Steven Dickens. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Palantir Technologies #Earnings @Palantir Technologies $PLTR #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of Globalfoundries ($GFS) Q2 earnings, as we hear from CEO Thomas Caulfield. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Globalfoundries #Earnings @Globalfoundries $GFS #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of Fortinet ($FTNT) Q2 earnings, as we hear from CFO Keith Jensen More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Fortinet #Earnings @Fortinet $FTNT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

With Prime Day over and Amazon's Q2 earnings report revealed, Dave recaps how his Prime Day went and what does means for the future of third party sellers on Amazon.    Today's episode is sponsored by Clearco, a company that provides ecommerce businesses with working capital to fund inventory, marketing, shipping and logistics, and more! Check them out today!    Prime Day 2024 was touted as the biggest shopping event ever, with record sales and more items sold than any previous Prime Day.   But who were the real winners of Prime Day?    Today, Dave talks about his personal Prime Day experience, how Amazon missed their estimates for Q2, and what that means for third party sellers.    The Big Takeaway Amazon's Q2 earnings showed sluggish growth in online store revenue and missed estimates for the "third-party seller services and advertising revenue" section. This might mean more fees in Q3.  Prime Day 2024 was the biggest shopping event ever, but its impact on overall sales is questionable as consumers may be delaying their purchases. Buy Now, Pay Later options are gaining popularity, accounting for 7.6% of all orders during Prime Day. Amazon Basics was the most searched for brand during Prime Day, indicating consumers' demand for low priced products.  Apparel is emerging as a strong category on Amazon, potentially due to Amazon's response to Temu and Shein.  Timestamps 00:00 - Introduction: Amazon's Q2 Earnings and Prime Day 2024 03:06 - Sluggish Growth and Missed Estimates 09:47 - Prime Day 2024: The Biggest Shopping Event Ever? 13:02 - The Rise of Buy Now, Pay Later 17:42 - Amazon Basics: The Most Searched for Brand on Prime Day 21:24 - Apparel: A Strong Category on Amazon   As always, if you have any questions or anything that you need help with, reach out to us at support@ecomcrew.com if you're interested.    Don't forget to leave us a review on iTunes if you enjoy our content. If you have any questions, send us an email at support@ecomcrew.com. We'd love to help you in any way we can.    Thanks for listening! Until next time, happy selling!

Instant analysis of Cloudflare ($NET) Q2 earnings, as we hear from CEO Matthew Prince. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Cloudflare #Earnings @Cloudflare $NET #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of Twilio ($TWLO) Q2 earnings, as we hear from CEO Khozema Shipchandler. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Twilio #Earnings @Twilio $TWLO #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of Snap ($SNAP) Q2 earnings, as we hear from CEO Evan Spiegel. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Snap #Earnings @Snap $SNAP #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of Intel ($INTC) Q2 earnings, as we hear from CEO Pat Gelsinger. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Intel #Earnings @Intel $INTC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of Amazon.com ($AMZN) Q2 earnings, as we hear from CEO Andy Jassy. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Amazon.com #Earnings @Amazon.com $AMZN #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of Mobileye Global ($MBLY) Q2 earnings, as we hear from CEO Prof. Amnon Shashua. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Mobileye Global #Earnings @Mobileye Global $MBLY #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of Apple ($AAPL) Q2 earnings, as we hear from CEO Tim Cook. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Apple #Earnings @Apple $AAPL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

In this special quarterly episode recorded on Wednesday, July 31, 2024, I dive into Meta's latest earnings report and what it means for advertisers. I'll break down the impressive numbers, including a remarkable rise in advertising revenue and a mind blowing daily active people/users number. Learn why Facebook and Instagram continue to be the top platforms for digital advertising. Website: https://philgrahamdigital.com

Instant analysis of Western Digital ($WDC) Q2 earnings, as we hear from CEO David Goeckeler. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Western Digital #Earnings @Western Digital $WDC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of Arm PLC ($ARM) Q2 earnings, as we hear from CEO Rene Haas. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Arm PLC #Earnings @Arm PLC $ARM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of Meta Platforms ($META) Q2 earnings, as we hear from CEO Mark Zuckerberg. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Meta Platforms #Earnings @Meta Platforms $META #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of AMD ($AMD) Q2 earnings, as we hear from CEO Lisa Su. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #AMD #Earnings @AMD $AMD #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of Arista Networks ($ANET) Q2 earnings, as we hear from CEO Jayshree Ullal. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Arista Networks #Earnings @Arista Networks $ANET #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of PayPal ($PYPL) Q2 earnings, as we hear from CEO Alex Chriss. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #PayPal #Earnings @PayPal $PYPL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of Gartner ($IT) Q2 earnings, as we hear from CEO Gene Hall. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Gartner #Earnings @Gartner $IT #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of Lattice Semiconductor ($LSCC) Q2 earnings, as we hear from interim CEO Esam Elashmawi. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #LatticeSemiconductor #Earnings @Lattice Semiconductor $LSCC #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Today on our show:UPS reports Q2 earningsGoogle not ending cookies after allAmazon Prime Day roundupNew marketplace whitepaper releasedAnd finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs.https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly

Instant analysis of ON Semiconductor ($ON) Q2 earnings, as we hear from CEO Hassane El-Khoury. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #ON Semiconductor #Earnings @ON Semiconductor $ON #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Tesla held its quarterly shareholder meeting, and as always I've got a recap, highlights, and analysis from what CEO Elon Musk and the Tesla executive team had to say about Q2 2024. Plus: Cybertruck test drives have begun, and more! If you enjoy the podcast and would like to support my efforts, please check out my Patreon at https://www.patreon.com/teslapodcast and consider a monthly pledge. Every little bit helps and there are stacking bonuses in it for you at each pledge level, like early access to each episode at the $5 tier and the weekly Lightning Round bonus mini-episode (AND the early access!) at the $10 tier! And don't forget to leave a message on the Ride the Lightning hotline anytime with a question, comment, or discussion topic for next week's show! The toll-free number to call or Skype is 1-888-989-8752. The Tesla raffle from ChesedChicago is back! For your chance to win a Tesla (including a Cybertruck!) or $50,000 cash and help a great cause in the process, head to https://ccraffle.com, where you can get $25 off two tickets or $500 off of 15 tickets by using the promo code “RTL” (without the quotes).  Go to xcelerateauto.com/xcare to find the extended warranty policy that's right for you and your Tesla, and don't forget to use the discount code “Lightning” for $100 off your purchase. P.S. Get 15% off your first order of awesome aftermarket Tesla accessories at AbstractOcean.com by using the code RTLpodcast at checkout. Grab the SnapPlate front license plate bracket for any Tesla at https://everyamp.com/RTL/ (don't forget the coupon code RTL). 

Instant analysis of Comfort Systems ($FIX) Q2 earnings, as we hear from CEO Brian Lane. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #Comfort Systems #Earnings @Comfort Systems $FIX #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of ServiceNow ($NOW) Q2 earnings, as we hear from CEO Bill McDermott. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #ServiceNow #Earnings @ServiceNow $NOW #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

Instant analysis of IBM ($IBM) Q2 earnings, as we hear from CEO CEONAMETK. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #IBM #Earnings @IBM $IBM #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we provide some highlights of what happened during the 1st US presidential debate of 2024 and what to expect from a very heavy macro data week.This episode is presented by Kelly Chia (Deputy Head of Research, Asia).