Jeff Bezos' Investment Playbook, Apple's AI Sentiment in 2025 01/02/25

CNBC’s “Money Movers”

MP3•Pagina principale dell'episodio

26:18

How do you know when it’s time to make your next big career move? With International Women’s Day around the corner, we are excited to feature Avni Patel Thompson, Founder and CEO of Milo. Avni is building technology that directly supports the often overlooked emotional and logistical labor that falls on parents—especially women. Milo is an AI assistant designed to help families manage that invisible load more efficiently. In this episode, Avni shares her journey from studying chemistry to holding leadership roles at global brands like Adidas and Starbucks, to launching her own ventures. She discusses how she approaches career transitions, the importance of unpleasant experiences, and why she’s focused on making everyday life easier for parents. [01:26] Avni's University Days and Early Career [04:36] Non-Linear Career Paths [05:16] Pursuing Steep Learning Curves [11:51] Entrepreneurship and Safety Nets [15:22] Lived Experiences and Milo [19:55] Avni’s In Her Ellement Moment [20:03] Reflections Links: Avni Patel Thompson on LinkedIn Suchi Srinivasan on LinkedIn Kamila Rakhimova on LinkedIn Ipsos report on the future of parenting About In Her Ellement: In Her Ellement highlights the women and allies leading the charge in digital, business, and technology innovation. Through engaging conversations, the podcast explores their journeys—celebrating successes and acknowledging the balance between work and family. Most importantly, it asks: when was the moment you realized you hadn’t just arrived—you were truly in your element? About The Hosts: Suchi Srinivasan is an expert in AI and digital transformation. Originally from India, her career includes roles at trailblazing organizations like Bell Labs and Microsoft. In 2011, she co-founded the Cleanweb Hackathon, a global initiative driving IT-powered climate solutions with over 10,000 members across 25+ countries. She also advises Women in Cloud, aiming to create $1B in economic opportunities for women entrepreneurs by 2030. Kamila Rakhimova is a fintech leader whose journey took her from Tajikistan to the U.S., where she built a career on her own terms. Leveraging her English proficiency and international relations expertise, she discovered the power of microfinance and moved to the U.S., eventually leading Amazon's Alexa Fund to support underrepresented founders. Subscribe to In Her Ellement on your podcast app of choice to hear meaningful conversations with women in digital, business, and technology.…

circa un anno fa 43:28

“Money Movers” provides investors with real-time analysis of the stories and the people attracting the attention of the markets each day. Capturing the energy of day’s early trading, the program includes the breaking news and numbers driving stocks and sectors, helping investors make critical decisions. “Money Movers” anchors speak with the CEOs, government decision-makers and newsmakers who play a relevant role in how money is moving.

334 episodi

#Business #CNBC

Jeff Bezos' Investment Playbook, Apple's AI Sentiment in 2025 01/02/25

CNBC’s “Money Movers”

published circa un anno fa

MP3•Pagina principale dell'episodio

334 episodi

#Business #CNBC

Tous les épisodes

1
Hot inflation data spools markets…Lululemon sinks on earnings…The Coreweave indicator. 03/28/25 42:34

1 day fa42:34

42:34

The latest inflation data coming in hotter than expected and hitting stocks on more concerns about the state of the consumer. We speak with Mastercard Economist Institute Chief economist on what she’s seeing. Plus, Lululemon shares sink as guidance disappoints. Are they a bigger indication of a weak retail environment or a stand alone? We discuss. And, Coreweave goes public in a test of the appetite for AI companies. We’ll look at what the IPO means for the pipeline.…

1
The World is at a Crossroads…Auto tariffs sends ripples through the industry…Robinhood Looks To Grow Up. 3/27/25 43:15

2 giorni fa43:15

43:15

Barclays says the world is at a crossroads and for the first time in years favors fixed income over global growth. We’ll speak with the global head of research about their new call. Plus, former Ford CEO, Mark Fields, breaks down what the newly announced auto tariffs means for the industry, future capex plans, the bottom line and who will get hit worse than others. And, Robinhood announces new wealth management and private banking services. We speak with the company’s CEO about its new pipeline of products.…

1
Wall Street Bull-Bear Battle…Chewy talks consumer…Is Apple getting into datacenters? 3/26/25 42:28

3 giorni fa42:28

42:28

Barclays cuts its S&P price target to a new street low while Deutsche Bank sticks with 7,000. Both strategists join us to make their case. Then, the CEO of Chewy on the company’s strong quarter and the outlook for consumer demand. And, a new report says Apple could be looking to get into the data center race. We dig into the implications.…

1
The technical take…The Pay Gap Widens…SharkNinja talks consumer & tariffs. 3/25/25 42:22

4 giorni fa42:22

42:22

The S&P finally breaks above its 200-day average as stocks go for a third straight up day. We’ll get the technical take on whether this milestone means a sustained rally could be ahead. Plus, on equal pay day we take a look at the pay gap between men and women that’s actually growing. Plus, the SharkNinja CEO talks about the state of the consumer and what the upcoming tariffs mean for the company.…

1
Tariff Positivity on Wall Street?...Goldman’s Big Commodity Call…More players hop into the AI space 03/24/25 42:31

5 giorni fa42:31

42:31

Some tariff positivity making its way into the markets as stocks look to rebound. Should we believe this bounce?...Goldman says this gold rally can continue, but oil is set to stall. We’ll speak with the analyst behind the call. And, more players are hoping into the AI space and looking to make it cheaper and faster. We’ll look at the latest players.…

1
Money Movers 3/21/25 42:04

8 giorni fa42:04

42:04

1
Dovish for the wrong reasons?...Robinhood gets into NCAA betting…And, the state of high end real estate 3/20/25 41:28

9 giorni fa41:28

41:28

The Fed meeting showed a very dovish Fed moving forward, but were they dovish for all the wrong reasons? We’ll discuss. Plus, Americans are expected to bet more than $3 billion on March Madness this year. This year, Robinhood is getting in on the action. And, what the last round of housing data is telling us about the spring selling season.…

1
Gearing up for the Fed Decision…Breaking down Nvidia’s big event…Did Alphabet open the M&A window? 3/19/25 41:22

10 giorni fa41:22

41:22

The Fed set to make its rate policy decision. What could we hear about the impact of tariffs on future policy? Plus, what does Nvidia’s big event mean for investors? We’ll talk to one long time tech investors on the levels he’s watching to signal a buy. And, does Alphabet’s big deal for Wiz signal that the M&A window is finally opening?…

1
A “bull crash” in sentiment…Wendy’s strategy…Apple as a tech staple. 3/18/25 42:42

11 giorni fa42:42

42:42

Bank of America says we’ve seen a “bull crash” in sentiment. But is that actually a bullish sign? We’ll discuss. Plus, the CEO of Wendy’s joins us following their investor day to discuss the future of the company, consumer sentiment and the growth potential. And, Apple gets a price target hike with the analyst calling it a “tech staple” with AI concerns overblown. We’ll speak with the analyst.…

1
Tech valuations drop…Netflix has won the streaming race…The TikTok bid intensifies. 3/17/25 42:13

12 giorni fa42:13

42:13

As tech valuations drop to multi-year lows, is now the time to buy? We discuss. Plus, one analyst says “Netflix has wont the streaming wars. Case Closed.” He joins us to make his bullish case. And, billionaire investor Frank McCourt on his updated bid to buy TikTok before the April deadline.

1
Are there signs we may be nearing a bottom?...The outlook for gold as it hits new highs…Is Apple’s stock on pace for more pain? 3/14/25 42:03

15 giorni fa42:03

42:03

As stocks try to bounce, are there any signs we may be nearing a bottom? We’ll look at what investors should be watching for to finally see some calm. Plus, as markets move lower, gold is hitting all-time highs. The CEO of Wheaton Precious metals joins us with his outlook for precious metals and the company’s earnings report. And, Apple is on pace for its worst week in 5 years. Does this present a buying opportunity or will the AI concerns last?…

1
The key market stat to watch…Time to buy the financials?...A government shutdown looms 3/13/25 42:00

16 giorni fa42:00

42:00

Barclays head of U.S. Equity Strategy says investors need to watch one key S&P metric that could determine where the market goes next. He breaks it down. Plus, RBC upgrades one key name in the financials sector and sees a 40% upside to the stock. He joins us to discuss his call. And, what a potential government shutdown would mean for the economy.…

1
Looking for value buys in the downturn…Impact of steel and aluminum tariffs…The one Mag 7 name to short. 3/12/25 42:11

17 giorni fa42:11

42:11

Value investor, Bill Nygren, tells us the names that are on sale right now as the market downturn continues. Why he’s betting on one auto stock and the financials. Plus, we look at the impact of steel and aluminum tariffs and why it will look very different than 2018’s tariffs. And, one market strategist says its time to buy all but one of the Mag 7 names. He breaks down the stock and why.…

1
Is China a better buy than U.S.?...Is your electricity bill about to go up?...The best tech buys amid the sell off. 3/11/25 42:12

18 giorni fa42:12

42:12

Citi downgrades the U.S. market and upgrades China. Are overseas markets really the better play? We discuss. Plus, the Ontario Prime Minster breaks down why some electricity bills in the U.S. could rise by $100 a month. And, the tech sector has lead the sell-off in the past two months, so are there opportunities? Goldman Sachs’ tech portfolio manager gives us the names he’s buying right now.…

1
The selloff intensifies in the U.S. as policy questions remains…The Commodities Trade…and DeepSeek Moment 2.0? 03/10/25 43:24

19 giorni fa43:24

43:24

The market sell off intensifies today as policy questions remain. How do you position in such a volatile environment and is the EU really the place to be? Plus, the commodity sector outperforming equities this year. Can you still buy into the area and which commodity is best? And, a new Chinese AI tool has some on Wall Street asking if we’re in for a DeepSeek moment 2.0.…

1
Starting to Roll a Little…HPE CEO on the stock plunge…The Technical Take 3/7/25 41:58

22 giorni fa41:58

41:58

The Treasury Secretary telling CNBC that the economy could be “starting to roll a little bit.” What does that mean for investors? We discuss. Hewlett Packard Enterprise sinking on the back of a weak report and guidance. The CEO joins us to discuss the quarter and tariffs. Plus, as the markets continue to take a downturn, what are the charts telling us about where we go from here? We’ve got the technical take.…

1
A tariffs reprieve… The alcohol trade fades…Auto delinquencies rise. 03/06/25 43:40

23 giorni fa43:40

43:40

As the administration announces a one month reprieve on certain tariffs, what does it mean for the markets and investors? Will the rally reemerge? Plus, the CEO of Jack Daniels Maker, Brown Forman on earnings and tariffs as his products are taken off shelves in Canada. And, there’s been a significant rise in auto delinquencies raising concerns about the fiscal health of the consumer. We look at the numbers.…

1
Can the market regain its election bump?...The tariffs battle gets muddled…Breaking down the energy impact of Canadian tariffs 03/05/25 43:29

24 giorni fa43:29

43:29

The markets now negative since the inauguration as tariffs rattle investors. What’s next and can Washington calm fears? Plus, House Ways and Means Ranking Member, Richard Neal, breaks down why the President should be reconsidering these tariffs, what’s next for tax reform. And, will counter tariffs from Canada raise your electric bill?…

1
Pushback on Tariffs 3/4/25 59:48

25 giorni fa59:48

59:48

1
Countdown to Tariffs…The Bitcoin Strategic Reserve…Is it time to move to into healthcare? 3/3/25 42:12

26 giorni fa42:12

42:12

The markets are counting down to the tariff implementation tomorrow and a potential government shutdown next week. Can investors handle the political uncertainty? Plus, the President announces he will back a bitcoin strategic reserve. We speak with Microstrategy’s (Strategy) CEO on why the U.S. needs one to stay ahead of the world. And, as the tech trade continues to underperform is it time to pivot to healthcare?…

1
Ukraine President Zelenskyy Arrives at the White House, Personal Spending Declines, Tapestry CEO on the Luxury Consumer 2/28/25 43:14

29 giorni fa43:14

43:14

Ukraine President Zelenskyy arrives at the White House to meet with President Trump as a deal for rare-earth minerals remains front and center. Then the Street reacts to an in-line inflation print, but under the surface signs of a consumer slowdown emerge. What’s it mean for economic growth? We discuss. Plus the CEO of Tapestry, the best performing consumer discretionary stock this year, on the impact of tariffs to the business and how they are changing the growth strategy after terminating a merger agreement with Capri.…

1
Buy the Nvidia Dip?, Explaining Tesla's Recent Underperformance, Potential Recession Warnings 2/27/25 43:12

30 giorni fa43:12

43:12

How should investors play Nvidia after reporting Q4 results? Carl Quintanilla and Sara Eisen speak with one investors who says he’s buying any pullback in the stock. Then underneath the recent sell-off in Tesla Shares. Barclays has more on the unwind of what they call the ‘OG meme stonk’ and why fundamentals may matter again. Plus with the inversion of the 10-year Treasury yield and the 3-month note, should investors be worried about a potential market downturn? All that and more on Money Movers.…

1
Identifying a Market Bubble 2/26/25 32:12

4 weeks fa32:12

32:12

1
WH Top Trade Advisor on tariff implications…The Fate of the Rally….Retailers Prep for Tariffs. 2/25/25 46:06

5 weeks fa46:06

46:06

White House top trade advisor, Peter Navarro, discusses the administration’s plans to move forward with tariff plans. On the back of weak consumer data, can the market rally continue? We’ll debate. And Amer Sports is looking to diverse manufacturing as tariffs loom. We talk to the CEO about that, earnings and the state of the consumer.…

1
CNBC Changemakers Reveal & The Road Ahead for Tech 02/24/25 41:40

5 weeks fa41:40

41:40

1
The Fed’s New Uncertainties…Job cuts at the IRS begins…Two themes driving industrials. 02/21/25 47:00

5 weeks fa47:00

47:00

The Fed is being more vocal about the uncertainty new policies are creating for them. What could the consequences be of the unknows? Plus, job cuts have begun at the IRS. What it means for audits and filings. And, we’ll dive into two big themes we could see in the industrials this year…M&A and tariffs.…

1
Retail Ecosystem, Palantir & The Fed 2/20/25 42:19

5 weeks fa42:19

42:19

1
The State of Airlines, Trump's Latest Tariff Targets 2/19/25 41:46

5 weeks fa41:46

41:46

1
DOGE Begins Federal Layoffs, The Technicals of Meta's Run 02/18/25 41:59

6 weeks fa41:59

41:59

1
Golden age for the credit markets…Palo Alto’s future strategy…Washington’s goal to remove Biden’s regulation in banking and energy. 02/14/25 43:23

6 weeks fa43:23