Wall Street Roundup: UnitedHealth, retail, tech, and tariffs
UnitedHealth and insurance inflection point (0:30). Tech names have been very headline dependent (5:55). Cisco's growth factors (10:10). Walmart set tone for upcoming retail earnings (11:10). Shopify'...
16 Mai 202521min
GlobalWafers commits $7.5B to U.S. growth
GlobalWafers (GFS) to boost U.S. investment to $7.5B amid soaring chip demand. (00:25) Virgin Galactic (SPCE) confirms it is on track for commercial flights again in 2026. (01:50) Buffett's Berkshire ...
16 Mai 20255min
Walmart warns of higher prices even with lower tariffs
WMT execs say suppliers and retailers can’t absorb all the higher costs. (0:15) Wholesale inflaton sinks unexpectedly. (1:11) Happy 85th birthday, McDonald’s! (4:03) Show NotesThe signposts for marke...
15 Mai 20256min
Medicare probe hits UnitedHealth shares
UnitedHealth (UNH) probed by DoJ for potential Medicare fraud; shares slide - report. (00:22) Dick's Sporting Goods close to deal for Foot Locker - WSJ. (01:16) Warren Buffett reveals why he chose to ...
15 Mai 20255min
Big tech strikes oil
Chip and AI stocks are getting their mojo back with Mideast deals. (0:15) AMD announces $6B buyback. (2:59) Starbucks baristas strike over dress code. (3:29) Show Notes‘Gandalf’ calls crypto ‘rat poi...
14 Mai 20256min
Foxconn profit jumps, but tariffs cast a shadow
Foxconn Q1 profit soars on AI demand; tariffs woes weigh on FY outlook. (00:28) Airbnb goes beyond rentals with full-service travel offerings. (02:34) YouTube bags rights to stream NFL game for the fi...
14 Mai 20257min
Inflation shows little tariff impact
The April CPI report comes in on the dovish side. (0:15) UnitedHealth CEO steps down. (2:08) AMC announces 50% off Wednesday movies. (3:36) Show NotesGoldman Sachs boosts S&P target in wake of tariff...
13 Mai 20255min
FedEx lands Amazon deal as UPS scales back
FedEx inks deal with Amazon to fill delivery gaps left by UPS. (00:21) Samsung launches ultra-thin Galaxy S25 Edge as Apple reportedly prepares iPhone Air. (01:18) Coinbase to join S&P 500 index, shar...
13 Mai 20255min
