Build or Buy AI? Should Apple Replace Tim Cook? Five Tactical Earnings Trades 7/10/25
It’s proving to be one of the biggest decisions for mega cap tach companies… build or buy their AI? A closer look at the strategies taking shape and the billions of dollars on the line. Then one Wall Street firm calling for Apple to replace CEO Tim Cook amid a lackluster AI rollout and lagging iPhone sales. That debate and a look at Tim Cook’s tenure. Plus Evercore ISI putting out five tactical trades ahead of earnings season. The names they say to buy and sell.
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National Retail Federation CEO, X CEO Steps Down, Nvidia’s Next Growth Drivers 7/9/25
With President Trump’s tariffs threats lingering over the retail sector, the CEO of the National Retail Federation shares the warnings signs he’s watching for when it comes to the broader economy. Then X CEO Linda Yaccarino announces her departure from Elon Musk’s social media company. The impact on the company’s AI and adverting strategy. Plus Nvidia’s run to a four trillion dollar market cap proves it’s more than just a chip company. A breakdown of some of its other growth drivers. All that on Money Movers.
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Tariffs & the Fed, Boeing Orders & Deliveries, A Boost for Gig Worker Companies? 7/8/25
Could a shifting tariff deadline create a further divide between the president and the Fed Chair? And delay what Trump says is a must: rate cuts. Goldman Sachs Vice Chair and former Dallas Fed President Robert Kaplan weighs in. Plus, Boeing reports June orders and deliveries. Then with Uber sitting at an all-time high, how new legislation in Washington could provide a further boost for companies employing gig workers. All that on Money Movers.
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Elon Musk Re-enters Politics, Renewable Tax Cuts Could Hurt AI Growth, Howard Hughes CEO 7/7/25
Tesla shares fall as Elon Musk says he wants to create a third major political party in the U.S. What’s it mean for the stock? We discuss. Then the One Big Beautiful Bill Act cutting back tax credits for the renewable energy sector. A closer look at how that could negatively impact U.S. AI growth. Plus the CEO of Howard Hughes joins the show with why he thinks the recent weakness in the housing market is only temporary.
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Money Movers 7/3/25
“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.
“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.
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