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For the first time in a long time, Meta Platforms gave shareholders a reason to smile. Tim Beyers discusses 4th-quarter revenue coming in higher than expected for Meta, that $40 billion share buyback plan, and why AMD is demonstrating not all semiconductor chip companies are alike. Plus, 11 minutes in, how did Planet Fitness get the attention of the Federal Trade Commission? Ricky Mulvey and Sanmeet Deo discuss whether the low-cost gym deserves a spot on your watch list. Stocks discussed: META, INTC, AMD, PLNT. Host - Chris Hill; Guests - Tim Beyers, Sanmeet Deo.

As much as we love stocks, sometimes the Big Macro really does drive the market. Emily Flippen and Ron Gross discuss stronger-than-expected GDP sending stocks higher, Tesla ending the year on a high note, Chevron's record profits and huge buyback plan, Visa and Mastercard delivering strong profits (again), and the latest from Intel, Microsoft, Southwest Airlines, and Johnson & Johnson. Also, 19 minutes in, Deidre Woollard talks with Corrado Russo, head of global securities at Hazelview Investments, about real estate, REITs, and a part of the market investors might want to avoid. And at 30 minutes in, Emily and Ron discuss Chipotle's plan to hire 15,000 workers for "burrito season" and share two stocks on their radar: Mercedes Benz Group and Domino's Pizza. Stocks discussed: TSLA, INTC, CVX, MSFT, LUV, MA, V, JNJ, REXR, CMG, MBGYY, DPZ. Host - Chris Hill; Guests - Emily Flippen, Ron Gross, Deidre Woollard, Corrado Russo

Major banks are teaming up like The Avengers to take on powerful forces: Apple Wallet and PayPal. Jason Moser discusses Spotify becoming the latest company to announce layoffs, seven large banks combining forces to create a digital wallet product, and how and why Apple and PayPal have such a large lead in this industry. Also, 12 minutes in, Asit Sharma and Rickey Mulvey discuss corporate governance and an under-the-radar pop culture company going through some fundamental changes. Stocks discussed: SPOT, WFC, BAC, JPM, COF, PNC, USB, TFC, AAPL, PYPL, DIS, MSGS, PG, FNKO. Host - Chris Hill; Guests - Jason Moser, Asit Sharma

Data this week suggest India is about to pass China as the world's most populous country. Bill Mann discusses Procter & Gamble bumping up against the limits of its pricing powers, why China still has a demand problem, and how companies in the U.S. are moving some operations from China to Vietnam and India. Plus, 11 minutes in, Sanmeet Deo talks with Dexcom CEO Kevin Sayer about his company's work in continuous glucose monitors and a major shift affecting the future of healthcare. Stocks discussed: PG, CMG, AAPL, SBUX, DXCM. Host - Chris Hill; Guest - Bill Mann, Sanmeet Deo, Kevin Sayer

As many expected, Microsoft announced the layoff of 5% of its employees. Asit Sharma discusses the Producer Price Index falling 0.5%, much more than economists were expecting, Microsoft's layoffs, and whether Alphabet will be next, and why he's expecting more questions about layoffs this earnings season, but also more talk of where companies are investing. Also, 9 minutes in, is Lululemon Athletica facing short-term headwinds or long-term challenges? Ryan Henderson and Jamie Louko go head to head in our latest Bull vs. Bear debate! Stocks discussed: MSFT, CRM, AMZN, GOOG, GOOGL, LULU, NKE. Host - Chris Hill; Guests - Asit Sharma, Ryan Henderson, Jamie Louko

A bull market in the MSCI Asia Pacific index doesn’t mean investors should make rash investment decisions. Bill Mann discusses how U.S. companies can be a better way to play China’s reopening, Jay Powell’s latest speech reinforcing the Fed’s focus on stability, and the potential for other CEOs following Bob Iger’s lead as Disney employees return to offices starting March 1. At 12 minutes in, Alison Southwick and Robert Brokamp share tips for making this year a healthier and wealthier one. Stocks discussed: BABA, TCEHY, MCD, SBUX, KO, LVMHF, DIS. Host - Chris Hill; Guests - Bill Mann, Alison Southwick, Robert Brokamp, Jackie Pecquex, Catie Peiper, Nick Lutz

Just because a stock lost 98% of its value doesn’t mean it's cheap. Sometimes the market becomes efficient. Asit Sharma joins Ricky Mulvey to look at some justifiable reasons why stocks dropped last year and which strong businesses that may have been swept up in the tide. They discuss Carvana’s boom and bust, and the takeaways for investors, if Zoom has a sticky product, how Roku is addressing a tougher advertisement landscape, Meta’s valuation, and questions about its leadership, and Mindset advice if you want to be a contrarian investor. Companies discussed: LULU, ZM, MSFT, CVNA, ROKU, NFLX, META. Aswath Damodaran’s blog on Meta: https://aswathdamodaran.blogspot.com/2022/11/meta-lesson-1-corporate-governance.html Host- Ricky Mulvey; Guest - Asit Sharma

Sometimes cheap stocks are an opportunity, and sometimes stocks are cheap for a reason. Bill Mann discusses Amazon laying off 18,000 employees, whether layoffs are a bad sign or an indication a company is being honest with itself, and the writing on the (bond market) wall for Bed Bath & Beyond. Then, 11 minutes in, Ron Gross provides an overview of value investing, discusses why the current environment favors value stocks, and shares a few ideas for investors seeking to build up the value side of their portfolio. Stocks discussed: AMZN, CRM, MSFT. GOOG, GOOGL, BBBY, TGT, COST, WMT, BBY, CAT, DE, NEE, SO, NUE, VMC. Host- Chris Hill; Guests - Bill Mann, Ron Gross

Salesforce is laying off 10% of its workforce. Is it a sign of things to come in the tech industry? Tim Beyers discusses how Salesforce's recent acquisitions are the reason layoffs shouldn't be surprising, why HubSpot's next move is one of the most interesting things in tech, and one tech business bucking the trend by increasing its hiring. Then, 8 minutes in, Matt Argersinger previews the year for dividend stock investors, discusses why the payout ratio is a key metric to watch, and shares two dividend stocks he believes are looking more attractive these days. Stocks discussed: CRM, HUBS, ASAN, MNDY, SCHD, VIG, MTN, SWK, EXR, LII. Host - Chris Hill; Guests - Tim Beyers, Ron Gross

CEOs on the hot seat, stocks in the spotlight, and reckless predictions! Jason Moser and Matt Argersinger discuss industries and trends investors should be watching, why the CEOs of Amazon, Starbucks, and Twilio could be on the hot seat, two stocks poised for upside, keeping online streaming and BNPL businesses on a short leash, and not being worried about Blackstone, Home Depot, and Johnson & Johnson. Plus, 19 minutes in, Jason and Matt continue our 2023 preview with potential surprises for investors, why Live Nation and nCino could both be acquired, one trend and one stock that investors will have to be very patient with, reckless business predictions involving crypto, Elon Musk, and Warren Buffett, and two stocks on their radar: Topgolf Callaway and Easterly Government Properties. Stocks discussed: ROKU, GOOGL, PARA, DIS, NFLX, AMZN, TWLO, SBUX, STAG, TTD, WBD, PYPL, SQ, BX, HD, JNJ, CRM, PLD, CRWD, STWD, LYV, NCNO, APPH, COIN, BRK.A, MODG, DEA. Host - Chris Hill; Guests - Jason Moser, Matt Argersinger