The next earning season is coming up starting in about three weeks. What are you going to be watching over the next few weeks? This is that period where I think companies, if there have been major changes to their business outlook, this is where guidance starts to come in. A company will warn about their quarter, they'll try to get ahead of the news.
The Nasdaq rose 17% in the 1st quarter, but we're not popping champagne just yet.
(0:21) Ron Gross and Matt Argersinger discuss: - New inflation data and real estate concerns in Silicon Valley - Why they're watching company margins and guidance updates over the next few weeks - Disney shutting down its metaverse division - Lululemon's (unsurprising) write-down of Mirror - The latest from Walgreens, RH, and McCormick
(19:11) Brad Stone, head of Bloomberg's global tech coverage, weighs in on the state of affairs at Amazon, whether Jeff Bezos will return as CEO, and what to watch in the growing industry of AI and ChatGPT.
(32:40) Matt and Ron discuss Moderna's prospects, Pepsi's new logo, and share two stocks on their radar: ERP Properties and Wesco International.
To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest.
Stocks discussed: DIS, META, LULU, WBA, RH, MKC, AMZN, GOOG, MRNA, PEP, EPR, WCC
Host: Chris Hill Guests: Ron Gross, Matt Argersinger, Brad Stone Engineer: Dan Boyd
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