

Stocks React to the Jobs and Inflation Data 12/8/23
Dec 8, 2023
Jenny Harrington and Steve Weiss debate on retail. Joe sells shares in JPMorgan, Uber, and Broadcom. Jim Lebenthal discusses Paramount’s pop on potential takeover.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Market Conditions, Fed Decision, and Reallocating Capital
01:31 • 7min
Labor Market Report and Google's Gemini AI Model
08:01 • 17min
Stock movements, upcoming earnings, and sponsor mentions
25:01 • 2min
Upcoming Earnings Reports for Jimmy Oracle, Adobe, and Costco
26:35 • 10min
Downgrades for Two Big Chip Makers: Focus on Qualcomm
36:51 • 2min
Stock Downgrade and Energy Stocks
38:48 • 7min
Discussion on Stocks: Ardaugh Metals, Twilio, Boeing, and Taiwan's Semi
46:15 • 2min