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It was another big week of earnings results (and surprises). Jason Moser and Ron Gross discuss Shopify's guidance outweighing its results, Airbnb nearly doubling profit expectations, record revenue for The Trade Desk, shares of Roku popping more than 25%, and the latest from Marriott, Twilio, Cisco Systems, and Zillow Group. The, 19 minutes in, Jason and Ron keep the earnings coverage going and discuss Boston Beer surprising Wall Street, Outset Medical's latest results, the state of Microsoft's bid to buy Activision Blizzard, the latest from Coca-Cola, Roblox, Chipotle, and Alphabet, and two stocks on their radar: Etsy and Paramount Resources. Stocks discussed: SHOP, ABNB, TTD, MAR, TWLO, CSCO, ROKU, ZG, SAM, KO, OM, RBLX, ATVI, MSFT, CMG, SG, GOOG, ETSY, POU. Host - Chris Hill; Guests - Ron Gross, Jason Moser

If the management teams from Home Depot and Walmart had anything in common today, it was their guidance for the year ahead. Jason Moser discusses Home Depot shares falling 5% after its first revenue miss since 2019, the capital allocation flex of raising wages and HD's dividend, and Walmart crushing its holiday quarter thanks to groceries. Then, at 11 minutes in, Alison Southwick and Robert Brokamp answer your questions about investment fees, insurance, and saving in a Roth IRA. Companies discussed: HD, WMT; Host - Chris Hill; Guests - Jason Moser, Alison Southwick, Robert Brokamp

Microsoft's AI event is only the latest sign of the hottest area of tech. Jason Moser discusses: CEO Satya Nadella hailing "a new day in search", shares of C3AI, an enterprise AI platform company, doubling in the past five weeks, and Zoom Video announcing it's laying off 15% of employees. Then, at 12 minutes in, Robert Brokamp talks with former Pittsburgh Steelers lineman Jonathan Scott about playing in Super Bowl 45, managing an irregular income, and other takeaways from his book "The Winning Playbook: Strategies for Life on and off the Field". Stocks discussed: MSFT, GOOG, AMD, AI, ZM; Host - Chris Hill; Guests - Jason Moser, Robert Brokamp, Jonathan Scott

If revenge travel was supposed to slow down, then AirBnB hasn't noticed. Dylan Lewis and Tim Beyers discuss a very healthy quarter for AirBnB, and how the travel company continues to grow its footprint, AirBnB's $1.5 billion "waste of capital", Upstart's not too bad quarter, and questionable use of its balance sheet, and one thing to do whenever you buy a stock. Also, 17 minutes in, Bill Mann and Ricky Mulvey look at Hindenburg Research's report on Adani Group and an historic parallel that offers some insight for today. Companies discussed: ABNB, UPST, ADANIENT. Host - Dylan Lewis; Guests - Tim Beyers, Bill Mann

ChatGPT is getting plenty of attention, but there are other uses for artificial intelligence that investors should watch. Beth Kindig is the lead technology analyst for the I/O fund. Deidre Woollard caught up with Kindig to discuss where we are in the cloud adoption cycle, a key narrative playing out in semiconductor earnings, and what to learn from companies that went public too quickly. Companies discussed: MSFT, NVDA, TSM, META, AMD. Host: Deidre Woollard; Guest - Beth Kindig

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

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

Unemployment hit a 53-year low as Apple, Amazon, and Alphabet delivered their latest earnings reports. Ron Gross and Jason Moser discuss another interest rate hike and a surprising jobs report, Apple's first sales drop since 2019, Guidance overshadowing Amazon's holiday quarter, Starbucks struggling outside the U.S. and the latest from Alphabet, Meta Platforms, Exxon Mobil, and AMD. Then from 19 minutes in, Jason and Ron keep earnings-palooza going and discuss McDonald's ending the fiscal year on a high note, Match Group's disappointing results and layoff announcement, the latest from Qualcomm, Peloton, and Snap, and two stocks on their radar: Kinsale Capital Group and Samsara. Stocks discussed: AAPL, AMZN, GOOG, SBUX, META, XOM, INTC, AMD, MCD, QCOM, PTON, SNAP, MTCH, KNSL, IOT. Host - Chris Hill; Guests - Ron Gross, Jason Moser.

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.

The huge take-up of ChatGPT over recent weeks has brought the challenge of Artificial Intelligence into sharp relief. As the Chief Executive of its creator, OpenAI, said in one of his blogs, 'Artificial Intelligence will bring unimaginable wealth but, unless something changes, most of us will get none of it. We need a radical solution'. Conventional wisdom sees Universal Basic Income as the way through this dilemma, but this will only bring us more state intermediation and human subservience. We can put forward a better solution, by enabling all to share in the wealth that technology brings and to play their part in its future governance. Background music: 'Digital Solitude' by Silent Partner