EPISODE · Dec 11, 2025 · 40 MIN
China Deals, Comfort Stocks, and Market Surprises
(00:34) Headlines Nvidia and China Market Signal vs. Market Noise Alphabet Shakeup and OpenAI (09:06) Newest Recommendations Restaurant Software Data Center Infrastructure (19:40) What We Think Now Netflix Pure Storage Paycom Software (33:53) What We're Watching Financial Bargains ETF Inflows Accenture (39:19) Preview of Coming Attractions Host: Brian Stoffel Guests: Andy Cross, Asit Sharma, Loren Horst Producers: Bart Shannon, Mac Greer
NOW PLAYING
China Deals, Comfort Stocks, and Market Surprises
No transcript for this episode yet
Similar Episodes
Jan 25, 2026 ·13m
Nov 29, 2025 ·50m
Oct 11, 2025 ·6m
Oct 4, 2025 ·9m
Sep 29, 2025 ·5m