Mentioned On
Episode Mentions
Motley Fool Money · Mar 31, 2026
Nobody Told Us This Was M&A Week
“Appliance manufacturer discussed in listener question regarding dividend sustainability and debt load”
Cisco-Restaurant Depot AcquisitionMcCormick-Unilever Food Division MergerAntitrust Challenges in Food Distribution
View AnalysisCNBC's "Fast Money" · Feb 25, 2026
All Eyes on Nvidia’s Latest Quarter… And Housing and Retail Flash Warning Signs 2/25/26
“Down 30% over past year; billionaire hedge fund manager David Tepper sent letter to board calling for strategic changes”
NVIDIA Q4 Earnings and Q1 GuidanceData Center Revenue Growth and MarginsAI Hardware vs. Software Valuation Divergence
View AnalysisCNBC's "Fast Money" · Feb 23, 2026
Tariffs, Banks & Private Credit Jitters… And Crypto Below $65K 2/23/26
“Launching $800M secondary offering to deleverage amid sales decline in Americas, poor timing in current market conditions”
Tariff Policy and Trade UncertaintyAI Disruption in Software IndustryPrivate Credit Market Stress
View Analysis