Battleground Stock: Adobe; Former Walmart U.S. CEO on the State of the Consumer; Time to Trim Mega-Caps From Your Portfolio? 12/16/24

Battleground Stock: Adobe; Former Walmart U.S. CEO on the State of the Consumer; Time to Trim Mega-Caps From Your Portfolio? 12/16/24

  • Por
  • Episodio
      1004
  • Publicado
      16 dic 2024
  • Editorial
0 Calificaciones
0
Episodio
1004 of 1209
Duración
44min
Idioma
Inglés
Formato
Categoría
Economía y negocios

A Bull-Bear debate on Adobe, as investors are concerned it’s not yet seeing major gains from AI. Plus, former Walmart U.S. CEO Bill Simon discusses the holiday shopping season, consumer trading down, and the impact of potential Trump tariffs. And, KKM Financial’s Jeff Kilburg says it may be time to trade in profits on big tech for industrials and materials.

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