The 8:30 (8:30–9:30 a.m. ET)
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摘要
Julie Hyman opens on what she calls a perfect storm: Amazon and Intel disappointing, oil pushing higher on the war, and overnight the largest cryptocurrency theft on record. Amazon spent $77 billion in a single quarter and still missed on revenue. Intel beat on earnings and then guided low. SanDisk beat on both lines and fell anyway. Then the Binance heist, about $6.3 billion gone, with Owen Lau of Clear Street on what it means for an industry that keeps surviving these. Energy closes the hour, with BP nearly quadrupling its profit on refining margins.
Featuring
Julie Hyman, Host, Yahoo Finance
Jake Conley, Breaking Business News Reporter, Yahoo Finance
Al Root, Associate Editor, Barron's
Owen Lau, Managing Director and Senior Analyst, Clear Street
Lawrence Sprung, CFP, Founder, Mitlin Financial
Timestamps
0:00 A perfect storm and then some
2:26 Energy is the year's number one group
3:44 Did the earnings actually disappoint
5:08 The expectations keep getting higher
6:34 The old moat was code. The new one is cash
8:50 Why the bear case feels true right now
11:31 Amazon spends $77 billion in a quarter
14:34 The retail numbers and the weather excuse
15:41 Intel beats, then guides low
18:26 We own Intel, collectively
20:32 SanDisk beats into a bad tape
22:03 Flash memory price growth is easing
24:53 Break
30:15 A record $6.3 billion heist at Binance
31:28 How much went out the door
33:35 Owen Lau on what the hack implies
36:15 Could AI make this easier
37:24 What regulators do next
39:51 Why tokenization is the real use case
42:31 Managing volatility through a week like this
44:01 Repair the roof while the sun is shining
46:31 Retiring into a drawdown
48:01 Energy's biggest day of the quarter
49:49 Venezuelan barrels under $20
52:39 Oil is the new tech
#Binance #Crypto #Amazon #The830 #YahooFinance
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