Industry Focus Transcripts

Billionaire activist-investor Carl Icahn thinks Cigna’s planned tie-up with Express Scripts is a big blunder.

Understanding how the company has built a moat through product selection, customer service, and order fulfillment.

The supermajors all reported, but some did a little better than others.

Both payment processors have grown tremendously, but which is the best to invest in now?

Defense is a little less flashy than, say, cloud computing, but long-term investors won’t want to miss out on the sector completely.

In a world of “dying newspapers”, the Gray Lady is evolving into a content platform for the future.

It’s big pharma week! First, we discuss Eli Lilly’s second-quarter earnings and its decision to spin off its animal health business. Then, we explain why GlaxoSmithKline became an investor in the DNA screening company 23andMe.

The warehouse club industry might not be struggling as much as the traditional grocers, but that doesn’t make this recent IPO an automatic buy.

Goldman Sachs and Morgan Stanley both had excellent growth in the second quarter.

How shorting works, why it's so frowned upon, and why it deserves a little more credit for all the good it does.

The company behind your smartphone’s glass looks like a pretty compelling long-term investment, but it’s not completely without risk.

A new spin on an old drug could dent demand for Epidiolex, a marijuana-based epilepsy drug. Plus, here's how important Medicare and Medicaid are to UnitedHealth Group's profits.

If executed well, the New Blue 2020 initiative could bring the company to new heights.

The “big four” U.S. banks have all reported second-quarter earnings; here’s a rundown of the results.

Investors now have a chance to buy into the "Apple of China." Here’s what you should know before diving in.

One of Biogen's drugs could put us on a path to delaying disease progression.

This could be the opportunity investors have been waiting for to bet on the smart speaker market, but there are a lot of moving parts to consider.

Big bank earnings are right around the corner, so here's a primer on the biggest U.S. banks and what to watch.

Software-as-a-service stocks have been on fire in recent years. Here's what investors need to know about investing in the sector.

Shopping is changing, and some companies are completely rethinking what a customer experiences when they walk through a store.