Nike, FedEx, and The Fed

Amazon and Meta Platforms are facing increased scrutiny from regulators and states and that’s not only affecting their stock price, it could affect their business long-term. We discuss whether FTC probes and settlements are a big deal long-term. We end by laying out what John Ter ...  Show more

Hugging Face is pushing forward open-source large-language models, which potentially keep closed AI models from becoming too powerful. Now Hugging Face is pushing open-source robotic software with its latest consumer device, and Nvidia is reportedly looking to acquire Hugging Fac ...  Show more

Both FedEx and UPS are doing a lot of business with e-commerce companies, especially Amazon. But after one disastrous Christmas season when both companies have difficulty delivering in time for Christmas, Amazon decides it’s time to bring shipping in-house. Going forward, UPS and ...  Show more

In this episode, we dig into some big moves across markets. Spotify is shaking things up with Daniel Ek stepping down as CEO and a new co-CEO model taking over. Nike finally posts sales growth after a tough stretch, but margins remain under pressure as rivals like On and Hoka kee ...  Show more

With UPS expanding aggressively into Europe and other continents, FedEx decides to bet big on China. But it’s a risky strategy that initially looks like it’s going to fall short. Meanwhile, UPS tries to maintain its competitive advantage by pushing for more productivity from its ...  Show more

A big part of the market's recent downturn is the Dow Transports, which is currently below its 50- and 200-day moving averages. Bank of America's Ken Hoexter lays out the road ahead. Plus, LVMH is higher despite reporting slowing sales growth. TEMA ETFs' Javier Gonzalez explai ...