Gen Z & Millennials Are Driving AmEx Higher

The big box retailers are reporting earnings, and there are plenty of headwinds to discuss. But among the common themes this earnings season, these companies are leaning into AI (and AI assistants with cheesy names) to bring their businesses into the future. Tyler, Matt, and Jon ...  Show more

Target reported solid earnings this morning, which is a great sign for the consumer, but the big news today was from Moderna. The company’s clinical trial results for a cancer vaccine were so encouraging it was fast tracked through the trial and, while there are questions, this c ...  Show more

Felix, Mihir and Charlotte Howard discuss the recent earnings season with a spotlight on ExxonMobil, Chevron, Autozone, Apple, UPS, Microsoft and PDD – and what it all means for the economy. Hosted on Acast. See acast.com/privacy for more information. 

In this episode, we delve into the captivating world of corporate strategy, examining four prominent stories that made headlines last week:

Episode 97: Neal and Toby discuss the latest legal troubles for AI and whether ChatGPT's first decline in growth is a telling sign. Plus, the US auto industry is alive & well with soaring sales from major automakers, which could be a turning point for the economy. Then, a look at ...  Show more

This week, Felix Salmon, Emily Peck, and Elizabeth Spiers discuss Sam Altman’s triumphant return to OpenAI and ponder the future of the artificial intelligence industry. They also discuss the legal woes of crypto exchange Binance and its CEO Changpeng Zhao. Finally: the economic ...  Show more